AAON Inc's stock surged 5.80% in pre-market trading following the release of its robust first-quarter fiscal 2026 results and an upward revision to its full-year outlook.

The company reported a 37.1% increase in diluted earnings per share to $0.48, with net sales climbing 54.3% to a record $496.9 million. Furthermore, AAON's total backlog more than doubled to a record $2.13 billion, indicating strong future demand.

Investors reacted positively to the raised full-year 2026 guidance, where the company now expects net sales growth of 40% to 45%, a significant increase from the prior forecast of 18% to 20% growth.