AAON Geçmiş Kazanç Performansı
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AAON yıllık ortalama 15% oranında kazançlarını artırırken, Building sektöründe kazançlar growing at 11.7% annual. Gelirler growing yılda ortalama 21.3% oranında artmaktadır. AAON'in özkaynak karlılığı 12.6% ve net marjı 7.3%'dir.
Anahtar bilgiler
15.01%
Kazanç büyüme oranı
14.28%
EPS büyüme oranı
| Building Sektör Büyümesi | 13.32% |
| Gelir büyüme oranı | 21.29% |
| Özkaynak getirisi | 12.64% |
| Net Marj | 7.30% |
| Son Kazanç Güncellemesi | 31 Mar 2026 |
Yakın geçmiş performans güncellemeleri
Analiz Makalesi • May 19
We Think That There Are More Issues For AAON (NASDAQ:AAON) Than Just Sluggish Earnings
AAON, Inc.'s ( NASDAQ:AAON ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...Analiz Makalesi • 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...Recent updates
Analiz Makalesi • May 19
We Think That There Are More Issues For AAON (NASDAQ:AAON) Than Just Sluggish Earnings
AAON, Inc.'s ( NASDAQ:AAON ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...
Anlatı Güncellemesi • May 16
AAON: Raised FY26 Guidance And Backlog Support Higher Long Term Earnings Power
Analysts 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.Analiz Makalesi • May 12
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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
AAON nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Mar 26 | 1,617 | 118 | 227 | 0 |
| 31 Dec 25 | 1,442 | 108 | 210 | 0 |
| 30 Sep 25 | 1,316 | 100 | 193 | 0 |
| 30 Jun 25 | 1,259 | 122 | 179 | 0 |
| 31 Mar 25 | 1,261 | 159 | 169 | 0 |
| 31 Dec 24 | 1,201 | 169 | 166 | 0 |
| 30 Sep 24 | 1,210 | 191 | 161 | 0 |
| 30 Jun 24 | 1,194 | 186 | 165 | 0 |
| 31 Mar 24 | 1,165 | 180 | 160 | 0 |
| 31 Dec 23 | 1,169 | 178 | 164 | 0 |
| 30 Sep 23 | 1,116 | 169 | 142 | 0 |
| 30 Jun 23 | 1,047 | 149 | 122 | 0 |
| 31 Mar 23 | 972 | 119 | 111 | 0 |
| 31 Dec 22 | 889 | 100 | 111 | 0 |
| 30 Sep 22 | 770 | 68 | 88 | 0 |
| 30 Jun 22 | 666 | 56 | 76 | 0 |
| 31 Mar 22 | 602 | 60 | 68 | 0 |
| 31 Dec 21 | 535 | 59 | 69 | 0 |
| 30 Sep 21 | 515 | 71 | 59 | 0 |
| 30 Jun 21 | 511 | 76 | 58 | 0 |
| 31 Mar 21 | 493 | 74 | 56 | 0 |
| 31 Dec 20 | 515 | 79 | 60 | 0 |
| 30 Sep 20 | 520 | 77 | 55 | 0 |
| 30 Jun 20 | 499 | 71 | 53 | 0 |
| 31 Mar 20 | 493 | 67 | 51 | 0 |
| 31 Dec 19 | 469 | 54 | 49 | 0 |
| 30 Sep 19 | 459 | 49 | 48 | 0 |
| 30 Jun 19 | 459 | 49 | 49 | 0 |
| 31 Mar 19 | 449 | 47 | 50 | 0 |
| 31 Dec 18 | 434 | 42 | 46 | 0 |
| 30 Sep 18 | 426 | 46 | 48 | 0 |
| 30 Jun 18 | 426 | 46 | 48 | 0 |
| 31 Mar 18 | 418 | 49 | 47 | 0 |
| 31 Dec 17 | 405 | 54 | 48 | 0 |
| 30 Sep 17 | 393 | 50 | 43 | 0 |
| 30 Jun 17 | 384 | 51 | 40 | 0 |
| 31 Mar 17 | 385 | 52 | 39 | 0 |
| 31 Dec 16 | 384 | 53 | 37 | 0 |
| 30 Sep 16 | 390 | 55 | 39 | 0 |
| 30 Jun 16 | 379 | 52 | 38 | 0 |
| 31 Mar 16 | 367 | 49 | 37 | 0 |
| 31 Dec 15 | 359 | 46 | 36 | 0 |
| 30 Sep 15 | 346 | 43 | 35 | 0 |
| 30 Jun 15 | 355 | 43 | 36 | 0 |
Kaliteli Kazançlar: AAON yüksek düzeyde nakit dışı kazança sahiptir.
Büyüyen Kar Marjı: AAON 'nin mevcut net kar marjları (7.3%) geçen yılın (12.6%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: AAON şirketinin kazancı son 5 yılda yılda 15% oranında arttı.
Büyüme Hızlandırma: AAON 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.
Kazançlar vs. Sektör: AAON geçtiğimiz yıl negatif kazanç büyümesine ( -25.6% ) sahipti ve bu da onu Building sektör ortalamasıyla ( -6.4% ) karşılaştırmayı zorlaştırıyordu.
Özkaynak Getirisi
Yüksek ROE: AAON 'nin Özsermaye Getirisi ( 12.6% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/25 07:15 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
AAON, Inc. 7 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Timothy Wojs | Baird |
| Christopher Moore | CJS Securities, Inc. |
| Brent Thielman | D.A. Davidson & Co. |