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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