Gas Furnace Shipments Drop 15.3% as Heat Pumps Grow
Warm Air Furnaces
U.S. shipments of gas warm air furnaces for March 2026 decreased -15.3%, to 252,982 units, compared to 298,639 units shipped in March 2025. Oil warm air furnace shipments increased +37.5%, to 2,863 units in March 2026, compared to 2,082 units shipped in March 2025.
Year-to-date U.S. shipments of gas warm air furnaces decreased -13.7%, to 715,518 units, compared to 829,424 units shipped during the same period in 2025. Year-to-date U.S. shipments of oil warm air furnaces increased +6.5%, to 8,442 units, compared to 7,924 units shipped during the same period in 2025.
Central Air Conditioners and Air-Source Heat Pumps
U.S. shipments of central air conditioners and air-source heat pumps totaled 856,674 units in March 2026, increased +4.6%, compared to 818,761 units shipped in March 2025. U.S. shipments of air conditioners increased +0.1%, to 436,757 units, compared to 436,291 units shipped in March 2025. U.S. shipments of air-source heat pumps increased +9.8%, to 419,917 units, compared to 382,470 shipped in March 2025.
Year-to-date combined shipments of central air conditioners and air-source heat pumps decreased -6.8%, to 1,936,334, compared to 2,077,964 units shipped during the same period in 2025. Year-to-date shipments of central air conditioners decreased -13.4%, to 975,764 units, compared to 1,126,190 units
shipped during the same period in 2025. The year-to-date total for heat pump shipments increased +0.9%, to 960,570, compared to 951,774 units shipped during the same period in 2025.
