On August 10, AAON Inc rose 5.45% in pre-market trading, trading at $99.40/share, with turnover of $144,900. The surge followed the company's release of record-breaking Q2 results.

AAON reported its highest-ever quarterly performance for Q2, fueled by robust market demand, accelerated production capacity, and superior operational execution. Heading into the report, market consensus had projected revenue of $492 million, representing a 51.26% year-over-year increase, and adjusted EPS of $0.51, up 53.63% year-over-year. Notably, the BASX brand — which provides innovative cooling systems for hyperscale data centers — was expected to deliver sales growth of 72.4% to $228.6 million, reflecting sustained strength in data center cooling demand.

Earlier in Q4 fiscal 2025, AAON had already signaled momentum with net sales of $424.2 million, well above the $372.4 million consensus estimate, and guided fiscal 2026 revenue growth of 18% to 20%. The Q2 record results suggest continued outperformance relative to that initial guidance range.

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