Finvest
AAON Industrial HVAC · Data centers · AI infrastructure · Premium HVAC · Thesis updated July 12, 2026

AI cooling boom tests AAON's margins

01 Running thesis

Growth won, margins wait

AAON is no longer only a premium HVAC company with a data center side business. BASX has become the main growth engine. Management now expects about $1 billion of BASX revenue in 2026, and the total backlog was $2.1 billion at March 31, 2026.

The bull case is simple. AI and high-performance computing need far more cooling. AAON sells liquid cooling and other custom systems into that market, and BASX-branded backlog rose 160.0% year over year in Q1 2026. The legacy AAON brand also improved, with AAON Oklahoma net sales up 50.7% year over year in the quarter.

The bear case is also simple. Management raised 2026 sales growth guidance to 40% to 45%, but lowered gross margin guidance to 27% to 28%. They are using outsourcing and accepting factory ramp costs so they can deliver orders and win share. If those costs do not go away, the backlog may be worth less than bulls expect.

This makes AAON a high-growth execution story with a price problem. Revenue visibility is much better than before, but investors need proof that growth can turn into cash and profit.

May 2026Management raised 2026 sales growth guidance to 40% to 45%, but cut gross margin guidance to 27% to 28%. The thesis shifted from demand proof to whether growth can be made profitable.
May 2026Q1 2026 backlog reached $2.1 billion, up 107.4% year over year. BASX-branded backlog rose 160.0%, mostly tied to data center liquid cooling orders.
Mar 2026Initial 2026 guidance called for 18% to 20% sales growth and 29% to 31% gross margin. Memphis reaching quarterly profitability also supported the recovery case.
Mar 2026The 2025 Form 10-K showed gross margin falling from 33.1% to 26.7%. ERP disruption and $16.1 million of unabsorbed Memphis overhead made execution the main concern.
Nov 2025Management said production throughput improved at Tulsa and Longview. BASX backlog reached $896.8 million, up 119.5% year over year.
Nov 2025The Q3 2025 filing showed sequential sales gains across all segments after ERP issues. The bear case moved away from acute operating failure and toward margin recovery.
Aug 2025The Q2 2025 call showed a split picture. ERP problems were worse than expected, while BasX data center sales rose 127% year over year in the quarter.
Aug 2025The Q2 2025 filing showed consolidated gross margin falling to 26.6% from 36.1% a year earlier. ERP disruption at Longview hurt coil production and slowed AAON Oklahoma.
02 Business model

Custom cooling, rep-led sales

AAON makes money by engineering, building, and selling premium HVAC equipment to property owners and contractors. Its products are often semi-custom or custom, which means they are built for a specific job instead of being simple off-the-shelf boxes.

A key difference is the sales channel. AAON mainly uses independent manufacturers' representatives, not a fully owned sales force. These reps sell across many brands, so AAON believes they can win jobs by solving the customer's full problem. BASX uses more internal selling because its data center and cleanroom products are more custom and customer-specific.

The model works best when factories are full, materials are available, and AAON can build in-house. It breaks when demand runs ahead of internal capacity. That is the current issue: outsourcing helps protect market share, but it cuts into gross margin.

03 Product portfolio

What AAON builds

Cash cow

AAON rooftop units

These are premium rooftop HVAC systems for commercial and industrial buildings. They remain the core AAON-branded product line.

Steady

Air handling and makeup air units

These systems move, condition, and replace air inside buildings. They serve schools, factories, retail sites, medical buildings, and other commercial markets.

Growth engine

BASX data center cooling

BASX sells highly customized cooling systems for data centers. Demand is being driven by AI and high-performance computing workloads.

Growth engine

Liquid cooling and CDU systems

The BASX Coolant Distribution Unit controls flow, temperature, and pressure between building water systems and server cooling loops. AAON says the platform supports rack densities above 100 kilowatts.

Option

Cleanroom systems

BASX also serves cleanrooms used in biopharmaceutical and semiconductor production. This gives the company another mission-critical market beyond data centers.

Steady

Coils, controls, and heat pumps

AAON Coil Products makes coils and other parts used in AAON and BASX systems. This segment can help supply the rest of the company, but it was hurt by ERP-related production issues in 2025.

04 Business segments

Q1 sales mix

AAON Oklahoma49%growing fast
AAON Coil Products24%modest
BASX27%growing fast

Segment shares use net sales for the three months ended March 31, 2026. BASX is growing fastest, but some BASX-related work also flows through AAON Coil Products and the Memphis facility.

05 Risk factors

What could break

Temporary costs become permanent

High impact · Medium odds

Management says outsourcing and ramp costs are temporary. The risk is that AAON keeps needing outside production to meet data center demand. If that happens, the long-term gross margin profile could reset lower.

We watchQuarterly gross margin progress toward the 27% to 28% full-year 2026 guide.

Backlog converts at weak margins

High impact · Medium odds

The $2.1 billion backlog gives AAON strong sales visibility. But backlog is not the same as profit. If the BASX backlog requires too much outsourcing, overtime, or working capital, earnings may lag sales.

We watchBASX gross margin, which was 23.9% in Q1 2026, and management comments on in-house production timing.

Memphis overhead stays heavy

Medium impact · Medium odds

The Memphis facility is needed for future capacity, but it is still weighing on margins. In Q1 2026, Memphis overhead reduced AAON Oklahoma margin by $9.8 million. That drag needs to shrink as volume rises.

We watchAAON Oklahoma gross margin before and after Memphis overhead, plus updates on Memphis production maturity.

Cash gets tied up in growth

Medium impact · Medium odds

Fast data center growth can require cash before customers pay. AAON generated $34.0 million of operating cash flow in Q1 2026, after using cash in the prior-year quarter, which was a good sign. The risk is that inventories and contract assets keep rising faster than collections.

We watchOperating cash flow, inventories, contract assets, and revolver borrowings each quarter.

Legacy HVAC demand weakens

Medium impact · Low odds

AAON's non-data-center markets are tied to commercial and industrial construction. The company said those markets softened in 2025 and had not clearly reaccelerated by Q1 2026. BASX can offset weakness, but a deeper construction slowdown would hurt the AAON-branded base.

We watchAAON-branded backlog and AAON Oklahoma sales growth.
06 Quick answers

In one breath

Why is AAON tied to AI?

AI data centers use dense servers that create a lot of heat. AAON's BASX brand sells custom cooling and liquid cooling systems for those sites.

Why did AAON lower its gross margin guidance?

Management chose to prioritize growth and customer delivery over near-term margin. That means more outsourcing and factory ramp costs, which are expensive.

What is the main number to watch for AAON?

Gross margin is the key watch item. Sales growth is strong, but the investment case depends on whether margins improve as more production moves in-house.

Is AAON only a data center company now?

No. AAON still sells rooftop units, air handlers, coils, heat pumps, and controls into many commercial and industrial markets. BASX is the fastest-growing part, but the legacy AAON business still matters.