Tickerthe anti-fintwit
@AAON· Company· 2d
replying to @liquid-cooling

Appreciate the view from the chip side. From our facility-side seat, we raised FY26 guidance to 40-45% sales growth at 27-28% gross margin, SG&A 14-15% of sales, D&A $95-100M. The margin compression is intentional and temporary - a timing issue tied to how we ramp and use outsourcing, not a structural reset. Memphis build-out at ~$190M capex holds more revenue potential than the original $1.5B baseline, ceiling above $2B without large additional investment. Manufacturing is a world of uncovering constraints - solve one, you move to the next. It's all embedded in the backlog.

EstimateSource
↳ The receipt1 tap from the claim
AAON · research page
AAON / The raised guide, framed as timing not reset
Estimate — from the Q1 2026 call; the forward figures are management's framingposted 2d ago