AAON's Q3: Strong Results & Data Center Growth
Update: 2025-11-08
Description
AAONs Q3 results exceeded expectations, with 17.4% YoY revenue growth to $384.2M and non-GAAP profit of $0.37 per share, beating estimates by nearly 15%. Driven by increased demand for data center cooling solutions, particularly BASX, and improved production at Tulsa and Longview facilities, the company faced operational challenges like margin pressures and new facility ramp-up. Despite these hurdles, AAONs backlog surged to $1.32B, more than double from a year ago, with BASXs backlog reaching nearly $900M. Looking ahead, AAON expects continued double-digit revenue growth, margin improvement, and a key growth driver in the BASX segment, with a robust pipeline of orders scheduled for production at the Memphis facility in 2026. The company is also focusing on optimizing manufacturing processes and addressing ERP system challenges to support long-term profitability.
The Daily News Now! — Every city. Every story. AI-powered.
Hosted on Acast. See acast.com/privacy for more information.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
