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    Analysis

    March 14, 2025

    HVAC equipment shipments increase in January

    Written by Brett Linton

    Following December’s 11-month low, total heating and cooling equipment shipments rebounded 8% in January, according to the latest data released by the Air-Conditioning, Heating, and Refrigeration Institute (AHRI).

    January shipments increased by 132,000 units or 8% month over month (m/m) to 1.69 million units (Figure 1, left). This marks the eighth consecutive month of positive annual growth, 14% higher than shipment levels one year earlier, and the highest January shipment level seen since 2022. This recovery follows typical seasonal slowdowns as air conditioner and heat pump shipments decline each winter.

    Brett Linton

    Brett Linton is a digital operations analyst for Steel Market Update, where he began his career. Linton has been in the steel industry since 2010. He has held roles as a category manager and strategic insights director at Reibus before returning to SMU in 2024. He is a graduate of The University of North Georgia with a degree in Finance and Accounting. Brett can be reached at brett@steelmarketupdate.com or 724-314-0179.

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