AAON benefits from the construction of AI data centers: Cooling systems drive revenue up by 84%, a balance sheet correction clouds the picture!

The climate technology manufacturer AAON increases quarterly revenue by 84% to $707.4 million, significantly exceeding expectations. The driver is the demand for cooling solutions for data centers. At the same time, AAON must correct the figures for the first half of the year due to errors in revenue recognition. Results significantly above expectations In the third quarter of 2026, AAON achieved revenue of $707.4 million, which is 17.5% above the consensus estimate of $602.2 million. The adjusted earnings per share reached $0.83 and surpassed...