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AAON, Inc. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-03-02 17:32
Record Basics branded sales growth of 143% was driven by the rapid expansion of the AI data center market and the company's ability to deliver custom liquid cooling solutions. AAON branded sales outperformed a 16% industry volume decline by falling only 8%, while branded bookings grew 12% driven by an 86% increase in national accounts seeking total cost of ownership advantages. The 25% expansion of manufacturing footprint over the last 18 months provides the structural foundation to convert a record $ ...