HVAC shipments plunge 42% in September
September marks the sharpest single-month year-over-year drop since at least 2010, according to the furthest available AHRI data
Image: Adobe
U.S. combined shipments of central air conditioners and air-source heat pumps in September fell 41.5 percent year-over-year, according to AHRI data released Thursday.
What’s happening: HVAC manufacturers shipped just under 529,000 combined units during the month, down from roughly 904,000 in September 2024. (The figure includes both residential and commercial equipment.)
- Why it matters: While the trend was expected, as Homepros previously reported, September marks both the fourth consecutive month when shipments declined by more than 20 percent — and the sharpest single-month year-over-year drop since at least 2010, according to the furthest available data.
Zoom in: Air conditioner shipments, in particular, fell 49 percent year-over-year during the month, while heat pump shipments declined by 31 percent.
- Year-to-date: Combined shipments from January through September, totaling 6.55 million units, are now down 14.3 percent compared to the same period last year.
What’s next: October’s shipment figures will be released in early December.
📬 Get our stories in your inbox
Keep reading
SupplyHouse lands private equity investment
The HVAC-focused e-commerce distributor has received a strategic investment from private equity giant KKR, the company announced Thursday
HVAC distributor sales slip in October
Sales by HARDI distributors in October fell one percent year-over-year, according to data released Wednesday
Water heater shipments rise in September, electric leads in volume
U.S. shipments of both gas and electric residential storage water heaters in September rose year-over-year, according to AHRI data


