惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

C
Check Point Blog
罗磊的独立博客
量子位
Microsoft Azure Blog
Microsoft Azure Blog
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
J
Java Code Geeks
M
MIT News - Artificial intelligence
月光博客
月光博客
IT之家
IT之家
D
DataBreaches.Net
A
About on SuperTechFans
博客园 - 三生石上(FineUI控件)
Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
Last Week in AI
Last Week in AI
D
Docker
The GitHub Blog
The GitHub Blog
B
Blog
V
Visual Studio Blog
博客园 - Franky
N
Netflix TechBlog - Medium
博客园 - 【当耐特】
Martin Fowler
Martin Fowler
博客园 - 聂微东
U
Unit 42

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
AAON, Inc. (AAON) Q1 2026 Earnings Call Transcript
SA Transcripts · 2026-05-07 · via All Articles on Seeking Alpha

Q1: 2026-05-07 Earnings Summary

EPS of $0.48 beats by $0.19

 | 

Revenue of

$496.94M

(54.30% Y/Y)

beats by $113.34M

AAON, Inc. (AAON) Q1 2026 Earnings Call May 7, 2026 9:00 AM EDT

Company Participants

Joseph Mondillo - Director of Investor Relations
Matthew Tobolski - President, CEO & Director
Chung Cheung - Executive VP & CFO

Conference Call Participants

Ryan Merkel - William Blair & Company L.L.C., Research Division
Christopher Moore - CJS Securities, Inc.
Noah Kaye - Oppenheimer & Co. Inc., Research Division
Timothy Wojs - Robert W. Baird & Co. Incorporated, Research Division
Alex Hantman - Sidoti & Company, LLC

Presentation

Operator

Hello, and welcome to the AAON,Inc. First Quarter 2026 Earnings Conference Call. [Operator Instructions]. I would now like to turn the conference over to Joseph Mondillo, Director of Investor Relations. You may begin.

Joseph Mondillo
Director of Investor Relations

Good morning, everyone. The press release announcing our first quarter 2026 financial results was issued earlier this morning and can be found on our corporate website, aaon.com. Call today is accompanied by a presentation that you can also find on our website as well as on the listen-only webcast. We begin our customary forward-looking statement policy during the call, any statement presented dealing with information that is not historical is considered forward-looking and made pursuant to the safe harbor provisions of the Securities Litigation Reform Act of 1995, the Securities Act of 1933 and in the Securities and Exchange Act of 1934, each as amended. As such, it is subject to the occurrence of many events outside of AM's control that could cause AAON's results to differ materially from those anticipated. You are all aware of the inherent difficulties, risks and uncertainties in making predictive statements. Our press release and Form 10-Q that we filed this morning detail some of the important risk factors that may cause our actual results to differ from those in our predictions.

Please note that we