AAON Reports First Quarter 2026 Results with Record Sales and Backlog, Robust Earnings Growth, and Raises Full-Year Guidance
AAON delivered record Q1 sales of $496.9 million, up 54.3% year-over-year, with diluted EPS rising 37.1% to $0.48. Total backlog increased 107.4% to a record $2.13 billion, driven by exceptional demand for data center cooling solutions.
Key figures
- Eps
- 0.48
- Revenue
- 496936000
- Guidance
- 2026 sales growth 40%-45%, gross margin 27%-28%, SG&A 14%-15%, D&A $95M-$100M
- Revenue Yoy
- 54.3%
- Backlog
- 2129455000
- Sga margin
- 13.7%
- Backlog yoy
- 107.4%
- Gross margin
- 25.1%
- Gross profit
- 124965000
- Operating income
- 57059000
AI analysis
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