Wire · operational-macro
AAON: A $1.85 billion backlog and expanding data center capacity anchor growth
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Fusion42 · 12 November 2026 · Fusion42 review
AAON reported a $1.85 billion backlog, $2.27 billion in trailing twelve-month sales, and $373.8 million adjusted EBITDA at 3Q26, supported by expanding BASX data center demand and capacity along with growth in Alpha Class products and the national-account pipeline.
This Wire brief sits within Fusion42's coverage of Industrial.
◆ ◆ The Wire takeaway
Industrial equipment makers focused on data centers are expanding fast, creating an opening if you supply components or services to BASX and national account pipelines. You can push now to target their growing capacity needs and upgrade product positioning.
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1 source · 12 Nov 2026
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