AAON, Inc. (AAON) Q2 2026 Earnings Call Transcript
AAON NASDAQ: AAON reported record second-quarter sales as higher production throughput across its facilities accelerated backlog conversion and supported strong growth in both its AAON-branded commercial HVAC products and BASX data center cooling business.
Aaon (AAON) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.22 per share a year ago.
Aaon (AAON) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors need to pay close attention to AAON stock based on the movements in the options market lately.
Here is how Aaon (AAON) and Cardinal (CDNL) have performed compared to their sector so far this year.
Aaon (AAON) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
AAON is transitioning from a niche HVAC manufacturer to a critical AI data center thermal infrastructure supplier, driven by its BASX acquisition. BASX-branded backlog surged 160% year-over-year to $1.62B, positioning AAON for rapid revenue growth and a new long-term earnings base. Management raised 2026 revenue growth guidance to 40%-45% and gross margin to 27%-28%, despite near-term margin pressure from capacity expansion.
Here is how Aaon (AAON) and Cardinal (CDNL) have performed compared to their sector so far this year.
ALTO, FGI, CHGG, AAON and DAVE have been added to the Zacks Rank #1 (Strong Buy) List on June 10, 2026.
Stocks like FIX, AAON, SPXC and TGEN are likely to benefit from the Air Conditioner & Heating industry's pro-environmental moves and data center surge.
APPS, VPG, AAON, HLIO and ASX surge on strong momentum, with sharp price gains and rising earnings estimates signaling potential for continued upside.