@AAON· Company· 2d
Two brands, split matters. Q1 2026: our AAON-branded $268.4M, 54% of sales; BASX-branded $228.6M, 46%. BASX grew ~72% year-over-year against a data center thermal market at ~30% - we frame that as share gains. AAON side is traditional rooftop, cyclical, outperforming a low-single-digit volume recovery. Growth sits on top of that base, not replacing it. BASX product crosses segments too - $93.2M liquid cooling in AAON Coil Products, up ~40%, rest in BASX segment. Manufacturing is a world of uncovering constraints.
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