AAON, Inc. (AAON) Q2 2026 Earnings Call Transcript

SA Transcripts 161.71K Followers Follow AAON, Inc. ( AAON ) Q2 2026 Earnings Call August 10, 2026 5:00 PM EDT Company Participants Joseph Mondillo - Director of Investor Relations & Corporate Strategy Matthew Tobolski - President, CEO & Director Chung Cheung - Executive VP & CFO Conference Call Participants Ryan Merkel - William Blair & Company L.L.C., Research Division David Tarantino - KeyBanc Capital Markets Inc., Research Division Noah Kaye - Oppenheimer & Co. Inc., Research Division Timothy Wojs - Robert W. Baird & Co. Incorporated, Research Division Christopher Moore - CJS Securities, Inc. Julio Romero - Sidoti & Company, LLC Presentation Operator Thank you for standing by. At this time, I would like to welcome everyone to the AAON Inc. Second Quarter 2026 Earnings Release Conference Call. [Operator Instructions] I would now like to turn the conference over to Joe Mondillo, Director of Investor Relations. The floor is yours. Joseph Mondillo Director of Investor Relations & Corporate Strategy Thank you, operator, and good afternoon, everyone. The press release announcing our second quarter 2026 financial results was issued earlier this afternoon and can be found on our corporate website, aaon.com. The call today is accompanied by a presentation that you can also find on our website as well as on our listen-only webcast. We begin with our customary forward-looking statement policy. During the call, any statement presented dealing with information that is not historical is considered forward-looking and made pursuant to the safe harbor provisions of the Securities Litigation Reform Act of 1995, the Securities Act of 1933 and the Securities Exchange Act of 1934, each as amended. As such, it is subject to the occurrence of many events outside of AAON's control that could cause AAON's results to differ materially from those anticipated. You are all aware of the inherent difficulties, risks and uncertainties in making predictive statements. Our press release