HVAC Shipments Slide in January 2026: AHRI Reports Sharp Declines in ACs, Heat Pumps, and Furnaces
Warm Air Furnaces
U.S. shipments of gas warm air furnaces for January 2026 decreased -19.8%, to 217,762 units, compared to 271,380 units shipped in January 2025. Oil warm air furnace shipments increased +3.5%, to 3,014 units in January 2026, compared to 2,911 units shipped in January 2025.
Central Air Conditioners and Air-Source Heat Pumps
U.S. shipments of central air conditioners and air-source heat pumps totaled 440,819 units in January 2026, decreased -29.2% compared to 622,901 units shipped in January 2025. U.S. shipments of air conditioners decreased -39.3%, to 210,862 units, compared to 347,357 units shipped in January 2025. U.S. shipments of air-source heat pumps decreased -16.5%, to 229,957 units, compared to 275,544 shipped in January 2025.
Industry data is aggregated from the information supplied by AHRI member companies that participate in the Statistics Program and can be subject to revision. Published year-to-date data is inclusive of all revisions. No other AHRI data (e.g., by state or region) is available to the public other than that published. AHRI does not conduct any market forecasting and is not qualified to discuss market trends. Btu/h of 64.9 and below are for residential
units; 65.0 and above for commercial.
For previous monthly shipment releases and historical data, please see www.ahrinet.org/statistics.