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$82.28 -0.48 (-0.58%) At close · Oct 1
S&P 400 member Russell 1000 member Rebalance outlook locked
Customer concentration — top 3 customers 10% of revenue

3 customers — 10% of revenue (the years ended December 31, 2025, 2024, and 2023)

“For the years ended December 31, 2025, 2024, and 2023, the Company had three, two and three customers, respectively, that were 10 percent or greater concentrations of revenue.”

3 customers — 10% of receivables (At December 31, 2025 and December 31, 2024)

“At December 31, 2025 and December 31, 2024, the Company had three customers that were 10 percent or greater concentrations of accounts receivable.”
View the 10-K filed Mar 2, 2026
Market Cap
$7.48B
Shares
82.45M
Volume · Oct 1 1.05M Avg daily vol (3M) 1.17M

Aaon, Inc. Webcasts

Earnings calls, investor updates, investor days and conferences for Aaon, Inc. (AAON), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲75.1% $242.60M $27.47M '22 Q3 22-11-07 ▲86.8% $254.60M $38.90M '22 Q4 23-02-27 ▲45.5% $265.95M $36.81M '23 Q1 23-05-04 ▲36% $283.96M $45.68M '23 Q2 23-08-03 ▲28.6% $311.97M $48.08M '23 Q3 23-11-06 ▲20.4% $306.64M $47.05M '23 Q4 24-02-28 ▼1.4% $262.10M $39.02M '24 Q1 24-05-02 ▲10.4% $313.57M $52.23M '24 Q2 24-08-01 ▲4.9% $327.25M $52.62M '24 Q3 24-11-07 ▼2.9% $297.72M $24.69M '24 Q4 25-02-27 ▲22.9% $322.05M $29.29M '25 Q1 25-05-01 ▼0.6% $311.57M $15.49M '25 Q2 25-08-11 ▲17.4% $384.24M $30.78M '25 Q3 25-11-06 ▲42.5% $424.22M $32.03M '25 Q4 26-03-02 ▲54.3% $496.94M $39.81M '26 Q1 26-05-07 LATEST ▲101.2% $626.98M $56.66M '26 Q2 26-07-23
Earnings call
FY26 · Q2
2026-07-23
Aaon, Inc. (AAON) Q2 2026 Earnings Call Transcript
Confident tone Revenue Growth and Backlog Conversion Operational Investments and Capacity Data Center Demand (Basics brand)
Revenue
$626.98M
▲ 101.2% YoY
Diluted EPS
$0.68
▲ 257.9% YoY
Gross margin
24.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-05-27
Aaon, Inc. (AAON) May 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-07
Aaon, Inc. (AAON) Q1 2026 Earnings Call Transcript
Confident tone Capacity expansion and facility ramp Data center demand and Basics brand growth Margin compression and intentional investments
Revenue
$496.94M
▲ 54.3% YoY
Diluted EPS
$0.48
▲ 37.1% YoY
Gross margin
25.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-03-02
Aaon, Inc. (AAON) Q4 2025 Earnings Call Transcript
Confident tone Data Center / AI Demand Capacity Expansion / Manufacturing Ramp ERP Upgrade
Revenue
$424.22M*
▲ 42.5% YoY
Gross margin
25.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Aaon, Inc. (AAON) Q3 2025 Earnings Call Transcript
Confident tone Memphis facility ramp-up Operational recovery and ERP implementation BASX and data center momentum
Revenue
$384.24M
▲ 17.4% YoY
Diluted EPS
$0.37
▼ 41.3% YoY
Gross margin
27.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-11
Aaon, Inc. (AAON) Q2 2025 Earnings Call Transcript
Balanced tone BasX Brand and Data Center Demand ERP Implementation Challenges Production Recovery and Efficiency
Revenue
$311.57M
▼ 0.6% YoY
Diluted EPS
$0.19
▼ 69.4% YoY
Gross margin
26.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Aaon, Inc. (AAON) Q1 2025 Earnings Call Transcript
Positive tone Backlog BASX and data center growth Tariffs and surcharges
Revenue
$322.05M
▲ 22.9% YoY
Diluted EPS
$0.35
▼ 23.9% YoY
Gross margin
26.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Aaon, Inc. (AAON) Q4 2024 Earnings Call Transcript
Positive tone Capacity expansion and margin pressure Data center and liquid cooling demand CEO succession and leadership transition
Revenue
$297.72M*
▼ 2.9% YoY
Gross margin
26.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Aaon, Inc. (AAON) Q3 2024 Earnings Call Transcript
Confident tone Data center growth Capacity expansion Backlog and bookings
Revenue
$327.25M
▲ 4.9% YoY
Diluted EPS
$0.63
▲ 8.6% YoY
Gross margin
34.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Aaon, Inc. (AAON) Q2 2024 Earnings Call Transcript
Confident tone Data center market growth / BasX segment Backlog conversion timing / Q4 and 2025 outlook Pricing strategy and competitive positioning on R-454B
Revenue
$313.57M
▲ 10.4% YoY
Diluted EPS
$0.62
▲ 12.7% YoY
Gross margin
36.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Aaon, Inc. (AAON) Q1 2024 Earnings Call Transcript
Positive tone data center market opportunity capacity expansion parts and national accounts
Revenue
$262.10M
▼ 1.4% YoY
Diluted EPS
$0.46
▲ 4.5% YoY
Gross margin
35.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-28
Aaon, Inc. (AAON) Q4 2023 Earnings Call Transcript
Confident tone Data center growth via BASX 2023 record financial results Capacity expansion and capital investments
Revenue
$306.64M*
▲ 20.4% YoY
Gross margin
36.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-06
Aaon, Inc. (AAON) Q3 2023 Earnings Call Transcript
Revenue
$311.97M
▲ 28.6% YoY
Diluted EPS
$0.58
▲ 70.6% YoY
Gross margin
37.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Aaon, Inc. (AAON) Q2 2023 Earnings Call Transcript
Revenue
$283.96M
▲ 36% YoY
Diluted EPS
$0.55
▲ 175% YoY
Gross margin
33.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Aaon, Inc. (AAON) Q1 2023 Earnings Call Transcript
Revenue
$265.95M
▲ 45.5% YoY
Diluted EPS
$0.44
▲ 100% YoY
Gross margin
29.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-27
Aaon, Inc. (AAON) Q4 2022 Earnings Call Transcript
Revenue
$254.60M*
▲ 86.8% YoY
Gross margin
30.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-07
Aaon, Inc. (AAON) Q3 2022 Earnings Call Transcript
Revenue
$242.60M
▲ 75.1% YoY
Diluted EPS
$0.34
▲ 75.9% YoY
Gross margin
27.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-08
Aaon, Inc. (AAON) Q2 2022 Earnings Call Transcript
Revenue
$208.81M
▲ 45.1% YoY
Diluted EPS
$0.20
▼ 21.1% YoY
Gross margin
22.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Aaon, Inc. (AAON) Q1 2022 Earnings Call Transcript
Revenue
$182.77M
▲ 57.8% YoY
Diluted EPS
$0.22
▲ 10% YoY
Gross margin
25.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-28
Aaon, Inc. (AAON) Q4 2021 Earnings Call Transcript
Revenue
$136.28M*
▲ 16.8% YoY
Gross margin
19.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Aaon, Inc. (AAON) Q3 2021 Earnings Call Transcript
Revenue
$138.57M
▲ 2.8% YoY
Diluted EPS
$0.19
▼ 23.7% YoY
Gross margin
26.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Aaon, Inc. (AAON) Q2 2021 Earnings Call Transcript
Revenue
$143.88M
▲ 14.6% YoY
Diluted EPS
$0.25
▲ 11.8% YoY
Gross margin
29.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Aaon, Inc. (AAON) Q1 2021 Earnings Call Transcript
Revenue
$115.79M
▼ 15.8% YoY
Diluted EPS
$0.20
▼ 26.8% YoY
Gross margin
28.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Aaon, Inc. (AAON) Q4 2020 Earnings Call Transcript
Revenue
$116.70M
▼ 4.8% YoY
Diluted EPS
$0.23
▲ 6.1% YoY
Gross margin
29.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Aaon, Inc. (AAON) Q3 2020 Earnings Call Transcript
Revenue
$134.77M
▲ 18.7% YoY
Diluted EPS
$0.25
▲ 46.2% YoY
Gross margin
30.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Aaon, Inc. (AAON) Q2 2020 Earnings Call Transcript
Revenue
$125.60M
▲ 5.2% YoY
Diluted EPS
$0.23
▲ 30.8% YoY
Gross margin
30.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Aaon, Inc. (AAON) Q1 2020 Earnings Call Transcript
Revenue
$137.48M
▲ 20.8% YoY
Diluted EPS
$0.27
▲ 141.2% YoY
Gross margin
31.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-27
Aaon, Inc. (AAON) Q4 2019 Earnings Call
Revenue
$122.57M
▲ 9.1% YoY
Diluted EPS
$0.22
▲ 32% YoY
Gross margin
29.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–28 of 28 webcasts
Key facts CIK 824142 CUSIP 000360206 13F (30d) 8 filings 8 filers Visit website Investor relations