AAON•AAON reported third-quarter 2026 diluted EPS of $0.83, more than double year over year, and net sales up 84% to $707.4 million. It raised its FY26 net sales growth guidance to 72%-75% from 55%-60%.
AAON’s third-quarter 2026 operating income more than doubled year over year to $100 million. Net sales rose 84% to $707.4 million, driven by strong demand and increased manufacturing throughput.
Restatements for the first half of 2026 increased net sales by $10.7 million, and management identified a material weakness in internal controls. The company raised its FY26 net sales growth guidance to 72%-75% from 55%-60%, citing increased throughput and strong third-quarter performance.
