The latest shipment report from AHRI shows a sluggish start to 2026, with everything from electrification pushes to refrigerant transitions set to affect the coming year.
The latest figures from the AHRI show shipments of a/c units and heat pumps fell in November 2025 compared to the same time last year, while furnaces saw modest year-over-year gains.
The Air-Conditioning, Heating & Refrigeration Institute data show that heat pump, a/c, furnace. and water heater shipments all fell in October in comparison to the same month last year.
Nearly 1.1 million fewer air-source heat pumps and central a/c units were shipped in the U.S. this year, through September, than were shipped during the first nine months of 2024.
The a/c and heat pump shipment numbers reflect some of the headwinds industry leaders discussed during last month’s Morgan Stanley Laguna Conference: low consumer demand, high interest rates, tariffs on imported products and materials, and the continuing fallout from the refrigerant transition.