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    Manufacturers/End Users

    September 11, 2026

    US heating and cooling shipments slip in July but stay near 2026 highs

    Written by David Schollaert

    Total shipments of heating and cooling equipment slowed 11% from June to July, according to the latest figures from the Air-Conditioning, Heating, and Refrigeration Institute (AHRI). The slower month-on-month (m/m) pace still marks one of the highest shipment rates year-to-date.

    Historically, shipments are strongest in the early summer months and weakest around the turn of the year, impacted by seasonal air conditioner and heat pump volumes.

    David Schollaert

    David Schollaert is deputy editor-in-chief for Steel Market Update. David joined SMU after more than a decade in the metals and mining industry in a myriad of different roles. Much of his early experience and expertise were within the coverage and analysis of steel-making raw materials and served previously as senior editor of the CRU Prices Service. Most recently, however, before his return to market analysis, David held roles as a metals buyer and an operations manager for raw material suppliers. He can be contacted at david@steelmarketupdate.com or 724-720-1008.

    Read more from David Schollaert

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