View Financial HealthAAON 배당 및 자사주 매입배당 기준 점검 0/6AAON 은(는) 현재 수익률이 0.32% 인 배당금 지급 회사입니다.핵심 정보0.3%배당 수익률-0.1%자사주 매입 수익률총 주주 수익률0.2%미래 배당 수익률0.3%배당 성장률9.7%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향28%최근 배당 및 자사주 매입 업데이트Declared Dividend • May 20First quarter dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 5th June 2026 Payment date: 26th June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.4%.공시 • 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.Declared Dividend • Mar 08Fourth quarter dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 18th March 2026 Payment date: 30th March 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%.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.Declared Dividend • Nov 16Third quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 26th November 2025 Payment date: 18th December 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%.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.모든 업데이트 보기Recent updates속보 • Jun 28AAON Order Backlog Hits Record $2.13b on Data Center Cooling DemandAAON reported a record Q1 2026 order backlog of US$2.13b, up 107.4% year over year, driven largely by a 160% surge in BASX-branded data center cooling orders tied to demand for AI infrastructure liquid cooling. The company’s BASX segment also saw Q1 2026 sales rise 72.4%, indicating that data center cooling is becoming a much larger part of AAON’s business mix than in prior periods. AAON shares trade at US$126.78, with the stock up 60.1% year to date, while the latest session showed a decline of 4.9%. The jump in backlog and BASX sales suggests AAON’s exposure to data center cooling is becoming more central to its story. However, the recent share price pullback highlights execution risk if order conversion or project timing does not match current expectations.Seeking Alpha • Jun 19AAON: The AI Cooling Compounder Is Still EarlySummary AAON is transitioning from a niche HVAC manufacturer to a critical AI data center thermal infrastructure supplier, driven by its BASX acquisition. BASX-branded backlog surged 160% year-over-year to $1.62B, positioning AAON for rapid revenue growth and a new long-term earnings base. Management raised 2026 revenue growth guidance to 40%-45% and gross margin to 27%-28%, despite near-term margin pressure from capacity expansion. I assign AAON a strong buy rating, citing robust demand visibility, a capacity-driven moat, and a compelling AI infrastructure growth thesis. Read the full article on Seeking Alpha속보 • Jun 18AAON Stock Draws Attention as Data Center Cooling Drives Growth and Insiders Sell $22 MillionAAON raised its 2026 revenue growth outlook to 40% to 45%, citing a record backlog, expanded capacity, and production execution, with data center cooling brand BASX playing a key role. BASX reported strong sales that contributed to total backlog growth and higher capacity utilization, tying AAON more closely to data center cooling demand. Recent insider activity shows over $22.7 million in AAON stock sold over the past three months, including sales by a director and the chief accounting officer, during a period when the stock is described as trading at a premium to estimated intrinsic value, and the company declared a quarterly dividend of $0.10 per share payable on June 26, 2026. AAON’s tighter link to data center cooling through BASX, combined with a record backlog and higher growth outlook, indicates a business mix that leans more heavily on specialized cooling solutions tied to data infrastructure projects. The wave of insider selling and references to a premium valuation may lead some investors to pay closer attention to execution on the elevated 2026 outlook and to how dependent future orders become on the data center segment.분석 기사 • Jun 17AAON (AAON) Stock Could Be 8.6% Overvalued After 2026 Growth Outlook LiftAAON (AAON) raised its 2026 revenue growth outlook to 40% to 45%, citing record backlog, expanding capacity, and improving production execution, particularly at BASX, as key supports for the stock's recent move. See our latest analysis for AAON. The latest guidance upgrade lands on top of strong momentum in AAON stock, with a 90 day share price return of 66.6% and a 1 year total shareholder return of 86.58%. However, the 30 day share price move has been roughly flat, which may hint that...내러티브 업데이트 • Jun 16AAON: Record Backlog And Insider Selling Will Shape Stock OutlookAnalysts have raised their AAON price target by $25, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which they believe better reflect the stock's current risk and earnings profile. What’s in the News for AAON AAON reports a record US$2.13b backlog tied largely to multi year data center projects, with management commentary highlighting expectations for 40% to 45% revenue growth and gross margins of about 27% to 28% for 2026, supported by capacity expansion and lean manufacturing initiatives.Buy Or Sell Opportunity • Jun 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 53% to US$129. The fair value is estimated to be US$105, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.속보 • Jun 11AAON Stock Jumps After Record $2.13b Backlog and Q1 Earnings Beat While Insiders SellAAON is working with a record backlog of US$2.13b, largely tied to multi‑year data center projects, and is targeting 40% to 45% sales growth with a gross margin of 27% to 28% in 2026, supported by capacity expansions and higher R&D spending. The company reported a 54.3% year‑over‑year revenue increase in Q1 2026, significantly ahead of analyst expectations by 29.5%, which was followed by a 33.2% jump in the stock as investors reacted to the results. Directors and executives have sold more than US$23m of stock over the past three months with no reported insider purchases, at a time when some valuation models suggest the stock is trading 2.8% to 22.4% above estimated fair value, and the P/E is above historical medians. Together, a record backlog tied to data center demand and very strong recent revenue performance point to a business with substantial booked work, but with expectations already reflected in a premium valuation. Insider selling and portfolio adjustments by institutional investors add a layer of caution for you to weigh alongside AAON’s growth plans and margin targets.속보 • Jun 03AAON Eyes US$1 Billion Data Center Market While Insiders Sell Shares at Premium ValuationAAON is targeting a large data center opportunity, with management describing a potential US$1b market across airside, chiller and liquid cooling products, supported by capacity expansions and rooftop solutions. The company reports record backlogs and strong sales growth, while working to address margin pressure tied to production transitions, supply chain challenges and higher research and development spending. Director Gary D. Fields sold 19,000 shares for about US$2.66m on May 29, 2026, contributing to roughly US$22.5m of insider sales in the last three months. The stock trades 22.4% above GuruFocus’ GF Value estimate and at a premium P/E to its historical median. The board also declared a US$0.10 quarterly dividend following stronger than expected Q1 2026 results and raised full-year guidance. The combination of a large stated data center opportunity, record backlog and capacity investments on one side, and elevated valuation metrics and concentrated insider selling on the other, presents a mixed picture that you may want to weigh carefully. Insiders may sell for many reasons, but the lack of recent insider buying alongside a premium P/E could prompt you to scrutinize valuation, margin execution and the sustainability of current demand trends.Recent Insider Transactions • Jun 02Special Advisor & Director recently sold US$2.7m worth of stockOn the 29th of May, Gary Fields sold around 19k shares on-market at roughly US$140 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.2m more than they bought in the last 12 months.내러티브 업데이트 • Jun 02AAON: Raised Guidance And New CFO Will Not Justify Current OptimismAnalysts nudged their price target on AAON higher to $120, citing recent research updates that refine expectations for growth, margins, and future P/E, while keeping their fair value view steady. What's in the News AAON shareholders approved an amendment to the Articles of Incorporation to increase the maximum Board size from nine to eleven directors at the May 12, 2026 annual meeting.Recent Insider Transactions Derivative • May 27Special Advisor & Director notifies of intention to sell stockGary Fields intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of May. If the sale is conducted around the recent share price of US$140, it would amount to US$3.0m. Since December 2025, Gary's direct individual holding has increased from 40.36k shares to 49.73k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • May 20First quarter dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 5th June 2026 Payment date: 26th June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.4%.분석 기사 • May 19We Think That There Are More Issues For AAON (NASDAQ:AAON) Than Just Sluggish EarningsAAON, Inc.'s ( NASDAQ:AAON ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...공시 • 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.Recent Insider Transactions • May 17President recently sold US$1.1m worth of stockOn the 13th of May, Matthew Tobolski sold around 8k shares on-market at roughly US$135 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Matthew's only on-market trade for the last 12 months.내러티브 업데이트 • May 16AAON: Raised FY26 Guidance And Backlog Support Higher Long Term Earnings PowerAnalysts 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.Major Estimate Revision • May 14Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from US$1.72b to US$2.00b. EPS estimate increased from US$1.98 to US$2.31 per share. Net income forecast to grow 80% next year vs 9.5% growth forecast for Building industry in the US. Consensus price target up from US$123 to US$144. Share price rose 38% to US$135 over the past week.분석 기사 • May 12Analysts Just Shipped A Sizeable Upgrade To Their AAON, Inc. (NASDAQ:AAON) EstimatesAAON, Inc. ( NASDAQ:AAON ) shareholders will have a reason to smile today, with the analysts making substantial...Price Target Changed • May 11Price target increased by 11% to US$137Up from US$123, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$140. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$2.33 for next year compared to US$1.32 last year.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.Buy Or Sell Opportunity • May 07Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to US$129. The fair value is estimated to be US$103, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.내러티브 업데이트 • Apr 29AAON: FY26 Guidance Will Support Long Term Upside PotentialAnalysts 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.Recent Insider Transactions Derivative • Apr 24Chief Accounting Officer & Treasurer notifies of intention to sell stockRebecca Thompson intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of April. If the sale is conducted around the recent share price of US$100, it would amount to US$730k. Since September 2025, Rebecca's direct individual holding has increased from 28.17k shares to 31.91k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.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, 2026내러티브 업데이트 • Apr 14AAON: FY26 Guidance And Data Center Demand Will Support Long Term UpsideAnalysts 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.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$93.51, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 20x in the Building industry in the US. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$104 per share.Buy Or Sell Opportunity • Apr 04Now 22% undervaluedOver the last 90 days, the stock has risen 2.7% to US$81.36. The fair value is estimated to be US$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 3.5%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.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.내러티브 업데이트 • Mar 31AAON: Data Center Cooling Demand Will Support Long Term Rubin Era UpsideThe 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.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 States내러티브 업데이트 • Mar 17AAON: Data Center Cooling Strength Will Support Margins Despite Rubin Chip ConcernsThe 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.Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 7.7% to US$83.90. The fair value is estimated to be US$106, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 3.5%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Recent Insider Transactions Derivative • Mar 13Chief Administration Officer notifies of intention to sell stockCasey Kidwell intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of March. If the sale is conducted around the recent share price of US$90.00, it would amount to US$470k. Since March 2025, Casey's direct individual holding has increased from 13.42k shares to 14.85k. Company insiders have collectively sold US$9.8m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$88.33, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 20x in the Building industry in the US. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$106 per share.Declared Dividend • Mar 08Fourth quarter dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 18th March 2026 Payment date: 30th March 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%.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.내러티브 업데이트 • Mar 03AAON: Data Center Cooling Demand Will Support Margins Despite Rubin Chip ConcernsAnalysts 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.Reported Earnings • Mar 02Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.32 (down from US$2.07 in FY 2024). Revenue: US$1.44b (up 20% from FY 2024). Net income: US$107.6m (down 36% from FY 2024). Profit margin: 7.5% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.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, 2026내러티브 업데이트 • Feb 17AAON: Data Center Cooling Needs Will Shape Rubin Era OutlookAnalysts 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.Recent Insider Transactions Derivative • Feb 04Special Advisor & Director exercised options to buy US$1.1m worth of stock.On the 30th of January, Gary Fields exercised 16.54k options to receive shares at no cost, then sold around 5.04k of them at US$95.64 each and kept the remainder. Since March 2025, Gary's direct individual holding has decreased from 102.99k shares to 40.36k. Company insiders have collectively sold US$9.7m more than they bought, via options and on-market transactions in the last 12 months.내러티브 업데이트 • Feb 02AAON: Data Center Cooling Demand And Rubin Concerns Will Shape OutlookAnalysts 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.내러티브 업데이트 • Jan 19AAON: Data Center Cooling Demand And Short Seller Claims Will Shape OutlookAnalysts 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.분석 기사 • Jan 17AAON, Inc. (NASDAQ:AAON) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableAAON, Inc. ( NASDAQ:AAON ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...Buy Or Sell Opportunity • Jan 07Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to US$77.61. The fair value is estimated to be US$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.내러티브 업데이트 • Jan 05AAON: AI Infrastructure Demand Will Support Margins Despite Short Seller ConcernsNarrative 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.Recent Insider Transactions • Dec 16Insider recently bought US$484k worth of stockOn the 12th of December, Stephen Wakefield bought around 6k shares on-market at roughly US$78.88 per share. This transaction amounted to 28% 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 US$5.8m more in shares than they bought in the last 12 months.분석 기사 • Dec 15AAON (NASDAQ:AAON) Will Want To Turn Around Its Return TrendsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...내러티브 업데이트 • Dec 14AAON: Data Center Expansion Will Drive Long Term Margin Strength Despite Short Seller PressureAnalysts 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.Buy Or Sell Opportunity • Dec 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to US$81.65. The fair value is estimated to be US$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.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.내러티브 업데이트 • Nov 27AAON: Expanding Data Center Demand Will Lift Results Despite Margin DebateAnalysts 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.Declared Dividend • Nov 16Third quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 26th November 2025 Payment date: 18th December 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%.Recent Insider Transactions Derivative • Nov 14Special Advisor & Director notifies of intention to sell stockGary Fields intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$105, it would amount to US$2.8m. Since December 2024, Gary's direct individual holding has decreased from 75.47k shares to 41.34k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.분석 기사 • Nov 13Why AAON's (NASDAQ:AAON) Shaky Earnings Are Just The Beginning Of Its ProblemsAAON, Inc.'s ( NASDAQ:AAON ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...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.내러티브 업데이트 • Nov 12AAON: Data Center Expansion Will Drive Results Amid Margin UncertaintyAnalysts 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.분석 기사 • Nov 09AAON, Inc. Just Beat EPS By 19%: Here's What Analysts Think Will Happen NextAAON, Inc. ( NASDAQ:AAON ) defied analyst predictions to release its third-quarter results, which were ahead of market...Price Target Changed • Nov 07Price target increased by 8.4% to US$107Up from US$98.75, the current price target is an average from 4 analysts. New target price is 7.0% above last closing price of US$100. Stock is down 28% over the past year. The company is forecast to post earnings per share of US$1.36 for next year compared to US$2.07 last year.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.38 (down from US$0.65 in 3Q 2024). Revenue: US$384.2m (up 17% from 3Q 2024). Net income: US$30.8m (down 42% from 3Q 2024). Profit margin: 8.0% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.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, 2025내러티브 업데이트 • Oct 29Data Center Demand And Industrial Efficiency Will Shape Performance Through 2027Analysts 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.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.내러티브 업데이트 • Oct 15Advanced Data Center Cooling And Automation Will Drive Long-Term EfficiencyAnalysts 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.Price Target Changed • Oct 14Price target increased by 7.8% to US$103Up from US$95.75, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$104. Stock is down 6.2% over the past year. The company is forecast to post earnings per share of US$1.32 for next year compared to US$2.07 last year.분석 기사 • Oct 07AAON, Inc. (NASDAQ:AAON) Looks Just Right With A 28% Price JumpAAON, Inc. ( NASDAQ:AAON ) shares have continued their recent momentum with a 28% gain in the last month alone. But the...내러티브 업데이트 • Sep 23Advanced Data Center Cooling And Automation Will Drive Long-Term EfficiencyThe 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.Recent Insider Transactions Derivative • Sep 05Interim Principal Accounting Officer notifies of intention to sell stockRebecca Thompson intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of September. If the sale is conducted around the recent share price of US$81.09, it would amount to US$758k. Since December 2024, Rebecca's direct individual holding has increased from 20.74k shares to 28.16k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.내러티브 업데이트 • Sep 04Advanced Data Center Cooling And Automation Will Drive Long-Term EfficiencyAnalysts 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.Recent Insider Transactions Derivative • Aug 26Principal Accounting Officer notifies of intention to sell stockChristopher Eason intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of August. If the sale is conducted around the recent share price of US$85.08, it would amount to US$1.0m. Since March 2025, Christopher has owned 7.46k shares directly. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Aug 18Second quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 5th September 2025 Payment date: 26th September 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%.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.분석 기사 • Aug 14Earnings Miss: AAON, Inc. Missed EPS By 43% And Analysts Are Revising Their ForecastsNasdaqGS:AAON 1 Year Share Price vs Fair Value Explore AAON's Fair Values from the Community and select yours The...Buy Or Sell Opportunity • Aug 12Now 29% overvaluedOver the last 90 days, the stock has fallen 21% to US$82.95. The fair value is estimated to be US$64.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond 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 missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 25% per year.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.Buy Or Sell Opportunity • Jul 25Now 22% overvaluedOver the last 90 days, the stock has fallen 5.2% to US$83.37. The fair value is estimated to be US$68.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.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, 2025분석 기사 • Jul 10Be Wary Of AAON (NASDAQ:AAON) And Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...공시 • Jul 03AAON, Inc. Announces Resignation of Christopher D. Eason as Principal Accounting Officer, Effective from September 1, 2025On June 26, 2025, Christopher D. Eason, Principal Accounting Officer of AAON, Inc, notified the Company of his intent to resign on September 1, 2025. Mr. Eason’s resignation is not the result of any disagreement with the Company on any matter relating to the Company’s financials, operations, policies, or practices. Mr. Eason will assist the Company with an orderly transition of his duties, which will be assumed by Rebecca A. Thompson, the Company’s Chief Financial Officer, on an interim basis.공시 • Jun 30+ 1 more updateAAON, Inc.(NasdaqGS:AAON) dropped from Russell 1000 Defensive IndexAAON, Inc.(NasdaqGS:AAON) dropped from Russell 1000 Defensive IndexPrice Target Changed • Jun 16Price target decreased by 7.4% to US$103Down from US$111, the current price target is an average from 4 analysts. New target price is 40% above last closing price of US$73.71. Stock is down 7.2% over the past year. The company is forecast to post earnings per share of US$2.02 for next year compared to US$2.07 last year.Buy Or Sell Opportunity • Jun 16Now 21% overvaluedOver the last 90 days, the stock has fallen 7.6% to US$73.71. The fair value is estimated to be US$61.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$78.56, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Building industry in the US. Total returns to shareholders of 130% over the past three years.Recent Insider Transactions Derivative • May 22VP & President of AAON Coil Products exercised options and sold US$1.6m worth of stockOn the 20th of May, Gordon Wichman exercised 21k options at a strike price of around US$21.58 and sold these shares for an average price of US$98.84 per share. This trade did not impact their existing holding. Since December 2024, Gordon's direct individual holding has increased from 11.69k shares to 16.80k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • May 21First quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 6th June 2025 Payment date: 27th June 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%.공시 • May 16AAON, Inc. Appoints Matt J. Tobolski as Class I Director, Effective May 13, 2025AAON, Inc. reported as previously announced on February 20, 2025, Matt J. Tobolski, PhD, 41, was appointed as President and CEO, effective May 13, 2025. Following Dr. Tobolski's appointment, the Board of Directors of AAON, Inc. increased the current size of the Board from eight to nine members by adding one Class I position, and upon the recommendation of the Company’s Governance Committee, appointed Dr. Tobolski to the newly created Class I position. As a Class I Director, Dr. Tobolski's current term will expire at the Company's annual meeting of stockholders in May, 2028. Prior to serving as President and CEO, Dr. Tobolski has served as President and Chief Operating Officer of the Company since January 2024. Previously, Dr. Tobolski served as President and Co-Founder of the Company's wholly-owned subsidiary, BASX, Inc. (including its predecessor in interest, BASX, LLC), a position he held since 2014. In addition, from 2017 to 2022, Dr. Tobolski served as an Executive Advisor to Structural Integrity Associates, Inc., following the sale of his prior companies, Tobolski Watkins Engineering, Inc. (where he served as President, CEO and Co-Founder from 2008 to 2017) and TRU Compliance, LLC (where he served as President and Co-Founder from 2015 to 2017).지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: AAON US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.배당금 증가: AAON US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.배당 수익률 vs 시장AAON 배당 수익률 vs 시장AAON의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (AAON)0.3%시장 하위 25% (US)1.4%시장 상위 25% (US)4.1%업계 평균 (Building)1.1%분석가 예측 (AAON) (최대 3년)0.3%주목할만한 배당금: AAON 의 배당금( 0.32% )은 US 시장에서 배당금 지급자의 하위 25%( 1.36% )와 비교해 주목할 만하지 않습니다.고배당: AAON 의 배당금( 0.32% )은 US 시장에서 배당금 지급자의 상위 25%( 4.12% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: AAON US 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: AAON 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/29 21:58종가2026/06/29 00:00수익2026/03/31연간 수익2025/12/31데이터 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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
Declared Dividend • May 20First quarter dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 5th June 2026 Payment date: 26th June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.4%.
공시 • 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.
Declared Dividend • Mar 08Fourth quarter dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 18th March 2026 Payment date: 30th March 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%.
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.
Declared Dividend • Nov 16Third quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 26th November 2025 Payment date: 18th December 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%.
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.
속보 • Jun 28AAON Order Backlog Hits Record $2.13b on Data Center Cooling DemandAAON reported a record Q1 2026 order backlog of US$2.13b, up 107.4% year over year, driven largely by a 160% surge in BASX-branded data center cooling orders tied to demand for AI infrastructure liquid cooling. The company’s BASX segment also saw Q1 2026 sales rise 72.4%, indicating that data center cooling is becoming a much larger part of AAON’s business mix than in prior periods. AAON shares trade at US$126.78, with the stock up 60.1% year to date, while the latest session showed a decline of 4.9%. The jump in backlog and BASX sales suggests AAON’s exposure to data center cooling is becoming more central to its story. However, the recent share price pullback highlights execution risk if order conversion or project timing does not match current expectations.
Seeking Alpha • Jun 19AAON: The AI Cooling Compounder Is Still EarlySummary AAON is transitioning from a niche HVAC manufacturer to a critical AI data center thermal infrastructure supplier, driven by its BASX acquisition. BASX-branded backlog surged 160% year-over-year to $1.62B, positioning AAON for rapid revenue growth and a new long-term earnings base. Management raised 2026 revenue growth guidance to 40%-45% and gross margin to 27%-28%, despite near-term margin pressure from capacity expansion. I assign AAON a strong buy rating, citing robust demand visibility, a capacity-driven moat, and a compelling AI infrastructure growth thesis. Read the full article on Seeking Alpha
속보 • Jun 18AAON Stock Draws Attention as Data Center Cooling Drives Growth and Insiders Sell $22 MillionAAON raised its 2026 revenue growth outlook to 40% to 45%, citing a record backlog, expanded capacity, and production execution, with data center cooling brand BASX playing a key role. BASX reported strong sales that contributed to total backlog growth and higher capacity utilization, tying AAON more closely to data center cooling demand. Recent insider activity shows over $22.7 million in AAON stock sold over the past three months, including sales by a director and the chief accounting officer, during a period when the stock is described as trading at a premium to estimated intrinsic value, and the company declared a quarterly dividend of $0.10 per share payable on June 26, 2026. AAON’s tighter link to data center cooling through BASX, combined with a record backlog and higher growth outlook, indicates a business mix that leans more heavily on specialized cooling solutions tied to data infrastructure projects. The wave of insider selling and references to a premium valuation may lead some investors to pay closer attention to execution on the elevated 2026 outlook and to how dependent future orders become on the data center segment.
분석 기사 • Jun 17AAON (AAON) Stock Could Be 8.6% Overvalued After 2026 Growth Outlook LiftAAON (AAON) raised its 2026 revenue growth outlook to 40% to 45%, citing record backlog, expanding capacity, and improving production execution, particularly at BASX, as key supports for the stock's recent move. See our latest analysis for AAON. The latest guidance upgrade lands on top of strong momentum in AAON stock, with a 90 day share price return of 66.6% and a 1 year total shareholder return of 86.58%. However, the 30 day share price move has been roughly flat, which may hint that...
내러티브 업데이트 • Jun 16AAON: Record Backlog And Insider Selling Will Shape Stock OutlookAnalysts have raised their AAON price target by $25, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which they believe better reflect the stock's current risk and earnings profile. What’s in the News for AAON AAON reports a record US$2.13b backlog tied largely to multi year data center projects, with management commentary highlighting expectations for 40% to 45% revenue growth and gross margins of about 27% to 28% for 2026, supported by capacity expansion and lean manufacturing initiatives.
Buy Or Sell Opportunity • Jun 11Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 53% to US$129. The fair value is estimated to be US$105, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
속보 • Jun 11AAON Stock Jumps After Record $2.13b Backlog and Q1 Earnings Beat While Insiders SellAAON is working with a record backlog of US$2.13b, largely tied to multi‑year data center projects, and is targeting 40% to 45% sales growth with a gross margin of 27% to 28% in 2026, supported by capacity expansions and higher R&D spending. The company reported a 54.3% year‑over‑year revenue increase in Q1 2026, significantly ahead of analyst expectations by 29.5%, which was followed by a 33.2% jump in the stock as investors reacted to the results. Directors and executives have sold more than US$23m of stock over the past three months with no reported insider purchases, at a time when some valuation models suggest the stock is trading 2.8% to 22.4% above estimated fair value, and the P/E is above historical medians. Together, a record backlog tied to data center demand and very strong recent revenue performance point to a business with substantial booked work, but with expectations already reflected in a premium valuation. Insider selling and portfolio adjustments by institutional investors add a layer of caution for you to weigh alongside AAON’s growth plans and margin targets.
속보 • Jun 03AAON Eyes US$1 Billion Data Center Market While Insiders Sell Shares at Premium ValuationAAON is targeting a large data center opportunity, with management describing a potential US$1b market across airside, chiller and liquid cooling products, supported by capacity expansions and rooftop solutions. The company reports record backlogs and strong sales growth, while working to address margin pressure tied to production transitions, supply chain challenges and higher research and development spending. Director Gary D. Fields sold 19,000 shares for about US$2.66m on May 29, 2026, contributing to roughly US$22.5m of insider sales in the last three months. The stock trades 22.4% above GuruFocus’ GF Value estimate and at a premium P/E to its historical median. The board also declared a US$0.10 quarterly dividend following stronger than expected Q1 2026 results and raised full-year guidance. The combination of a large stated data center opportunity, record backlog and capacity investments on one side, and elevated valuation metrics and concentrated insider selling on the other, presents a mixed picture that you may want to weigh carefully. Insiders may sell for many reasons, but the lack of recent insider buying alongside a premium P/E could prompt you to scrutinize valuation, margin execution and the sustainability of current demand trends.
Recent Insider Transactions • Jun 02Special Advisor & Director recently sold US$2.7m worth of stockOn the 29th of May, Gary Fields sold around 19k shares on-market at roughly US$140 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.2m more than they bought in the last 12 months.
내러티브 업데이트 • Jun 02AAON: Raised Guidance And New CFO Will Not Justify Current OptimismAnalysts nudged their price target on AAON higher to $120, citing recent research updates that refine expectations for growth, margins, and future P/E, while keeping their fair value view steady. What's in the News AAON shareholders approved an amendment to the Articles of Incorporation to increase the maximum Board size from nine to eleven directors at the May 12, 2026 annual meeting.
Recent Insider Transactions Derivative • May 27Special Advisor & Director notifies of intention to sell stockGary Fields intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of May. If the sale is conducted around the recent share price of US$140, it would amount to US$3.0m. Since December 2025, Gary's direct individual holding has increased from 40.36k shares to 49.73k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • May 20First quarter dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 5th June 2026 Payment date: 26th June 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.4%.
분석 기사 • May 19We Think That There Are More Issues For AAON (NASDAQ:AAON) Than Just Sluggish EarningsAAON, Inc.'s ( NASDAQ:AAON ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...
공시 • 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.
Recent Insider Transactions • May 17President recently sold US$1.1m worth of stockOn the 13th of May, Matthew Tobolski sold around 8k shares on-market at roughly US$135 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Matthew's only on-market trade for the last 12 months.
내러티브 업데이트 • May 16AAON: Raised FY26 Guidance And Backlog Support Higher Long Term Earnings PowerAnalysts 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.
Major Estimate Revision • May 14Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from US$1.72b to US$2.00b. EPS estimate increased from US$1.98 to US$2.31 per share. Net income forecast to grow 80% next year vs 9.5% growth forecast for Building industry in the US. Consensus price target up from US$123 to US$144. Share price rose 38% to US$135 over the past week.
분석 기사 • May 12Analysts Just Shipped A Sizeable Upgrade To Their AAON, Inc. (NASDAQ:AAON) EstimatesAAON, Inc. ( NASDAQ:AAON ) shareholders will have a reason to smile today, with the analysts making substantial...
Price Target Changed • May 11Price target increased by 11% to US$137Up from US$123, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$140. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$2.33 for next year compared to US$1.32 last year.
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.
Buy Or Sell Opportunity • May 07Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to US$129. The fair value is estimated to be US$103, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
내러티브 업데이트 • Apr 29AAON: FY26 Guidance Will Support Long Term Upside PotentialAnalysts 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.
Recent Insider Transactions Derivative • Apr 24Chief Accounting Officer & Treasurer notifies of intention to sell stockRebecca Thompson intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of April. If the sale is conducted around the recent share price of US$100, it would amount to US$730k. Since September 2025, Rebecca's direct individual holding has increased from 28.17k shares to 31.91k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.
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
내러티브 업데이트 • Apr 14AAON: FY26 Guidance And Data Center Demand Will Support Long Term UpsideAnalysts 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.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$93.51, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 20x in the Building industry in the US. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$104 per share.
Buy Or Sell Opportunity • Apr 04Now 22% undervaluedOver the last 90 days, the stock has risen 2.7% to US$81.36. The fair value is estimated to be US$104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 3.5%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
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.
내러티브 업데이트 • Mar 31AAON: Data Center Cooling Demand Will Support Long Term Rubin Era UpsideThe 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.
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
내러티브 업데이트 • Mar 17AAON: Data Center Cooling Strength Will Support Margins Despite Rubin Chip ConcernsThe 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.
Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 7.7% to US$83.90. The fair value is estimated to be US$106, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 3.5%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Recent Insider Transactions Derivative • Mar 13Chief Administration Officer notifies of intention to sell stockCasey Kidwell intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of March. If the sale is conducted around the recent share price of US$90.00, it would amount to US$470k. Since March 2025, Casey's direct individual holding has increased from 13.42k shares to 14.85k. Company insiders have collectively sold US$9.8m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$88.33, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 20x in the Building industry in the US. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$106 per share.
Declared Dividend • Mar 08Fourth quarter dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 18th March 2026 Payment date: 30th March 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%.
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.
내러티브 업데이트 • Mar 03AAON: Data Center Cooling Demand Will Support Margins Despite Rubin Chip ConcernsAnalysts 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.
Reported Earnings • Mar 02Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.32 (down from US$2.07 in FY 2024). Revenue: US$1.44b (up 20% from FY 2024). Net income: US$107.6m (down 36% from FY 2024). Profit margin: 7.5% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
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
내러티브 업데이트 • Feb 17AAON: Data Center Cooling Needs Will Shape Rubin Era OutlookAnalysts 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.
Recent Insider Transactions Derivative • Feb 04Special Advisor & Director exercised options to buy US$1.1m worth of stock.On the 30th of January, Gary Fields exercised 16.54k options to receive shares at no cost, then sold around 5.04k of them at US$95.64 each and kept the remainder. Since March 2025, Gary's direct individual holding has decreased from 102.99k shares to 40.36k. Company insiders have collectively sold US$9.7m more than they bought, via options and on-market transactions in the last 12 months.
내러티브 업데이트 • Feb 02AAON: Data Center Cooling Demand And Rubin Concerns Will Shape OutlookAnalysts 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.
내러티브 업데이트 • Jan 19AAON: Data Center Cooling Demand And Short Seller Claims Will Shape OutlookAnalysts 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.
분석 기사 • Jan 17AAON, Inc. (NASDAQ:AAON) Stocks Shoot Up 26% But Its P/E Still Looks ReasonableAAON, Inc. ( NASDAQ:AAON ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Buy Or Sell Opportunity • Jan 07Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to US$77.61. The fair value is estimated to be US$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
내러티브 업데이트 • Jan 05AAON: AI Infrastructure Demand Will Support Margins Despite Short Seller ConcernsNarrative 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.
Recent Insider Transactions • Dec 16Insider recently bought US$484k worth of stockOn the 12th of December, Stephen Wakefield bought around 6k shares on-market at roughly US$78.88 per share. This transaction amounted to 28% 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 US$5.8m more in shares than they bought in the last 12 months.
분석 기사 • Dec 15AAON (NASDAQ:AAON) Will Want To Turn Around Its Return TrendsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
내러티브 업데이트 • Dec 14AAON: Data Center Expansion Will Drive Long Term Margin Strength Despite Short Seller PressureAnalysts 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.
Buy Or Sell Opportunity • Dec 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to US$81.65. The fair value is estimated to be US$102, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 31% per annum over the same time period.
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.
내러티브 업데이트 • Nov 27AAON: Expanding Data Center Demand Will Lift Results Despite Margin DebateAnalysts 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.
Declared Dividend • Nov 16Third quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 26th November 2025 Payment date: 18th December 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%.
Recent Insider Transactions Derivative • Nov 14Special Advisor & Director notifies of intention to sell stockGary Fields intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$105, it would amount to US$2.8m. Since December 2024, Gary's direct individual holding has decreased from 75.47k shares to 41.34k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
분석 기사 • Nov 13Why AAON's (NASDAQ:AAON) Shaky Earnings Are Just The Beginning Of Its ProblemsAAON, Inc.'s ( NASDAQ:AAON ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...
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.
내러티브 업데이트 • Nov 12AAON: Data Center Expansion Will Drive Results Amid Margin UncertaintyAnalysts 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.
분석 기사 • Nov 09AAON, Inc. Just Beat EPS By 19%: Here's What Analysts Think Will Happen NextAAON, Inc. ( NASDAQ:AAON ) defied analyst predictions to release its third-quarter results, which were ahead of market...
Price Target Changed • Nov 07Price target increased by 8.4% to US$107Up from US$98.75, the current price target is an average from 4 analysts. New target price is 7.0% above last closing price of US$100. Stock is down 28% over the past year. The company is forecast to post earnings per share of US$1.36 for next year compared to US$2.07 last year.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.38 (down from US$0.65 in 3Q 2024). Revenue: US$384.2m (up 17% from 3Q 2024). Net income: US$30.8m (down 42% from 3Q 2024). Profit margin: 8.0% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
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
내러티브 업데이트 • Oct 29Data Center Demand And Industrial Efficiency Will Shape Performance Through 2027Analysts 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.
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.
내러티브 업데이트 • Oct 15Advanced Data Center Cooling And Automation Will Drive Long-Term EfficiencyAnalysts 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.
Price Target Changed • Oct 14Price target increased by 7.8% to US$103Up from US$95.75, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$104. Stock is down 6.2% over the past year. The company is forecast to post earnings per share of US$1.32 for next year compared to US$2.07 last year.
분석 기사 • Oct 07AAON, Inc. (NASDAQ:AAON) Looks Just Right With A 28% Price JumpAAON, Inc. ( NASDAQ:AAON ) shares have continued their recent momentum with a 28% gain in the last month alone. But the...
내러티브 업데이트 • Sep 23Advanced Data Center Cooling And Automation Will Drive Long-Term EfficiencyThe 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.
Recent Insider Transactions Derivative • Sep 05Interim Principal Accounting Officer notifies of intention to sell stockRebecca Thompson intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of September. If the sale is conducted around the recent share price of US$81.09, it would amount to US$758k. Since December 2024, Rebecca's direct individual holding has increased from 20.74k shares to 28.16k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
내러티브 업데이트 • Sep 04Advanced Data Center Cooling And Automation Will Drive Long-Term EfficiencyAnalysts 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.
Recent Insider Transactions Derivative • Aug 26Principal Accounting Officer notifies of intention to sell stockChristopher Eason intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of August. If the sale is conducted around the recent share price of US$85.08, it would amount to US$1.0m. Since March 2025, Christopher has owned 7.46k shares directly. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Aug 18Second quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 5th September 2025 Payment date: 26th September 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%.
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.
분석 기사 • Aug 14Earnings Miss: AAON, Inc. Missed EPS By 43% And Analysts Are Revising Their ForecastsNasdaqGS:AAON 1 Year Share Price vs Fair Value Explore AAON's Fair Values from the Community and select yours The...
Buy Or Sell Opportunity • Aug 12Now 29% overvaluedOver the last 90 days, the stock has fallen 21% to US$82.95. The fair value is estimated to be US$64.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond 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 missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 25% per year.
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.
Buy Or Sell Opportunity • Jul 25Now 22% overvaluedOver the last 90 days, the stock has fallen 5.2% to US$83.37. The fair value is estimated to be US$68.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
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
분석 기사 • Jul 10Be Wary Of AAON (NASDAQ:AAON) And Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
공시 • Jul 03AAON, Inc. Announces Resignation of Christopher D. Eason as Principal Accounting Officer, Effective from September 1, 2025On June 26, 2025, Christopher D. Eason, Principal Accounting Officer of AAON, Inc, notified the Company of his intent to resign on September 1, 2025. Mr. Eason’s resignation is not the result of any disagreement with the Company on any matter relating to the Company’s financials, operations, policies, or practices. Mr. Eason will assist the Company with an orderly transition of his duties, which will be assumed by Rebecca A. Thompson, the Company’s Chief Financial Officer, on an interim basis.
공시 • Jun 30+ 1 more updateAAON, Inc.(NasdaqGS:AAON) dropped from Russell 1000 Defensive IndexAAON, Inc.(NasdaqGS:AAON) dropped from Russell 1000 Defensive Index
Price Target Changed • Jun 16Price target decreased by 7.4% to US$103Down from US$111, the current price target is an average from 4 analysts. New target price is 40% above last closing price of US$73.71. Stock is down 7.2% over the past year. The company is forecast to post earnings per share of US$2.02 for next year compared to US$2.07 last year.
Buy Or Sell Opportunity • Jun 16Now 21% overvaluedOver the last 90 days, the stock has fallen 7.6% to US$73.71. The fair value is estimated to be US$61.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 31% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$78.56, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Building industry in the US. Total returns to shareholders of 130% over the past three years.
Recent Insider Transactions Derivative • May 22VP & President of AAON Coil Products exercised options and sold US$1.6m worth of stockOn the 20th of May, Gordon Wichman exercised 21k options at a strike price of around US$21.58 and sold these shares for an average price of US$98.84 per share. This trade did not impact their existing holding. Since December 2024, Gordon's direct individual holding has increased from 11.69k shares to 16.80k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • May 21First quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 6th June 2025 Payment date: 27th June 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.4%.
공시 • May 16AAON, Inc. Appoints Matt J. Tobolski as Class I Director, Effective May 13, 2025AAON, Inc. reported as previously announced on February 20, 2025, Matt J. Tobolski, PhD, 41, was appointed as President and CEO, effective May 13, 2025. Following Dr. Tobolski's appointment, the Board of Directors of AAON, Inc. increased the current size of the Board from eight to nine members by adding one Class I position, and upon the recommendation of the Company’s Governance Committee, appointed Dr. Tobolski to the newly created Class I position. As a Class I Director, Dr. Tobolski's current term will expire at the Company's annual meeting of stockholders in May, 2028. Prior to serving as President and CEO, Dr. Tobolski has served as President and Chief Operating Officer of the Company since January 2024. Previously, Dr. Tobolski served as President and Co-Founder of the Company's wholly-owned subsidiary, BASX, Inc. (including its predecessor in interest, BASX, LLC), a position he held since 2014. In addition, from 2017 to 2022, Dr. Tobolski served as an Executive Advisor to Structural Integrity Associates, Inc., following the sale of his prior companies, Tobolski Watkins Engineering, Inc. (where he served as President, CEO and Co-Founder from 2008 to 2017) and TRU Compliance, LLC (where he served as President and Co-Founder from 2015 to 2017).
