AAONAAON, Inc.

$86.10-5.7% 1Y

The financials

AAON, Inc. by the numbers

AAON, Inc. (AAON) reported revenue of $627M in Q2 2026 (quarter ended Jun 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 Q2 2026 was AAON Products at $262M, 92% of the disclosed total, well ahead of Part Sales at 8.3%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.

AAON, Inc. income statement, Q2 2026 against the same quarter a year earlier
Income statementQ2 2026Q2 2025Change
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%
Revenue by product, Q2 2026, as reported to the SEC
ProductRevenueShare
AAON Products$262M92%
Part Sales$24M8.3%
BASX Products$107K0.0%

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
  • AAON Products$262.2Mquarter on quarter +7.5%year on year +42%
  • Part Sales$23.8Mquarter on quarter +40%year on year +15%
  • BASX Products$107.0Kquarter on quarter n/ayear on year n/a
Segment sum = 46% of reported consolidated revenue (partial disaggregation) · Latest source: 10-Q filed Aug 10, 2026, SEC EDGAR