Q2 FY2026 EarningsQ2 FY26 significantly beat consensus with record revenue of $627.0M (+24.7% vs. consensus) and GAAP EPS of $0.68 (+35.3% vs. consensus). Growth was primarily driven by the BASX segment's data center demand, which surged 216.2% YoY. While gross margin of 24.3% missed the 26.7% mean estimate due to capacity ramp-up costs, management raised the full-year revenue growth guidance to 55%-60%, well above previous expectations.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Aaon(AAON) the Revenue is 626.98 M (+101.2%), Beat estimate;the EBIT is 68.88 M (+192.1%), Beat estimate;the EPS is 0.68 (+257.9%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.63B101.23%
0.50B61.44%
+0.12B39.79%
EBITExceed expectations
0.07B192.10%
0.06B143.51%
+0.01B48.59%
EPSExceed expectations
0.68257.89%
0.5025164.47%
+0.177593.42%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf