AISeeking Alphaabout 2 hours ago
AAON: The AI Cooling Compounder Is Still Early
1 min read
AAON is transitioning from a niche HVAC maker to an AI data center thermal supplier. BASX-branded backlog surged 160% year-over-year to $1.62B. Management raised 2026 revenue growth guidance to 40%-45% and gross margin to 27%-28%. The author assigns a strong buy rating.
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