AHRI: Heat Pump Shipments Climb 13.8% as HVAC Equipment Shipments Rebound
Warm Air Furnaces
U.S. shipments of gas warm air furnaces for September 2026 decreased -0.4%, to 279,746 units, compared to 281,001 units shipped in September 2025. Oil warm air furnace shipments decreased -0.8%, to 3,980 units in September 2026, compared to 4,013 units shipped in September 2025.
Year-to-date U.S. shipments of gas warm air furnaces decreased -4.4%, to 2,386,200 units, compared to 2,497,227 units shipped during the same period in 2025. Year-to-date U.S. shipments of oil warm air furnaces increased +12.6%, to 24,673 units, compared to 21,904 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 673,286 units in September 2026, increased +27.3%, compared to 528,980 units shipped in September 2025. U.S. shipments of air conditioners increased +40.9%, to 370,855 units, compared to 263,291 units shipped in September 2025. U.S. shipments of air-source heat pumps increased +13.8%, to 302,431 units, compared to 265,689 shipped in September 2025.
Year-to-date combined shipments of central air conditioners and air-source heat pumps increased +7.9%, to 7,063,543, compared to 6,548,942 units shipped during the same period in 2025. Year-to-date shipments of central air conditioners increased +9.1%, to 3,852,468 units, compared to 3,532,005 units shipped during the same period in 2025. The year-to-date total for heat pump shipments increased +6.4%, to 3,211,075, compared to 3,016,937 units shipped during the same period in 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, visit www.ahrinet.org/statistics.







