Update shared on23 Sep 2025
Fair value Increased 3.13%The rise in AAON’s consensus price target reflects a higher future P/E multiple, indicating increased optimism for growth, with fair value now at $98.75.
What's in the News
- AAON provided Q3 2025 guidance with expected YoY sales growth in the low single digits and Q4 2025 guidance with YoY sales growth in the high twenties.
- The company reduced 2025 full-year guidance to YoY sales growth in the low teens, citing ongoing inefficiencies at its Longview facility and slower-than-expected production ramp in Tulsa.
- AAON repurchased 8,886 shares for $0.86 million between April and June 2025; cumulative repurchases now total 11,093,079 shares, or 14.59% of shares outstanding, worth $832.52 million.
- AAON was dropped from the Russell 1000 Growth-Defensive Index.
- AAON was dropped from the Russell 1000 Defensive Index.
Valuation Changes
Summary of Valuation Changes for AAON
- The Consensus Analyst Price Target has risen slightly from $95.75 to $98.75.
- The Future P/E for AAON has risen slightly from 35.10x to 36.18x.
- The Discount Rate for AAON remained effectively unchanged, moving only marginally from 8.16% to 8.14%.
Disclaimer
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