Record Growth. Real Momentum.  What Q2 2026 Results Mean For You and Your Customers 

AAON just posted the strongest quarter in company history. Sales more than doubled year over year, and both AAON and BASX hit record levels. This is the payoff from investments we have been making in capacity, people, and systems for over a year, and it puts us in a stronger position with your customers than we have been in a long time.

• $627M total Q2 sales, up 101% year over year — a company record
• +39% AAON-branded sales growth despite a soft market – Thank you Reps!

How We Got Here
Over the past year, we invested to build a bigger, more capable company:

• Expanded our manufacturing footprint

• Strengthened leadership across the business

• Invested in supply chain capabilities

• Advanced major product-development programs

• Made substantial progress implementing SAP and improving production processes

We worked through real disruption along the way, including the refrigerant transition and the ERP implementation. Those investments and those lessons built the foundation for the production increase we're now delivering.

What This Means For You

More sales equals more opportunity.  Continued sales growth allows us to reinvest in our people, creating better operational tools, stronger communication, and greater opportunities for you to succeed. By investing in the resources and support that matter most, we are building a stronger foundation for sustained growth and long-term success. 

Confidence in demand. Customer demand remains exceptionally strong, with committed orders approaching $2.0 billion, providing a solid foundation for future growth. 

Share gains are real. AAON-branded sales grew despite soft commercial HVAC conditions. That growth is coming directly from share gains, meaning more of the market is choosing AAON over competitors right now.

Lead times are moving in the right direction. Lead times are improving as production throughput increases across the enterprise. Use this in customer conversations where delivery timing has been a hesitation.

Driving Throughput Beyond the Challenges 
Our rapid growth has outpaced some of the operational efficiencies that typically follow expansion. The good news is that many of those investments are already paying off through improved efficiency, stronger supply chain performance, and better utilization of our expanded facilities. 

Where We're Headed
In the second half of 2026, our focus is to sustain this extraordinary level of growth while converting higher production into stronger execution, improved profitability, and greater cash generation. Because of your strategic and tireless efforts every day, AAON is winning share, delivering at record volume, and has a clear plan to keep improving from here.