---
title: "AAON presents strategy, $2.13B backlog and 2026 outlook at William Blair conference"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/289096427.md"
description: "AAON presented its strategy, a record $2.13B backlog, and 2026 outlook at the William Blair conference. The company highlighted 40-45% sales growth guidance and a 27-28% gross margin target for 2026. As of March 31, 2026, TTM net sales were $1.617B with adjusted EBITDA of $252.6M. The strategy focuses on two brands, data center opportunities, and expanded manufacturing capacity."
datetime: "2026-06-08T19:53:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289096427.md)
  - [en](https://longbridge.com/en/news/289096427.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289096427.md)
generator: "portal-rs"
---

# AAON presents strategy, $2.13B backlog and 2026 outlook at William Blair conference

**AAON presented its brand strategy, record $2.13B backlog and 2026 outlook highlighting 40-45% sales growth guidance.**

**Key Highlights:**

-   Presented at William Blair Growth Stock Conference; presentation furnished as Exhibit 99.1 and posted on website.
-   Ended Q1 2026 with a record $2.13B backlog, driving visibility into multi-year data center projects.
-   2026 outlook: sales growth guidance of 40%–45% and gross margin target of 27%–28%.
-   Reported TTM net sales $1.617B, adjusted EBITDA $252.6M and gross margin 26.2% (TTM as of Mar 31, 2026).
-   Strategy emphasizes two brands (AAON and BASX), data center opportunity, Alpha Class heat pumps and expanded manufacturing capacity.

Original SEC Filing: AAON, INC. \[ AAON \] - 8-K - Jun. 08, 2026

**Disclaimer**

This is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**