The earnings call highlighted significant growth in the BasX brand and national account strategy, yet faced major challenges with ERP implementation and a decline in AAON branded sales. The company remains optimistic about recovery and future growth, but the immediate financial impacts were negative.

Company Guidance

During the AAON Inc. second quarter 2025 earnings call, the company provided guidance for the remainder of the fiscal year, acknowledging challenges related to an ERP implementation that impacted production efficiencies. Despite these setbacks, AAON remains optimistic about recovery in the second half, forecasting full-year sales growth in the low teens and a gross margin of 28% to 29%. The company expects adjusted SG&A expenses to be between 16.5% and 17% of sales, with capital expenditures projected at $220 million. Key performance indicators showed improvement, with production rates and gross margins expected to stabilize and scale up, particularly in the Tulsa and Longview facilities. Additionally, AAON highlighted the strong demand for its BasX branded products in the data center market, expecting BasX sales to increase by approximately 40% in the second half of the year, contributing to an overall positive outlook for the company's long-term growth and margin enhancement.

BasX Brand Growth

BasX branded data center sales were up 127% in Q2 and 269% year-to-date, with a significant order from a strategic partnership with Applied Digital.

National Account Strategy Success

National accounts orders for the AAON brand grew by 163% in Q2 and 90% year-to-date, reflecting the effectiveness of targeted approaches and customer engagement.

Strong AAON Branded Product Backlog

Backlog of AAON branded equipment was up 93% from a year ago and up 22% from the end of March, indicating strong demand and pricing power.

Aaon (AAON) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AAON Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.32 / -	0.63	―	―	―
Aug 11, 2025	2025 (Q2)	0.33 / 0.22	0.62	-64.52% (-0.40)
May 01, 2025	2025 (Q1)	0.24 / 0.37	0.46	-19.57% (-0.09)
Feb 27, 2025	2024 (Q4)	0.53 / 0.30	0.56	-46.43% (-0.26)
Nov 07, 2024	2024 (Q3)	0.57 / 0.63	0.64	-1.56% (-0.01)
Aug 01, 2024	2024 (Q2)	0.52 / 0.62	0.547	13.35% (+0.07)
May 02, 2024	2024 (Q1)	0.48 / 0.46	0.447	2.91% (+0.01)
Feb 28, 2024	2023 (Q4)	0.53 / 0.56	0.473	18.39% (+0.09)
Nov 06, 2023	2023 (Q3)	0.55 / 0.64	0.34	88.24% (+0.30)
Aug 03, 2023	2023 (Q2)	0.43 / 0.55	0.2	173.50% (+0.35)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AAON Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	$80.52	$72.08	-10.48%
May 01, 2025	$91.17	$96.36	+5.69%
Feb 27, 2025	$101.79	$78.46	-22.92%
Nov 07, 2024	$118.76	$137.85	+16.07%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Aaon Inc (AAON) report earnings?

Aaon Inc (AAON) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is Aaon Inc (AAON) earnings time?

Aaon Inc (AAON) earnings time is at Nov 06, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AAON EPS forecast?

AAON EPS forecast for the fiscal quarter 2025 (Q3) is 0.32.

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