AAON (AAON) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Mon, March 2, 2026 astatine 9:41 AM CST 40 min read

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Monday, March 2, 2026 astatine 9 a.m. ET

• President and Chief Executive Officer — Matthew J. Tobolski

• Chief Financial Officer and Treasurer — Rebecca A. Thompson

• Vice President, Investor Relations — Joseph Mondillo

Joseph Mondillo: Thank you, operator, and bully morning, everyone. The property merchandise announcing our 4th fourth and afloat twelvemonth 2025 fiscal results was issued earlier this greeting and tin beryllium recovered connected our firm website, aaon.com. The telephone contiguous is accompanied by a presumption that you tin besides find connected our website arsenic good arsenic connected the listen-only webcast. I volition statesman with our customary forward-looking connection policy. During the call, immoderate connection presented dealing with accusation that is not humanities is considered forward-looking and made pursuant to the harmless harbor provisions of the Securities Litigation Reform Act of 1995, the Securities Act of 1933, and the Securities and Exchange Act of 1934, each arsenic amended.

As such, it is taxable to the occurrence of galore events extracurricular of AAON, Inc.’s power that could origin AAON, Inc.’s results to disagree materially from those anticipated. You are each alert of the inherent difficulties, risks, and uncertainties successful making predictive statements. Our property merchandise and Form 10-Ks that we filed this greeting item immoderate of the important hazard factors that whitethorn origin our existent results to disagree from those successful our predictions. Please enactment that we bash not person a work to update our forward-looking statements. Our property merchandise and portions of today's telephone usage non-GAAP fiscal measures arsenic defined successful Regulation G. You tin find the related reconciliations to GAAP measures successful our property merchandise and presentation.

Joining maine connected today's telephone is Matthew J. Tobolski, President and CEO, and Rebecca A. Thompson, CFO and Treasurer. Matthew volition commencement disconnected with immoderate opening remarks. Rebecca volition travel with a walkthrough of the quarterly results, and Matthew volition past decorativeness up with outlook for 2026 and immoderate closing remarks. With that, I volition crook the telephone implicit to Matthew.

Matthew J. Tobolski: Thanks, Joe, and bully morning. 2025 was a twelvemonth marked by respective notable achievements, delivered alongside transformational investments that are gathering a much resilient and scalable business. Importantly, we person made these investments with wide priorities and disciplined execution, strengthening our instauration and sustaining beardown commercialized momentum. Robust bookings and gross momentum underscore request for our products and customized solutions arsenic customers question greater operational efficiency, supporting continued marketplace stock gains. As we participate 2026, we person wide visibility into maturation drivers and a well-defined program that positions america for improved operating show and borderline enlargement arsenic impermanent headwinds fade. The information halfway marketplace continues to correspond our astir robust and dynamic maturation opportunity.