Data Analysis•Business, Finance & EconomicsHVAC Shipments Jumped 20% in July. The Bigger Signal Is Six Straight Months of Growth.AHRI says U.S. central-air and air-source heat-pump shipments reached 916,830 units in July, up 20.1% year over year. The recovery has now lasted six months—but shipments are still below 2024 levels, and gas furnaces remain down year to date.TradeVulcan Dispatch Editorial Desk•Sep 13, 2026•15 min