AAON（AAON *）株式概要AAON, Inc.はその子会社とともに、米国およびカナダで空調・暖房機器のエンジニアリング、製造、マーケティング、販売に従事している。 詳細AAON * ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績1/6財務の健全性3/6配当金0/6報酬収益は年間31.09%増加すると予測されています リスク分析高いレベルの非現金収入 負債は営業キャッシュフローで十分にカバーされていない 株式の流動性は非常に低い 利益率(7.6%)は昨年より低い(15.8%) すべてのリスクチェックを見るAAON * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$1.53k9.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue US$2.6bEarnings US$195.5mAdvancedSet Fair ValueView all narrativesAAON, Inc. 競合他社Grupo Lamosa. deSymbol: BMV:LAMOSA *Market cap: Mex$32.9bGrupo Rotoplas. deSymbol: BMV:AGUA *Market cap: Mex$6.2bImpulsora del Desarrollo y el Empleo en América Latina. deSymbol: BMV:IDEAL B-1Market cap: Mex$122.9bGrupo Carso. deSymbol: BMV:GCARSO A1Market cap: Mex$319.4b価格と性能株価の高値、安値、推移の概要AAON過去の株価現在の株価US$1,528.1952週高値US$1,530.0052週安値US$1,290.00ベータ1.051ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化9.01%最新ニュースお知らせ • May 09AAON, Inc. Raises Earnings Guidance for the Fiscal Year 2026AAON, Inc. raised earnings guidance for the fiscal year 2026. For the year, the company announced that the outlook now reflects revenue growth of 40%-45% and gross margins of approximately 27%-28%, supported by record backlog, expanded capacity, and improving operational execution.お知らせ • Apr 23AAON, Inc. to Report Q1, 2026 Results on May 07, 2026AAON, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026お知らせ • Apr 02+ 1 more updateAaon, Inc. Announces CFO Changes, Effective from April 20, 2026AAON, Inc. announced that Andy Cheung will join AAON on April 20, 2026, as its Chief Financial Officer. In this role, Cheung will be responsible for overseeing all financial operations and investment strategy to support the Company's rapidly growing business and reinforce financial discipline as it scales. Cheung most recently served as Executive Vice President and CFO at Commercial Vehicle Group Inc. for the past three years. Previously, Cheung had spent more than 25 years in various senior financial leadership positions within the HVAC and automotive industries. Cheung holds an MBA from the University of Chicago. Cheung will succeed AAON's current CFO, Rebecca Thompson, as part of a well-planned leadership transition. Thompson will continue to leverage her expertise as a licensed certified public accountant and her deep knowledge of the Company's systems and processes to strengthen financial reporting, governance, and the efficiency of accounting activities across the organization.お知らせ • Mar 23AAON, Inc., Annual General Meeting, May 12, 2026AAON, Inc., Annual General Meeting, May 12, 2026. Location: 2422 south yukon avenue, oklahoma 74107., tulsa United Statesお知らせ • Mar 06AAON, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 30, 2026AAON, Inc. on March 5, 2026 announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on March 30, 2026 to stockholders of record as of the close of business on March 18, 2026.お知らせ • Mar 03+ 1 more updateAAON Inc. Announces Alpha Class Extreme Series Packaged Rooftop Unit With Simultaneous Dual Fuel TechnologyAAON, Inc. announced its Alpha Class EXTREME SERIES packaged rooftop unit has successfully completed the laboratory evaluation phase of the U.S. Department of Energy's Commercial Building HVAC Technology Challenge — and did so with true simultaneous dual fuel capability. AAON's Alpha Class EXTREME SERIES is a field-proven product already operating in commercial buildings across North America, including an installation in its second winter in Canada. Simultaneous dual fuel allows EXTREME SERIES to use its air source heat pump as the primary heating source. Under extreme conditions, when the heat pump cannot meet the building's high heating demand, the natural gas furnace supplements the heat pump. This differs from many products in the industry that can only use the heat pump or the natural gas furnace independently. The DOE Challenge required performance down to -10°F, but AAON engineered EXTREME SERIES to operate at -20°F, delivering more heating capacity at low-ambient temperatures than any other product on the market. EXTREME SERIES is AHRI certified: Reference #217285043. It was designed around AHRI 1340, the new unitary performance standard expected to take effect in 2029, making it among the most forward-compatible commercial HVAC products available today. Available from 3 to 40 tons, EXTREME SERIES is ideally suited for retrofitting existing commercial buildings to the latest performance standards without requiring a complete infrastructure overhaul. AAON has already received commercial orders, and units are available now. AAON products are engineered, manufactured, headquartered, and owned in America. AAON's investment in American engineering and infrastructure, including the Norman Asbjornson Innovation Center — the world's only HVAC lab capable of testing thermal and acoustic performance from -20°F to 130°F for equipment up to 540 tons — is what makes this level of innovation possible.最新情報をもっと見るRecent updatesお知らせ • May 09AAON, Inc. Raises Earnings Guidance for the Fiscal Year 2026AAON, Inc. raised earnings guidance for the fiscal year 2026. For the year, the company announced that the outlook now reflects revenue growth of 40%-45% and gross margins of approximately 27%-28%, supported by record backlog, expanded capacity, and improving operational execution.お知らせ • Apr 23AAON, Inc. to Report Q1, 2026 Results on May 07, 2026AAON, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026お知らせ • Apr 02+ 1 more updateAaon, Inc. Announces CFO Changes, Effective from April 20, 2026AAON, Inc. announced that Andy Cheung will join AAON on April 20, 2026, as its Chief Financial Officer. In this role, Cheung will be responsible for overseeing all financial operations and investment strategy to support the Company's rapidly growing business and reinforce financial discipline as it scales. Cheung most recently served as Executive Vice President and CFO at Commercial Vehicle Group Inc. for the past three years. Previously, Cheung had spent more than 25 years in various senior financial leadership positions within the HVAC and automotive industries. Cheung holds an MBA from the University of Chicago. Cheung will succeed AAON's current CFO, Rebecca Thompson, as part of a well-planned leadership transition. Thompson will continue to leverage her expertise as a licensed certified public accountant and her deep knowledge of the Company's systems and processes to strengthen financial reporting, governance, and the efficiency of accounting activities across the organization.お知らせ • Mar 23AAON, Inc., Annual General Meeting, May 12, 2026AAON, Inc., Annual General Meeting, May 12, 2026. Location: 2422 south yukon avenue, oklahoma 74107., tulsa United Statesお知らせ • Mar 06AAON, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 30, 2026AAON, Inc. on March 5, 2026 announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on March 30, 2026 to stockholders of record as of the close of business on March 18, 2026.お知らせ • Mar 03+ 1 more updateAAON Inc. Announces Alpha Class Extreme Series Packaged Rooftop Unit With Simultaneous Dual Fuel TechnologyAAON, Inc. announced its Alpha Class EXTREME SERIES packaged rooftop unit has successfully completed the laboratory evaluation phase of the U.S. Department of Energy's Commercial Building HVAC Technology Challenge — and did so with true simultaneous dual fuel capability. AAON's Alpha Class EXTREME SERIES is a field-proven product already operating in commercial buildings across North America, including an installation in its second winter in Canada. Simultaneous dual fuel allows EXTREME SERIES to use its air source heat pump as the primary heating source. Under extreme conditions, when the heat pump cannot meet the building's high heating demand, the natural gas furnace supplements the heat pump. This differs from many products in the industry that can only use the heat pump or the natural gas furnace independently. The DOE Challenge required performance down to -10°F, but AAON engineered EXTREME SERIES to operate at -20°F, delivering more heating capacity at low-ambient temperatures than any other product on the market. EXTREME SERIES is AHRI certified: Reference #217285043. It was designed around AHRI 1340, the new unitary performance standard expected to take effect in 2029, making it among the most forward-compatible commercial HVAC products available today. Available from 3 to 40 tons, EXTREME SERIES is ideally suited for retrofitting existing commercial buildings to the latest performance standards without requiring a complete infrastructure overhaul. AAON has already received commercial orders, and units are available now. AAON products are engineered, manufactured, headquartered, and owned in America. AAON's investment in American engineering and infrastructure, including the Norman Asbjornson Innovation Center — the world's only HVAC lab capable of testing thermal and acoustic performance from -20°F to 130°F for equipment up to 540 tons — is what makes this level of innovation possible.お知らせ • Feb 18AAON, Inc. to Report Q4, 2025 Results on Mar 02, 2026AAON, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 02, 2026お知らせ • Dec 02AAON, Inc. Announces Executive Changes, Effective January 1, 2026On December 1, 2025, AAON, Inc. announced the promotion of Doug Wichman to executive vice president and general manager of its AAON Business Unit effective January 1, 2026. In this role, Wichman will lead the teams responsible for translation of corporate objectives into strategic business plans, development and implementation of product roadmaps, oversight of engineering and R&D for semi-custom HVAC solutions, and provision of technical support to channel partners and end-users. Wichman also will collaborate with leaders in sales and operations on the marketing and sale of AAON systems, production of systems to meet customer demand, and procurement of materials and components needed for configurable systems. Wichman succeeds longtime AAON- and industry-leader Stephen Wakefield, who is moving into an exclusive consultancy role with the Company as an AAON Fellow and principal engineering advisor, also effective January 1. Wichman started with AAON in 2012 as a production and manufacturing engineer based in Tulsa. He eventually became plant manager and director of manufacturing before relocating to Texas four years ago to lead AAON’s Longview facility. This past fall, Wichman returned to Tulsa to work alongside Wakefield as the vice president of business strategy and performance for the AAON Business Unit. That future will continue to be shaped by Stephen Wakefield, who will draw upon more than 25 years of experience across all aspects of operations, engineering, and product design in his new role as principal engineering advisor.お知らせ • Nov 13AAON, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 18, 2025AAON, Inc. announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on December 18, 2025 to stockholders of record as of the close of business on November 26, 2025.お知らせ • Nov 06AAON, Inc. Provides Earnings Guidance for the Full Year 2025AAON, Inc. provided earnings guidance for the full year 2025. For the year, the company now expects YoY Sales Growth to be Mid Teens compared to previous guidance of YoY Sales Growth of Low Teens.お知らせ • Oct 31AAON, Inc. Appoints Roberto Giacomelli as Senior Vice President of OperationsAAON, Inc. welcomed Roberto Giacomelli to its executive leadership team as Senior Vice President of Operations. Giacomelli is responsible for leading operations at the Company's five strategic manufacturing facilities across the United States in Tulsa, Oklahoma; Longview, Texas; Kansas City, Missouri; Redmond, Oregon; and Memphis, Tennessee. In his role within operations, he will provide strategic oversight for departments including Environmental, Health, and Safety (EHS); Quality; Continuous Improvement; Manufacturing Engineering; Materials; Facilities; and Facilities Planning. Giacomelli brings more than 24 years of experience in manufacturing operations across the automotive, HVAC, and air systems industries. A high-energy leader, Giacomelli is passionate about operational excellence and cultivating high-performing teams across multiple sites. He has a successful track record of leveraging his strong expertise in Lean manufacturing and strategic deployment to consistently deliver impactful results and transforming complex operations in companies in the United States, Mexico, Brazil, and Argentina. Giacomelli holds an Executive MBA from the University of Pittsburgh'sKatz Graduate School of Business (Worldwide Program), an MBA in Financial Management, and a degree in mechanical production engineering.お知らせ • Oct 29AAON, Inc. to Report Q3, 2025 Results on Nov 06, 2025AAON, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 06, 2025お知らせ • Oct 28Aaon Leads the Industry with Lab-Tested, Field-Proven Heat Pumps While Other Manufacturers Remain in DevelopmentAAON, Inc. engineered cold climate heat pump rooftop units (RTUs) that not only meet the performance criteria of the U.S. Department of Energy's (DOE) Commercial Building HVAC Technology Challenge, but have also been in production, shipped and installed in the field since February.Recent Insider Transactions • Sep 17Insider recently bought Mex$647k worth of stockOn the 12th of September, Matthew Shaub bought around 428 shares on-market at roughly Mex$1,511 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$162m more in shares than they bought in the last 12 months.Board Change • Sep 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. President, CEO & Director Matt Tobolski was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 14Aaon, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 26, 2025AAON, Inc. announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on September 26, 2025 to stockholders of record as of the close of business on September 5, 2025.New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.7% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. High level of non-cash earnings (32% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (9.7% net profit margin). Significant insider selling over the past 3 months (Mex$8.1m sold).Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: US$0.19 (vs US$0.64 in 2Q 2024)Second quarter 2025 results: EPS: US$0.19 (down from US$0.64 in 2Q 2024). Revenue: US$311.6m (flat on 2Q 2024). Net income: US$15.5m (down 70% from 2Q 2024). Profit margin: 5.0% (down from 17% in 2Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Global Building industry.お知らせ • Aug 12+ 1 more updateAAON, Inc. Reduces Financial Guidance for the Year 2025AAON, Inc. reduced financial guidance for the year 2025. For the year, the company now expects YoY Sales Growth of Low Teens. While the company encouraged by recent improvements, the company revising its previous expectations downward for the second half of the year, as reflected in its updated full-year 2025 outlook. This adjustment is largely due to ongoing, though improving, inefficiencies at its Longview facility, as well as moderated—but accelerating—production levels in Tulsa, following slower-than-expected run rates at the start of the third quarter.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$1,290, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Building industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$981 per share.Board Change • Jul 31Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. President, CEO & Director Matt Tobolski was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 24AAON, Inc. to Report Q2, 2025 Results on Aug 11, 2025AAON, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025株主還元AAON *MX BuildingMX 市場7D0%-0.2%2.3%1Yn/a-12.6%19.8%株主還元を見る業界別リターン: AAON *がMX Building業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: AAON * MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is AAON *'s price volatile compared to industry and market?AAON * volatilityAAON * Average Weekly Movementn/aBuilding Industry Average Movement5.7%Market Average Movement4.1%10% most volatile stocks in MX Market6.1%10% least volatile stocks in MX Market2.8%安定した株価: AAON *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のAAON *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19874,812Matt Tobolskiwww.aaon.comAAON, Inc.は子会社とともに、米国およびカナダで空調・暖房機器のエンジニアリング、製造、マーケティング、販売を行っている。同社は3つのセグメントで事業を展開している：AAON Oklahoma、AAON Coil Products、BASX。屋上ユニット、データセンター冷却ソリューション、クリーンルームシステム、冷凍機、パッケージ型屋外機械室、エアハンドリングユニット、メイクアップエアユニット、エネルギー回収ユニット、コンデンシングユニット、地熱/水源ヒートポンプ、コイル、制御装置を提供している。同社は、小売、製造、教育、宿泊、スーパーマーケット、データセンター、医療・製薬、その他の商業業界向けに製品を販売。同社は、独立したメーカー代理店組織と社内営業部隊のネットワーク、およびオンラインを通じて製品を販売している。AAON社は1987年に設立され、オクラホマ州タルサに本社を置いている。もっと見るAAON, Inc. 基礎のまとめAAON の収益と売上を時価総額と比較するとどうか。AAON * 基礎統計学時価総額Mex$135.69b収益（TTM）Mex$1.83b売上高(TTM)Mex$24.05b74.1xPER（株価収益率5.6xP/SレシオAAON * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AAON * 損益計算書（TTM）収益US$1.32b売上原価US$962.01m売上総利益US$353.57mその他の費用US$253.32m収益US$100.25m直近の収益報告Sep 30, 2025次回決算日該当なし一株当たり利益（EPS）1.23グロス・マージン26.88%純利益率7.62%有利子負債／自己資本比率41.7%AAON * の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.4%現在の配当利回り31%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/12/03 13:13終値2025/09/05 00:00収益2025/09/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AAON, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Timothy WojsBairdChristopher MooreCJS Securities, Inc.Brent ThielmanD.A. Davidson & Co.4 その他のアナリストを表示
Impulsora del Desarrollo y el Empleo en América Latina. deSymbol: BMV:IDEAL B-1Market cap: Mex$122.9b
お知らせ • May 09AAON, Inc. Raises Earnings Guidance for the Fiscal Year 2026AAON, Inc. raised earnings guidance for the fiscal year 2026. For the year, the company announced that the outlook now reflects revenue growth of 40%-45% and gross margins of approximately 27%-28%, supported by record backlog, expanded capacity, and improving operational execution.
お知らせ • Apr 23AAON, Inc. to Report Q1, 2026 Results on May 07, 2026AAON, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
お知らせ • Apr 02+ 1 more updateAaon, Inc. Announces CFO Changes, Effective from April 20, 2026AAON, Inc. announced that Andy Cheung will join AAON on April 20, 2026, as its Chief Financial Officer. In this role, Cheung will be responsible for overseeing all financial operations and investment strategy to support the Company's rapidly growing business and reinforce financial discipline as it scales. Cheung most recently served as Executive Vice President and CFO at Commercial Vehicle Group Inc. for the past three years. Previously, Cheung had spent more than 25 years in various senior financial leadership positions within the HVAC and automotive industries. Cheung holds an MBA from the University of Chicago. Cheung will succeed AAON's current CFO, Rebecca Thompson, as part of a well-planned leadership transition. Thompson will continue to leverage her expertise as a licensed certified public accountant and her deep knowledge of the Company's systems and processes to strengthen financial reporting, governance, and the efficiency of accounting activities across the organization.
お知らせ • Mar 23AAON, Inc., Annual General Meeting, May 12, 2026AAON, Inc., Annual General Meeting, May 12, 2026. Location: 2422 south yukon avenue, oklahoma 74107., tulsa United States
お知らせ • Mar 06AAON, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 30, 2026AAON, Inc. on March 5, 2026 announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on March 30, 2026 to stockholders of record as of the close of business on March 18, 2026.
お知らせ • Mar 03+ 1 more updateAAON Inc. Announces Alpha Class Extreme Series Packaged Rooftop Unit With Simultaneous Dual Fuel TechnologyAAON, Inc. announced its Alpha Class EXTREME SERIES packaged rooftop unit has successfully completed the laboratory evaluation phase of the U.S. Department of Energy's Commercial Building HVAC Technology Challenge — and did so with true simultaneous dual fuel capability. AAON's Alpha Class EXTREME SERIES is a field-proven product already operating in commercial buildings across North America, including an installation in its second winter in Canada. Simultaneous dual fuel allows EXTREME SERIES to use its air source heat pump as the primary heating source. Under extreme conditions, when the heat pump cannot meet the building's high heating demand, the natural gas furnace supplements the heat pump. This differs from many products in the industry that can only use the heat pump or the natural gas furnace independently. The DOE Challenge required performance down to -10°F, but AAON engineered EXTREME SERIES to operate at -20°F, delivering more heating capacity at low-ambient temperatures than any other product on the market. EXTREME SERIES is AHRI certified: Reference #217285043. It was designed around AHRI 1340, the new unitary performance standard expected to take effect in 2029, making it among the most forward-compatible commercial HVAC products available today. Available from 3 to 40 tons, EXTREME SERIES is ideally suited for retrofitting existing commercial buildings to the latest performance standards without requiring a complete infrastructure overhaul. AAON has already received commercial orders, and units are available now. AAON products are engineered, manufactured, headquartered, and owned in America. AAON's investment in American engineering and infrastructure, including the Norman Asbjornson Innovation Center — the world's only HVAC lab capable of testing thermal and acoustic performance from -20°F to 130°F for equipment up to 540 tons — is what makes this level of innovation possible.
お知らせ • May 09AAON, Inc. Raises Earnings Guidance for the Fiscal Year 2026AAON, Inc. raised earnings guidance for the fiscal year 2026. For the year, the company announced that the outlook now reflects revenue growth of 40%-45% and gross margins of approximately 27%-28%, supported by record backlog, expanded capacity, and improving operational execution.
お知らせ • Apr 23AAON, Inc. to Report Q1, 2026 Results on May 07, 2026AAON, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
お知らせ • Apr 02+ 1 more updateAaon, Inc. Announces CFO Changes, Effective from April 20, 2026AAON, Inc. announced that Andy Cheung will join AAON on April 20, 2026, as its Chief Financial Officer. In this role, Cheung will be responsible for overseeing all financial operations and investment strategy to support the Company's rapidly growing business and reinforce financial discipline as it scales. Cheung most recently served as Executive Vice President and CFO at Commercial Vehicle Group Inc. for the past three years. Previously, Cheung had spent more than 25 years in various senior financial leadership positions within the HVAC and automotive industries. Cheung holds an MBA from the University of Chicago. Cheung will succeed AAON's current CFO, Rebecca Thompson, as part of a well-planned leadership transition. Thompson will continue to leverage her expertise as a licensed certified public accountant and her deep knowledge of the Company's systems and processes to strengthen financial reporting, governance, and the efficiency of accounting activities across the organization.
お知らせ • Mar 23AAON, Inc., Annual General Meeting, May 12, 2026AAON, Inc., Annual General Meeting, May 12, 2026. Location: 2422 south yukon avenue, oklahoma 74107., tulsa United States
お知らせ • Mar 06AAON, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 30, 2026AAON, Inc. on March 5, 2026 announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on March 30, 2026 to stockholders of record as of the close of business on March 18, 2026.
お知らせ • Mar 03+ 1 more updateAAON Inc. Announces Alpha Class Extreme Series Packaged Rooftop Unit With Simultaneous Dual Fuel TechnologyAAON, Inc. announced its Alpha Class EXTREME SERIES packaged rooftop unit has successfully completed the laboratory evaluation phase of the U.S. Department of Energy's Commercial Building HVAC Technology Challenge — and did so with true simultaneous dual fuel capability. AAON's Alpha Class EXTREME SERIES is a field-proven product already operating in commercial buildings across North America, including an installation in its second winter in Canada. Simultaneous dual fuel allows EXTREME SERIES to use its air source heat pump as the primary heating source. Under extreme conditions, when the heat pump cannot meet the building's high heating demand, the natural gas furnace supplements the heat pump. This differs from many products in the industry that can only use the heat pump or the natural gas furnace independently. The DOE Challenge required performance down to -10°F, but AAON engineered EXTREME SERIES to operate at -20°F, delivering more heating capacity at low-ambient temperatures than any other product on the market. EXTREME SERIES is AHRI certified: Reference #217285043. It was designed around AHRI 1340, the new unitary performance standard expected to take effect in 2029, making it among the most forward-compatible commercial HVAC products available today. Available from 3 to 40 tons, EXTREME SERIES is ideally suited for retrofitting existing commercial buildings to the latest performance standards without requiring a complete infrastructure overhaul. AAON has already received commercial orders, and units are available now. AAON products are engineered, manufactured, headquartered, and owned in America. AAON's investment in American engineering and infrastructure, including the Norman Asbjornson Innovation Center — the world's only HVAC lab capable of testing thermal and acoustic performance from -20°F to 130°F for equipment up to 540 tons — is what makes this level of innovation possible.
お知らせ • Feb 18AAON, Inc. to Report Q4, 2025 Results on Mar 02, 2026AAON, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 02, 2026
お知らせ • Dec 02AAON, Inc. Announces Executive Changes, Effective January 1, 2026On December 1, 2025, AAON, Inc. announced the promotion of Doug Wichman to executive vice president and general manager of its AAON Business Unit effective January 1, 2026. In this role, Wichman will lead the teams responsible for translation of corporate objectives into strategic business plans, development and implementation of product roadmaps, oversight of engineering and R&D for semi-custom HVAC solutions, and provision of technical support to channel partners and end-users. Wichman also will collaborate with leaders in sales and operations on the marketing and sale of AAON systems, production of systems to meet customer demand, and procurement of materials and components needed for configurable systems. Wichman succeeds longtime AAON- and industry-leader Stephen Wakefield, who is moving into an exclusive consultancy role with the Company as an AAON Fellow and principal engineering advisor, also effective January 1. Wichman started with AAON in 2012 as a production and manufacturing engineer based in Tulsa. He eventually became plant manager and director of manufacturing before relocating to Texas four years ago to lead AAON’s Longview facility. This past fall, Wichman returned to Tulsa to work alongside Wakefield as the vice president of business strategy and performance for the AAON Business Unit. That future will continue to be shaped by Stephen Wakefield, who will draw upon more than 25 years of experience across all aspects of operations, engineering, and product design in his new role as principal engineering advisor.
お知らせ • Nov 13AAON, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 18, 2025AAON, Inc. announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on December 18, 2025 to stockholders of record as of the close of business on November 26, 2025.
お知らせ • Nov 06AAON, Inc. Provides Earnings Guidance for the Full Year 2025AAON, Inc. provided earnings guidance for the full year 2025. For the year, the company now expects YoY Sales Growth to be Mid Teens compared to previous guidance of YoY Sales Growth of Low Teens.
お知らせ • Oct 31AAON, Inc. Appoints Roberto Giacomelli as Senior Vice President of OperationsAAON, Inc. welcomed Roberto Giacomelli to its executive leadership team as Senior Vice President of Operations. Giacomelli is responsible for leading operations at the Company's five strategic manufacturing facilities across the United States in Tulsa, Oklahoma; Longview, Texas; Kansas City, Missouri; Redmond, Oregon; and Memphis, Tennessee. In his role within operations, he will provide strategic oversight for departments including Environmental, Health, and Safety (EHS); Quality; Continuous Improvement; Manufacturing Engineering; Materials; Facilities; and Facilities Planning. Giacomelli brings more than 24 years of experience in manufacturing operations across the automotive, HVAC, and air systems industries. A high-energy leader, Giacomelli is passionate about operational excellence and cultivating high-performing teams across multiple sites. He has a successful track record of leveraging his strong expertise in Lean manufacturing and strategic deployment to consistently deliver impactful results and transforming complex operations in companies in the United States, Mexico, Brazil, and Argentina. Giacomelli holds an Executive MBA from the University of Pittsburgh'sKatz Graduate School of Business (Worldwide Program), an MBA in Financial Management, and a degree in mechanical production engineering.
お知らせ • Oct 29AAON, Inc. to Report Q3, 2025 Results on Nov 06, 2025AAON, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 06, 2025
お知らせ • Oct 28Aaon Leads the Industry with Lab-Tested, Field-Proven Heat Pumps While Other Manufacturers Remain in DevelopmentAAON, Inc. engineered cold climate heat pump rooftop units (RTUs) that not only meet the performance criteria of the U.S. Department of Energy's (DOE) Commercial Building HVAC Technology Challenge, but have also been in production, shipped and installed in the field since February.
Recent Insider Transactions • Sep 17Insider recently bought Mex$647k worth of stockOn the 12th of September, Matthew Shaub bought around 428 shares on-market at roughly Mex$1,511 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$162m more in shares than they bought in the last 12 months.
Board Change • Sep 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. President, CEO & Director Matt Tobolski was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 14Aaon, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 26, 2025AAON, Inc. announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on September 26, 2025 to stockholders of record as of the close of business on September 5, 2025.
New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.7% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. High level of non-cash earnings (32% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (9.7% net profit margin). Significant insider selling over the past 3 months (Mex$8.1m sold).
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: US$0.19 (vs US$0.64 in 2Q 2024)Second quarter 2025 results: EPS: US$0.19 (down from US$0.64 in 2Q 2024). Revenue: US$311.6m (flat on 2Q 2024). Net income: US$15.5m (down 70% from 2Q 2024). Profit margin: 5.0% (down from 17% in 2Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Global Building industry.
お知らせ • Aug 12+ 1 more updateAAON, Inc. Reduces Financial Guidance for the Year 2025AAON, Inc. reduced financial guidance for the year 2025. For the year, the company now expects YoY Sales Growth of Low Teens. While the company encouraged by recent improvements, the company revising its previous expectations downward for the second half of the year, as reflected in its updated full-year 2025 outlook. This adjustment is largely due to ongoing, though improving, inefficiencies at its Longview facility, as well as moderated—but accelerating—production levels in Tulsa, following slower-than-expected run rates at the start of the third quarter.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$1,290, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Building industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$981 per share.
Board Change • Jul 31Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. President, CEO & Director Matt Tobolski was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 24AAON, Inc. to Report Q2, 2025 Results on Aug 11, 2025AAON, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025
