Heat Pumps Hold Steady, Air Conditioners Slide: Breaking Down AHRI’s 2025 Year-End Shipment Numbers
Warm Air Furnaces
U.S. shipments of gas warm air furnaces for December 2025 increased +0.0%, to 267,065 units, compared to 267,059 units shipped in December 2024. Oil warm air furnace shipments increased +31.5%, to 4,058 units in December 2025, compared to 3,087 units shipped in December 2024.
Year-to-date U.S. shipments of gas warm air furnaces increased +4.1%, to 3,247,426 units, compared to 3,120,677 units shipped during the same period in 2024. Year-to-date U.S. shipments of oil warm air furnaces increased +9.2%, to 32,799 units, compared to 30,036 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 408,244 units in December 2025, decreased -21.4% compared to 519,326 units shipped in December 2024. U.S. shipments of air conditioners decreased -35.9%, to 188,715 units, compared to 294,336 units shipped in December 2024. U.S. shipments of air-source heat pumps decreased -2.4%, to 219,529 units, compared to 224,990 shipped in December 2024.
Year-to-date combined shipments of central air conditioners and air-source heat pumps decreased -20.0%, to 7,749,529, compared to 9,681,770 units shipped during the same period in 2024. Year-to-date shipments of central air conditioners decreased -26.2%, to 4,104,933 units, compared to 5,559,766 units shipped during the same period in 2024. The year-to-date total for heat pump shipments decreased -11.6%, to 3,644,596, compared to 4,122,004 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.