AAON Management
Management criteria checks 3/4
AAON's CEO is Matt Tobolski, appointed in Jan 2024, has a tenure of 2.25 years. total yearly compensation is $3.66M, comprised of 19.5% salary and 80.5% bonuses, including company stock and options. directly owns 0.41% of the company’s shares, worth $27.28M. The average tenure of the management team and the board of directors is 2.3 years and 8.9 years respectively.
Key information
Matt Tobolski
Chief executive officer
US$3.7m
Total compensation
| CEO salary percentage | 19.50% |
| CEO tenure | 2.3yrs |
| CEO ownership | 0.4% |
| Management average tenure | 2.3yrs |
| Board average tenure | 8.9yrs |
Recent management updates
Recent updates
AAON: Shares Need To Cool Down
Jan 30AAON, Inc. (NASDAQ:AAON) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable
Jan 17
AAON (NASDAQ:AAON) Will Want To Turn Around Its Return Trends
Dec 15Why AAON's (NASDAQ:AAON) Shaky Earnings Are Just The Beginning Of Its Problems
Nov 13AAON, Inc. Just Beat EPS By 19%: Here's What Analysts Think Will Happen Next
Nov 09AAON, Inc. (NASDAQ:AAON) Looks Just Right With A 28% Price Jump
Oct 07Earnings Miss: AAON, Inc. Missed EPS By 43% And Analysts Are Revising Their Forecasts
Aug 14Be Wary Of AAON (NASDAQ:AAON) And Its Returns On Capital
Jul 10Are AAON, Inc. (NASDAQ:AAON) Investors Paying Above The Intrinsic Value?
Jun 17AAON, Inc.'s (NASDAQ:AAON) P/E Is Still On The Mark Following 26% Share Price Bounce
May 14Why AAON, Inc. (NASDAQ:AAON) Could Be Worth Watching
Apr 26AAON: Don't Get Sucked In After A 22% Dip
Feb 28DeekSeep AI Concerns Crashed AAON, A HVAC Company
Jan 29CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | US$4m | US$713k | US$108m |
| Sep 30 2025 | n/a | n/a | US$100m |
| Jun 30 2025 | n/a | n/a | US$122m |
| Mar 31 2025 | n/a | n/a | US$159m |
| Dec 31 2024 | US$1m | US$504k | US$169m |
Compensation vs Market: Matt's total compensation ($USD3.66M) is below average for companies of similar size in the US market ($USD8.22M).
Compensation vs Earnings: Matt's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
CEO
Matt Tobolski (41 yo)
Dr. Matthew J. Tobolski, also known as Matt, Ph D., SE, has been CEO & Director of AAON, Inc. since May 13, 2025 and serves as its President since January 01, 2024 and served as its COO since January 01, 2...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 2.3yrs | US$3.66m | 0.41% $ 27.3m | |
| Founder & Director | no data | US$230.10k | 16.05% $ 1.1b | |
| Interim Principal Accounting Officer | 9.3yrs | US$1.08m | 0.037% $ 2.5m | |
| Chief Administration Officer | 3.9yrs | US$794.68k | 0.018% $ 1.2m | |
| Special Advisor & Director | no data | US$1.61m | 0.061% $ 4.0m | |
| Consultant & Principal Engineering Advisor | 2.3yrs | US$906.04k | 0.036% $ 2.4m | |
| Executive VP & GM of the BASX Products Business Unit | 1.3yrs | US$734.63k | 0.0028% $ 186.3k | |
| Senior Vice President of Operations | less than a year | no data | no data | |
| Director of Investor Relations | 5.4yrs | no data | no data | |
| General Counsel & Secretary | no data | no data | no data | |
| Executive Director of Sales & Marketing | 2.3yrs | no data | no data | |
| Executive VP & GM of AAON Business Unit | less than a year | US$1.01m | 0.018% $ 1.2m |
Experienced Management: AAON's management team is considered experienced (2.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | less than a year | US$3.66m | 0.41% $ 27.3m | |
| Founder & Director | 38.3yrs | US$230.10k | 16.05% $ 1.1b | |
| Special Advisor & Director | 10.9yrs | US$1.61m | 0.061% $ 4.0m | |
| Independent Chairman | 18.8yrs | US$337.80k | 0.17% $ 11.0m | |
| Independent Vice Chairman | 7.3yrs | US$309.68k | 0.021% $ 1.4m | |
| Independent Director | 8.9yrs | US$249.68k | 0.037% $ 2.5m | |
| Independent Director | 4.5yrs | US$249.68k | 0.014% $ 942.9k | |
| Independent Director | 9.9yrs | US$256.10k | 0.046% $ 3.1m | |
| Independent Director | 4.5yrs | US$248.55k | 0.011% $ 698.2k |
Experienced Board: AAON's board of directors are considered experienced (8.9 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/06 11:55 |
| End of Day Share Price | 2026/04/06 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
AAON, Inc. is covered by 7 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Timothy Wojs | Baird |
| Christopher Moore | CJS Securities, Inc. |
| Brent Thielman | D.A. Davidson & Co. |