Aaon (AAO) Stock Price & Analysis
AAO Stock Chart & Stats
- Day’s Range
- EUR 61.38 - EUR 62.24
- 52-Week Range
- EUR 61.18 - EUR 125.50
- Previous Close
- EUR 61.18
- Volume
- N/A
- Average Volume (3M)
- 18
- Market Cap
- EUR 4.97B
- Enterprise Value
- EUR 11.09B
- Total Cash (Recent Filing)
- EUR 13.00K
- Total Debt (Recent Filing)
- EUR 463.87M
- Price to Earnings (P/E)
- 35.0
- Beta
- 0.26
- Next Earnings
- Nov 09, 2026 (Est.)
- EPS Estimate
- 0.51
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.54%
Bulls Say, Bears Say
Bulls Say
Backlog Visibility
A backlog nearly twice the prior-year level provides meaningful revenue visibility beyond a single quarter and supports continued factory utilization. The expanding data-center pipeline also broadens AAON’s growth opportunity, helping sustain demand while capacity investments convert into shipments.
BASX Data-Center Growth
BASX is showing rapid growth in a strategically important data-center market while improving segment gross margin. This combination suggests the business is gaining scale and mix benefits, creating a durable growth engine that can complement AAON’s established commercial HVAC operations.
Capacity And Execution
Improved throughput across multiple facilities and an ahead-of-plan Memphis ramp indicate that AAON is converting capacity investment into production and revenue. Better execution should support backlog fulfillment, increase operating leverage over time, and strengthen the company’s ability to serve larger customers.
Bears Say
Margin Compression
Profitability has weakened despite strong revenue growth, with gross and net margins materially below prior peaks. The reset reduces earnings resilience and leaves less room for execution errors, while sustained recovery depends on productivity, pricing, sourcing, and improved facility utilization.
Weak Free Cash Flow
Repeatedly negative free cash flow indicates that growth and investment are consuming substantial cash rather than consistently funding the business internally. Until conversion improves, AAON has less flexibility to finance expansion, absorb operational setbacks, or maintain capital allocation without relying more on balance-sheet resources.
Higher Leverage And Lower Returns
Leverage has increased from historically lower levels while returns on equity have declined, weakening balance-sheet quality relative to prior years. This combination can constrain financial flexibility and makes margin recovery and cash generation more important for supporting future expansion and shareholder returns.
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Aaon Stock Smart Score
Company Description
Aaon
AAON, Inc., along with its affiliated companies, focuses on the engineering, manufacturing, promotion, and sale of heating and air conditioning systems throughout the United States and Canada. The enterprise's operations are divided into three distinct divisions: AAON Oklahoma, AAON Coil Products, and BasX. Its comprehensive product portfolio features a wide array of HVAC solutions, including rooftop units, specialized data center cooling, cleanroom climate control, chillers, pre-packaged outdoor mechanical rooms, air handling units, fresh air supply units, energy recovery ventilation, condensing units, geothermal/water-source heat pumps, coils, and integrated control systems. AAON markets and sells these offerings to a diverse set of commercial sectors, such as retail, manufacturing, educational institutions, hospitality, supermarkets, data centers, and the medical and pharmaceutical industries. Product distribution is managed through a dual approach, utilizing a network of independent manufacturing representatives in addition to an in-house sales team. Established in 1987, AAON, Inc. is headquartered in Tulsa, Oklahoma.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Matthew J. Tobolski
- Employees
- 5,897
- Website
- www.aaon.com
- Address
- 2425 South Yukon Avenue, Tulsa, OK, 74107, US
Aaon (AAO) Earnings & Revenues
AAO Company Deck
AAO Earnings Call
Earnings Call SentimentPositive
The call presented a broadly positive operational and financial progress story: record revenue, double-digit EBITDA and EPS growth, exceptional BASX expansion, AAON brand share gains, improving cash flow and a rapidly ramping Memphis facility. Near-term margin pressure from mix, ramp-up overhead, outsourcing and inflationary cost timing were acknowledged as temporary headwinds, with management guiding to margin improvement in H2 (Q4 weighted) and providing an upgraded full-year sales growth outlook of 55%–60%. Given the strong revenue and profitability momentum, healthy backlog and visible actions to address cost pressures, the positives materially outweigh the temporary lowlights.
View all DE:AAO earnings summariesAAO Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 2 | 6 | 14 |
| Technical Analysis | 2 | 6 | 2 |
| Moving Averages | 0 | 0 | 12 |
