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Aaon Inc. reported mixed Q2 earnings, with strong BasX brand growth and strategic partnerships bolstering market position, but issues with ERP implementation and declining gross margins led to a downward revision of full-year financial guidance. BasX branded data center sales grew 127% QoQ and 269% YoY, while AAON branded sales declined 20.9% YoY. The company expects sales growth in the low teens and a gross margin of 28-29% in 2025.

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