AAON Q2 record sales $627M (+101%), EPS $0.68, raises FY26 outlook

AAON, INC.

Net sales $627.0M, +101.2% YoY; operating income $68.9M, +192.1%; diluted EPS $0.68, +257.9%.
Backlog $2.0B, +98% YoY; BASX backlog +185.4%, AAON backlog +9.4%.
FY26 outlook raised: sales growth 55-60% (prior 40-45%), gross margin 25-26% (prior 27-28%).
BASX segment sales $218.0M, +220.7%; AAON Coil Products sales $146.7M, +150.9%.
Operating cash flow $55.0M YTD vs -$31.0M prior year; cash $12.7M, revolver $435M.

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