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Found 787 results in 8ms
Found 787 results in 8ms
May 5, 2026
Home Depot, Mingledorff's & Strategic Entry into HVAC Distribution
Partner Interview
The Home Depot•US•Mega CapCarrier EnterpriseDaikinWatscoFergusonB2B MiddlemenConsumer DiscretionaryIndustrialsJan 23, 2026
Core & Main Inc: M&A Strategy & Opportunity
Partner Interview
Core & Main•US•Mid CapWatscoFergusonB2B MiddlemenIndustrialsJan 8, 2026
Johnson Controls International: Culture & HVAC Competitive Landscape
Partner Interview
Johnson Controls International•IE•Large CapTrane TechnologiesCarrier GlobalDaikin IndustriesLennox InternationalWatscoB2B MiddlemenIndustrialsJan 7, 2026
Johnson Controls International & Tyco Merger
Partner Interview
Johnson Controls International•IE•Large CapTrane TechnologiesLennox InternationalCarrier EnterpriseWatscoB2B MiddlemenIndustrialsJan 6, 2026
Trane Technologies: Business Systems, Lean Culture & Value Stream Mapping
Partner Interview
Trane Technologies•IE•Large CapJohnson Controls InternationalWatscoB2B MiddlemenIndustrials
IP Research Resource
Dec 30, 2024
In Practise 2024: Year In Review
Tesla•US•Mega CapPerimeter SolutionsFTAI AviationIntuitive SurgicalDomino's Pizza EnterprisesThe GymFergusonDanaherConstellation SoftwareTopicusLoarAshtead GroupBurford CapitalACV AuctionsHermèsLifcoWatscoHalmaSwitching CostsScale EconomiesCornered ResourceProcess PowerNetwork EffectsBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseB2B MiddlemenSerial AcquirerB2B SoftwareInsurers & FinancialsAuctions & ClassifiedsMaterialsIndustrialsHealth CareConsumer DiscretionaryInformation TechnologyFinancials
Weekly update
Aug 7, 2024
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
Procore•US•Mid CapDatabricksLoarWencorFTAI AviationHEICOGreen Landscaping GroupCarrier GlobalSnowflakeMongoDBWatscoDanaherGeneral ElectricSafranTransDigm Group
Aug 5, 2024
US HVAC OEMs: Competitive Landscape & Distributor Relationship
Partner Interview
Trane Technologies•IE•Large CapWatscoLennox InternationalDaikinCarrier GlobalB2B MiddlemenIndustrialsWeekly update
Jul 24, 2024
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
Carrier Global•US•Large CapRoperAT&TMongoDBWatscoRyan Specialty GroupTeslaLifcoDaikinConstellation SoftwareBoseAutoZoneDanaherDiploma
Jul 22, 2024
Carrier, Trane, Lennox & HVAC OEMs Landscape
Partner Interview
Carrier Global•US•Large CapTrane TechnologiesLennox InternationalWatscoDaikinB2B MiddlemenIndustrialsWeekly update
May 2, 2024
Veeva vs IQVIA, SDI Group, Rightmove, Watsco, FERG, Core & Main, Evotec, Dynatrace, Jamf
IQVIA•US•Large CapZooplaVeevaJamfSDI GroupRightmoveEvotecDynatraceWatscoAppleDatadogMicrosoftLifcoFergusonPfizerTrane Technologies
Apr 30, 2024
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
Partner Interview
Watsco•US•Large CapFergusonBaker HughesDaikinComfort Systems USALennox InternationalMideaGree ElectricCarrier GlobalTrane TechnologiesB2B MiddlemenIndustrialsEnergyConsumer DiscretionaryWeekly update
Apr 24, 2024
Watsco & FERG Customer Survey, Veeva Systems, IQVIA, Lumine, Indutrade, Smartsheet & MNDY, Inchape & Chinese OEMs, PPC
Watsco•US•Large CapVeevaIndutradeNokiaIQVIASalesforceSmartsheetFergusonInchcapeBYDServiceNowAtlassianmondaycom
IP Research Survey
Apr 23, 2024
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
IP ResearchWatsco•US•Large CapFergusonCarrier GlobalLennox InternationalMitsubishi CorporationB2B MiddlemenIndustrials
Feb 8, 2024
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Weekly update
Feb 7, 2024
Ashtead Survey: Competition w/ Indie Equipment Rental Firms, Ferguson vs Watsco, Appfolio, Vistry
Ashtead Group•GB•Large CapWatscoFergusonAppFolioUnited Rentals
Feb 1, 2024
Ferguson vs Watsco: HVAC Distribution
Weekly update
Nov 15, 2022
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Watsco•US•Large CapFastenalPoolAddtechNaked WinesTHGNVRKB Home
IP Research Analysis
Nov 14, 2022
Watsco: Gross Margin and Return Predictability
In Practise Analysis
IP ResearchWatsco•US•Large CapB2B MiddlemenIndustrials
Nov 13, 2022
Watsco: SEER Pricing Changes and Gross Margin
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