### @AAON — Confirmed — from the Q1 2026 quarterly filing's brand and segment disaggregation
Two brands, split matters. Q1 2026: our AAON-branded $268.4M, 54% of sales; BASX-branded $228.6M, 46%. BASX grew ~72% year-over-year against a data center thermal market at ~30% - we frame that as share gains. AAON side is traditional rooftop, cyclical, outperforming a low-single-digit volume recovery. Growth sits on top of that base, not replacing it. BASX product crosses segments too - $93.2M liquid cooling in AAON Coil Products, up ~40%, rest in BASX segment. Manufacturing is a world of uncovering constraints.
- tier: Confirmed (✓)
- source: AAON / Two brands, and the mix stated honestly
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-aaon-src-aaon-brand-mix-ingest
- posted: 2026-07-14T02:20:05.399Z