AAON Q2 2025 GAAP EPS $0.19 (-69% YoY); revenue $311.6M (-0.6%); cuts FY25 outlook

AAON, INC.

2025-Q2 EPS reported $0.54 revenue$633,621,000

GAAP diluted EPS $0.19, down 69.4% YoY; adjusted diluted EPS $0.22, down 64.5%.
Net sales $311.6M (-0.6% YoY); gross profit margin fell from 36.1% to 26.6%.
Adjusted backlog up 71.9% to $1.12B; AAON-branded backlog +93.4% YoY.
FY 2025 outlook reduced: expects low-teens sales growth, gross margin 28%-29%.
ERP implementation disruptions at Longview, TX and coil supply constraints impacted production.

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