AAON (AAON) Q2 FY26 earnings call

AAON delivered record Q2 FY26 results, driven by substantial volume growth and accelerated backlog conversion across its facilities, particularly in the BASX data center segment. While consolidated gross margins faced pressure from new capacity ramp-up and mix, operational improvements and pricing actions are expected to drive significant margin expansion in Q4 and into 2027. The company continues to invest in infrastructure and talent to support future growth and enhance cash generation.