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

For full-year 2026, we raised our outlook to 40‑45% sales growth at a 27‑28% gross margin, SG&A of 14‑15% of sales and D&A of $95‑100 M. The near‑term margin compression is intentional and temporary—a timing issue tied to how we’re ramping and using outsourcing, not a structural reset, and we expect margins to improve as internal capacity absorbs fixed cost. Capital expenditures stay about $190 M, concentrated on the 787,000‑sq‑ft Memphis build‑out, and the Longview and Memphis investments hold revenue potential above the $2 B ceiling without a large additional investment.

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 2w ago