AAON/$AAON

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About AAON

AAON Inc is a manufacturer of air-conditioning and heating equipment. The products include rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, makeup air units, energy-recovery units, condensing units, geothermal heat pumps, and self-contained units and coils. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX. It generates the majority of its revenue from the AAON Oklahoma segment which engineers, manufactures, and sells, semi-custom, and custom HVAC systems, designs and manufactures control solutions, and sells retail parts to customers through retail part stores and online.

Ticker

$AAON
Primary listing

Employees

4,812

AAON Metrics

BasicAdvanced
$6.6B
55.15
$1.47
0.94
$0.36
0.49%

What the Analysts think about AAON

Analyst ratings (Buy, Hold, Sell) for AAON stock.

Bulls say / Bears say

AAON’s total order backlog jumped 71.9% year-over-year to $1.12 billion in Q2 2025, giving strong visibility into potential revenue conversion and market share gains. (Reuters)
Growth was supported by data center demand, with the BASX segment reporting a 20.4% sales increase in Q2 and AAON Coil Products benefiting from solid data center equipment orders, broadening revenue beyond core HVAC markets. (Reuters)
Analysts remain positive, with a consensus 'buy' rating and a $95 median 12-month price target implying about 15% upside; the forward P/E multiple dropped from 38x to 34x, pointing to a more appealing valuation. (Reuters)
Operational inefficiencies from AAON’s Q2 ERP implementation led to a 64.5% drop in adjusted EPS to $0.22 and compressed gross margin to 27.5%, highlighting short-term execution risks and profitability challenges. (Reuters)
AAON Oklahoma segment sales fell 18% year-over-year in Q2 because of supply chain constraints and coil shortages, exposing the company's vulnerability in its main revenue-driving division. (Reuters)
Due to these issues, AAON cut its full-year 2025 outlook and now projects only low-single-digit Q3 sales growth and Q4 gross margins of 30%–31%, signaling a more cautious outlook for near-term growth. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 4 Sept 2025.

AAON Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

AAON Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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AAON
DividendPayment
$0.10Per share
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