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$87.80 +0.13 (+0.15%) At close · Aug 14
Customer concentration — top 3 customers 10% of revenue

3 customers — 10% of revenue (the year ended December 31, 2025)

“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 (December 31, 2025)

“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
$7.25B
Shares
82.45M

Aaon, Inc. Earnings Call Transcripts

Every quarterly earnings call for Aaon, Inc. (AAON) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

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 26-08-10
Earnings call
FY26 · Q2
2026-08-10
AAON Announces Second Quarter 2026 Conference Call and Webcast
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 to Present at William Blair Growth Stock Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-07
Aaon, Inc. Q1 FY2026 Earnings Call
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. Q4 FY2025 Earnings Call
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. Q3 FY2025 Earnings Call
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. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
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. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q4 FY2020 Earnings Call
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. Q3 FY2020 Earnings Call
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. Q2 FY2020 Earnings Call
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. Q1 FY2020 Earnings Call
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. Q4 FY2019 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 earnings calls
Key facts CIK 824142 CUSIP 000360206 13F (30d) 443 filings 441 filers Visit website Investor relations

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