Revenue: As of FY2025 Q4, the actual value is USD 424.22 M, beating the estimate of USD 374.1 M.EPS: As of FY2025 Q4, the actual value is USD 0.39, missing the estimate of USD 0.4425.EBIT: As of FY2025 Q4, the actual value is USD 49.72 M.艾伦建材 (AAON, Inc.) announced its financial and operating results for the fourth quarter ended December 31, 2025, on March 2, 2026 .<h4>Full Year 2025 Financial Highlights</h4><ul><li>Gross Margin: The company’s gross margin for the full year 2025 was 26.7%, a decrease from 33.1% in 2024 .</li><li>Income from Operations: Income from operations was $146,248 thousand, down from $209,118 thousand in 2024 .</li><li>Selling, General and Administrative Expenses: These expenses totaled $239,480 thousand, compared to $188,014 thousand in 2024 .</li><li>Net Income: Net income for the full year 2025 was $107,593 thousand .</li><li>Operating Cash Flow: Net cash provided by operating activities was $534 thousand, a significant decrease from $192,532 thousand in 2024 .</li><li>Capital Expenditures: Capital expenditures were - $190,563 thousand, compared to - $195,660 thousand in 2024 .</li><li>Backlog: 艾伦建材 (AAON, Inc.) ended 2025 with a record backlog of $1.83 billion, an increase of 110.9% year-over-year .</li><li>BASX Brand Performance: The BASX brand’s backlog increased by 141.3% year-over-year .</li></ul><h4>Fourth Quarter 2025 Financial Highlights</h4><ul><li>Gross Margin: Gross margin was 25.9%, slightly down from 26.1% in the fourth quarter of 2024 .</li><li>Income from Operations: Income from operations reached $43,960 thousand, compared to $29,429 thousand in the fourth quarter of 2024 .</li><li>Selling, General and Administrative Expenses: These expenses amounted to $65,810 thousand, up from $48,194 thousand in the fourth quarter of 2024 .</li><li>Net Income: Net income for the quarter was $32,032 thousand, an increase from $24,690 thousand in the prior-year quarter .</li><li>Backlog (Quarter-end): Total backlog increased 110.9% year-over-year to $1,828,495 thousand, and 38.5% sequentially . The AAON-branded products backlog was $526,350 thousand, up 60.8% year-over-year, and the BASX-branded products backlog was $1,302,145 thousand, up 141.3% year-over-year .</li></ul><h4>Segment Performance (Fourth Quarter 2025)</h4><ul><li>AAON Oklahoma: Gross profit margin for this segment was 27.5%, down from 30.7% in Q4 2024 .</li><li>AAON Coil Products: Gross profit margin improved to 21.3% from 16.1% in Q4 2024 .</li><li>BASX: The segment’s gross profit margin was 27.1%, up from 18.8% in Q4 2024 .</li></ul><h4>Balance Sheet as of December 31, 2025</h4><ul><li>Cash and Cash Equivalents: The company held $1.2 million in cash, cash equivalents, and restricted cash .</li><li>Revolving Credit Facility: The balance on its revolving credit facility was $398.3 million .</li></ul><h4>Unique Metrics</h4><ul><li>Stock Repurchase Authorization: The Board of Directors authorized 艾伦建材 (AAON, Inc.) to make up to $100.0 million in purchases of its common stock from time to time in the open market .</li></ul><h4>2026 Outlook</h4>艾伦建材 (AAON, Inc.) anticipates 2026 revenue growth of 18-20% and projects gross margins to be approximately 29-31% . The company expects SG&amp;A expenses to be around 16% of sales, with depreciation and amortization expenses between $95 million and $100 million . Operating cash flow is expected to improve significantly, and capital expenditure plans are set at $190.0 million for 2026 .

Aaon | 8-K: FY2025 Q4 Revenue Beats Estimate at USD 424.22 M