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Your distributor's margin just went back to normal

Aug 28, 2026

Your distributor's margin just went back to normal

Watsco's numbers say the price increases that carried last year are not repeating.

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The refrigerant math on this summer's quotes

Aug 20, 2026

The refrigerant math on this summer's quotes

Why your A/C changeouts cost more this year — and the one line missing from most quotes.

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Your biggest supplier just cut its outlook

Aug 19, 2026

Your biggest supplier just cut its outlook

Builders FirstSource lost money last quarter — and what it did next is the real signal for your fall.

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A decade of guaranteed pipe work is coming

Aug 18, 2026

A decade of guaranteed pipe work is coming

The federal lead-pipe rule is a plumbing pipeline hiding in a regulation.

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The plumbing counter just told you where the money is

Aug 17, 2026

The plumbing counter just told you where the money is

Ferguson raised its year while housing stayed soft — the split in its numbers is your demand map.

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Write off the whole truck this year

Aug 16, 2026

Write off the whole truck this year

100% bonus depreciation is back — and one HVAC credit just died.

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Shingles up, demand down — mind your margin

Aug 15, 2026

Shingles up, demand down — mind your margin

Manufacturers raised prices twice this year while the roof market shrank.

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Your software vendor just hit $1 billion

Aug 14, 2026

Your software vendor just hit $1 billion

ServiceTitan's a public company now — and its own numbers explain your rising bill.

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Your copper just got taxed on the full price

Aug 13, 2026

Your copper just got taxed on the full price

The wire and pipe on your truck is quietly repricing under you.

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