AAON 過去の業績
過去 基準チェック /16
AAONは、平均年間15%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11.7% 21.3%収益成長率で 成長しています。 AAONの自己資本利益率は12.6%であり、純利益率は7.3%です。
主要情報
15.01%
収益成長率
14.28%
EPS成長率
| Building 業界の成長 | 13.32% |
| 収益成長率 | 21.29% |
| 株主資本利益率 | 12.64% |
| ネット・マージン | 7.30% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
分析記事 • 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...分析記事 • 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...Recent updates
分析記事 • 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...
ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...収支内訳
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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 1,617 | 118 | 227 | 0 |
| 31 Dec 25 | 1,442 | 108 | 210 | 0 |
| 30 Sep 25 | 1,316 | 100 | 193 | 0 |
| 30 Jun 25 | 1,259 | 122 | 179 | 0 |
| 31 Mar 25 | 1,261 | 159 | 169 | 0 |
| 31 Dec 24 | 1,201 | 169 | 166 | 0 |
| 30 Sep 24 | 1,210 | 191 | 161 | 0 |
| 30 Jun 24 | 1,194 | 186 | 165 | 0 |
| 31 Mar 24 | 1,165 | 180 | 160 | 0 |
| 31 Dec 23 | 1,169 | 178 | 164 | 0 |
| 30 Sep 23 | 1,116 | 169 | 142 | 0 |
| 30 Jun 23 | 1,047 | 149 | 122 | 0 |
| 31 Mar 23 | 972 | 119 | 111 | 0 |
| 31 Dec 22 | 889 | 100 | 111 | 0 |
| 30 Sep 22 | 770 | 68 | 88 | 0 |
| 30 Jun 22 | 666 | 56 | 76 | 0 |
| 31 Mar 22 | 602 | 60 | 68 | 0 |
| 31 Dec 21 | 535 | 59 | 69 | 0 |
| 30 Sep 21 | 515 | 71 | 59 | 0 |
| 30 Jun 21 | 511 | 76 | 58 | 0 |
| 31 Mar 21 | 493 | 74 | 56 | 0 |
| 31 Dec 20 | 515 | 79 | 60 | 0 |
| 30 Sep 20 | 520 | 77 | 55 | 0 |
| 30 Jun 20 | 499 | 71 | 53 | 0 |
| 31 Mar 20 | 493 | 67 | 51 | 0 |
| 31 Dec 19 | 469 | 54 | 49 | 0 |
| 30 Sep 19 | 459 | 49 | 48 | 0 |
| 30 Jun 19 | 459 | 49 | 49 | 0 |
| 31 Mar 19 | 449 | 47 | 50 | 0 |
| 31 Dec 18 | 434 | 42 | 46 | 0 |
| 30 Sep 18 | 426 | 46 | 48 | 0 |
| 30 Jun 18 | 426 | 46 | 48 | 0 |
| 31 Mar 18 | 418 | 49 | 47 | 0 |
| 31 Dec 17 | 405 | 54 | 48 | 0 |
| 30 Sep 17 | 393 | 50 | 43 | 0 |
| 30 Jun 17 | 384 | 51 | 40 | 0 |
| 31 Mar 17 | 385 | 52 | 39 | 0 |
| 31 Dec 16 | 384 | 53 | 37 | 0 |
| 30 Sep 16 | 390 | 55 | 39 | 0 |
| 30 Jun 16 | 379 | 52 | 38 | 0 |
| 31 Mar 16 | 367 | 49 | 37 | 0 |
| 31 Dec 15 | 359 | 46 | 36 | 0 |
| 30 Sep 15 | 346 | 43 | 35 | 0 |
| 30 Jun 15 | 355 | 43 | 36 | 0 |
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 (7.3%)は、昨年(12.6%)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15%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 ( -25.6% ) となったため、 Building業界平均 ( -6.4% ) 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 ( 12.6% ) 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
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 | 2026/05/25 07:55 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Wojs | Baird |
| Christopher Moore | CJS Securities, Inc. |
| Brent Thielman | D.A. Davidson & Co. |