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What is Overhead Costs for HVAC Contractors?

The ongoing expenses of running your business that aren't tied to delivering a specific product or service

Why HVAC Contractors Owners Should Care

For HVAC contractors, overhead is every expense that doesn't go directly into completing a specific job. Fleet costs, warehouse rent, office staff, insurance, licensing — these bills arrive whether you run 50 jobs a month or zero. HVAC is seasonal, so a $15K/month overhead burden in April (slow month) hits very differently than in July (peak season).

Industry Benchmarks

25-35% of revenue

Healthy Range

36-45% of revenue

Warning Zone

Over 45% of revenue

Danger Zone

Industry context: Residential-focused HVAC: 25-35%. Commercial HVAC: 30-40%. Companies with large fleets and warehouse space trend higher.

Source: HVAC contractor business benchmarks, 2025

How to Calculate Overhead Costs

Formula

Overhead Rate = (Total Overhead Costs / Total Revenue) × 100

In plain English

What percentage of every dollar you earn goes to keeping the business running (not counting direct service delivery costs)

Example: Summit Air Systems

Annual Revenue

Full-year revenue

$800,000

Fleet (5 Trucks)

Payments, fuel, insurance, maintenance, GPS

-$72,000

Warehouse + Shop

Parts storage, shop space, utilities

-$36,000

Admin Staff (2 People)

Office manager and dispatcher

-$85,000

Insurance & Licensing

Workers' comp, liability, contractor licenses, bonding

-$42,000

Technology & Software

Dispatching, CRM, invoicing, fleet management

-$18,000

Marketing

Google Ads, vehicle wraps, Angi listings

-$36,000

Training & Certs

EPA, manufacturer training, safety courses

-$12,000

Miscellaneous

Uniforms, small tools, office supplies

-$9,000

Calculation

($310,000 overhead / $800,000 revenue) × 100 = 38.8% overhead rate

This HVAC business spends nearly 39 cents of every dollar on overhead. If gross margin (after parts and tech labor) is 50% ($400K), then $310K goes to overhead, leaving $90K in net profit (11.3%). Every truck, subscription, and insurance policy needs to earn its keep.

Free tool

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Common Problems in HVAC Contractors

Symptom

Tracking fuel but forgetting depreciation, insurance, and maintenance per vehicle

Impact

A service van costs $40K-60K and depreciates $8K-12K/year. That depreciation is real overhead even without a monthly bill. A 5-truck fleet carries $40K-60K/year in depreciation alone.

How to Improve Your Overhead Costs

How to do it

Add payment + insurance + fuel + maintenance + depreciation for each vehicle. Divide by jobs per truck. This is your per-job fleet overhead. Price it into every estimate.

Expected impact

Accurate fleet cost allocation prevents underpricing. Typical HVAC companies discover fleet overhead is $800-1,500/truck/month, not the $400-600 they assumed.

Key Takeaways

What it measures

The ongoing expenses of running your business that aren't tied to delivering a specific product or service

Healthy range for HVAC Contractors

25-35% of revenue

Formula in plain English

What percentage of every dollar you earn goes to keeping the business running (not counting direct service delivery costs)

Most common problem

Underestimating true fleet costs

Fastest fix

Calculate true cost per truck per month

Your next step

Get your free Financial Health Score and discover how your overhead compares to similar HVAC contractors

Upload your P&L statement and get a complete financial health report for your hvac contractors in 60 seconds.

Get Your Free Health Score

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