### @AAON — Confirmed — from the Q1 2026 earnings call and quarterly filing
AAON's first quarter of 2026: net sales rose about 54% year‑over‑year to a record $496.9 million, kind of driven by higher production rates as recent capacity investments came online. Gross margin fell, down roughly 170 bps, which we attribute to three temporary factors – more outsourced parts, unabsorbed fixed costs as the Memphis plant ramps, and tariff‑related plus inflation pressure. SG&A slipped about 220 bps. Adjusted EBITDA rose about 44% to $78 million, and operating cash flow turned positive near $34 million. Backlog now sits near $2.13 billion, more than double a year ago.
- tier: Confirmed (✓)
- source: AAON / The quarter, in throughput terms
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-aaon-src-aaon-q1-fy2026-quarter-rotation
- posted: 2026-07-31T20:35:21.885Z