공지 • May 09
AAON, Inc. Raises Earnings Guidance for the Fiscal Year 2026 AAON, 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. 공지 • Apr 23
AAON, Inc. to Report Q1, 2026 Results on May 07, 2026 AAON, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026 공지 • Mar 23
AAON, Inc., Annual General Meeting, May 12, 2026 AAON, Inc., Annual General Meeting, May 12, 2026. Location: 2422 south yukon avenue, oklahoma 74107., tulsa United States 공지 • Mar 06
AAON, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 30, 2026 AAON, 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. 공지 • Feb 18
AAON, Inc. to Report Q4, 2025 Results on Mar 02, 2026 AAON, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 02, 2026 공지 • Dec 02
AAON, Inc. Announces Executive Changes, Effective January 1, 2026 On 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. 공지 • Nov 13
AAON, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 18, 2025 AAON, 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. 공지 • Nov 06
AAON, Inc. Provides Earnings Guidance for the Full Year 2025 AAON, 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. 공지 • Oct 31
AAON, Inc. Appoints Roberto Giacomelli as Senior Vice President of Operations AAON, 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. 공지 • Oct 29
AAON, Inc. to Report Q3, 2025 Results on Nov 06, 2025 AAON, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 06, 2025 공지 • Oct 28
Aaon Leads the Industry with Lab-Tested, Field-Proven Heat Pumps While Other Manufacturers Remain in Development AAON, 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 17
Insider recently bought Mex$647k worth of stock On 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 06
Insufficient new directors There 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. 공지 • Aug 14
Aaon, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 26, 2025 AAON, 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 13
New minor risk - Profit margin trend The 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 13
Second 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. Valuation Update With 7 Day Price Move • Aug 11
Investor 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 31
Insufficient new directors There 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. 공지 • Jul 24
AAON, Inc. to Report Q2, 2025 Results on Aug 11, 2025 AAON, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025 
