HVAC suppliers raise prices 3% to 15% in November as Carrier readies increases of up to 10%
ACHR News lists 12 manufacturers with November increases, after 11 in October. A June proclamation moved certain residential HVAC systems and components to a reduced 15% metals tariff rate.
By The Gradient Report Staff
Key points
ACHR News lists 12 HVAC manufacturers with November price increases. Where amounts were given, they range from 3% to 15%.
Carrier CEO David Gitlin said price increases of up to 10% in the Americas, and 8% on residential equipment, take effect toward the end of the fourth quarter.
Carrier puts its full-year input cost headwinds at about $800 million, a little less than half of it from tariffs.
A June 1 proclamation moved certain residential HVAC systems and components from a 25% metals duty to a reduced 15% rate, until Dec. 31, 2027.
Twelve HVAC manufacturers have announced price increases for November, according to ACHR News' November price increase list, published Nov. 4. ACHR wrote that the increases range "from 3% to 15% where amounts have been disclosed." Most take effect Nov. 1 or Nov. 2, and three more companies have increases set for later in the month. None of the entries gives a reason.
Aire Technologies: 8%, Nov. 1.
Duro Dyne: 4% to 15%, varying by product category, Nov. 1.
Mars Air Systems: 5%, Nov. 1.
Southwark: 8%, Nov. 1.
Zebra Instruments: 3%, Nov. 1.
Resideo and Honeywell: a price increase with no amount given, Nov. 1.
Artis Metals: 6%, Nov. 2.
Modular Metal Fabricators: 8% on all metal products and 8.5% on all aluminum products, Nov. 2.
IBC Tankless Heaters: 5%, Nov. 2.
Parker Hannifin's HVAC Filtration Division: amount to be announced, Nov. 16.
Airzone: amount to be announced, Nov. 23.
Gastite: 6% on all FlashShield+ and Gastite CSST, fittings and accessories, Nov. 23.
Carrier's increase
Carrier plans price increases of up to 10% in its Climate Solutions Americas segment and 8% on residential equipment toward the end of the fourth quarter, CEO David Gitlin said on the company's Oct. 29 earnings call. "It's up to 10% in CSA. I think it's 8% for resi, and that goes into effect towards the end of this quarter," Gitlin said.
ACHR News tied Carrier's increases to tariffs and higher costs for steel, copper, aluminum, freight and fuel. "If you look at it from a full year perspective, our input cost headwinds are about $800 million," Chief Financial Officer Patrick Goris said on the call. "Of that, a little less than half is tariffs." Carrier also recorded about $130 million of operating profit benefit in the third quarter from IEEPA tariff refunds, according to its third-quarter results.
Heat Controller: up to 5% on water-source heat pumps and residential geothermal products, Oct. 1.
Nidec: varies by item, on Embraco refrigeration compressors and condensing units, Oct. 1.
Precision Electric Motor Sales: varies by product, Oct. 1.
Regal Rexnord: 2.5% on select branded motors, parts and accessories, Oct. 1.
Western Enterprises: 3%, Oct. 1.
Aeris Metals: average 12.9% on linesets, Oct. 5.
Robertshaw: up to 15%, Oct. 12. ACHR noted that "most items will remain unchanged and several will see price decreases."
tekmar: average of about 6%, Oct. 16.
Nailor Industries: 5%, Oct. 19.
Panasonic: 3.7% to 4.0%, Oct. 19. Products "not impacted by tariffs will remain unchanged."
Resideo: a price adjustment with no percentage given, on Honeywell Home air zoning products, Oct. 31.
Aeris Metals raised lineset prices an average of 12.9% on Oct. 5, according to ACHR News.AI-generated illustration
The June tariff change
Proclamation 11032, signed by President Donald J. Trump on June 1 and published in the Federal Register on June 4, moved "certain heating, ventilation, and air conditioning (HVAC) systems and components that are predominately for residential use" into the group of aluminum and steel derivative products that pay a temporarily reduced 15 percent duty. The law firm Troutman Pepper Locke wrote that these products "were previously treated as aluminum or steel derivative products subject to the standard 25% rate under Annex I-B."
The White House proclamation describes the existing structure as a 50 percent duty on products made of those metals, 25 percent on derivative products "that tend to be predominately composed of those metals," and the reduced 15 percent on a subset that had covered "fixed industrial machinery and power equipment." Agricultural equipment was added to the 15 percent group at the same time.
The new rates apply to goods entered on or after June 8, 2026. The HVAC products are listed by tariff code in the proclamation's Annex III, a "Temporary Reduction List" whose note says the reduction lasts "until December 31, 2027." The HVAC codes on the list cover window and wall air conditioners (8415.10.60 and 8415.10.90), reversible heat pumps (8415.81.01), other air conditioners with a refrigerating unit (8415.82.01), air conditioner parts (8415.90.80), evaporator coils (8415.90.8010 and 8415.90.8020) and heat pump parts (8415.90.8085). Furnace headings are not on the list.
The annex lists codes without a residential limit. The residential wording is in the proclamation, which does not use the word "commercial." ServiceMag wrote that "Commercial-grade equipment didn't get the same break."
Trane said its Americas Commercial HVAC backlog rose about 80% in the third quarter. Madison Air more than doubled its backlog, and Daikin posted record first-half sales.
