Air conditioning is effectively universal across the U.S. South — Florida, Oklahoma and Delaware reach 99.5%, Texas 99.0%, with most Gulf and Southeastern states above 99%. The gap runs along the Pacific Coast and the far North: California 78.6%, Oregon 81.9%, Washington 65.8%, Vermont 72.8%, Hawaii 56.6% — and Alaska just 7.0%. Climate, not income, draws the line.
A/C penetration is a demand map. In the Sun Belt — Cube-Age's home market, with Texas at 99% — near-universal ownership means a mature replacement-and-upgrade cycle: filters, parts, smart thermostats, install accessories and home-comfort SKUs that reorder on repeat. The low-penetration coast (California 78.6%, Washington 65.8%, Oregon 81.9%) is the opposite play — a first-time-adoption growth market as summers turn hotter. For a Houston-based wholesaler serving the Americas, the hot, high-penetration South is the nearest and densest buyer base. Pair with the sunniest U.S. cities (atlas-c60) and the U.S. market overview.
Source: U.S. Census Bureau, Local Air Conditioning Estimates (LACE), 2023 series; latest data as of May 2026. Visualization: Visual Capitalist ("American Homes with Air Conditioning"). Original image reproduced above with source attribution intact.