U.S. air-conditioner shipments jump 21.7% in June

Industry
โดย Seeking Alpha·US·Read original
Summary · why it matters

U.S. shipments of central air conditioners and air-source heat pumps surged 21.7% in June to a combined 1.02 million units, according to the Air-Conditioning, Heating and Refrigeration Institute. Central air-conditioner shipments rose 26.8% to 605,033 units, while heat-pump shipments increased 15.1% to 418,538. For the first half of the year, combined shipments rose 3% to 4.72 million units, nearly unchanged from the same period in 2024. Gas warm-air furnace shipments increased 15.2% in June to 320,281 units, but fell 6.2% for the first half to 1.55 million units. Residential gas storage water heater shipments rose 6.7% in June to 363,347 units, while electric models edged up 0.8% to 422,813, though first-half shipments for both categories remained lower than a year earlier.

Impact on stocks 5

Climate Adaptation & Water▲ · 3 stocks
Trane Technologies plc
TT
▲ PositiveDemandrelevance

Trane Technologies is a leading HVAC maker; the 21.7% jump in shipments boosts its demand outlook.

Lennox International Inc
LII
▲ PositiveDemandrelevance

Lennox specializes in HVAC; June shipment surge reflects strong demand for its core products.

Smart City / Autonomous Infrastructure▲ · 2 stocks
Carrier Global Corp
CARR
▲ PositiveDemandrelevance

Carrier is a major HVAC manufacturer; June shipments of central AC and heat pumps surged 21.7%, indicating strong demand.

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