Price (90d)
$88.00Signal Score (90d)
55Quote
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 |
Social Signal Score
Earnings
Thu, Nov 5(in 3 months)
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.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AAON's reported EPS growth of 15.2% a year over 4 years.
- EPS in 5 years
- $2.68
- Implied price
- $155.30
- Return from $87.80
- 12.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $77.21 — -12.1% 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 |
|---|---|---|---|---|---|
| 5.2% | -5.0% | -1.0% | 2.4% | 5.3% | 8.0% |
| 10.2% | -0.5% | 3.7% | 7.2% | 10.4% | 13.2% |
| 15.2% | 4.1% | 8.4% | 12.1% | 15.4% | 18.3% |
| 20.2% | 8.6% | 13.1% | 16.9% | 20.4% | 23.4% |
| 25.2% | 13.1% | 17.8% | 21.8% | 25.4% | 28.6% |
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.
Mentions (9)
- News (Marketaux)seekingalpha.com·4d 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·4d ago·Neutral
Aaon forecasts 55% to 60% 2026 sales growth while targeting 25% to 26% gross margin
View source ↗ - Newsseekingalpha.com·4d ago·Positive
AAON, Inc. (AAON) Q2 2026 Earnings Call Transcript AAON, Inc. (AAON) Q2 2026 Earnings Call Transcript
View source ↗ - News (Marketaux)seekingalpha.com·4d 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·4d ago·Positive
AAON Non-GAAP EPS of $0.69 beats by $0.20, revenue of $627M beats by $124M
View source ↗ - Newsmarketbeat.com·4d 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·5d ago·Neutral
Why is AAON stock surging today?
View source ↗ - Newszacks.com·5d 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·5d 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 ↗