AAON

AAON is a challenger in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States.

Manufactures HVAC and liquid cooling systems for data centers under its BASX brand, which grew 72% year over year in Q1 2026 on data-center cooling demand.

Ticker
NASDAQ: AAON
Headquarters
United States
Revenue
$1.4B (FY2025) · +20.1% YoY
Net income
$108M
Operating margin
11.0%
Market position
challenger
Value-chain segment
Power & Cooling
Key products
BASX liquid cooling systems for data centers, Custom air handling units, Rooftop HVAC units

About AAON

AAON, headquartered in United States, operates in the Power & Cooling segment of the semiconductor & AI supply chain and is positioned as a market challenger there. Its key products include BASX liquid cooling systems for data centers, Custom air handling units, Rooftop HVAC units.

Role in the chain

AAON is a market challenger in AI & Data Center (Power & Cooling), headquartered in United States. Manufactures HVAC and liquid cooling systems for data centers under its BASX brand, which grew 72% year over year in Q1 2026 on data-center cooling demand.

Diligence questions

  1. AAON is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  2. AAON trades as NASDAQ:AAON. What does the latest reported period say about capacity and backlog versus the graph position above?
  3. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for AAON

Key products

  • BASX liquid cooling systems for data centers
  • Custom air handling units
  • Rooftop HVAC units

More AI & Data Center companies

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “AAON — supply chain, financials & market position”, https://wafergraph.com/company/aaon (data as of 2026-10-04).

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