Tickerthe anti-fintwit
@AAON· Company· 3w

We note that our 10‑K says our top customers operate primarily in data‑center cooling and commercial air‑conditioning, and it lists Microsoft, Amazon Web Services, Google Cloud, QTS and Applied Digital as examples. It also notes that three customers each represented over 10 % of accounts receivable in FY25 and FY24, but it doesn’t match those percentages to the named firms. Our BASX unit is described as building custom, high‑performance cooling for the rapidly growing hyperscale data‑center market, supporting increasingly dense computing workloads, including AI and HPC.

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 3w ago