View ValuationAAON 향후 성장Future 기준 점검 5/6AAON (는) 각각 연간 31.1% 및 14.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 30.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.3% 로 예상됩니다.핵심 정보31.1%이익 성장률30.38%EPS 성장률Building 이익 성장18.1%매출 성장률14.3%향후 자기자본이익률22.26%애널리스트 커버리지Low마지막 업데이트20 Nov 2025최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent updates공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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 States공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025이익 및 매출 성장 예측BMV:AAON * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20271,803265196344412/31/20261,562163114269512/31/20251,392112-6011359/30/20251,316100-256-18N/A6/30/20251,259122-19434N/A3/31/20251,261159-13491N/A12/31/20241,201169-21193N/A9/30/20241,210191103243N/A6/30/20241,194186103227N/A3/31/20241,165180127246N/A12/31/20231,16917849159N/A9/30/20231,11616952125N/A6/30/20231,04714957123N/A3/31/2023972119473N/A12/31/2022889100-1561N/A9/30/202277068-4630N/A6/30/202266656-75-3N/A3/31/202260260-2726N/A12/31/202153559661N/A9/30/20215157145107N/A6/30/20215117662129N/A3/31/20214937458120N/A12/31/20205157961129N/A9/30/20205207769124N/A6/30/20204997171125N/A3/31/20204936770121N/A12/31/2019469546198N/A9/30/2019459494781N/A6/30/201945949N/A54N/A3/31/201944947N/A59N/A12/31/201843442N/A55N/A9/30/201842646N/A60N/A6/30/201842646N/A60N/A3/31/201841849N/A59N/A12/31/201740554N/A58N/A9/30/201739350N/A59N/A6/30/201738451N/A68N/A3/31/201738552N/A58N/A12/31/201638453N/A64N/A9/30/201639055N/A64N/A6/30/201637952N/A73N/A3/31/201636749N/A67N/A12/31/201535946N/A55N/A9/30/201534643N/A52N/A6/30/201535543N/A47N/A3/31/201535743N/A48N/A12/31/201435644N/A54N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AAON * 의 연간 예상 수익 증가율(31.1%)이 saving rate(8.7%)보다 높습니다.수익 vs 시장: AAON * 의 연간 수익(31.1%)이 MX 시장(8.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: AAON * 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: AAON * 의 수익(연간 14.3%)이 MX 시장(연간 6.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: AAON * 의 수익(연간 14.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AAON *의 자본 수익률은 3년 후 22.3%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/12/03 04:25종가2025/09/05 00:00수익2025/09/30연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스AAON, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Timothy WojsBairdChristopher MooreCJS Securities, Inc.Brent ThielmanD.A. Davidson & Co.4명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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