AAON Q4 net sales +42.5% to $424.2M; EPS $0.39; backlog record $1.83B; $100M buyback authorized

AAON, INC.

Q4 net sales $424.2M (+42.5% YoY); GAAP diluted EPS $0.39 (+30% YoY).
Full-year 2025 net sales $1.44B (+20.1%); GAAP EPS $1.29 vs $2.02 in 2024; gross margin 26.7% vs 33.1%.
Record year-end backlog $1.83B (+110.9% YoY); BASX backlog up 141.3%, AAON backlog up 60.8%.
2026 outlook: revenue growth 18-20%, gross margin 29-31%, SG&A ~16% of sales, D&A $95-100M.
Board authorized share repurchases of up to $100M; capex plan $190M for 2026.

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