View Future GrowthAAON 過去の業績過去 基準チェック /16AAONは、平均年間19.6%の収益成長を遂げていますが、 Building業界の収益は、年間 成長しています。収益は、平均年間4.7% 21.7%収益成長率で 成長しています。 AAONの自己資本利益率は11.6%であり、純利益率は7.6%です。主要情報19.63%収益成長率18.75%EPS成長率Building 業界の成長15.05%収益成長率21.73%株主資本利益率11.62%ネット・マージン7.62%前回の決算情報30 Sep 2025最近の業績更新お知らせ • 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 • 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 • 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, 2025Reported 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 • 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すべての更新を表示Recent updatesお知らせ • May 19AAON, Inc. announces Quarterly dividend, payable on June 26, 2026AAON, Inc. announced Quarterly dividend of USD 0.1000 per share payable on June 26, 2026, ex-date on June 05, 2026 and record date on June 05, 2026.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収支内訳AAON の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BMV:AAON * 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費30 Sep 251,316100193030 Jun 251,259122179031 Mar 251,261159169031 Dec 241,201169166030 Sep 241,210191161030 Jun 241,194186165031 Mar 241,165180160031 Dec 231,169178149030 Sep 231,116169142030 Jun 231,047149122031 Mar 23972119111031 Dec 22889100111030 Sep 227706888030 Jun 226665676031 Mar 226026068031 Dec 215355969030 Sep 215157159030 Jun 215117658031 Mar 214937456031 Dec 205157960030 Sep 205207755030 Jun 204997153031 Mar 204936751031 Dec 194695449030 Sep 194594948030 Jun 194594949031 Mar 194494750031 Dec 184344246030 Sep 184264648030 Jun 184264648031 Mar 184184947031 Dec 174055448030 Sep 173935043030 Jun 173845140031 Mar 173855239031 Dec 163845337030 Sep 163905539030 Jun 163795238031 Mar 163674937031 Dec 153594636030 Sep 153464335030 Jun 153554336031 Mar 153574336031 Dec 1435644350質の高い収益: AAON * 非現金収入 のレベルが高いです。利益率の向上: AAON *の現在の純利益率 (7.6%)は、昨年(15.8%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: AAON *の収益は過去 5 年間で年間19.6%増加しました。成長の加速: AAON *は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: AAON *は過去 1 年間で収益成長率がマイナス ( -47.5% ) となったため、 Building業界平均 ( 0.9% ) と比較することが困難です。株主資本利益率高いROE: AAON *の 自己資本利益率 ( 11.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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 20:59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
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 • 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 • 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
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 • 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
お知らせ • May 19AAON, Inc. announces Quarterly dividend, payable on June 26, 2026AAON, Inc. announced Quarterly dividend of USD 0.1000 per share payable on June 26, 2026, ex-date on June 05, 2026 and record date on June 05, 2026.
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