AAON, Inc.

Informe acción NasdaqGS:AAON

Capitalización de mercado: US$11.6b

AAON Dividendos y recompras

Dividendo controles de criterios 0/6

AAON es una empresa que paga dividendos con una rentabilidad actual de 0.3%.

Información clave

0.3%

Rentabilidad por dividendo

-0.1%

Rendimiento de la recompra

Rendimiento total para el accionista0.2%
Rendimiento futuro de los dividendos0.3%
Crecimiento de los dividendos9.7%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago28%

Últimas actualizaciones de dividendos y recompras

Recent updates

Artículo de análisis 12h

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...
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Seeking Alpha Jan 30

AAON: Shares Need To Cool Down

Summary AAON operates in the HVAC market, with a significant growth engine in data center cooling via its BASX segment. Revenue, profits, and cash flow have grown robustly, but recent profitability was pressured by supply chain and ERP-related disruptions in the Oklahoma segment. Backlog surged to $1.32 billion, driven by BASX’s exposure to the expanding data center market, supporting management’s 12.5% annualized sales growth target. Despite strong growth prospects, AAON trades at lofty multiples versus peers; I assign a speculative "Hold" due to valuation concerns. Read the full article on Seeking Alpha
Actualización del análisis 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.
Artículo de análisis 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...
Actualización del análisis 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.
Artículo de análisis 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...
Actualización del análisis 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.
Actualización del análisis 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.
Artículo de análisis 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...
Actualización del análisis 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.
Artículo de análisis 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...
Actualización del análisis 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.
Actualización del análisis 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.
Artículo de análisis 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...
Actualización del análisis 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.
Actualización del análisis 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis Jun 17

Are AAON, Inc. (NASDAQ:AAON) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, AAON fair value estimate is US$61.11 AAON is estimated to be...
Artículo de análisis May 14

AAON, Inc.'s (NASDAQ:AAON) P/E Is Still On The Mark Following 26% Share Price Bounce

AAON, Inc. ( NASDAQ:AAON ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: AAON no paga un dividendo notable para el mercado US, por lo que no es necesario comprobar si los pagos son estables.

Dividendo creciente: AAON no paga un dividendo notable para el mercado US, por lo que no es necesario comprobar si los pagos aumentan.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de AAON vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de AAON con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (AAON)0.3%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Building)1.1%
Analista de previsiones (AAON) (hasta 3 años)0.3%

Dividendo destacado: El dividendo de AAON(0.3%) no es notable en comparación con el 25% inferior de pagadores de dividendos del mercado US (1.42%).

Alto dividendo: El (0.3%) del dividendo de AAON es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.24%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: AAON no paga un dividendo notable para el mercado US.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: AAON está pagando dividendo pero la empresa no tiene flujos de caja libre.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/12 22:09
Precio de las acciones al final del día2026/05/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

AAON, Inc. está cubierta por 7 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Timothy WojsBaird
Christopher MooreCJS Securities, Inc.
Brent ThielmanD.A. Davidson & Co.