The shipment data reflect a market still adapting to challenges presented by the transition to A2L-compatible equipment, a shortage of aftermarket R-454B for use by contractors, and uncertainty about the Trump administration's tariff policy.
The May transactions took place as HVAC contractors continued to grapple with the limited availability of R-454B, caused by a shortage of the proper cylinders for the A2L refrigerant.
In year-to-date comparisons, shipments of air-source heat pumps, a/c units, and both gas-fired and oil-fired furnaces were all up over the first four months of 2025 compared to the same period last year.
HVAC industry in March was grappling with talk from the Trump administration of tariffs on imported products, including a 25% tariff imposed on all imported steel and aluminum.
Shipments of warm-air furnaces and air-source heat pumps were up in February, compared to February of 2024, while shipments of a/c units and residential water heaters fell, the latest figures from AHRI show.