AAON is trading at $103.00, up +8.62%, after reporting Q2 2026 revenue of $627 million, up 101.2% year over year, with diluted EPS rising 257.9%.
- Results benefited from surging BASX data-center demand, strong liquid-cooling sales, and improved manufacturing throughput.
- Management significantly raised full-year sales guidance, reinforcing the growth outlook despite near-term capacity-ramp margin pressure.