AAON Q3 net sales +17.4% to $384.2M; GAAP EPS $0.37 (-41.3% YoY); backlog record $1.32B

AAON, INC.

2025-Q3 EPS reported $0.91 revenue$1,017,859,000

Net sales $384.2M (+17.4% YoY); BASX sales $124.8M (+95.8%) on data center demand; AAON-branded down 1.5% to $259.5M.
GAAP diluted EPS $0.37, down 41.3% YoY but up 94.7% sequentially; gross margin 27.8% vs 34.9% YoY, improved from 26.6% Q2.
Record backlog $1.32B (+103.8% YoY, +18.1% sequentially); BASX backlog +119.5% YoY; AAON backlog +77.1% YoY.
FY25 outlook: YoY sales growth raised to mid-teens from low teens; gross margin guidance narrowed to 28.0%-28.5% from 28.0%-29.0%.
Cash $2.3M; revolver balance $360.1M; CFO expects positive operating cash flow in Q4; capex plan $180M in 2025.

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