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    Analysis

    May 9, 2025

    HVAC equipment shipments rebound in March

    Written by Brett Linton

    Heating and cooling equipment shipments jumped 20% from February to March, according to the latest data released by the Air-Conditioning, Heating, and Refrigeration Institute (AHRI). Shipments of water heaters, air conditioner/heat pumps, and warm-air furnaces all increased from February. Total monthly shipments are now at a seven-month high.

    Total shipments increased to 2.06 million units in March, up 339,000 units month over month (m/m) (Figure 1, left). This recovery follows typical seasonal patterns, as air conditioner and heat pump shipments decline each winter and surge in the spring and summer months. March shipments were 4% greater than those seen one year prior.

    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.

    Read more from Brett Linton

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