AAON, Inc.
AAON
NASDAQ·Industrials·Industrial - Machinery·Mkt cap $6.5B
$79.40
▲ +1.82%
P/E
40.72
Mkt Cap
$6.5B
52-Wk Range
$73.19–$150.46
52-Week Range
$73.19 - $150.46
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 1.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Specialized expertise in data center cooling and mission-critical applications
- Vertically integrated manufacturing with coil production capabilities
- Strong relationships with independent manufacturer representatives and direct sales force
- Energy-efficient product designs aligned with regulatory compliance and sustainability trends
Bear Case
2 risks
- Average volatility.
- Significant premium - growth priced in
Growth
Moderate growth ahead
Accelerating data center expansion and cloud computing infrastructure demands
Value
Significant premium - growth priced in
Momentum
Falling
-39.9% over 3m
Quality
Stable
Solid business
Dividend
Modest
0.50% yield
Smart-money signal
Who's buying AAON right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 10, 2026
Reported EPS of $0.69 vs $0.51 consensus (+34.5% surprise). Revenue of $627.0M vs $508.8M expected (+23.2%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+34.5%
Revenue trend · last 8Q
—
—
+23%
-1%
+17%
+42%
+54%
+101%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$327.3M
$297.7M
$322.1M
$311.6M
$384.2M
$424.2M
$496.9M
$627.0M
Margins · last 8Q
Gross
24.3%
Operating
11.0%
Profit
9.0%
Wall Street consensus
1 analyst · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: KeyBanc · Aug 13, 2026
vs Industry
How AAON stacks vs Industrial - Machinery
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related