AHRI: November 2025 HVAC Shipments Drop Sharply as AC and Heat Pump Sales Slide, Furnaces Show Mixed Results

Year-to-date U.S. shipments of gas warm air furnaces increased +4.4%, to 2,980,361 units, compared to 2,853,618 units shipped during the same period in 2024. Year-to-date U.S. shipments of oil warm air furnaces increased +6.6%, to 28,741 units, compared to 26,949 units shipped during the same period in 2024. 

Year-to-date combined shipments of central air conditioners and air-source heat pumps decreased -19.9%, to 7,341,285, compared to 9,162,444 units shipped during the same period in 2024. Year-to-date shipments of central air conditioners decreased -25.6%, to 3,916,218 units, compared to 5,265,430 units shipped during the same period in 2024. The year-to-date total for heat pump shipments decreased -12.1%, to 3,425,067, compared to 3,897,014 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. 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, visit www.ahrinet.org/statistics.