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Materials & Vendors

Late deliveries that leave crews idle, material that walks off lots, and what a copper spike would do to margin.

Worst vendors this month

  1. 1Coastal Copper Distributors

    5 open POs · 6 crews idled · $1,600 over PO

    9.4d

  2. 2Polar Air Wholesale

    5 open POs · 5 crews idled · $2,600 over PO

    7.4d

  3. 3Gulfstream Pipe & Valve

    4 open POs · 5 crews idled · $1,925 over PO

    4.5d

Copper / brass price shock

+10%

Plumbing

28.2% → 26.8%

Direct price hit
−1.28 pts
Purchasing lag
−0.18 pts
Per month
$17,430

HVAC

30.5% → 29.4%

Direct price hit
−0.98 pts
Purchasing lag
−0.12 pts
Per month
$11,282

Electrical

30.8% → 29.2%

Direct price hit
−1.37 pts
Purchasing lag
−0.22 pts
Per month
$15,355

Gas

30.9% → 30.1%

Direct price hit
−0.72 pts
Purchasing lag
−0.07 pts
Per month
$1,148

Shrinkage by community

Company-wide 0.9% · Treasure Coast 3.8%

Condensing units reported missing

  • Port St. Lucie Meadows · PSM-0201

    Condensing unit 3T · reported 2026-10-03

    $1,900

  • Port St. Lucie Meadows · PSM-0202

    Condensing unit 3T · reported 2026-10-09

    $2,000

  • Tradition Park · TRP-0182

    Condensing unit 3T · reported 2026-10-12

    $1,975

  • Vero Lakes Estates · VLE-0175

    Condensing unit 3T · reported 2026-10-15

    $2,000

  • Tradition Park · TRP-0183

    Condensing unit 3T · reported 2026-10-21

    $2,000

  • Palm Bay Crossing · PBC-0186

    Condensing unit 3T · reported 2026-10-24

    $1,875

6 units · $11,750

Open purchase orders

POVendorItem · CommunityStatusDays lateCrews idleCost variance
PO-10417Coastal Copper DistributorsFixture trim set · Vero Lakes EstatesCritical111$200
PO-10409Coastal Copper DistributorsFixture trim set · Titusville HarborCritical102$175
PO-10425Coastal Copper DistributorsPEX manifold kit · Winter Garden PointeCritical101$150
PO-10434Polar Air WholesaleLine set 3/8×3/4 · Davenport RidgeCritical101$475
PO-10401Coastal Copper DistributorsPEX manifold kit · Palm Bay CrossingCritical91$450
PO-10404Sunline Supply Co.Meter can · Lakeland HighlandsCritical91$275
PO-10418Polar Air WholesaleFlex duct bundle · DeLand CrossingsCritical91$525
PO-10410Polar Air WholesaleLine set 3/8×3/4 · Winter Garden PointeCritical82$300
PO-10403Keystone Electric SupplyMeter can · Vero Lakes EstatesCritical71$675
PO-10433Coastal Copper DistributorsFixture trim set · Brandon RidgeCritical71$625
PO-10402Polar Air WholesaleFlex duct bundle · Horizon West GrovesCritical61$675
PO-10405Peninsula Gas ProductsCSST kit · Lake Nona ReserveCritical61$750
PO-10419Gulfstream Pipe & ValveTankless WH gas kit · Wesley Chapel OaksCritical63$750
PO-10435Gulfstream Pipe & ValveTankless WH gas kit · Apopka TrailsDelayed50$300
PO-10407Orange Belt FixturesCopper stub-out kit · Tradition ParkDelayed40$100
PO-10411Gulfstream Pipe & ValveRegulator assembly · Winter Garden PointeDelayed41$650
PO-10426Polar Air WholesaleFlex duct bundle · Palm Bay CrossingDelayed40$625
PO-10431Orange Belt FixturesWater heater 50gal · Titusville HarborDelayed40$725
PO-10415Orange Belt FixturesWater heater 50gal · Tradition ParkDelayed30$275
PO-10420Sunline Supply Co.Meter can · Riverview LandingDelayed31$450
PO-10427Gulfstream Pipe & ValveGas range valve · Tradition ParkDelayed31$225
PO-10429Keystone Electric SupplyMeter can · Brandon RidgeDelayed30$400
PO-10436Sunline Supply Co.Device trim kit · Land O' Lakes PreserveDelayed30$300
PO-10439Orange Belt FixturesPEX manifold kit · Apopka TrailsDelayed30$650
PO-10421Keystone Electric SupplyMeter can · Lake Nona ReserveDelayed21$650
PO-10428Sunline Supply Co.Meter can · Tradition ParkDelayed20$150
PO-10430Peninsula Gas ProductsTankless WH gas kit · Vero Lakes EstatesDelayed21$450
PO-10440Tri-County Duct WorksLine set 3/8×3/4 · Titusville HarborDelayed20$600
PO-10413Keystone Electric SupplyMeter can · Land O' Lakes PreserveDelayed10$650
PO-10414Peninsula Gas ProductsTankless WH gas kit · Horizon West GrovesDelayed10$475
PO-10416Tri-County Duct WorksLine set 3/8×3/4 · Wesley Chapel OaksDelayed10$375
PO-10422Peninsula Gas ProductsTankless WH gas kit · Wesley Chapel OaksDelayed10$575
PO-10423Orange Belt FixturesWater heater 50gal · Apopka TrailsDelayed11$675
PO-10424Tri-County Duct WorksAir handler 3T · Lake Nona ReserveDelayed11$400
PO-10432Tri-County Duct WorksAir handler 3T · Palm Bay CrossingDelayed10$575
PO-10438Peninsula Gas ProductsCSST kit · Tradition ParkDelayed10$600
PO-10406Peninsula Gas ProductsCSST kit · Tradition ParkOn Time00$75
PO-10408Tri-County Duct WorksLine set 3/8×3/4 · Winter Haven CoveOn Time00$125
PO-10412Sunline Supply Co.Device trim kit · Winter Garden PointeOn Time00$0
PO-10437Keystone Electric SupplyDevice trim kit · Winter Haven CoveOn Time00-$100

40 open POs · $153K on order