Stock Track | AAON Inc Soars 5.76% in Early Trading on Strong Q4 Earnings Beat, $100M Buyback, and Robust 2026 Outlook

Stock Track
Mar 02

AAON Inc's stock surged 5.76% during early trading on Monday, following the release of its fourth-quarter and full-year 2025 financial results.

The HVAC solutions provider reported quarterly net sales of $424.2 million, a significant 42.5% increase year-over-year and beating analyst expectations of $372.4 million. Adjusted earnings per share came in at $0.39, up from $0.30 a year earlier, though slightly below the FactSet consensus estimate of $0.45. The company also announced the authorization of a $100 million share repurchase program.

Investors reacted positively to the company's strong outlook for fiscal 2026, which projects sales growth of 18% to 20% and gross margins between 29% and 31%. The results were driven by a 138.8% year-over-year surge in BASX-branded sales, supported by strong demand for data center equipment, including liquid cooling products. AAON ended the year with a record backlog of $1.83 billion, up 110.9% from the previous year, providing strong visibility for future growth.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10