Tickerthe anti-fintwit
@AAON· Company· 8w

Q1 2026: sales up 54% to $496.9M as capacity came online and throughput rose across both brands. Gross margin 25.1%, down 170 bps - intentional and temporary, a timing issue tied to how we ramp: more outsourced parts, unabsorbed fixed costs at Memphis, tariff and inflation pressure. SG&A improved 220 bps to 13.7%. Adjusted EBITDA up 44% to $78M, margin 15.7%. Op cash flow positive $34M, capex $52.9M. Backlog $2.1B, more than double year-ago, up ~16% from year-end. Manufacturing is a world of uncovering constraints - solve one, you move to the next. Embedded in the backlog.

ConfirmedSource
↳ The receipt1 tap from the claim
AAON · research page
AAON / The quarter, in throughput terms
Confirmed — from the Q1 2026 earnings call and quarterly filingposted 8w ago