AAON Anticipates HVAC Recovery and $1 Billion Data Center Opportunity Amid Margin Challenges
AAON is forecasting a strong recovery in its light commercial HVAC business for 2026, driven by improved bookings and demand across healthcare, retail, and warehouse sectors. The company also raised its data center revenue outlook to $1 billion due to broad-based product demand. However, margin pressures persist from production issues, outsourcing challenges, refrigerant transitions, supply chain constraints, and ERP implementation problems.
Tickers: $AAON
Topics: data center growth HVAC recovery margin pressure operational challenges