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AAON NASDAQ US

AAON, Inc. - Common Stock

Industrials · Building Website · IPO Jan 1991
$81.36
▼ $-2.29 (-2.74%)
Vol 630K
11
Quality Score
ok
Deep Check
2/5 ok
Mkt Cap
$6.2B
P/E
61.9
ROE
12.1%
Margin
7.6%
D/E
43.61
Beta
1.09
Div Yield
0.52%
52W
$62–$138

Wall Street Consensus

13 analysts · Apr 2026
6
Strong Buy
5
Buy
2
Hold
0
Sell
0
Strong Sell
84.6%
Buy Rating

Price Chart

Earnings

Beat rate: 40.0%
Quarter EPS Est EPS Act Surprise
Dec 2025 $0.46 $0.39 $-0.07
Sep 2025 $0.33 $0.37 +$0.04
Jun 2025 $0.34 $0.22 $-0.12
Mar 2025 $0.24 $0.37 +$0.13

Quarterly Revenue & Earnings

Quarter 2024-0… 2024-1… 2025-0… 2025-0… 2025-0… 2025-1…
Revenue $297.7M $322.1M $311.6M $384.2M $424.2M
Net Income $24.7M $29.3M $15.5M $30.8M $32.0M

Fundamentals Trend

Metric 2025-06-30 2025-09-02 2025-10-02 2025-11-03 2025-12-03 2026-01-02
ROE (TTM) 15.0% 14.9% 14.9% 14.9% 12.1% 12.1%
P/E (TTM) 48.87 54.23 63.64 65.70 73.83 61.90
Net Margin 5.0% 9.7% 9.7% 9.7% 7.6% 7.6%
Gross Margin 26.6% 28.7% 28.7% 28.7% 26.9% 26.9%
D/E Ratio 40.04 40.04 40.04 40.04 43.61 43.61
Current Ratio 3.10 3.10 3.10 3.10 3.04 3.04

Key Ratios

ROA (TTM)
7.4%
P/S (TTM)
4.73
P/B
11.6
EPS (TTM)
$1.21
CF/Share
$2.52
Rev Growth 3Y
+31.0%
52W High
$137.90
52W Low
$62.00
$62.00 52-Week Range $137.90

Financial Health

Free Cash Flow
-$46.6M
Net Debt
$424.6M
Cash
$13K
Total Debt
$424.6M
As of Dec 31, 2025

How does AAON compare to Building peers?

Peer group: Mid-cap Building ($2B+) · 2 companies

AAON UFPI

AAON valuation vs Building peers

P/E ratio
61.9
59% above peers (38.9)
vs Peers
vs Industry
Overvalued
P/S ratio
4.7
71% above peers (2.8)
vs Peers
vs Industry
Overvalued
P/B ratio
11.6
69% above peers (6.9)
vs Peers
vs Industry
Overvalued
Div yield
0.5%
49% below peers (1.0%)
vs Peers
vs Industry
Low yield

AAON profitability vs Building peers

ROE
12.1%
7% above peers (11.2%)
vs Peers
vs Industry
Top tier
Net margin
7.6%
20% above peers (6.4%)
vs Peers
vs Industry
Top tier
Gross margin
26.9%
23% above peers (21.9%)
vs Peers
vs Industry
Top tier
ROA
7.4%
4% below peers (7.8%)
vs Peers
vs Industry
Weak

AAON financial health vs Building peers

D/E ratio
43.6
71% above peers (25.5)
vs Peers
vs Industry
High debt
Current ratio
3.0
19% below peers (3.8)
vs Peers
vs Industry
Low liquidity
Beta
1.1
16% below peers (1.3)
vs Peers
vs Industry
More volatile

AAON fundamentals radar

AAON Peer median Industry

AAON profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

AAON vs peers: key metrics

Insider Activity

Neutral
Buys
0
Sells
0
KIDWELL CASEY
Officer · Mar 12
5225 shs
KIDWELL CASEY
Officer · Mar 12
5225 shs
THOMPSON REBECCA A.
Chief Financial Officer · Jan 30
3306 shs
FIELDS GARY D.
Director · Jan 30
16536 shs
WAKEFIELD STEPHEN E
Unknown · Jan 30
2314 shs
WICHMAN GORDON DOUGLAS
Officer · Jan 30
2204 shs
KIDWELL CASEY
Officer · Jan 30
2204 shs
Last 90 days

Top Holders

Top 5: 28.87%
Wellington Management Group…
8.39%
$557.3M
Blackrock Inc.
7.85%
$521.2M
Vanguard Group Inc
7.85%
$521.2M
State Street Corporation
2.51%
$166.5M
Geneva Capital Management L…
2.27%
$150.7M
As of Dec 31, 2025

Dividends

$0.40
/ year
Mar 18, 2026 $0.1000
Nov 26, 2025 $0.1000
Sep 05, 2025 $0.1000
Jun 06, 2025 $0.1000
Mar 18, 2025 $0.1000
Nov 29, 2024 $0.0800
Sep 06, 2024 $0.0800
Jun 07, 2024 $0.0800

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