The earnings call highlighted significant growth in the BASX brand and strong national account wins, indicating positive momentum and demand, especially in the data center market. However, operational inefficiencies impacted margins, and there was a slight decline in AAON-branded sales. Despite these challenges, the company's outlook is optimistic, with expectations for improved cash flow and continued growth.

Company Guidance

During AAON Inc.'s third-quarter 2025 earnings call, the company provided detailed guidance on its operational and financial outlook. The BASX brand backlog grew to $896.8 million, a 119.5% increase from the previous year and a 43.9% rise from the prior quarter, driven by robust demand in the data center market. The company expects the BASX brand to deliver significant growth in 2026, supported by the new Memphis facility, which adds nearly 800,000 square feet of manufacturing capacity. AAON-branded sales increased 28.1% sequentially, with production at the Tulsa and Longview facilities up over 20%. The company anticipates full-year sales growth in the mid-teens, with a gross margin of 28% to 28.5%. Adjusted SG&A is expected to be 16.5% to 17% of sales. The call also addressed operational efficiencies, with the Longview facility nearing full recovery and the Memphis facility expected to ramp up large-scale production by year-end.

Strong BASX Performance and Backlog Growth

BASX backlog grew to $896.8 million, up 119.5% year-over-year and 43.9% from the prior quarter, driven by strong data center market momentum and increased production capacity at the new Memphis facility.

Improvement in Production Throughput

Production throughput improved at Tulsa and Longview facilities, leading to a 28.1% sequential increase in AAON-branded sales.

Robust National Account Wins

National account bookings increased by 96% in the third quarter and 92% year-to-date, representing 35% of total bookings for the year.

Positive Cash Flow Outlook

Cash flow from operations expected to turn significantly positive in the fourth quarter, providing flexibility for future investments.

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

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AAON Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	0.45 / -	0.3	―	―	―
Nov 06, 2025	2025 (Q3)	0.32 / 0.37	0.63	-41.27% (-0.26)
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)

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
Nov 06, 2025	$93.46	$100.03	+7.03%
Aug 11, 2025	$80.42	$71.99	-10.48%
May 01, 2025	$91.06	$96.24	+5.69%
Feb 27, 2025	$101.66	$78.36	-22.92%

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 Feb 26, 2026, TBA (Confirmed).

What is Aaon Inc (AAON) earnings time?

Aaon Inc (AAON) earnings time is at Feb 26, 2026, 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 (Q4) is 0.45.

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