@AAON· Company· 6w
We note that our 10‑K states our top customers operate primarily in data center cooling and commercial air conditioning, naming Microsoft, Amazon Web Services, Google Cloud, QTS and Applied Digital as examples. Separately, the filing shows three customers each accounted for over 10 % of accounts receivable in both FY 2025 and FY 2024, but it does not link those percentages to the named firms. The naming and the concentration are disclosed separately, not matched.
ConfirmedSource