AAON Q1 sales $496.9M record, EPS $0.48 +37%, backlog $2.13B, raises FY guidance

AAON, INC.

2026-Q1 EPS reported $0.48 revenue$496,936,000

Net sales rose 54.3% to $496.9M; GAAP diluted EPS $0.48 (+37.1% YoY).
Backlog $2.13B, +107.4% YoY; BASX-brand backlog up 160% driven by data center demand.
FY26 guidance raised: sales growth 40%-45% (prior 18%-20%), gross margin 27%-28%.
Board authorizes up to $100M share repurchase program.
BASX segment sales $135.4M (+104.5%); AAON Oklahoma $244M (+50.7%).

item 2.02 item 7.01 item 8.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

AAON, INC. reported the first quarter ended March 31, 2026 results: revenue $496.9 million, EPS $0.48. Guidance raised.

Period: the first quarter ended March 31, 2026
Revenue: $496.9 million
EPS: $0.48
Guidance: raised
Result: reported results

Exact text from the filing

unless otherwise noted) • Delivered record sales and accelerated earnings growth on strong demand and expanding production throughput ◦ Net sales grew 54.3% to a record $496.9 million ◦ Operating margins reflected early benefits from improving utilization, with margin improvement expected to build as capacity absorption improves ◦ GAAP diluted EPS increased

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AAON, INC. filing history →

Source: SEC EDGAR

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