On "Heat Pumps Remain HVAC’s Growth Story in Latest AHRI Shipment Data"

Heat pumps are the growth story, but that doesn't mean they're your growth story yet. Shipment velocity and actual install demand aren't the same thing—distributors can push inventory and contractors still pick conventional splits because they know them, the supply chain works, and margins are clearer. If you're still mostly running single-stage gas furnaces with AC, watch the data, but don't mistake AHRI numbers for a market shift that's already landed in your territory. The real question isn't whether heat pumps ship more; it's whether your customer base actually wants them or if you're going to feel pressure to pivot before the work is there.