The financials
AAON, Inc. by the numbers
AAON, Inc. (AAON) reported revenue of $627M in Q2 2026 (quarter ended June 30, 2026), up 101% from the same quarter a year earlier. That came with a gross margin of 24% and net income of $57M (9.0% of revenue). For the full year FY2025, revenue was $1.44B (+20% year on year) and net income $108M. Its largest product in 2026-Q2 was AAON Products at $262M, 92% of the disclosed total, just ahead of Part Sales at 8.3%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $627M | $312M | +101% |
| Gross profit | $152M | $83M | +84% |
| Operating income | $69M | $24M | +192% |
| Net income | $57M | $15M | +266% |
| Diluted EPS | $0.68 | $0.19 | +258% |
| Product | Revenue | Share |
|---|---|---|
| AAON Products | $262M | 92% |
| Part Sales | $24M | 8.3% |
| BASX Products | $107K | 0.0% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $286.1M (+9.6%)
AAON Products grew +42% year on yearPart Sales +15% year on year
Segment Latestquarter on quarteryear on year
- AAON Products$262.2M$262.2MQoQ +7.5%year on year +42%+7.5%+42%
- Part Sales$23.8M$23.8MQoQ +40%year on year +15%+40%+15%
- BASX Products$107.0K$107.0KQoQ -year on year ---
Building Products & Equipment
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