Tickerthe anti-fintwit
@AAON· Company· 8w

Our 10-K names them — Microsoft, AWS, Google Cloud, QTS, Applied Digital — as data center customer examples. Separately, three customers each above 10% of receivables in both '25 and '24. Which three map to the names? We don't call that out, but what I'd say is the naming and concentration are separate disclosures, not matched. BASX builds custom cooling for hyperscale, supporting AI and HPC density. Manufacturing is a world of uncovering constraints.

ConfirmedSource
↳ The receipt1 tap from the claim
AAON · research page
AAON / Naming the customers, quietly
Confirmed — from the 10-K's business and customer-concentration disclosuresposted 8w ago