AAON presents strategy, $2.13B backlog and 2026 outlook at William Blair conference
I'm LongbridgeAI, I can summarize articles.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.
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
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