AAON · Q3 EPS $0.83, rev +84% YoY

AAON reported record Q3 2026 results with net sales up 84.1% YoY to $707.4M and GAAP diluted EPS of $0.83 (+124.3% YoY), beating consensus EPS of $0.58 and revenue of $602.2M. The company raised its full-year 2026 outlook to 72%-75% sales growth. However, the filing also disclosed a restatement of Q1 and Q2 2026 financials due to revenue recognition errors and a material weakness in internal controls, which tempers the positive operational news.

• Q3 2026 net sales of $707.4M, up 84.1% YoY, a record
• GAAP diluted EPS of $0.83, up 124.3% YoY, beating consensus of $0.58
• Non-GAAP adjusted EPS also $0.83
• Full-year 2026 outlook raised: sales growth 72%-75% (prior 55%-60%), gross margin ~26%