AAON Schedules Q4 2025 Financial Results Conference Call
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy AAON?
Source: PRnewswire
- Conference Call Announcement: AAON has scheduled a conference call for March 2, 2026, at 9:00 a.m. EST to discuss its Q4 and full-year 2025 financial results, aiming to provide investors with the latest financial insights.
- Participation Options: The call will offer a dial-in option at 1-888-880-3330 for Q&A participation, as well as a listen-only webcast, enhancing investor engagement and interaction during the financial disclosure.
- Replay Availability: A replay of the call will be accessible the following business day on AAON's website, ensuring that investors who cannot attend live can still access critical information, thereby improving transparency.
- Company Overview: Founded in 1988, AAON is a global leader in HVAC solutions, focusing on high-performance equipment for commercial, industrial, and data center environments, committed to innovative design and manufacturing to meet specific customer needs and enhance long-term value.
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Analyst Views on AAON
Wall Street analysts forecast AAON stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 101.200
Low
115.00
Averages
119.00
High
125.00
Current: 101.200
Low
115.00
Averages
119.00
High
125.00
About AAON
AAON, Inc. provides heating, ventilation and air conditioning (HVAC) solutions for commercial, industrial and data center indoor environments. The Company's segments include AAON Oklahoma, AAON Coil Products and BASX. Its AAON Oklahoma segment engineers, manufactures and sells semi-custom and custom HVAC systems, designs and manufactures controls solutions, and sells aftermarket parts to customers through retail part stores and online. The Company's AAON Coil Products segment engineers and manufactures a selection of its semi-custom, and custom HVAC systems as well as a variety of heating and cooling coils to be used in HVAC systems. Its BASX segment engineers, manufactures, and sells an array of custom, high-performance cooling solutions for hyperscale data center market, ventilation solutions for cleanroom environments in the bio-pharmaceutical, semiconductor, medical and agriculture markets, and highly custom, air handlers and modular solutions for a vast array of markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Record Backlog: The backlog for BASX brand surged to $1.3 billion, up 141% year-over-year, demonstrating the company's increasing competitiveness in the market and providing robust support for production and sales in 2026.
- Stable Gross Margin: While AAON's overall gross margin slightly declined to 25.9%, the BASX segment's gross margin rose from 18.8% to 27.1%, showcasing the company's effectiveness in optimizing product mix and controlling costs.
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- Conference Call Announcement: AAON has scheduled a conference call for March 2, 2026, at 9:00 a.m. EST to discuss its Q4 and full-year 2025 financial results, aiming to provide investors with the latest financial insights.
- Participation Options: The call will offer a dial-in option at 1-888-880-3330 for Q&A participation, as well as a listen-only webcast, enhancing investor engagement and interaction during the financial disclosure.
- Replay Availability: A replay of the call will be accessible the following business day on AAON's website, ensuring that investors who cannot attend live can still access critical information, thereby improving transparency.
- Company Overview: Founded in 1988, AAON is a global leader in HVAC solutions, focusing on high-performance equipment for commercial, industrial, and data center environments, committed to innovative design and manufacturing to meet specific customer needs and enhance long-term value.
See More
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- Market Rebound: Wall Street traded higher at midday on Monday, with the Nasdaq 100 gaining 0.3% to 25,025, indicating a recovery in investor sentiment as concerns over Middle East tensions eased.
- Tech Stocks Lead Gains: Palantir Technologies surged 6.5%, becoming the top performer in the S&P 500, suggesting a renewed confidence in tech stocks that could attract more investment into the sector.
- Energy Market Volatility: Oil prices rallied 5.1% to $70 per barrel, although they cooled after briefly hitting $75, with the energy sector rising 1.3% and Marathon Petroleum Corp. leading the group with a 4.5% gain.
- Rising Treasury Yields: The 10-year Treasury yield jumped 11 basis points to 4.07%, marking the largest one-day increase since April, reflecting heightened concerns about future economic prospects that may influence investor risk appetite.
See More
AAON, Inc. Reports Strong Q4 2025 Earnings with Significant Growth
- Significant Sales Growth: AAON reported net sales of $424.2 million in Q4 2025, reflecting a 42.5% year-over-year increase, primarily driven by a remarkable 138.8% growth in BASX branded sales, indicating strong performance in the data center market that is expected to further boost future revenue.
- Record Backlog: The backlog for BASX brand surged to $1.3 billion, up 141% year-over-year, demonstrating the company's increasing competitiveness in the market and providing robust support for production and sales in 2026.
- Stable Gross Margin: While AAON's overall gross margin slightly declined to 25.9%, the BASX segment's gross margin rose from 18.8% to 27.1%, showcasing the company's effectiveness in optimizing product mix and controlling costs.
- Optimistic Outlook: Management projects sales growth of 18% to 20% for 2026, with gross margins expected between 29% and 31%, reflecting strong confidence in future market demand and operational efficiency, particularly in supply chain stability and production capacity enhancement.
See More
Aaon Inc. Reports Significant Q4 Earnings Growth
- Earnings Growth: Aaon Inc. reported a net income of $32.032 million for Q4, translating to $0.39 per share, which marks a significant increase from last year's $24.690 million and $0.30 per share, indicating enhanced profitability.
- Revenue Surge: The company's revenue soared by 42.5% to $424.217 million in Q4, up from $297.718 million last year, reflecting strong market demand and effective sales strategies.
- Future Outlook: CEO Matt Tobolski anticipates an 18%-20% sales growth for 2026, with gross margins projected between 29%-31%, demonstrating confidence in future growth and ongoing operational improvements.
- Expense Management: For fiscal 2025, Aaon expects sales to reach $1.442 billion, with SG&A expenses projected at approximately 16% of sales and depreciation and amortization costs estimated between $95 million and $100 million, indicating strategic cost control measures.
See More
AAON Q4 Earnings Beat Expectations with Strong Revenue Growth
- Earnings Highlights: AAON reported a Q4 GAAP EPS of $0.39, missing estimates by $0.05, while revenue reached $424.2 million, reflecting a 42.5% year-over-year increase and exceeding expectations by $50.1 million, indicating robust market performance.
- Backlog Growth: The total backlog surged 110.9% year-over-year to $1.83 billion, with a sequential increase of 38.5%, suggesting strong revenue support in the coming months and boosting market confidence in AAON's operational capabilities.
- 2026 Outlook: AAON anticipates revenue growth of 18-20% for 2026, significantly above the estimated 12.41%, with gross margins projected at approximately 29-31%, reflecting positive advancements in capacity expansion and operational execution.
- Market Reaction: Despite the strong earnings report, analysts suggest that AAON's shares may need to cool down, indicating a cautious evaluation of future growth expectations in the market.
See More
Wall Street's First Trading Day of March Outlook
- Middle East Impact: The U.S.-Israeli attack on Iran is likely to ripple through financial markets, with oil prices rising due to geopolitical risk premiums, as Brent crude has surged from the low $60s to around $73, indicating potential for further volatility.
- CrowdStrike Earnings Preview: CrowdStrike is set to report its quarterly results after Tuesday's close, with Wall Street expecting fiscal 2026 Q4 revenue of $1.3 billion and EPS of $1.10, providing CEO George Kurtz an opportunity to highlight the cybersecurity sector's unique position amidst AI disruption fears.
- Broadcom Earnings Expectations: Broadcom will release its earnings on Wednesday, with anticipated fiscal 2026 Q1 revenue of $19.14 billion and EPS of $2.02, as market sentiment remains optimistic about AI chip demand despite concerns over potential disruptions to infrastructure software.
- Costco Quarterly Report: Costco is expected to report its fiscal 2026 Q2 results after Thursday's close, with projected revenue of $69.22 billion and EPS of $4.56, as management will address consumer spending trends and membership renewal rates amid high price pressures.
See More
AAON Schedules Q4 2025 Financial Results Conference Call
- Conference Call Announcement: AAON has scheduled a conference call for March 2, 2026, at 9:00 a.m. EST to discuss its Q4 and full-year 2025 financial results, aiming to provide investors with the latest financial insights.
- Participation Options: The call will offer a dial-in option at 1-888-880-3330 for Q&A participation, as well as a listen-only webcast, enhancing investor engagement and interaction during the financial disclosure.
- Replay Availability: A replay of the call will be accessible the following business day on AAON's website, ensuring that investors who cannot attend live can still access critical information, thereby improving transparency.
- Company Overview: Founded in 1988, AAON is a global leader in HVAC solutions, focusing on high-performance equipment for commercial, industrial, and data center environments, committed to innovative design and manufacturing to meet specific customer needs and enhance long-term value.
See More
