As of January 2026, the HVAC industry is facing a 10-30% decline in new residential installations due to high equipment costs
, with homeowners favoring repairs over replacements. Key trends include the expansion of AI-driven diagnostics by Helios HVACR and Bluon, a focus on sustainability, and preparations for the 2026 AHR Expo featuring advanced cooling solutions.
Key Industry News (January 2026)
Market Decline & Consumer Behavior: Residential HVAC sales are down significantly, with a “sticker shock” trend driving a shift towards repairing older systems rather than installing new, expensive, high-efficiency units.
Technology & AI Integration: Helios HVACR is deploying AI-powered diagnostics nationwide in partnership with Bluon to assist technicians.
Product Innovations: New, environmentally friendly, and efficient technologies are emerging, including biodegradable air filters and advanced, high-performance refrigeration controllers.
AHR Expo 2026: BAC and ebm-papst Inc. are showcasing innovative, energy-efficient cooling and heating technology for future-focused applications.
Regulatory & Safety Changes: Upcoming changes for warranty claim submissions and part returns are effective January 1, 2026.
Workforce & Training: The industry continues to address labor shortages, with initiatives like the PHCC scholarships and new appointments to boost technical education.
Sustainability Shift: The Inflation Reduction Act continues to drive demand for eco-friendly, energy-efficient systems, bolstering the market for heat pumps and green technologies.
Key Company Updates
Dunkirk: Transitioning its oil boiler line to the new Excelsior EXC series.
Goodman: Launched a digital Pricing & Rebates Calculator for faster, more transparent customer interactions.
Daikin: Updated 80% furnaces, particularly for high-altitude applications.
ServiceTitan: Released its 2025 Commercial Service Report, highlighting industry growth amidst labor challenges.
Boykin Air 