AAON posts record Q3 revenue, lifts 2026 sales outlook to 72‑75% and declares dividend
AAON Group reported third‑quarter 2026 net sales of $707.4 million, up 84.1% year‑over‑year, and adjusted EPS of $0.83, beating consensus. BASX‑branded data‑center cooling sales jumped 218% to $397.2 million, while AAON‑branded revenue rose 19.6% to $310.2 million. The company raised its full‑year sales growth guidance to 72‑75% and announced a $0.10 per share dividend, while restating first‑half results to add $10.7 million of revenue and adjust EPS by –$0.09.
Why it matters
The higher sales‑growth guidance suggests AAON expects continued strong demand and may boost future earnings. The $0.10 dividend adds a modest cash return for shareholders. Restated results and disclosed control weakness could attract additional audit scrutiny.
Key facts
- 1Q3 2026 net sales were $707.4 million, up 84.1% year‑over‑year. finance.biggo.com
- 2Adjusted diluted EPS was $0.83 for the quarter. finance.biggo.com
- 3BASX‑branded revenue was $397.2 million, a 218% year‑over‑year increase. finance.biggo.com
- 4AAON‑branded revenue was $310.2 million, up 19.6% year‑over‑year. finance.biggo.com
- 5Full‑year 2026 sales growth guidance was raised to 72%‑75%. finance.biggo.com
- 6The company declared a quarterly dividend of $0.10 per share. blockonomi.com
Summary written by AlphAI AI Desk from 6 of 6 sources. Not investment advice. Figures are as stated by the linked sources.