HVAC shipments extend recovery streak to six months in July
Manufacturers shipped over 916,000 combined A/Cs and heat pumps during the month, a 20.1 percent year-over-year increase
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U.S. combined shipments of central air conditioners and air-source heat pumps in July rose 20.1 percent year-over-year, according to AHRI data released Friday.
Why it matters: That marks the sixth consecutive month of year-over-year growth in combined shipments, following a nine-month streak of declines that began in May 2025.
Zoom in: Shipments of air conditioners again drove the month’s trend, growing 22.3 percent year-over-year, while heat pump shipments increased by 17.6 percent.
- Of note: Historically, the summer months are the strongest for HVAC shipments — and Friday’s release comes against an easy comparison, as combined A/C and heat pump shipments in July 2025 fell nearly 27 percent from July 2024.
- AHRI data also includes commercial equipment.
Year-to-date: From January to July, manufacturers shipped more than 5.63 million A/Cs and heat pumps, up 5.5 percent from the same period in 2025.
Looking ahead: AHRI will release August’s shipment figures on the second Friday of October.
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