AAON, Inc.

NasdaqGS:AAON 주식 리포트

시가총액: US$11.6b

AAON 배당 및 자사주 매입

배당 기준 점검 0/6

AAON 은(는) 현재 수익률이 0.28% 인 배당금 지급 회사입니다.

핵심 정보

0.3%

배당 수익률

-0.1%

자사주 매입 수익률

총 주주 수익률0.2%
미래 배당 수익률0.3%
배당 성장률9.7%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향28%

최근 배당 및 자사주 매입 업데이트

Recent updates

분석 기사 3h

Analysts Just Shipped A Sizeable Upgrade To Their AAON, Inc. (NASDAQ:AAON) Estimates

AAON, Inc. ( NASDAQ:AAON ) shareholders will have a reason to smile today, with the analysts making substantial...
내러티브 업데이트 Apr 29

AAON: FY26 Guidance Will Support Long Term Upside Potential

Analysts nudged their price target on AAON shares up by $3 to $118, citing company guidance that is above Street expectations for FY26 revenue and gross profit as support for the move. Analyst Commentary Street research points to a mixed reaction around AAON, with the latest price target adjustment to US$118 reflecting confidence in the company’s FY26 guidance but also highlighting areas where expectations may be running ahead of what some see as a clean execution path.
내러티브 업데이트 Apr 14

AAON: FY26 Guidance And Data Center Demand Will Support Long Term Upside

Analysts have nudged their AAON price target up by $3 to $118, citing company guidance for FY26 revenue and gross profit that is 10% and 16% above Street estimates, respectively, as the key driver of their revised view. Analyst Commentary Even with the higher price target to $118, some bearish analysts are using the latest guidance as a moment to stress-test expectations around AAON's execution and growth profile.
내러티브 업데이트 Mar 31

AAON: Data Center Cooling Demand Will Support Long Term Rubin Era Upside

The updated analyst work on AAON lifts the fair value estimate from $100.00 to $120.00, reflecting a higher Street price target of $118 and analyst views that long term revenue, gross profit guidance and data center cooling demand continue to support the company despite recent share volatility. Analyst Commentary Recent research shows a mix of optimism and caution around AAON, with the updated fair value estimate aligning closely with the higher Street price target of US$118.
내러티브 업데이트 Mar 17

AAON: Data Center Cooling Strength Will Support Margins Despite Rubin Chip Concerns

The analyst fair value estimate for AAON has been raised by $2.50 to $122.75, as analysts point to updated price targets and expectations for revenue and gross profit that are above prior Street views, while still viewing data center cooling demand as intact despite recent concerns. Analyst Commentary Recent Street research on AAON highlights a mix of optimism around long term growth drivers and some near term questions on execution, especially following recent quarterly results and market reactions.
내러티브 업데이트 Mar 03

AAON: Data Center Cooling Demand Will Support Margins Despite Rubin Chip Concerns

Analysts have nudged their AAON price target up by $5.00 to $120.25, reflecting updated assumptions on growth, margins, and P/E, along with their view that data center cooling demand remains solid despite recent concerns around new chip architectures. Analyst Commentary Analysts are parsing the recent move in AAON shares and the updated price target in the context of data center cooling.
내러티브 업데이트 Feb 17

AAON: Data Center Cooling Needs Will Shape Rubin Era Outlook

Analysts have nudged their AAON price target slightly higher to $100.00 as they see data center cooling demand holding up despite concerns around Nvidia's Rubin chips. AAON's existing offerings in free-cooling chillers, CDUs, dry coolers, and airside cooling are expected to remain relevant to customers.
내러티브 업데이트 Feb 02

AAON: Data Center Cooling Demand And Rubin Concerns Will Shape Outlook

Analysts have nudged their AAON price target slightly higher to US$100.00, citing steady expectations for data center cooling demand even after recent concerns about Nvidia's Rubin chips. Analyst Commentary Recent commentary highlights that the 8% share price move following concerns about Nvidia's Rubin chips reflects more anxiety about AAON's long term growth path than clear evidence of lost demand.
Seeking Alpha Jan 30

AAON: Shares Need To Cool Down

Summary AAON operates in the HVAC market, with a significant growth engine in data center cooling via its BASX segment. Revenue, profits, and cash flow have grown robustly, but recent profitability was pressured by supply chain and ERP-related disruptions in the Oklahoma segment. Backlog surged to $1.32 billion, driven by BASX’s exposure to the expanding data center market, supporting management’s 12.5% annualized sales growth target. Despite strong growth prospects, AAON trades at lofty multiples versus peers; I assign a speculative "Hold" due to valuation concerns. Read the full article on Seeking Alpha
내러티브 업데이트 Jan 19

AAON: Data Center Cooling Demand And Short Seller Claims Will Shape Outlook

Analysts have raised their fair value estimate for AAON from $90.00 to $100.00, citing ongoing data center cooling demand across chillers, CDUs, dry coolers, and airside solutions, which they believe is not materially affected by concerns around Rubin chips. Analyst Commentary The recent pullback in AAON shares reflects investor worries that future chip architectures could reduce the need for traditional chiller based cooling, especially in high density data centers.
분석 기사 Jan 17

AAON, Inc. (NASDAQ:AAON) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

AAON, Inc. ( NASDAQ:AAON ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
내러티브 업데이트 Jan 05

AAON: AI Infrastructure Demand Will Support Margins Despite Short Seller Concerns

Narrative Update on AAON Analysts nudged their AAON price target higher to $112 from $105, pointing to the company's exposure to artificial intelligence related infrastructure demand as a key support for the revised view. Analyst Commentary Bullish analysts are framing the new US$112 price target within a broader view that AAON is positioned in areas of the market tied to artificial intelligence related infrastructure, rather than more cyclical residential and construction activity.
분석 기사 Dec 15

AAON (NASDAQ:AAON) Will Want To Turn Around Its Return Trends

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
내러티브 업데이트 Dec 14

AAON: Data Center Expansion Will Drive Long Term Margin Strength Despite Short Seller Pressure

Analysts have modestly raised their price target on AAON to $112 from $105, reflecting growing confidence in the company’s differentiated HVAC and data center positioning, as well as the operating leverage expected from its expanding data center footprint and longer term growth initiatives. Analyst Commentary Bullish analysts highlight that the recent target increase mainly reflects rising conviction in AAON’s structural growth drivers, particularly its exposure to data center thermal management and differentiated HVAC solutions.
내러티브 업데이트 Nov 27

AAON: Expanding Data Center Demand Will Lift Results Despite Margin Debate

Analysts have raised their price target for AAON to $112 from $105. They cite expectations for strong performance in data center-related markets and improving fundamentals in the industrial efficiency sector.
분석 기사 Nov 13

Why AAON's (NASDAQ:AAON) Shaky Earnings Are Just The Beginning Of Its Problems

AAON, Inc.'s ( NASDAQ:AAON ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...
내러티브 업데이트 Nov 12

AAON: Data Center Expansion Will Drive Results Amid Margin Uncertainty

Analysts have raised their fair value price target for AAON from $103.25 to $115.25 per share. They cite expectations of stronger revenue growth, a slightly higher discount rate, and continued benefits from the company's positioning in data center and industrial efficiency sectors.
분석 기사 Nov 09

AAON, Inc. Just Beat EPS By 19%: Here's What Analysts Think Will Happen Next

AAON, Inc. ( NASDAQ:AAON ) defied analyst predictions to release its third-quarter results, which were ahead of market...
내러티브 업데이트 Oct 29

Data Center Demand And Industrial Efficiency Will Shape Performance Through 2027

Analysts have raised their price target for AAON from $105 to $112, citing improving fundamentals and the company's strong positioning in industrial efficiency and data center growth. Analyst Commentary Analyst perspectives on AAON reflect both optimism regarding the company's growth prospects and caution about sector headwinds.
내러티브 업데이트 Oct 15

Advanced Data Center Cooling And Automation Will Drive Long-Term Efficiency

Analysts have raised AAON's fair value estimate from $98.75 to $103.25, citing improved outlooks for industrial efficiency and data center exposure as key drivers behind the price target increase. Analyst Commentary Analyst sentiment on AAON remains largely positive following recent earnings and coverage updates.
분석 기사 Oct 07

AAON, Inc. (NASDAQ:AAON) Looks Just Right With A 28% Price Jump

AAON, Inc. ( NASDAQ:AAON ) shares have continued their recent momentum with a 28% gain in the last month alone. But the...
내러티브 업데이트 Sep 23

Advanced Data Center Cooling And Automation Will Drive Long-Term Efficiency

The rise in AAON’s consensus price target reflects a higher future P/E multiple, indicating increased optimism for growth, with fair value now at $98.75. What's in the News AAON provided Q3 2025 guidance with expected YoY sales growth in the low single digits and Q4 2025 guidance with YoY sales growth in the high twenties.
내러티브 업데이트 Sep 04

Advanced Data Center Cooling And Automation Will Drive Long-Term Efficiency

Analysts have trimmed AAON’s price target in response to weaker-than-expected long-term revenue and margin guidance and ongoing rooftop HVAC market softness, though some see the market’s reaction as overdone, resulting in the consensus fair value holding steady at $95.75. Analyst Commentary Q2 results suggest the worst of recent headwinds may be over, prompting analysts to update forecasts despite trimming price targets.
분석 기사 Aug 14

Earnings Miss: AAON, Inc. Missed EPS By 43% And Analysts Are Revising Their Forecasts

NasdaqGS:AAON 1 Year Share Price vs Fair Value Explore AAON's Fair Values from the Community and select yours The...
분석 기사 Jul 10

Be Wary Of AAON (NASDAQ:AAON) And Its Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Jun 17

Are AAON, Inc. (NASDAQ:AAON) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, AAON fair value estimate is US$61.11 AAON is estimated to be...
분석 기사 May 14

AAON, Inc.'s (NASDAQ:AAON) P/E Is Still On The Mark Following 26% Share Price Bounce

AAON, Inc. ( NASDAQ:AAON ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 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 시장

AAON 배당 수익률 vs 시장
AAON의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (AAON)0.3%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Building)1.1%
분석가 예측 (AAON) (최대 3년)0.3%

주목할만한 배당금: AAON 의 배당금( 0.28% )은 US 시장에서 배당금 지급자의 하위 25%( 1.42% )와 비교해 주목할 만하지 않습니다.

고배당: AAON 의 배당금( 0.28% )은 US 시장에서 배당금 지급자의 상위 25%( 4.24% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: AAON US 시장에서 주목할만한 배당금을 지급하지 않습니다.


주주 현금 배당

현금 흐름 범위: AAON 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 12:08
종가2026/05/11 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

AAON, 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.

분석가기관
Timothy WojsBaird
Christopher MooreCJS Securities, Inc.
Brent ThielmanD.A. Davidson & Co.