AAON, Inc. Aktie News

The AI infrastructure play has a new buy point after 75% rally this year so far.

AAON is transitioning from a niche HVAC manufacturer to a critical AI data center thermal infrastructure supplier, driven by its BASX acquisition. BASX-branded backlog surged 160% year-over-year to $1.62B, positioning AAON for rapid revenue growth and a new long-term earnings base. Management raised 2026 revenue growth guidance to 40%-45% and gross margin to 27%-28%, despite near-term margin pr...

Data center supplier's backlog more than doubled due to demand for its cooling systems.

AAON, Inc. (AAON) Presents at 46th Annual William Blair Growth Stock Conference Transcript

TULSA, Okla., May 27, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) a leader in high-performing, energy-efficient HVAC solutions that bring long-term value to customers and owners, announced today that Matt Tobolski, President and CEO, and Andy Cheung, CFO and Treasurer, will participate in the upcoming William Blair Growth Stock Conference.

TULSA, Okla., May 18, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ:  AAON) ("AAON" or the "Company"), today announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on June 26, 2026 to stockholders of record as of the close of business on June 5, 2026.

AAON, Inc. is downgraded to a soft Sell due to extreme valuation despite strong operational performance and data center-driven growth. Q1 revenue surged 54.3% to $496.9M, with backlog doubling year-over-year to $2.13B, supporting management's 40–45% revenue growth guidance for 2026. All segments, especially BASX, delivered robust top-line growth, but rising raw material costs compressed gross m...

AAON, Inc. (AAON) Q1 2026 Earnings Call Transcript