AAON
AAON, Inc.
AAON (AAON) Q2 2026 earnings
Published Aug 10, 2026
AI summary
- Revenue $627M, up 101% from $312M a year ago.
- Adjusted EPS $0.69 beat the $0.49 consensus by $0.20, up from $0.22 a year ago.
- AAON reported record quarterly net sales of $627 million, a 101% increase compared to the prior year.
- GAAP diluted EPS rose 258% to $0.68, while adjusted EPS increased 214% to $0.69.
- Total backlog reached $2.0 billion, nearly double the level from the same period last year.
Results vs analyst consensus
Revenue
Reported
$627M
Consensus not captured before release
+101% YoY
Adjusted EPS
Reported · Non-GAAP adjusted EPS
$0.69
Consensus $0.49
Beat by $0.20GAAP EPS: $0.68
Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.
Next quarter outlook
No guidance in this release.
What to watch
- Gross profit margin declined to 24.3% from 26.6% due to capacity ramp-up costs and inflationary pressures.
- The company noted that the timing of large project awards can cause sequential variability in backlog levels.
Read original report
Source: AAON, Inc. press release · SEC Form 8-K exhibit 99.1