AAON Inc's stock surged 6.46% in pre-market trading on Monday following the release of the company's record-breaking second-quarter 2026 results.

The HVAC and data center cooling solutions provider reported Q2 sales of $626.976 million, significantly surpassing the IBES estimate of $491.5 million. Adjusted earnings per share came in at $0.69, well above the market consensus of $0.51. The standout performance was fueled by robust market demand and accelerating production throughput, particularly within its BASX brand, which provides innovative cooling systems for hyperscale data centers.

Adding to investor optimism, AAON significantly raised its full-year 2026 outlook, now projecting net sales growth of 55% to 60%, a dramatic increase from its previous guidance of 18% to 20% growth. This robust guidance upgrade signals management's confidence in sustained momentum and continued operational execution throughout the year.