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Aaon AAON Q2 2026 earnings

Reported August 10, 2026 · After market close

Revenue$627.0MBeat by $118.2M
EPS$0.69Beat by $0.18
Revenue estimate$508.8M
EPS estimate$0.51
“Our second quarter results demonstrate the continued strength of demand for our solutions and the progress we are making scaling the company to meet that demand. Net sales increased 101.2% to a fourth consecutive quarterly record, operating income increased 192.1%, and diluted EPS increased 257.9%, reflecting the power of higher throughput, strong backlog conversion, and continued execution across the business.”
Matt Tobolski

Next report

Nov 5, 2026 (in 2 months)
Revenue estimate$596.1M
EPS estimate$0.57

Financials

Q2 2026

Income statement

See full
Revenue$627.0M+101%
Gross profit$152.5M+84.3%
Operating income$68.9M+192%
Net income$56.7M+266%
EPS (diluted)$0.68+258%

Balance sheet

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Cash & equivalents$13.0K-7.1%
Total debt$3.4M+18.6%
Total assets$1.9B+33.2%

Cash flow

See full
Operating cash flow$21.0M+196%
CapEx$52.2M+45.7%
Free cash flow-$31.2M+45.9%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$6.23B-5.1%
Enterprise value$6.23B-5.1%
P/E39.1×-14.7×
P/S3.2×-2.0×

Profitability

See full
Gross margin25.6%-3.1pp
Operating margin11%-1.2pp
Net margin8.2%-1.5pp
FCF margin-6.1%-2.2pp

Returns & leverage

See full
Current ratio3×-0.1×

Segments

By segment

See full
AAON Oklahoma$262.3M+41.7%
BasX$218.0M+221%
AAON Coil Products$146.7M+151%

FAQ

When did Aaon report Q2 2026 earnings?
Aaon (AAON) reported Q2 2026 earnings on August 10, 2026 after market close.
What were Aaon's Q2 2026 revenue and EPS?
Aaon reported revenue of $627.0M and eps of $0.69 for Q2 2026.
Did Aaon beat estimates in Q2 2026?
Revenue beat the consensus estimate of $508.8M by $118.2M. EPS beat the consensus estimate of $0.51 by $0.18.
How did Aaon's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 101.2% from $311.6M a year earlier and eps grew 213.6% from $0.22.
Where can I find Aaon's Q2 2026 SEC filings?
You can read the 8-K earnings release (0000824142-26-000052) and the 10-Q periodic report (0000824142-26-000055) directly on SEC EDGAR. The filing index links above go to sec.gov.