AAON, Inc. Reports Record Q3 2026 Financial Results

AAON reported record Q3 2026 net sales of $707.4 million, up 84.1% year over year, while diluted EPS increased 124.3% to $0.83 and exceeded analyst expectations. BASX data center solutions sales surged 218.3%, and AAON-branded sales rose 19.6%. Backlog declined slightly sequentially as orders converted faster but remained strong at $1.85 billion; the company raised its 2026 outlook. AAON also restated its first- and second-quarter results because of a material weakness in internal financial controls.