PRNewsWire·1d ago
The Aaon Group to Present at the 2026 Baird Global Industrial ConferenceTULSA, Okla., Nov. 6, 2026 /PRNewswire/ -- AAON, INC.
AAON is experiencing explosive revenue growth driven by data center demand, with Q2 2026 revenue up 101.2% year-over-year to $627.0M. However, this growth is accompanied by significant gross margin compression (down to 24.3% from 36.1% in Q2 2024) and negative free cash flow (-$31.2M in Q2 2026), raising concerns about…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 101.2% year-over-year to $627.0M in Q2 2026, but gross margin compressed to 24.3% from 36.1% a year earlier, indicating significant profitability pressure despite volume growth.
The board discussed strategic M&A in 2025, indicating potential growth through acquisitions, with a notable premium floor of $105.
Kairos Research published a bullish thesis on AAON, highlighting its investment potential and current market valuation metrics.
AAON's trailing P/E ratio of 38.88 reflects strong market confidence and growth expectations.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | $0.69+34.5% vs $0.51 | $627M+23.2% vs $509M |
Q2 2026 May 7, 2026 | $0.48+64.6% vs $0.29 | $497M+30.4% vs $381M |
Q2 2026 Mar 2, 2026 | $0.39-13.3% vs $0.45 | $424M+13.9% vs $372M |
Q4 2025 Nov 6, 2025 | $0.37+12.1% vs $0.33 | $384M+2.7% vs $374M |
TULSA, Okla., Nov. 6, 2026 /PRNewswire/ -- AAON, INC.
TULSA, Okla., Oct. 30, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("The Aaon Group", or the "Company"), a leader in high-performance HVAC and thermal management solutions, announces that it has scheduled its quarterly conference call and webcast for Monday, November 9, 2026, at 5:00 p.m.
Aaon (AAON) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The Conestoga Small Cap Composite returned -11.22% net of fees in 3Q26, trailing the -9.39% return for the Russell 2000 Growth Index. Small Cap Composite top 5 leaders include Repligen, Merit Medical, Stevanato Group, Descartes Systems and Digi International. Small Cap Composite bottom 5 laggards include Mercury Systems, AAON, RBC Bearings, SPX Technologies and UL Solutions.
Benchmark AAON against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for AAON, Inc. (AAON)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $57.19 | $4.68B | 30.06 | 20.11% | 8.24% | 17.21% | 0.69% | |
| $341.97 | $11.82B | 15.73 | -2.73% | 13.76% | 60.1% | 1.44% | |
| $52.38 | $43.18B | -23.90 | -3.29% | -7.9% | -13.9% | 1.74% | |
| $401.76 | $88.81B | 28.24 | 7.48% | 13.56% | 36.01% | 0.93% | |
| $135.03 | $81.79B | 28.92 | 8.77% | 11.12% | 21.16% | 1.18% | |
| $96.61 | $5.13B | 40.03 | 23.13% | 3.59% | 10.88% | — |
AAON, Inc. (AAON) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
AAON, Inc. (AAON) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 13, 2026·SEC
Aug 10, 2026·SEC
Jul 30, 2026·SEC
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AAON, Inc. (AAON) stock FAQ — growth, dividends, profitability & financials explained
AAON, Inc. (AAON) reported $1.93B in revenue over the trailing twelve months. Revenue was $1.44B in fiscal year 2025. That is 2195% more than the $62.8M of fiscal year 1996.
AAON, Inc. (AAON) grew revenue by 53.5% over the trailing twelve months, compared with the twelve months before.
Yes. AAON, Inc. (AAON) earned $159.3M in net income over the trailing twelve months (a 8.2% net margin).
Yes. AAON, Inc. (AAON) pays a dividend that yields 0.69% at the current price, a small yield.
AAON, Inc. (AAON) had a return on equity (ROE) of 17.2% over the trailing twelve months. That is above the market's typical 10-15%.
AAON, Inc. (AAON) had negative free cash flow of $118.8M over the trailing twelve months.
