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
11.6%
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.

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 →

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly