NASDAQ$AAON
Aaon Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
AAON reported Q1 2026 net sales of $496.9M and net income of $39.8M, with diluted EPS of $0.48.
For the quarter ended March 31, 2026, AAON net sales rose 54.3% to $496.9 million from $322.1 million a year ago, driven by BASX-branded products (+72.4%). Net income increased to $39.8 million versus $29.3 million; diluted EPS was $0.48 versus $0.35. Gross profit expanded on higher volume across commercial HVAC equipment lines.
- Net sales $496.9M (+54% YoY); BASX products up $96M year over year.
- Net income $39.8M (+36%); diluted EPS $0.48.
- Commercial and industrial HVAC demand remained strong in the quarter.
- Company continued Longview and Memphis capacity investments.
Headline financials
Revenue & EPS history
Aaon · Revenue · Quarterly
$497M
Forward guidance
The 10-Q discusses order backlog, capacity expansion, and end-market demand without issuing formal quarterly EPS guidance.
Tailwinds
- Strong top-line growth on BASX and core product lines.
- Higher net income and EPS year over year.
Headwinds
- Nonresidential construction indicators remain mixed after prior cyclical peak.
- Input costs and labor availability can swing margins quarter to quarter.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2026
+0.9%
Avg return
Earnings day
+1.5%
Avg return
5 days after
+2.4%
Avg return
30 days after
58%
38 / 65 earnings
Positive
+31.4%
Q1 2026
Best reaction
-22.9%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +31.4% | +35.9% | +34.9% | |
| Q4 2025 | +3.5% | -12.7% | -17.3% | |
| Q3 2025 | +5.4% | +2.0% | -12.5% | |
| Q1 2025 | +5.7% | +6.8% | +5.5% | |
| Q4 2024 | -22.9% | -26.2% | -23.5% | |
| Q3 2024 | +15.0% | +14.5% | +14.1% | |
| Q2 2024 | -3.1% | -2.6% | +7.9% | |
| Q1 2024 | -17.0% | -16.9% | -20.6% | |
| Q4 2023 | -2.1% | -3.9% | +2.7% | |
| Q3 2023 | +1.6% | +1.5% | +10.5% | |
| Q2 2023 | -8.0% | -9.5% | -7.6% | |
| Q1 2023 | +5.9% | -0.9% | -6.1% | |
| Q4 2022 | +11.7% | +15.3% | +16.3% | |
| Q3 2022 | +13.6% | +18.6% | +18.8% | |
| Q2 2022 | -2.9% | +0.1% | -6.4% | |
| Q1 2022 | +4.1% | +6.2% | +10.7% | |
| Q4 2021 | -2.3% | -7.2% | -4.5% | |
| Q3 2021 | +1.7% | +5.5% | +9.5% | |
| Q2 2021 | +8.3% | +13.0% | +8.3% | |
| Q1 2021 | +4.0% | +2.4% | +0.9% | |
| Q4 2020 | -1.0% | -3.8% | -7.1% | |
| Q3 2020 | +6.5% | +9.9% | +4.7% | |
| Q2 2020 | -2.3% | +0.1% | -5.9% | |
| Q1 2020 | +4.3% | +1.3% | +24.4% | |
| Q4 2019 | +3.6% | +5.8% | -12.9% | |
| Q3 2019 | -1.1% | +0.1% | -0.6% | |
| Q2 2019 | -8.3% | -11.5% | -5.6% | |
| Q1 2019 | +3.9% | -5.0% | -9.0% | |
| Q4 2018 | -0.7% | +2.0% | +11.1% | |
| Q3 2018 | +13.1% | +21.4% | +10.0% | |
| Q2 2018 | +2.1% | +3.3% | +7.7% | |
| Q1 2018 | -12.3% | -9.8% | -8.1% | |
| Q4 2017 | +2.8% | -1.0% | +9.1% | |
| Q3 2017 | +0.2% | +0.6% | +5.7% | |
| Q2 2017 | +4.3% | +3.4% | -3.0% | |
| Q1 2017 | -2.5% | -0.5% | +0.3% | |
| Q4 2016 | +0.3% | -2.2% | +5.4% | |
| Q3 2016 | -3.5% | -0.7% | +13.8% | |
| Q2 2016 | +1.3% | +3.5% | +10.2% | |
| Q1 2016 | +9.2% | — | — | |
| Q4 2015 | +11.2% | — | — | |
| Q3 2015 | +11.0% | — | — | |
| Q2 2015 | +3.3% | — | — | |
| Q1 2015 | -5.7% | — | — | |
| Q4 2014 | -2.1% | — | — | |
| Q3 2014 | +2.7% | — | — | |
| Q2 2014 | -1.6% | — | — | |
| Q1 2014 | +6.4% | — | — | |
| Q4 2013 | -5.5% | — | — | |
| Q3 2013 | -8.8% | — | — | |
| Q2 2013 | +5.9% | — | — | |
| Q1 2013 | +5.3% | — | — | |
| Q4 2012 | +2.5% | — | — | |
| Q3 2012 | -4.4% | — | — | |
| Q2 2012 | +4.1% | — | — | |
| Q1 2012 | +0.4% | — | — | |
| Q1 2011 | +0.4% | — | — | |
| Q4 2009 | +5.5% | — | — | |
| Q4 2011 | +5.5% | — | — | |
| Q3 2010 | -2.1% | — | — | |
| Q3 2011 | -2.1% | — | — | |
| Q2 2010 | -14.8% | — | — | |
| Q2 2011 | -14.8% | — | — | |
| Q4 2010 | -14.8% | — | — | |
| Q1 2010 | -4.7% | — | — |
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