异动解读 | Q2财报创历史新高，艾伦建材盘前大涨6.46%

异动解读08-10

艾伦建材(AAON)今日盘前大涨6.46%，引发市场广泛关注。

消息面上，公司发布了2026年第二季度财报，业绩创历史新高。得益于旺盛的市场需求、持续提升的产能以及卓越的运营执行力，公司本季度交出了一份亮眼的成绩单。其中，旗下BASX品牌销售额增长72.4%至2.286亿美元，反映出数据中心冷却需求持续旺盛。此前市场一致预期本季度营收为4.92亿美元，同比增长51.26%；调整后每股收益为0.51美元，同比增长53.63%，强劲的业绩表现显著提振了市场信心。

艾伦建材是面向商业和工业室内环境的节能HVAC解决方案领先制造商，旗下BASX品牌为超大规模数据中心提供创新冷却系统。在AI和云计算驱动数据中心建设浪潮的背景下，公司持续受益于行业高景气度，增长前景受到市场广泛认可。

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