The earnings call presented a mixed picture with strong performance and growth in the BasX brand and successful strategic partnerships, but significant challenges with ERP implementation and declining gross margins impacted the overall financial performance. Consequently, the financial guidance for the year was revised downward.

Company Guidance -

Q3 2025

During the AAON Inc. Second Quarter 2025 Earnings Release Conference Call, the company revised its full-year 2025 outlook due to greater-than-expected ERP implementation impacts. The guidance now anticipates full-year sales growth in the low teens, a gross margin of 28% to 29%, and adjusted SG&A as a percentage of sales between 16.5% and 17%. The company also expects capital expenditures to be approximately $220 million. Despite challenges, the BasX brand's backlog remains strong, with BasX branded sales projected to increase by about 40% in the second half of the year. AAON branded sales are also expected to rise significantly, with quarter-over-quarter growth anticipated in both Q3 and Q4, supported by a 3% price increase and a 6% tariff surcharge. The company's production efficiency metrics are improving, particularly in Tulsa and Longview, with production levels expected to stabilize and scale, contributing to an anticipated improvement in gross margins.

Strong BasX Brand Performance

BasX branded data center sales increased by 127% in Q2 and 269% year-to-date, driven by strong demand in the data center market.

Strategic Partnership with Applied Digital

BasX announced a strategic partnership with Applied Digital, resulting in significant orders for thermal management solutions, reinforcing its leadership in advanced cooling solutions.

National Account Strategy Success

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

Alpha Class Heat Pump Market Disruption

AAON branded Alpha Class heat pump sales grew 8% in Q2, with bookings surging 61%, indicating strong market adoption.

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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