Items Tagged with 'furnace shipments'

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. 

Nearly 2 million fewer a/c and heat pump units were shipped in 2025 compared to 2024, according to the latest data from AHRI. 

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 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.

Shipments of a/c units took the biggest drop, 32.9%, as 613,216 units were shipped in July 2024 but only 411,530 in July of this year.

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.

Will regional strength help the market stay strong after federal incentives wind down? 

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.