AHRI Releases July 2025 U.S. Heating and Cooling Equipment Shipment Data

The HVAC industry experienced varied shipment trends in July 2025. Warm air furnace shipments rose modestly, with gas units up 2% and oil units up 5.3%. However, central air conditioners and heat pumps saw notable declines, with air conditioners dropping 32.9% in July and a 12.6% decrease year-to-date, suggesting a slowdown in cooling equipment demand.

Sept. 19, 2025

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Warm Air Furnaces
U.S. shipments of gas warm air furnaces for July 2025 increased 2%, to 260,224 units, compared to 255,099 units shipped in July 2024. Oil warm air furnace shipments increased 5.3%, to 1,963 units in July 2025, compared to 1,864 units shipped in July 2024.

Year-to-date U.S. shipments of gas warm air furnaces increased 11.5%, to 1,915,641 units, compared to 1,718,336 units shipped during the same period in 2024. Year-to-date U.S. shipments of oil warm air furnaces increased 9.9%, to 15,490 units, compared to 14,094 units shipped during the same period in 2024.

Central Air Conditioners and Air-Source Heat Pumps
U.S. shipments of central air conditioners and air-source heat pumps totaled 763,443 units in July 2025, decreased 26.8% compared to 1,043,420 units shipped in July 2024. U.S. shipments of air conditioners decreased 32.9%, to 411,530 units, compared to 613,216 units shipped in July 2024. U.S. shipments of air-source heat pumps decreased 18.2%, to 351,913 units, compared to 430,204 shipped in July 2024.

Year-to-date combined shipments of central air conditioners and air-source heat pumps decreased 7.3%, to 5,340,584, compared to 5,759,951 units shipped during the same period in 2024. Year-to-date shipments of central air conditioners decreased 12.6%, to 2,911,784 units, compared to 3,332,577 units shipped during the same period in 2024. The year-to-date total for heat pump shipments increased 0.1%, to 2,428,800, compared to 2,427,374 units shipped during the same period in 2024.

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. BTUHs 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.