What happened in this Energy story?

Heat pump shipments hit near-record highs in July, nearing half the HVAC market, while electric water heaters outsold gas units by roughly 52,000 — both reinforcing a sustained electrification trend in U.S. equipment markets, per AHRI data.

What is a key fact in this story? (1)

**Heat pump** shipments hit near-record July highs, approaching half of all HVAC units shipped, with shipments rising 17.6% year-over-year per AHRI's equipment shipment report.

What is a key fact in this story? (2)

**Electric water heaters** outsold gas units by approximately 52,000 units in July, per AHRI, though electric shipments dipped 3.9% year-over-year.

Heat pumps near half of July HVAC shipments: AHRI — SkimNews

By Utility Dive · Summarized & edited by Kapil Samant · 2026-10-05

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Heat pump shipments hit near-record July highs, approaching half of all HVAC units shipped, with shipments rising 17.6% year-over-year per AHRI's equipment shipment report.
Electric water heaters outsold gas units by approximately 52,000 units in July, per AHRI, though electric shipments dipped 3.9% year-over-year.
Heat pump shipments have grown 172.7% over the past 10 years, compared with 80% for combined AC-heat pumps and just 40% for AC-only units, per AHRI.
Commercial heat pump water heaters (CHPWHs) have seen significant tech improvements, with manufacturers launching central HPWHs and expanding from multifamily into commercial kitchens, per the Advanced Water Heating Initiative.
HPWH federal tax credits expired at the end of 2025, reducing near-term demand, but new IECC building codes and New York's all-electric and low-GWP refrigerant mandates should sustain sales growth, per AWHI.
Gas furnaces remain a steadfast category, posting their fourth-highest July shipment total on record, up 60% since July 2010 and 15.3% since July 2016 per AHRI.

Why it matters: Heat pumps now exceed 40% of combined July AC and heat pump shipments every year since 2022 — a category that tripled in size over the past decade. The end of federal HPWH tax credits at the close of 2025 creates a near-term demand headwind for manufacturers, but state-level building codes and electrification mandates are providing a structural counterweight for the all-electric transition.