Urbanization And Decarbonization Will Fuel Efficient HVAC Solutions

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

15 Jun 25

Updated

16 May 26

Views

Not Invested

Shared on 16 May 26

Fair value Increased 23%

AAON: Raised FY26 Guidance And Backlog Support Higher Long Term Earnings Power

AAON lifts its outlook for the next few years, helped by a record order book, more factory capacity, and progress on new HVAC products. Analysts respond by raising what they think the business could be worth, while also making some surprising tweaks to their long‑term assumptions.

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Fair Value vs Share Price

US$154

vs US$94.8338.4% undervalued

22%

Revenue growth

11.8%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

High growth potential with slight risk.

Market capUS$7.8b

PB8.3x

Estimated Growth19.8%

Dividend Yield0.4%

Full analysis

CEO & management

Matthew Tobolski

CEO

2.6yrs

CEO Tenure

Engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada.