Price
$88.09-20.10%Social Signal Score
Analyst Ratings
5 analysts52-week range
- Last close
- $88.09
- Off 52w high
- -40.6%
- 200-day average
- $99.99
- vs 200-day
- -11.9%
Revenue
$626.98M+499.59%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Matthew J. Tobolski
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Employees
- 5,897
- Beta
- 1.41
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 7.30
Financials
Revenue
$626.98M+499.6%Net Income
$56.66M+261.3%EBITDA
$113.85M+338.5%Free Cash Flow
$-31.18M-390.5%EPS (diluted)
$0.68+134.5%Shares Outstanding (diluted)
83.72M+4.5%Operating Expenses
$83.61MCash & Debt
$13.0KReturn of Capital
$9.50MRevenue by Segment (annual)
$80.20MDividend per Share
$0.10Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $1.44B | $107.59M | $1.32 |
| 2024 | $1.20B | $168.56M | $2.07 |
| 2023 | $1.17B | $177.62M | $2.19 |
| 2022 | $888.79M | $100.38M | $1.26 |
| 2021 | $534.52M | $58.76M | $0.75 |
| 2020 | $514.55M | $79.01M | $1.01 |
| 2019 | $469.33M | $53.71M | $0.69 |
| 2018 | $433.95M | $42.33M | $0.54 |
| 2017 | $405.23M | $54.50M | $0.69 |
| 2016 | $383.98M | $53.38M | $0.67 |
| 2015 | $358.63M | $45.73M | $0.56 |
| 2014 | $356.32M | $44.16M | $0.54 |
| 2013 | $321.14M | $37.55M | $0.68 |
| 2012 | $303.11M | $27.45M | $0.33 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AAON's reported EPS growth of 11.3% a year over 13 years.
- EPS in 5 years
- $2.25
- Implied price
- $130.73
- Return from $83.27
- 9.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $65.00 — -21.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 40 | 49 | 58 | 67 | 76 |
|---|---|---|---|---|---|
| 1.3% | -7.5% | -3.7% | -0.4% | 2.5% | 5.1% |
| 6.3% | -3.0% | 1.1% | 4.5% | 7.6% | 10.3% |
| 11.3% | 1.6% | 5.8% | 9.4% | 12.6% | 15.5% |
| 16.3% | 6.2% | 10.6% | 14.4% | 17.7% | 20.7% |
| 21.3% | 10.7% | 15.3% | 19.3% | 22.8% | 25.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
60-62.50%Social Signal Score
Mentions (13)
- News (RSS)seekingalpha·21d ago·Neutral
AAON, Inc.'s Growth Makes 23x 2027 Earnings Look Reasonable
View source ↗ - Newsseekingalpha.com·22d ago·Negative
AAON, Inc.'s Growth Makes 23x 2027 Earnings Look Reasonable AAON shares have dropped ~47% from highs, but underlying demand and backlog remain robust, particularly in its BASX data-center segment. Gross margin pressures stem from rapid capacity expansion and startup costs, with management expecting visible recovery by 2027 as Memphis utilization improves. Despite negative free cash flow and lowered 2026 margin guidance, AAON raises its 2026 sales-growth outlook to 55%-60% and maintains a $2B bac…
View source ↗ - Newsprnewswire.com·45d ago·Neutral
AAON Introduces The Aaon Group as Its New Enterprise Identity The new identity brings greater clarity to AAON's evolution into a multi-brand, multi-market enterprise. TULSA, Okla.
View source ↗ - News (RSS)fool·49d ago·Positive
AAON (AAON) Q2 2026 Earnings Call Transcript Data center demand drove net sales to $627 million, a 101% jump.
View source ↗ - News (Marketaux)seekingalpha.com·56d ago·Neutral
Aaon forecasts 55% to 60% 2026 sales growth while targeting 25% to 26% gross margin (NASDAQ:AAON) Aaon forecasts 55% to 60% 2026 sales growth while targeting 25% to 26% gross margin (NASDAQ:AAON)
View source ↗ - News (RSS)seekingalpha·56d ago·Neutral
Aaon forecasts 55% to 60% 2026 sales growth while targeting 25% to 26% gross margin
View source ↗ - Newsseekingalpha.com·56d ago·Positive
AAON, Inc. (AAON) Q2 2026 Earnings Call Transcript AAON, Inc. (AAON) Q2 2026 Earnings Call Transcript
View source ↗ - News (Marketaux)seekingalpha.com·56d ago·Neutral
AAON, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:AAON) 2026-08-10 AAON, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:AAON) 2026-08-10
View source ↗ - News (RSS)seekingalpha·56d ago·Positive
AAON Non-GAAP EPS of $0.69 beats by $0.20, revenue of $627M beats by $124M
View source ↗ - Newsmarketbeat.com·56d ago·Positive
AAON Q2 Earnings Call Highlights AAON NASDAQ: AAON reported record second-quarter sales as higher production throughput across its facilities accelerated backlog conversion and supported strong growth in both its AAON-branded commercial HVAC products and BASX data center cooling business.
View source ↗ - News (RSS)investing.com·56d ago·Neutral
Why is AAON stock surging today?
View source ↗ - Newszacks.com·57d ago·Positive
Aaon (AAON) Surpasses Q2 Earnings and Revenue Estimates Aaon (AAON) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.22 per share a year ago.
View source ↗ - Newsprnewswire.com·57d ago·Neutral
AAON Reports Record Second Quarter 2026 Results Driven by Strong Demand, Accelerating Throughput, and Improved Operating Execution Net sales increased 101%, Operating income increased 192%, Diluted EPS increased 258% Raises Full-Year Outlook Second Quarter 2026 Highlights (All comparisons are year-over-year, unless otherwise noted) Delivered record quarterly net sales and significant earnings growth as expanded capacity and improved execution accelerated backlog conversion Net sales increased 10
View source ↗
Earnings
Thu, Nov 5(in 4 weeks)
Consensus estimate $0.57 per share
Typical surprise +12.1% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 10$0.69 vs $0.51beat
- Thu, May 7$0.48 vs $0.29beat
- Mon, Mar 2$0.39 vs $0.45miss
- Thu, Nov 6$0.37 vs $0.33beat
- Mon, Aug 11$0.22 vs $0.31miss
- Wed, Apr 30$0.37 vs $0.25beat
Estimates and results for AAON via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by AAON officers and directors.
- Bought
- $110k
- Sold
- $19.8m
2 trades
16 trades
- Stewart David Raymondbought
- Shaub Matthewbought
- Thompson Rebeccasold
- Fields Gary Dsold
- Wichman Gordon Douglassold
- Fields Gary Dsold
- Kidwell Caseysold
- Kidwell Caseysold
82 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Robert P. Bresnahanhouse · PA08 · disclosed Feb 14, 2025 (32d later)Sell$1,001 - $15,000
- Thomas Roland Tillissenate · NC · disclosed Feb 26, 2015 (13d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.