AAON (AAON) Aktienübersicht
AAON, Inc. ist zusammen mit seinen Tochtergesellschaften in den Vereinigten Staaten und Kanada in der Entwicklung, Herstellung, Vermarktung und dem Verkauf von Klima- und Heizungsanlagen tätig. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 2/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 1/6 |
| Finanzielle Gesundheit | 3/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
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AAON Community Fair Values
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Analyst Price Targets
AAON, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$107.98 |
| 52-Wochen-Hoch | US$150.46 |
| 52-Wochen-Tief | US$62.00 |
| Beta | 1.41 |
| 1 Monat Veränderung | -18.23% |
| 3 Monate Veränderung | 18.96% |
| 1 Jahr Veränderung | 40.62% |
| 3 Jahre Veränderung | 67.00% |
| 5 Jahre Veränderung | 164.57% |
| Veränderung seit IPO | 180,314.70% |
Aktuelle Nachrichten und Updates
Seeking Alpha • Jul 04
AAON's Plunge Was Well Deserved
Summary AAON, Inc. remains rated a soft 'sell' due to valuation concerns despite strong operational performance driven by data center investments. The recent share price decline of 22% since May reflects overvaluation, even as revenue and backlog growth remain robust, especially in the BASX and Coil Products segments. Profit margins are under pressure, particularly in the AAON Oklahoma segment, raising concerns about the sustainability of current profitability as sales expand. Even under aggressive growth scenarios, AAON trades at lofty multiples; a further 10% price decline may justify a 'hold' rating if data center momentum persists. Read the full article on Seeking Alpha
Narrativ-Update • Jun 30
AAON: Data Center Cooling Backlog Will Support Margins Despite Profitability Concerns
Analysts have raised their price target on AAON to $143.50 from $122.75, citing updated assumptions for revenue growth, profit margins, and future P/E that were reflected in recent Street research. What's in the News AAON raised its 2026 revenue growth outlook to 40% to 45%, citing record backlog levels, expanded production capacity, and improved execution, with management highlighting visibility from a total backlog of US$2.13b, sourced from recent Street research on BASX driven data center cooling demand.Analyseartikel • Jun 17
AAON (AAON) Stock Could Be 8.6% Overvalued After 2026 Growth Outlook Lift
AAON (AAON) raised its 2026 revenue growth outlook to 40% to 45%, citing record backlog, expanding capacity, and improving production execution, particularly at BASX, as key supports for the stock's recent move. See our latest analysis for AAON. The latest guidance upgrade lands on top of strong momentum in AAON stock, with a 90 day share price return of 66.6% and a 1 year total shareholder return of 86.58%. However, the 30 day share price move has been roughly flat, which may hint that...Recent updates
Seeking Alpha • Jul 04
AAON's Plunge Was Well Deserved
Summary AAON, Inc. remains rated a soft 'sell' due to valuation concerns despite strong operational performance driven by data center investments. The recent share price decline of 22% since May reflects overvaluation, even as revenue and backlog growth remain robust, especially in the BASX and Coil Products segments. Profit margins are under pressure, particularly in the AAON Oklahoma segment, raising concerns about the sustainability of current profitability as sales expand. Even under aggressive growth scenarios, AAON trades at lofty multiples; a further 10% price decline may justify a 'hold' rating if data center momentum persists. Read the full article on Seeking AlphaNarrativ-Update • Jun 30
AAON: Data Center Cooling Backlog Will Support Margins Despite Profitability Concerns
Analysts have raised their price target on AAON to $143.50 from $122.75, citing updated assumptions for revenue growth, profit margins, and future P/E that were reflected in recent Street research. What's in the News AAON raised its 2026 revenue growth outlook to 40% to 45%, citing record backlog levels, expanded production capacity, and improved execution, with management highlighting visibility from a total backlog of US$2.13b, sourced from recent Street research on BASX driven data center cooling demand.Analyseartikel • Jun 17
AAON (AAON) Stock Could Be 8.6% Overvalued After 2026 Growth Outlook Lift
AAON (AAON) raised its 2026 revenue growth outlook to 40% to 45%, citing record backlog, expanding capacity, and improving production execution, particularly at BASX, as key supports for the stock's recent move. See our latest analysis for AAON. The latest guidance upgrade lands on top of strong momentum in AAON stock, with a 90 day share price return of 66.6% and a 1 year total shareholder return of 86.58%. However, the 30 day share price move has been roughly flat, which may hint that...
Narrativ-Update • Jun 16
AAON: Record Backlog And Insider Selling Will Shape Stock Outlook
Analysts have raised their AAON price target by $25, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which they believe better reflect the stock's current risk and earnings profile. What’s in the News for AAON AAON reports a record US$2.13b backlog tied largely to multi year data center projects, with management commentary highlighting expectations for 40% to 45% revenue growth and gross margins of about 27% to 28% for 2026, supported by capacity expansion and lean manufacturing initiatives.Narrativ-Update • Jun 02
AAON: Raised Guidance And New CFO Will Not Justify Current Optimism
Analysts nudged their price target on AAON higher to $120, citing recent research updates that refine expectations for growth, margins, and future P/E, while keeping their fair value view steady. What's in the News AAON shareholders approved an amendment to the Articles of Incorporation to increase the maximum Board size from nine to eleven directors at the May 12, 2026 annual meeting.Analyseartikel • May 19
We Think That There Are More Issues For AAON (NASDAQ:AAON) Than Just Sluggish Earnings
AAON, Inc.'s ( NASDAQ:AAON ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...
Narrativ-Update • May 16
AAON: Raised FY26 Guidance And Backlog Support Higher Long Term Earnings Power
Analysts have lifted their fair value estimate for AAON stock from $125.00 to $154.00, pointing to updated assumptions around revenue growth, profitability, and future P/E that are consistent with recent price target increases highlighted in Street research. Analyst Commentary Bullish analysts have echoed the higher fair value estimate with upward revisions to their own price targets, citing updated expectations around revenue, margins, and future P/E assumptions that align more closely with recent company guidance.Analyseartikel • May 12
Analysts Just Shipped A Sizeable Upgrade To Their AAON, Inc. (NASDAQ:AAON) Estimates
AAON, Inc. ( NASDAQ:AAON ) shareholders will have a reason to smile today, with the analysts making substantial...Narrativ-Update • Apr 29
AAON: FY26 Guidance Will Support Long Term Upside Potential
Analysts nudged their price target on AAON shares up by $3 to $118, citing company guidance that is above Street expectations for FY26 revenue and gross profit as support for the move. Analyst Commentary Street research points to a mixed reaction around AAON, with the latest price target adjustment to US$118 reflecting confidence in the company’s FY26 guidance but also highlighting areas where expectations may be running ahead of what some see as a clean execution path.Narrativ-Update • Apr 14
AAON: FY26 Guidance And Data Center Demand Will Support Long Term Upside
Analysts have nudged their AAON price target up by $3 to $118, citing company guidance for FY26 revenue and gross profit that is 10% and 16% above Street estimates, respectively, as the key driver of their revised view. Analyst Commentary Even with the higher price target to $118, some bearish analysts are using the latest guidance as a moment to stress-test expectations around AAON's execution and growth profile.Narrativ-Update • Mar 31
AAON: Data Center Cooling Demand Will Support Long Term Rubin Era Upside
The updated analyst work on AAON lifts the fair value estimate from $100.00 to $120.00, reflecting a higher Street price target of $118 and analyst views that long term revenue, gross profit guidance and data center cooling demand continue to support the company despite recent share volatility. Analyst Commentary Recent research shows a mix of optimism and caution around AAON, with the updated fair value estimate aligning closely with the higher Street price target of US$118.Narrativ-Update • Mar 17
AAON: Data Center Cooling Strength Will Support Margins Despite Rubin Chip Concerns
The analyst fair value estimate for AAON has been raised by $2.50 to $122.75, as analysts point to updated price targets and expectations for revenue and gross profit that are above prior Street views, while still viewing data center cooling demand as intact despite recent concerns. Analyst Commentary Recent Street research on AAON highlights a mix of optimism around long term growth drivers and some near term questions on execution, especially following recent quarterly results and market reactions.Narrativ-Update • Mar 03
AAON: Data Center Cooling Demand Will Support Margins Despite Rubin Chip Concerns
Analysts have nudged their AAON price target up by $5.00 to $120.25, reflecting updated assumptions on growth, margins, and P/E, along with their view that data center cooling demand remains solid despite recent concerns around new chip architectures. Analyst Commentary Analysts are parsing the recent move in AAON shares and the updated price target in the context of data center cooling.Narrativ-Update • Feb 17
AAON: Data Center Cooling Needs Will Shape Rubin Era Outlook
Analysts have nudged their AAON price target slightly higher to $100.00 as they see data center cooling demand holding up despite concerns around Nvidia's Rubin chips. AAON's existing offerings in free-cooling chillers, CDUs, dry coolers, and airside cooling are expected to remain relevant to customers.Narrativ-Update • Feb 02
AAON: Data Center Cooling Demand And Rubin Concerns Will Shape Outlook
Analysts have nudged their AAON price target slightly higher to US$100.00, citing steady expectations for data center cooling demand even after recent concerns about Nvidia's Rubin chips. Analyst Commentary Recent commentary highlights that the 8% share price move following concerns about Nvidia's Rubin chips reflects more anxiety about AAON's long term growth path than clear evidence of lost demand.Narrativ-Update • Jan 19
AAON: Data Center Cooling Demand And Short Seller Claims Will Shape Outlook
Analysts have raised their fair value estimate for AAON from $90.00 to $100.00, citing ongoing data center cooling demand across chillers, CDUs, dry coolers, and airside solutions, which they believe is not materially affected by concerns around Rubin chips. Analyst Commentary The recent pullback in AAON shares reflects investor worries that future chip architectures could reduce the need for traditional chiller based cooling, especially in high density data centers.Analyseartikel • Jan 17
AAON, Inc. (NASDAQ:AAON) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable
AAON, Inc. ( NASDAQ:AAON ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...Narrativ-Update • Jan 05
AAON: AI Infrastructure Demand Will Support Margins Despite Short Seller Concerns
Narrative Update on AAON Analysts nudged their AAON price target higher to $112 from $105, pointing to the company's exposure to artificial intelligence related infrastructure demand as a key support for the revised view. Analyst Commentary Bullish analysts are framing the new US$112 price target within a broader view that AAON is positioned in areas of the market tied to artificial intelligence related infrastructure, rather than more cyclical residential and construction activity.Analyseartikel • Dec 15
AAON (NASDAQ:AAON) Will Want To Turn Around Its Return Trends
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Narrativ-Update • Dec 14
AAON: Data Center Expansion Will Drive Long Term Margin Strength Despite Short Seller Pressure
Analysts have modestly raised their price target on AAON to $112 from $105, reflecting growing confidence in the company’s differentiated HVAC and data center positioning, as well as the operating leverage expected from its expanding data center footprint and longer term growth initiatives. Analyst Commentary Bullish analysts highlight that the recent target increase mainly reflects rising conviction in AAON’s structural growth drivers, particularly its exposure to data center thermal management and differentiated HVAC solutions.Narrativ-Update • Nov 27
AAON: Expanding Data Center Demand Will Lift Results Despite Margin Debate
Analysts have raised their price target for AAON to $112 from $105. They cite expectations for strong performance in data center-related markets and improving fundamentals in the industrial efficiency sector.Analyseartikel • Nov 13
Why AAON's (NASDAQ:AAON) Shaky Earnings Are Just The Beginning Of Its Problems
AAON, Inc.'s ( NASDAQ:AAON ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...Narrativ-Update • Nov 12
AAON: Data Center Expansion Will Drive Results Amid Margin Uncertainty
Analysts have raised their fair value price target for AAON from $103.25 to $115.25 per share. They cite expectations of stronger revenue growth, a slightly higher discount rate, and continued benefits from the company's positioning in data center and industrial efficiency sectors.Analyseartikel • Nov 09
AAON, Inc. Just Beat EPS By 19%: Here's What Analysts Think Will Happen Next
AAON, Inc. ( NASDAQ:AAON ) defied analyst predictions to release its third-quarter results, which were ahead of market...Narrativ-Update • Oct 29
Data Center Demand And Industrial Efficiency Will Shape Performance Through 2027
Analysts have raised their price target for AAON from $105 to $112, citing improving fundamentals and the company's strong positioning in industrial efficiency and data center growth. Analyst Commentary Analyst perspectives on AAON reflect both optimism regarding the company's growth prospects and caution about sector headwinds.Narrativ-Update • Oct 15
Advanced Data Center Cooling And Automation Will Drive Long-Term Efficiency
Analysts have raised AAON's fair value estimate from $98.75 to $103.25, citing improved outlooks for industrial efficiency and data center exposure as key drivers behind the price target increase. Analyst Commentary Analyst sentiment on AAON remains largely positive following recent earnings and coverage updates.Analyseartikel • Oct 07
AAON, Inc. (NASDAQ:AAON) Looks Just Right With A 28% Price Jump
AAON, Inc. ( NASDAQ:AAON ) shares have continued their recent momentum with a 28% gain in the last month alone. But the...Narrativ-Update • Sep 23
Advanced Data Center Cooling And Automation Will Drive Long-Term Efficiency
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.Narrativ-Update • Sep 04
Advanced Data Center Cooling And Automation Will Drive Long-Term Efficiency
Analysts have trimmed AAON’s price target in response to weaker-than-expected long-term revenue and margin guidance and ongoing rooftop HVAC market softness, though some see the market’s reaction as overdone, resulting in the consensus fair value holding steady at $95.75. Analyst Commentary Q2 results suggest the worst of recent headwinds may be over, prompting analysts to update forecasts despite trimming price targets.Analyseartikel • Aug 14
Earnings Miss: AAON, Inc. Missed EPS By 43% And Analysts Are Revising Their Forecasts
NasdaqGS:AAON 1 Year Share Price vs Fair Value Explore AAON's Fair Values from the Community and select yours The...Analyseartikel • Jul 10
Be Wary Of AAON (NASDAQ:AAON) And Its Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Aktionärsrenditen
| AAON | US Building | US Markt | |
|---|---|---|---|
| 7D | -7.2% | -5.3% | -0.7% |
| 1Y | 40.6% | 7.0% | 20.3% |
Rendite im Vergleich zur Industrie: AAON übertraf die Branche US Building , die im vergangenen Jahr eine Rendite von 7 erzielte.
Rendite vs. Markt: AAON übertraf den Markt US, der im vergangenen Jahr eine Rendite von 20.3 erzielte.
Preisvolatilität
| AAON volatility | |
|---|---|
| AAON Average Weekly Movement | 12.1% |
| Building Industry Average Movement | 6.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: Der Aktienkurs von AAON war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: AAONDie wöchentliche Volatilität (12%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1987 | 5,897 | Matt Tobolski | www.aaon.com |
AAON, Inc. ist zusammen mit seinen Tochtergesellschaften in der Entwicklung, Herstellung, Vermarktung und dem Verkauf von Klima- und Heizungsanlagen in den Vereinigten Staaten und Kanada tätig. Das Unternehmen ist in drei Segmenten tätig: AAON Oklahoma, AAON Coil Products und BASX. Das Unternehmen bietet Dachgeräte, Kühllösungen für Rechenzentren, Reinraumsysteme, verpackte Maschinenräume für den Außenbereich, Lüftungsgeräte, Frischlufteinheiten, Energierückgewinnungsgeräte, Verflüssigungssätze, Erdwärme-/Wasserwärmepumpen, Wärmetauscher und Steuerungen.
AAON, Inc.'s Grundlagenzusammenfassung
| AAON grundlegende Statistiken | |
|---|---|
| Marktanteil | US$8.62b |
| Gewinn(TTM) | US$118.12m |
| Umsatz(TTM) | US$1.62b |
74.9x
Kurs-Gewinn-Verhältnis 5.5x
Kurs-Umsatz-VerhältnisIst AAON zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| AAON Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$1.62b |
| Kosten der Einnahmen | US$1.19b |
| Bruttogewinn | US$424.33m |
| Sonstige Ausgaben | US$306.21m |
| Gewinn | US$118.12m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 1.44 |
| Bruttomarge | 26.24% |
| Nettogewinnspanne | 7.30% |
| Schulden/Eigenkapital-Verhältnis | 45.5% |
Wie hat sich AAON auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.4%
Aktuelle Dividendenrendite28%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/08 02:54 |
| Aktienkurs zum Tagesende | 2026/07/08 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
AAON, Inc. wird von 7 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Timothy Wojs | Baird |
| Christopher Moore | CJS Securities, Inc. |
| Brent Thielman | D.A. Davidson & Co. |