HVAC shipments fall 46% in November
While the decline is noteworthy — marking the sixth consecutive month of over 20 percent year-over-year drops — it was largely expected
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U.S. combined shipments of central air conditioners and air-source heat pumps in November 2025 fell 46 percent year-over-year, according to AHRI data released Friday.
What’s happening: HVAC manufacturers shipped just over 379,000 combined units during the month, down from roughly 707,000 in November 2024. (The figure includes both residential and commercial equipment.)
- The big picture: While the decline is noteworthy — marking the sixth consecutive month of over 20 percent year-over-year drops — it was largely expected, as the month faced a tough comparison to November 2024, when combined shipments grew 55 percent from the previous year.
Zoom in: Air conditioner shipments, in particular, fell 54 percent year-over-year during the month, while heat pump shipments declined by 37 percent.
- Year-to-date: Combined shipments from January to November 2025 totaled 7.34 million units, down 20 percent compared to the same period in 2024.
What’s next: December faces a more modest year-over-year comparison than November did. The month’s shipment figures will be released in early February.
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