AAON AAON, Inc. - Common Stock
NASDAQ · Building · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 10, 2026
$83.27
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$73.2352w low
$150.4652w high
Market Cap (MRQ)
$6.87B
P/E (TTM)
43.6
EPS (TTM)
$1.91
Revenue (TTM)
$1.93B
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52W Range
$73–$150
Analyst Rating
STRONG BUY
Price Target
$135
P/E
43.6
ROE
17.3%
Net Profit Margin
8.2%
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AAON Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$83.27
Market Cap (MRQ)
$6.87B
P/E (TTM)
43.6
EPS (TTM)
$1.91
Revenue (TTM)
$1.93B
Div Yield
0.48%
ROE (TTM)
17.3%
52W Range
$73–$150
AAON Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Aug. 17, 2023 | 3-for-2 | Forward |
| July 17, 2014 | 3-for-2 | Forward |
| July 3, 2013 | 3-for-2 | Forward |
| June 14, 2011 | 3-for-2 | Forward |
| Aug. 22, 2007 | 3-for-2 | Forward |
| June 5, 2002 | 3-for-2 | Forward |
| Oct. 1, 2001 | 3-for-2 | Forward |
| March 7, 1995 | 11-for-10 | Forward |
| Sept. 16, 1993 | 1-for-4 | Reverse |
About AAON, Inc. - Common Stock Company overview from Wikipedia
AAON, Inc. manufactures heating, ventilation, and air conditioning equipment for commercial and industrial indoor environments. AAON is headquartered in Tulsa, Oklahoma and has manufacturing facilities in Longview, TX, Parkville, MO, and Redmond, OR. AAON employs approximately 4,000 people worldwide and has annual sales in excess of $880 million.
History
AAON was founded in 1988 when Norman H. Asbjornson set out to create a commercial HVAC company that designed and manufactured semi-custom equipment. Asbjornson purchased the heating and air-conditioning division of John Zink and created a new company called AAON. The name ensured the company would be listed first in the phone directories.
In 2000, AAON began to manufacture equipment in Longview and in 2019, broke ground on a facility expansion as part of a $28-million-dollar investment in the plant. Further expansion in Longview commenced in 2019 with the completion of a 220,000-square foot building, an additional $40 million investment. In 2023, the Longview Economic Development Corp. approved a second $40 million expansion and is scheduled to be completed in 2024.
Acquisitions
In 1991, AAON acquired Coils Plus in Longview, TX, initially only committed to manufacturing HVAC coils.
In 2018, AAON acquired Missouri-based WattMaster Controls (WCI) and entered a lease of the facility previously occupied by WCI.
In 2021, AAON acquired Oregon-based BASX Solutions (BASX). BASX designs and manufactures premium, highly customized commercial HVAC equipment for data centers, clean rooms, and other niche applications.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryBuilding
employees5,897
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.44B2019-12-31 → 2025-12-31
EPS$1.292019-12-31 → 2025-12-31
Free Cash Flow·2019-12-31 → 2022-12-31
Net margin8.2%2019-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | AAON | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 43.65Y avg ≈53.0 | ≈53.0 | 31.2 | Overvalued | |
| P/S (TTM) | 3.65Y avg ≈5.1 | ≈5.1 | 2.9 | Overvalued | |
| P/B (MRQ) | 6.85Y avg ≈7.5 | ≈7.5 | 3.3 | Overvalued | |
| Price / Cash Flow | 12738.65Y avg ≈2368.3 | ≈2368.3 | 14.5 | Overvalued | |
| Price / Tangible Book (MRQ) | 7.45Y avg ≈9.2 | ≈9.2 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | AAON | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 25.6%5Y avg ≈29.3% | ≈29.3% | 38.2% | Weak | |
| Operating Margin (TTM) | 11.0%5Y avg ≈14.9% | ≈14.9% | 17.0% | Weak | |
| EBITDA Margin | 15.6%5Y avg ≈19.7% | ≈19.7% | 18.2% | Weak | |
| Pretax Margin (TTM) | 9.9%5Y avg ≈14.4% | ≈14.4% | 15.4% | Weak | |
| Net Profit Margin (TTM) | 8.2%5Y avg ≈11.8% | ≈11.8% | 10.7% | Below avg | |
| ROA (TTM) | 9.8%5Y avg ≈13.6% | ≈13.6% | 7.5% | In line | |
| ROE (TTM) | 17.3%5Y avg ≈18.1% | ≈18.1% | 12.6% | Weak | |
| ROIC | 13.7%5Y avg ≈18.0% | ≈18.0% | 14.5% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | AAON | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 3.05Y avg ≈2.7 | ≈2.7 | 1.7 | Strong liquidity | |
| Quick Ratio | 1.05Y avg ≈0.9 | ≈0.9 | 0.9 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | AAON | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 20.1%5Y avg ≈24.9% | ≈24.9% | · | · | |
| Revenue CAGR 3Y | 17.5%5Y avg ≈26.6% | ≈26.6% | · | · | |
| Revenue CAGR 5Y | 22.9% | · | · | · | |
| EPS YoY | -36.1%5Y avg ≈9.9% | ≈9.9% | · | · | |
| Net Income YoY | -36.2%5Y avg ≈16.2% | ≈16.2% | · | · | |
| EPS CAGR 3Y | 1.3%5Y avg ≈18.1% | ≈18.1% | · | · | |
| EPS CAGR 5Y | -2.8% | · | · | · | |
| Net Income CAGR 3Y | 2.3%5Y avg ≈25.1% | ≈25.1% | · | · | |
| Net Income CAGR 5Y | 6.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | AAON | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.05Y avg ≈1.1 | ≈1.1 | 0.8 | Top tier | |
| Inventory Turnover | 4.75Y avg ≈4.0 | ≈4.0 | 4.7 | In line | |
| Receivables Turnover | 6.25Y avg ≈8.2 | ≈8.2 | 8.7 | Weak | |
| Revenue / Employee | ≈$244.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield0.48%
Payout Ratio30.3%
Annualized Payout≈$0.40
Growth Streak≈1
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 4, 2026 | $0.10 | USD | ≈0.50% |
| Jun 5, 2026 | $0.10 | USD | ≈0.30% |
| Mar 18, 2026 | $0.10 | USD | ≈0.51% |
| Nov 26, 2025 | $0.10 | USD | ≈0.43% |
| Sep 5, 2025 | $0.10 | USD | ≈0.47% |
| Jun 6, 2025 | $0.10 | USD | ≈0.37% |
| Mar 18, 2025 | $0.10 | USD | ≈0.43% |
| Nov 29, 2024 | $0.08 | USD | ≈0.23% |
| Sep 6, 2024 | $0.08 | USD | ≈0.37% |
| Jun 7, 2024 | $0.08 | USD | ≈0.44% |
| Mar 15, 2024 | $0.08 | USD | ≈0.39% |
| Nov 28, 2023 | $0.08 | USD | ≈0.52% |
| Sep 7, 2023 | $0.08 | USD | ≈0.61% |
| Jun 8, 2023 | $0.08 | USD | ≈0.50% |
| Mar 10, 2023 | $0.08 | USD | ≈0.61% |
| Nov 25, 2022 | $0.16 | USD | ≈0.55% |
| Jun 2, 2022 | $0.13 | USD | ≈0.69% |
| Nov 24, 2021 | $0.13 | USD | ≈0.48% |
| Jun 2, 2021 | $0.13 | USD | ≈0.60% |
| Nov 25, 2020 | $0.13 | USD | ≈0.58% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
9.7%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 10, 2026 | $0.69 | $0.52 | 33.2% |
| March 31, 2026 | $0.48 | $0.30 | 62.3% | |
| Dec. 31, 2025 | $0.39 | $0.46 | -14.8% | |
| Sept. 30, 2025 | $0.37 | $0.33 | 12.8% | |
| June 30, 2025 | $0.22 | $0.34 | -34.8% | |
| March 31, 2025 | $0.37 | $0.24 | 53.9% | |
| Dec. 31, 2024 | $0.30 | $0.54 | -44.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.44B | $1.20B | $1.17B | $889M | $535M | $515M | $469M | $434M | $405M | $384M | $359M | $356M | |
| Cost of Revenue | $1.06B | $804M | $769M | $651M | $397M | $359M | $350M | $330M | $282M | $266M | $250M | $248M | |
| Gross Profit | $386M | $397M | $399M | $238M | $138M | $156M | $119M | $104M | $124M | $118M | $109M | $108M | |
| R&D Expense | $58M | $47M | $44M | $47M | $17M | $17M | $15M | $14M | $13M | $12M | $8M | $6M | |
| SG&A Expense | $239M | $188M | $172M | $111M | $69M | $60M | $52M | $48M | $49M | $39M | $37M | $41M | |
| Operating Income | $146M | $209M | $227M | $127M | $69M | $102M | $67M | $55M | $74M | $80M | $71M | $68M | |
| Other Non-op | $230.0K | $378.0K | $503.0K | $399.0K | $61.0K | $51.0K | $-46.0K | $-47.0K | $91.0K | $105.0K | $-124.0K | $-36.0K | |
| Pretax Income | $129M | $207M | $223M | $125M | $69M | $102M | $67M | $56M | $75M | $80M | $71M | $68M | |
| Income Tax | $21M | $38M | $46M | $24M | $10M | $23M | $13M | $13M | $21M | $27M | $26M | $24M | |
| Net Income | $108M | $169M | $178M | $100M | $59M | $79M | $54M | $42M | $54M | $53M | $46M | $44M | |
| EPS (Basic) | $1.32 | $2.07 | $2.19 | $1.26 | $0.75 | $1.51 | $1.03 | $0.81 | $1.02 | $1.01 | $0.85 | $0.81 | |
| EPS (Diluted) | $1.29 | $2.02 | $2.13 | $1.24 | $0.73 | $1.49 | $1.02 | $0.80 | $1.01 | $1.00 | $0.84 | $0.80 | |
| Shares (Basic) | 81,529,140 | 81,473,131 | 81,156,114 | 79,582,480 | 78,606,298 | 52,168,679 | 52,079,865 | 52,284,616 | 52,572,496 | 52,924,398 | 54,045,841 | 54,809,319 | |
| Shares (Diluted) | 83,105,538 | 83,629,502 | 83,295,290 | 81,145,610 | 80,593,484 | 53,061,169 | 52,635,415 | 52,667,939 | 53,078,734 | 53,449,754 | 54,481,484 | 55,369,016 | |
| EBITDA | $225M | $272M | $274M | $162M | $100M | $127M | $90M | $73M | $74M | $80M | $71M | $68M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $13.0K | $14.0K | $287.0K | $5M | $3M | $79M | $27M | $2M | $21M | $24M | $8M | $22M | |
| Receivables | $314M | $147M | $138M | $127M | $71M | $47M | $67M | $54M | $50M | $43M | $50M | $44M | |
| Inventory | $261M | $187M | $214M | $199M | $130M | $82M | $74M | $78M | $71M | $47M | $38M | $38M | |
| Prepaid Expense | $18M | $7M | $3M | $2M | $2M | $4M | $1M | $1M | $518.0K | $616.0K | $533.0K | $609.0K | |
| Current Assets | $869M | $488M | $409M | $349M | $218M | $220M | $188M | $141M | $154M | $141M | $124M | $125M | |
| PP&E (Net) | $631M | $510M | $370M | $305M | $258M | $223M | $178M | $163M | $142M | $115M | $101M | $92M | |
| PP&E (Gross) | $1.00B | $820M | $653M | $550M | $482M | $426M | $357M | $330M | $292M | $252M | $225M | $206M | |
| Accum. Depreciation | $373M | $310M | $283M | $245M | $224M | $203M | $179M | $167M | $150M | $137M | $124M | $114M | |
| Goodwill | · | · | $82M | $82M | $86M | $3M | $3M | $3M | $0 | · | · | · | |
| Intangibles | $84M | $78M | $68M | $65M | $70M | $38.0K | $272.0K | $506.0K | $0 | · | · | · | |
| Other Non-current Assets | $2M | $242.0K | $816.0K | $6M | $1M | $579.0K | · | · | · | · | · | · | |
| Total Assets | $1.69B | $1.18B | $941M | $814M | $650M | $449M | $371M | $308M | $297M | $257M | $233M | $227M | |
| Accounts Payable | $110M | $45M | $27M | $46M | $29M | $12M | $12M | $11M | $11M | $7M | $6M | $11M | |
| Accrued Liabilities | $132M | $99M | $86M | $79M | $50M | $47M | $44M | $37M | $39M | $32M | $37M | $31M | |
| Current Liabilities | $331M | $175M | $127M | $146M | $87M | $59M | $56M | $47M | $50M | $39M | $43M | $43M | |
| Capital Leases | $16M | $14M | $10M | $6M | $15M | $1M | · | · | · | · | · | · | |
| Deferred Tax | $30M | $0 | $12M | $19M | $32M | $28M | $15M | $9M | $8M | $10M | $9M | $8M | |
| Other Non-current Liabilities | $23M | $21M | $17M | $12M | $19M | $4M | · | · | · | · | · | · | |
| Common Stock | $327.0K | $326.0K | $326.0K | $322.0K | $210.0K | $209.0K | $208.0K | $208.0K | $210.0K | $211.0K | $212.0K | $216.0K | |
| Paid-in Capital | $64M | $69M | $122M | $99M | $82M | $5M | $4M | $0 | $0 | $0 | $0 | $0 | |
| Retained Earnings | $830M | $755M | $613M | $462M | $384M | $345M | $286M | $249M | $237M | $206M | $179M | $174M | |
| Stockholders' Equity | $895M | $825M | $735M | $561M | $466M | $351M | $290M | $249M | $239M | $208M | $179M | $174M | |
| Liabilities + Equity | $1.69B | $1.18B | $941M | $814M | $650M | $449M | $371M | $308M | $297M | $257M | $233M | $227M | |
| Shares Outstanding | 81,691,075 | 81,436,594 | 81,508,381 | 80,137,776 | 52,527,985 | 52,224,767 | 52,078,515 | 51,991,242 | 52,422,801 | 52,651,448 | 53,012,363 | 54,041,829 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $79M | $63M | $46M | $35M | $30M | $26M | $23M | $18M | $15M | $13M | · | · | |
| Stock-based Comp | $18M | $17M | $16M | $14M | $12M | $11M | $12M | $8M | $6M | $4M | $3M | $2M | |
| Deferred Tax | $31M | $-7M | $-7M | $-13M | $4M | $13M | $6M | $3M | $-749.0K | $825.0K | $1M | $-2M | |
| Amort. of Intangibles | $7M | $8M | $5M | $4M | $246.0K | $234.0K | $234.0K | $194.0K | $0 | $0 | · | · | |
| Other Non-cash | $-235M | $-49M | $-75M | $-75M | $-43M | $-198.0K | $4M | $-16M | · | · | · | · | |
| Operating Cash Flow | $534.0K | $193M | $159M | $61M | $61M | $129M | $98M | $55M | $58M | $64M | $55M | $54M | |
| CapEx | · | · | · | $54M | $55M | $68M | $37M | $37M | $42M | $27M | $21M | $16M | |
| Investing Cash Flow | $-192M | $-213M | $-109M | $-76M | $-159M | $-61M | $-37M | $-35M | $-31M | · | · | · | |
| Dividends Paid | $33M | $26M | $26M | $23M | $20M | $20M | $17M | $17M | $14M | $13M | $12M | $10M | |
| Financing Cash Flow | $187M | $18M | $-47M | $17M | $19M | $-30M | $-18M | $-40M | $-30M | · | · | · | |
| Net Change in Cash | · | · | · | · | · | · | · | $-19M | $-3M | $16M | $-14M | $10M | |
| Taxes Paid | $13M | $50M | $63M | $19M | $8M | $14M | $2M | $15M | $17M | $27M | $24M | $26M | |
| Free Cash Flow | · | · | · | $7M | $6M | $61M | $61M | $18M | $16M | $37M | $32M | $36M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 26.8% | 33.1% | 34.2% | 26.7% | 25.8% | 30.3% | 25.4% | 23.9% | 30.4% | 30.8% | 30.3% | 30.4% | |
| Operating Margin | 10.1% | 17.4% | 19.5% | 14.3% | 13.0% | 19.8% | 14.3% | 12.9% | 18.3% | 20.7% | 19.9% | 19.1% | |
| Net Margin | 7.5% | 14.0% | 15.2% | 11.3% | 11.0% | 15.3% | 11.4% | 9.8% | 13.5% | 13.9% | 12.8% | 12.4% | |
| Pretax Margin | 8.9% | 17.2% | 19.1% | 14.0% | 12.9% | 19.8% | 14.3% | 12.9% | 18.4% | 20.8% | 19.9% | 19.1% | |
| EBITDA Margin | 15.6% | 22.6% | 23.4% | 18.2% | 18.6% | 24.8% | 19.1% | 16.9% | 18.3% | 20.7% | 19.9% | 19.1% | |
| ROA | 7.5% | 15.9% | 20.2% | 13.7% | 10.7% | 19.3% | 14.8% | 13.7% | 19.7% | 21.8% | 19.9% | 19.7% | |
| ROE | 12.4% | 20.8% | 25.1% | 18.5% | 13.6% | 22.7% | 18.8% | 17.1% | 24.5% | 27.7% | 25.9% | 26.1% | |
| ROIC | 13.7% | 20.7% | 24.6% | 18.2% | 12.6% | 22.5% | 18.5% | 17.2% | 22.9% | 25.8% | 25.5% | 25.3% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 2.8 | 3.2 | 2.4 | 2.5 | 3.7 | 3.3 | 2.9 | 3.1 | 3.6 | 2.9 | 3.1 | |
| Quick Ratio | 1.0 | 0.8 | 1.1 | 0.9 | 0.8 | 2.1 | 1.7 | 1.2 | 1.4 | 1.7 | 1.3 | 1.5 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.1 | 1.3 | 1.2 | 1.0 | 1.3 | 1.3 | 1.4 | 1.5 | 1.6 | 1.6 | 1.6 | |
| Inventory Turnover | 4.7 | 4.0 | 3.7 | 4.0 | 3.7 | 4.6 | 4.6 | · | 4.8 | 6.2 | 6.6 | 7.1 | |
| Receivables Turnover | 6.2 | 8.1 | 8.8 | 9.0 | 9.0 | 9.0 | 7.7 | 8.3 | 8.7 | 8.3 | 7.6 | 8.6 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.96 | $10.13 | $9.02 | $10.50 | $8.87 | $6.72 | $5.57 | $4.76 | $4.53 | $3.91 | $3.38 | $3.22 | |
| Revenue / Share | $17.35 | $14.36 | $14.03 | $16.43 | $9.95 | $9.70 | $8.92 | $8.24 | $7.63 | $7.18 | $6.58 | $6.44 | |
| Cash Flow / Share | $0.01 | $2.30 | $1.91 | $1.13 | $1.14 | $2.43 | $1.86 | $1.04 | $1.09 | $1.20 | $0.97 | $0.94 | |
| Cash / Share | $0.00 | $0.00 | $0.00 | $0.10 | $0.05 | $1.51 | $0.51 | $0.04 | $0.41 | $0.46 | $0.15 | $0.41 | |
| Dividend / Share | $0.40 | $0.32 | $0.32 | $0.29 | $0.25 | $0.38 | $0.32 | $0.32 | $0.26 | $0.24 | $0.22 | $0.18 | |
| EPS (TTM) | $1.29 | $2.02 | $2.13 | $1.24 | $0.73 | $1.49 | $1.02 | $0.80 | $1.01 | $1.00 | $0.84 | $0.80 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 20.1% | 2.8% | 31.5% | 66.3% | 3.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.5% | 31.0% | 31.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 22.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -36.1% | -5.2% | 71.8% | 69.9% | -51.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.3% | 40.4% | 12.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -2.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -36.2% | -5.1% | 77.0% | 70.8% | -25.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2.3% | 42.1% | 31.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 10.5% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.44B | $1.20B | $1.17B | $889M | $535M | $515M | $469M | $434M | $405M | $384M | $359M | $356M | |
| Net Income TTM | $108M | $169M | $178M | $100M | $59M | $79M | $54M | $42M | $54M | $53M | $46M | $44M | |
| Market Cap | $6.23B | $9.58B | $6.02B | $2.68B | $2.78B | $2.32B | $1.72B | $1.22B | $1.28B | $1.16B | $821M | $807M | |
| P/E | 59.1 | 58.3 | 34.7 | 40.5 | 72.5 | 29.8 | 32.3 | 29.2 | 24.2 | 22.0 | 18.4 | 18.7 | |
| P/S | 4.3 | 8.0 | 5.2 | 3.0 | 5.2 | 4.5 | 3.7 | 2.8 | 3.2 | 3.0 | 2.3 | 2.3 | |
| P/B | 7.0 | 11.6 | 8.2 | 4.8 | 6.0 | 6.6 | 5.9 | 4.9 | 5.4 | 5.6 | 4.6 | 4.6 | |
| P / Tangible Book | 7.7 | 12.8 | 10.3 | 6.5 | 9.0 | 6.7 | · | · | · | · | · | · | |
| P / Cash Flow | 11664.7 | 49.8 | 37.9 | 43.7 | 45.5 | 18.0 | 17.5 | 22.2 | 22.1 | 18.1 | 15.5 | 15.4 | |
| P / FCF | · | · | · | 367.8 | 477.8 | 38.0 | 28.2 | 69.1 | 78.8 | 31.1 | 25.7 | 22.3 | |
| Dividend Yield | 0.52% | 0.27% | 0.44% | 0.85% | 0.72% | 0.85% | 0.97% | 1.4% | 1.1% | 1.1% | 1.4% | 1.2% | |
| Earnings Yield | 1.7% | 1.7% | 2.9% | 2.5% | 1.4% | 3.4% | 3.1% | 3.4% | 4.1% | 4.5% | 5.4% | 5.4% | |
| Payout Ratio | 30.3% | 15.5% | 14.9% | 22.8% | 34.0% | 25.1% | 31.0% | 39.3% | 25.1% | 23.8% | 25.9% | 21.9% | |
| Annual Payout | $33M | $26M | $26M | $23M | $20M | $20M | $17M | $17M | $14M | $13M | $12M | $10M |
Income Statement
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $627M | $497M | $424M | $384M | $312M | $322M | $298M | $327M | $314M | $262M | $307M | $312M | $284M | $266M | $255M | $243M | |
| Cost of Revenue | $474M | $372M | $314M | $277M | $229M | $236M | $220M | $213M | $200M | $170M | $195M | $196M | $190M | $189M | $176M | $177M | |
| Gross Profit | $152M | $125M | $110M | $107M | $83M | $86M | $78M | $114M | $113M | $92M | $112M | $116M | $94M | $77M | $79M | $66M | |
| SG&A Expense | $84M | $68M | $66M | $63M | $59M | $51M | $48M | $49M | $46M | $45M | $48M | $51M | $39M | $33M | $32M | $29M | |
| Operating Income | $69M | $57M | $44M | $44M | $24M | $35M | $29M | $66M | $67M | $47M | $64M | $65M | $55M | $44M | $47M | $37M | |
| Other Non-op | $158.0K | $77.0K | $124.0K | $0 | $-68.0K | $174.0K | $45.0K | $81.0K | $175.0K | $77.0K | $133.0K | $93.0K | $163.0K | $114.0K | $104.0K | $54.0K | |
| Pretax Income | $63M | $52M | $38M | $38M | $20M | $32M | $28M | $65M | $67M | $47M | $63M | $63M | $53M | $43M | $46M | $36M | |
| Income Tax | $6M | $12M | $6M | $8M | $4M | $3M | $4M | $12M | $15M | $8M | $16M | $15M | $8M | $6M | $7M | $8M | |
| Net Income | $57M | $40M | $32M | $31M | $15M | $29M | $25M | $53M | $52M | $39M | $47M | $48M | $46M | $37M | $39M | $27M | |
| EPS (Basic) | $0.69 | $0.49 | $0.39 | $0.38 | $0.19 | $0.36 | $0.30 | $0.65 | $0.64 | $0.48 | $0.58 | $0.59 | $0.56 | $0.46 | $0.28 | $0.34 | |
| EPS (Diluted) | $0.68 | $0.48 | $0.38 | $0.37 | $0.19 | $0.35 | $0.31 | $0.63 | $0.62 | $0.46 | $0.56 | $0.58 | $0.55 | $0.44 | $0.27 | $0.34 | |
| Shares (Basic) | 82,189,734 | 81,756,604 | · | 81,543,105 | 81,441,511 | 81,472,351 | · | 81,089,476 | 81,791,792 | 81,661,972 | · | 81,418,800 | 81,439,691 | 80,460,897 | · | 79,777,987 | |
| Shares (Diluted) | 83,721,199 | 83,179,954 | · | 82,952,049 | 82,956,213 | 83,351,536 | · | 83,107,077 | 83,786,222 | 84,044,670 | · | 83,393,054 | 83,469,581 | 82,860,958 | · | 80,938,074 | |
| EBITDA | $69M | $78M | · | $44M | $24M | $54M | · | $66M | $67M | $60M | · | $65M | $55M | $54M | · | $37M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $13.0K | $13.0K | $13.0K | $1M | $14.0K | $994.0K | $14.0K | $15.0K | $13.0K | $8M | · | $212.0K | $5M | $3M | · | $11M | |
| Receivables | $361M | $290M | $314M | $266M | $171M | $165M | $147M | $144M | $149M | $110M | · | $160M | $154M | $161M | $127M | $134M | |
| Inventory | $331M | $313M | $261M | $251M | $235M | $199M | $187M | $178M | $183M | $196M | · | $215M | $215M | $200M | · | $177M | |
| Prepaid Expense | $12M | $21M | $18M | $8M | $7M | $9M | $7M | $3M | $6M | $7M | · | $3M | $4M | $6M | · | $2M | |
| Current Assets | $995M | $944M | $869M | $759M | $654M | $572M | $488M | $428M | $423M | $392M | · | $425M | $424M | $384M | · | $336M | |
| PP&E (Net) | $683M | $655M | $631M | $592M | $559M | $552M | $510M | $428M | $413M | $391M | · | $357M | $347M | $325M | · | $296M | |
| PP&E (Gross) | $1.08B | $1.04B | $1.00B | $947M | $898M | $877M | $820M | $726M | $701M | $685M | · | $632M | $611M | $579M | · | $539M | |
| Accum. Depreciation | $398M | $380M | $373M | $356M | $339M | $325M | $310M | $298M | $288M | $294M | · | $275M | $264M | $254M | · | $242M | |
| Goodwill | · | · | · | · | · | · | · | · | $82M | $82M | · | $82M | $82M | $82M | · | $82M | |
| Intangibles | $86M | $90M | $84M | $82M | $80M | $79M | $78M | $77M | $76M | $71M | · | $62M | $63M | $64M | · | $66M | |
| Other Non-current Assets | $2M | $2M | $2M | · | · | · | $242.0K | · | · | · | · | · | · | · | · | · | |
| Total Assets | $1.86B | $1.79B | $1.69B | $1.53B | $1.40B | $1.30B | $1.18B | $1.03B | $1.01B | $953M | · | $945M | $930M | $868M | · | $786M | |
| Accounts Payable | $172M | $160M | $110M | $110M | $82M | $77M | $45M | $27M | $29M | $15M | · | $30M | $32M | $30M | · | $49M | |
| Accrued Liabilities | $138M | $137M | $132M | $120M | $95M | $97M | $99M | $96M | $85M | $93M | · | $91M | $101M | $86M | · | $62M | |
| Current Liabilities | $330M | $360M | $331M | $250M | $211M | $207M | $175M | $140M | $141M | $125M | · | $140M | $154M | $138M | · | $142M | |
| Capital Leases | $14M | $15M | $16M | $15M | $16M | $13M | $14M | $14M | $14M | $15M | · | $11M | $6M | $6M | · | $1M | |
| Deferred Tax | $38M | $35M | $30M | $22M | · | $5M | $0 | $2M | $6M | $5M | · | $15M | $14M | $20M | · | $31M | |
| Other Non-current Liabilities | $29M | $27M | $23M | · | · | · | $21M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $330.0K | $327.0K | $327.0K | $326.0K | $326.0K | $325.0K | $326.0K | $325.0K | $324.0K | $329.0K | · | $325.0K | $218.0K | $217.0K | · | $213.0K | |
| Paid-in Capital | $100M | $72M | $64M | $56M | $49M | $39M | $69M | $59M | $49M | $139M | · | $110M | $129M | $117M | · | $88M | |
| Retained Earnings | $910M | $862M | $830M | $806M | $784M | $777M | $755M | $737M | $691M | $645M | · | $572M | $531M | $492M | · | $436M | |
| Stockholders' Equity | $1.01B | $934M | $895M | $863M | $833M | $816M | $825M | $797M | $740M | $785M | $735M | $682M | $660M | $609M | $561M | $524M | |
| Liabilities + Equity | $1.86B | $1.79B | $1.69B | $1.53B | $1.40B | $1.30B | $1.18B | $1.03B | $1.01B | $953M | · | $945M | $930M | $868M | · | $786M | |
| Shares Outstanding | 82,448,037 | 81,851,483 | 81,691,075 | 81,593,092 | 81,509,387 | 81,348,131 | 81,436,594 | 81,246,902 | 80,950,856 | 82,117,680 | · | 81,231,513 | 54,379,324 | 54,201,863 | · | 53,214,971 |
Cash Flow
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | $21M | $20M | $20M | $20M | $19M | $18M | $17M | $14M | $13M | $13M | $12M | $11M | $10M | $9M | $9M | |
| Stock-based Comp | · | $8M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | |
| Deferred Tax | $5M | $5M | $8M | $25M | $-8M | $6M | $-2M | $-4M | $781.0K | $-740.0K | $-3M | $521.0K | $-5M | $921.0K | $-13M | $-436.0K | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $2M | $3M | $902.0K | $901.0K | $902.0K | $901.0K | $902.0K | |
| Other Non-cash | · | $-39M | · | · | · | $-67M | · | · | · | $37M | · | · | · | $-47M | · | · | |
| Operating Cash Flow | · | $34M | $19M | $12M | $-22M | $-9M | $845.0K | $64M | $36M | $92M | $52M | $47M | $55M | $5M | $18M | $45M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | $22M | $32M | $29M | · | $14M | |
| Investing Cash Flow | · | $-51M | $-54M | $-49M | $-39M | $-50M | $-99M | $-38M | $-37M | $-39M | $-27M | $-22M | $-32M | $-29M | $-12M | $-14M | |
| Dividends Paid | · | $8M | $8M | $8M | $8M | $8M | $7M | $6M | $7M | $7M | $6M | $7M | $7M | $6M | $13M | $10M | |
| Financing Cash Flow | · | $17M | $33M | $38M | $60M | $55M | $98M | $-31M | $-15M | $-34M | $-39M | $-30M | $1M | $21M | $-11M | $-38M | |
| Net Change in Cash | · | · | · | $946.0K | $-1M | $-4M | · | $-5M | $-16M | $19M | · | $-5M | $25M | $-3M | · | $-7M | |
| Taxes Paid | $2M | $28.0K | · | · | $12M | $538.0K | $9M | $12M | $28M | $311.0K | $18M | $12M | $33M | $172.0K | · | $3M | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | · | · | · | · | $-24M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 24.3% | 25.1% | · | 27.8% | 26.6% | 26.8% | · | 34.9% | 36.1% | 35.2% | · | 37.2% | 33.1% | 29.0% | · | 27.0% | |
| Operating Margin | 11.0% | 11.5% | · | 11.3% | 7.6% | 10.9% | · | 20.0% | 21.4% | 17.9% | · | 20.7% | 19.3% | 16.6% | · | 15.1% | |
| Net Margin | 9.0% | 8.0% | · | 8.0% | 5.0% | 9.1% | · | 16.1% | 16.7% | 14.9% | · | 15.4% | 16.1% | 13.8% | · | 11.3% | |
| Pretax Margin | 10.0% | 10.5% | · | 10.0% | 6.3% | 10.1% | · | 19.7% | 21.4% | 17.9% | · | 20.3% | 18.8% | 16.2% | · | 14.8% | |
| EBITDA Margin | 11.0% | 15.7% | · | 11.3% | 7.6% | 16.8% | · | 20.0% | 21.4% | 23.1% | · | 20.7% | 19.3% | 20.5% | · | 15.1% | |
| ROA | 3.5% | · | · | 2.4% | 1.3% | 2.6% | · | 5.3% | 5.4% | 4.3% | · | 5.6% | 5.3% | 4.6% | · | 4.2% | |
| ROE | 6.2% | · | · | 3.7% | 2.0% | 3.7% | · | 7.1% | 7.5% | 5.6% | · | 8.0% | 7.9% | 6.8% | · | 5.9% | |
| ROIC | 6.2% | · | · | 4.0% | 2.2% | 3.9% | · | 6.7% | 7.1% | 5.0% | · | 7.2% | 7.1% | 6.2% | · | 5.4% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.0 | · | · | 3.0 | 3.1 | 2.8 | · | 3.1 | 3.0 | 3.1 | · | 3.0 | 2.8 | 2.8 | · | 2.4 | |
| Quick Ratio | 1.1 | · | · | 1.1 | 0.8 | 0.8 | · | 1.0 | 1.1 | 0.9 | · | 1.1 | 1.0 | 1.2 | · | 1.0 |
Efficiency
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | |
| Inventory Turnover | 1.7 | · | · | 1.3 | 1.1 | 1.2 | · | 1.1 | 1.0 | 0.9 | · | 1.0 | 1.0 | 1.1 | · | 1.3 | |
| Receivables Turnover | 2.4 | · | · | 1.9 | 1.9 | 2.3 | · | 2.2 | 2.1 | 1.9 | · | 2.1 | 2.0 | 1.9 | · | 2.5 |
Per Share
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.26 | · | · | $10.58 | $10.22 | $10.03 | · | $9.81 | $9.15 | $9.56 | · | $8.40 | $12.14 | $11.24 | · | $9.84 | |
| Revenue / Share | $7.49 | $5.97 | · | $4.63 | $3.76 | $3.86 | · | $3.94 | $3.74 | $3.12 | · | $3.74 | $5.10 | $4.81 | · | $4.50 | |
| Cash Flow / Share | · | $0.41 | · | · | · | $-0.11 | · | · | · | $1.10 | · | · | · | $0.09 | · | · | |
| Cash / Share | $0.00 | · | · | $0.01 | $0.00 | $0.01 | · | $0.00 | $0.00 | $0.10 | · | $0.00 | $0.10 | $0.05 | · | $0.20 | |
| Dividend / Share | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.16 | $0.13 | |
| Dividend Paid / Share | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.32 | $0.26 | |
| EPS (TTM) | $1.91 | $1.39 | $1.29 | · | · | · | · | $2.27 | $2.22 | $2.15 | · | $1.84 | $1.60 | $1.35 | · | $0.73 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.93B | $1.51B | $1.44B | · | · | · | · | $1.21B | $1.19B | $1.16B | · | $1.12B | $1.05B | $972M | · | $770M | |
| Net Income TTM | $159M | $115M | $108M | · | · | · | · | $191M | $186M | $180M | · | $169M | $149M | $119M | · | $68M | |
| Market Cap | $10.46B | · | · | $7.62B | $6.01B | $6.36B | · | $8.76B | $7.06B | $7.23B | · | $4.62B | $3.44B | $3.49B | · | $1.91B | |
| P/E | 66.4 | 59.5 | 59.1 | · | · | · | · | 47.5 | 39.3 | 41.0 | · | 30.9 | 39.5 | 47.7 | · | 49.2 | |
| P/S | 5.4 | · | · | · | · | · | · | 7.2 | 5.9 | 6.2 | · | 4.1 | 3.3 | 3.6 | · | 2.5 | |
| P/B | 10.4 | · | · | 8.8 | 7.2 | 7.8 | · | 11.0 | 9.5 | 9.2 | · | 6.8 | 5.2 | 5.7 | · | 3.6 | |
| P / Tangible Book | 11.3 | · | · | 9.8 | 8.0 | 8.6 | · | 12.2 | 12.1 | 11.4 | · | 8.6 | 6.7 | 7.5 | · | 5.1 | |
| P / Cash Flow | · | · | · | · | · | -689.8 | · | · | · | 78.3 | · | · | · | 724.4 | · | · | |
| Dividend Yield | 0.31% | · | · | · | · | · | · | 0.30% | 0.38% | 0.37% | · | 0.71% | 1.1% | 0.84% | · | 1.1% | |
| Earnings Yield | 1.5% | 1.7% | 1.7% | · | · | · | · | 2.1% | 2.5% | 2.4% | · | 3.2% | 2.5% | 2.1% | · | 2.0% | |
| Payout Ratio | · | 20.5% | · | · | · | 27.6% | · | · | · | 16.8% | · | · | · | 17.5% | · | · | |
| Annual Payout | $33M | · | $33M | · | · | · | · | $26M | $27M | $27M | · | $33M | $36M | $29M | · | $20M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $1.44B | $1.20B | $1.17B | $889M | $535M |
| Gross Margin % | 26.8% | 33.1% | 34.2% | 26.7% | 25.8% |
| Operating Margin % | 10.1% | 17.4% | 19.5% | 14.3% | 13.0% |
| Net Income | $108M | $169M | $178M | $100M | $59M |
| Diluted EPS | $1.29 | $2.02 | $2.13 | $1.24 | $0.73 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 2.6 | 2.8 | 3.2 | 2.4 | 2.5 |
| Quick Ratio | 1.0 | 0.8 | 1.1 | 0.9 | 0.8 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | · | · | · | $7M | $6M |
Institutional owners (13F) 508 filers · $8.6B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
508
Value held
$8.6B
New positions
110
Exited positions
33
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 110 (+43 vs prior Q) | 33 (-17 vs prior Q) | 130 (-21 vs prior Q) | 176 (+43 vs prior Q) | -6.2M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $848,216,565 | 6,686,241 | 9.86% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $732,296,306 | 5,772,476 | 8.51% | Shares |
| VANGUARD GROUP INC | $487,733,201 | 6,396,501 | 5.67% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $396,027,869 | 3,121,771 | 4.60% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372,820,735 | 2,938,836 | 4.33% | Shares |
| STATE STREET CORP | $333,061,123 | 2,625,540 | 3.87% | Shares |
| FIRST TRUST ADVISORS LP | $200,333,319 | 1,579,172 | 2.33% | Shares |
| BLAIR WILLIAM & CO/IL | $194,531,388 | 1,533,434 | 2.26% | Shares |
| WASATCH ADVISORS LP | $187,686,765 | 2,268,118 | 2.18% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $181,822,322 | 1,432,938 | 2.11% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $171,633,300 | 1,352,956 | 1.99% | Shares |
| GENEVA CAPITAL MANAGEMENT LLC | $152,338,830 | 1,200,842 | 1.77% | Shares |
| MORGAN STANLEY | $142,262,736 | 1,121,413 | 1.65% | Shares |
| Capital World Investors | $139,893,977 | 1,102,743 | 1.63% | Shares |
| FRANKLIN RESOURCES INC | $129,898,925 | 1,023,955 | 1.51% | Shares |
| Conestoga Capital Advisors, LLC | $128,867,519 | 1,015,825 | 1.50% | Shares |
| JANE STREET GROUP, LLC | $123,553,140 | 973,933 | 1.44% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $116,400,466 | 917,551 | 1.35% | Shares |
| Pictet Asset Management Holding SA | $112,111,256 | 883,740 | 1.30% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $111,503,652 | 878,950 | 1.30% | Shares |
| Mawer Investment Management Ltd. | $108,487,247 | 855,173 | 1.26% | Shares |
| Spyglass Capital Management LLC | $98,523,155 | 776,629 | 1.15% | Shares |
| Copeland Capital Management, LLC | $95,169,903 | 750,196 | 1.11% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91,894,340 | 724,376 | 1.07% | Shares |
| NORTHERN TRUST CORP | $89,003,072 | 701,585 | 1.03% | Shares |
| BOKF, NA | $86,467,522 | 681,598 | 1.00% | Shares |
| Stephens Investment Management Group LLC | $81,603,456 | 643,256 | 0.95% | Shares |
| AMERIPRISE FINANCIAL INC | $81,119,949 | 639,442 | 0.94% | Shares |
| FMR LLC | $79,182,222 | 624,170 | 0.92% | Shares |
| BAMCO INC /NY/ | $69,062,838 | 544,402 | 0.80% | Shares |
| NORGES BANK | $66,288,029 | 522,529 | 0.77% | Shares |
| CITIGROUP INC | $63,040,667 | 496,931 | 0.73% | Shares |
| BROWN ADVISORY INC | $62,101,370 | 489,527 | 0.72% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $55,921,918 | 440,816 | 0.65% | Shares |
| Bank of New York Mellon Corp | $55,284,046 | 435,788 | 0.64% | Shares |
| BANK OF AMERICA CORP /DE/ | $53,657,487 | 422,966 | 0.62% | Shares |
| UBS Group AG | $50,392,344 | 397,228 | 0.59% | Shares |
| JPMORGAN CHASE & CO | $49,705,761 | 392,250 | 0.58% | Shares |
| ROYCE & ASSOCIATES LP | $48,866,218 | 385,198 | 0.57% | Shares |
| AMERICAN CAPITAL MANAGEMENT INC | $47,595,081 | 375,178 | 0.55% | Shares |
| GOLDMAN SACHS GROUP INC | $46,761,683 | 368,608 | 0.54% | Shares |
| SEI INVESTMENTS CO | $46,392,603 | 365,700 | 0.54% | Shares |
| Champlain Investment Partners, LLC | $45,877,777 | 361,641 | 0.53% | Shares |
| Impax Asset Management Group plc | $43,533,851 | 343,165 | 0.51% | Shares |
| Amundi | $42,951,673 | 338,393 | 0.50% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $41,423,000 | 326,523 | 0.48% | Shares |
| D. E. Shaw & Co., Inc. | $39,736,104 | 313,228 | 0.46% | Shares |
| Pembroke Management, LTD | $37,652,809 | 296,806 | 0.44% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $37,258,082 | 293,694 | 0.43% | Shares |
| FEDERATED HERMES, INC. | $35,986,249 | 283,669 | 0.42% | Shares |
Company insiders 40 insiders · 11 officers · 16 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Matthew Joseph Tobolski | Chief Executive Officer | May 13, 2026 S | 114,371 | 0 | 1 | $-1,082,960 |
| Chung Kin Cheung | Chief Financial Officer | April 20, 2026 A | 17,541 | 0 | 0 | $0 |
| Scott M Asbjornson | Vice President, Finance & CFO | May 16, 2021 D | 845,094 | 0 | 0 | $0 |
| Matthew Shaub | Executive Vice President | Aug. 28, 2026 P | 3,136 | 1 | 0 | $34,924 |
| Rebecca Thompson | Chief Accounting Officer | June 2, 2026 S | 0 | 0 | 9 | $-8,277,639 |
| Gordon Douglas Wichman | Executive Vice President | May 26, 2026 M | 10,997 | 0 | 1 | $-421,170 |
| Casey Kidwell | Chief Administration Officer | May 14, 2026 M | 13,463 | 0 | 5 | $-906,320 |
| Sam Neale | Vice President | March 13, 2018 M | 28,528 | 0 | 0 | $0 |
| Kathy I Sheffield | Sr. Vice President Admin/Treas | Nov. 30, 2017 F | 22,072 | 0 | 0 | $0 |
| Robert G Fergus | Vice President | Jan. 4, 2017 F | 23,095 | 0 | 0 | $0 |
| John B Johnson JR | Secretary | May 20, 2014 A | 29,750 | 0 | 0 | $0 |
| David Raymond Stewart | Director | Sept. 15, 2026 P | 4,000 | 1 | 0 | $74,660 |
| Robert L. Buttermore | Director | Sept. 1, 2026 A | 1,284 | 0 | 0 | $0 |
| Patrick John Jermain | Director | Sept. 1, 2026 A | 1,284 | 0 | 0 | $0 |
| Norman H Asbjornson | Director | Sept. 1, 2026 G | 11,482,401 | 0 | 0 | $0 |
| Gary D Fields | Director | May 29, 2026 S | 15,252 | 0 | 9 | $-15,640,672 |
| Bruce Ware | Director | May 12, 2026 A | 9,876 | 0 | 0 | $0 |
| Angela Kouplen | Director | May 12, 2026 A | 39,159 | 0 | 0 | $0 |
| Stephen O Leclair | Director | May 12, 2026 A | 31,566 | 0 | 0 | $0 |
| A H Mcelroy II | Director | May 12, 2026 A | 75,380 | 0 | 0 | $0 |
| Paul K Lackey Jr | Director | Dec. 13, 2021 S | 66,037 | 0 | 0 | $0 |
| Stephen Leclair | Director | May 11, 2021 A | 15,290 | 0 | 0 | $0 |
| Jack E Short | Director | March 3, 2020 S | 27,121 | 0 | 0 | $0 |
| Jerry R Levine | Director | March 10, 2017 S | 221,399 | 0 | 0 | $0 |
| Joseph E Cappy | Director | May 20, 2014 A | 43,987 | 0 | 0 | $0 |
| Caron A Lawhorn | · | May 12, 2026 A | 18,675 | 0 | 0 | $0 |
| Stephen E Wakefield | · | Jan. 30, 2026 F | 14,274 | 3 | 0 | $484,400 |
| Christopher Douglas Eason | · | Oct. 9, 2025 J | 2,164 | 0 | 0 | $0 |
| Robert Teis | · | March 14, 2025 F | 12,697 | 0 | 0 | $0 |
| David E Benson | · | March 11, 2025 A | 133,053 | 0 | 0 | $0 |
| Xerxes P Gazder | · | Feb. 13, 2025 J | 2,988 | 0 | 0 | $0 |
| Rony D Gadiwalla | · | Dec. 20, 2022 G | 19,426 | 0 | 0 | $0 |
| Larry Gene Stewart | · | Nov. 8, 2022 M | 0 | 0 | 0 | $0 |
| Mikel D Crews | · | Aug. 12, 2020 S | 39,294 | 0 | 0 | $0 |
| David E Knebel | · | March 21, 2014 M | 69,275 | 0 | 0 | $0 |
| Cc Stephenson JR | · | May 19, 2009 A | 764,022 | 0 | 0 | $0 |
| Anthony Pantaleoni | · | Nov. 23, 2007 G | 81,435 | 0 | 0 | $0 |
| Thomas E Naugle | · | Aug. 21, 2007 J | 148,765 | 0 | 0 | $0 |
| Jerry E Ryan | · | May 31, 2006 A | 0 | 0 | 0 | $0 |
| William A Bowen | · | March 31, 2005 G | 200,529 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 57 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RSMC · Tidal Trust III | 2.41% | 206,711 NS | July 31, 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.79% | 65,508 NS | July 31, 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0.66% | 77,929 NS | July 31, 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.56% | 36,176 NS | July 31, 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0.51% | 1,347 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.45% | 67,084 SH | Aug. 19, 2026 | Daily |
| QUVU · Hartford Funds Exchange-Traded Trust | 0.30% | 6,148 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.26% | 40,597 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.24% | 922,239 SH | Aug. 19, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.24% | 109,906 SH | Aug. 19, 2026 | Daily |
| IQSM · New York Life Investments ETF Trust | 0.20% | 7,317 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.17% | 21,470 SH | Sept. 11, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.17% | 7,495 NS | July 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.17% | 10,860 NS | July 31, 2026 | N-PORT |
| MADE · iShares Trust | 0.16% | 1,271 SH | Sept. 11, 2026 | Daily |
| IWP · iShares Trust | 0.15% | 384,170 SH | Sept. 11, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.14% | 10,518 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 29,673 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.13% | 999 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.13% | 220,717 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.12% | 45,516 SH | Sept. 11, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.12% | 84,428 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.11% | 1,596,893 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.10% | 33,329 SH | Oct. 2, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.10% | 780,079 SH | Aug. 19, 2026 | Daily |
| TRFK · Pacer Funds Trust | 0.09% | 9,866 NS | July 31, 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.09% | 22,833 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.08% | 13,129 SH | Oct. 2, 2026 | Daily |
| SMMD · iShares Trust | 0.07% | 36,501 SH | Sept. 11, 2026 | Daily |
| IYJ · iShares Trust | 0.07% | 16,248 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.05% | 4,167 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.05% | 4,591 SH | Oct. 2, 2026 | Daily |
| IWR · iShares Trust | 0.04% | 279,129 SH | Sept. 11, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.03% | 107,765 SH | Aug. 19, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.03% | 153,753 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 5,100 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 6,024 NS | July 31, 2026 | N-PORT |
| IWF · iShares Trust | 0.02% | 255,884 SH | Sept. 11, 2026 | Daily |
| IUSG · iShares Trust | 0.01% | 59,289 SH | Sept. 11, 2026 | Daily |
| SMDX · Tidal Trust III | 0.01% | 201 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 3,240 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 16,122 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 2,210,688 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 56,246 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 11,265 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5,690 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 15,401 SH | Aug. 19, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 20,587 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.01% | 47,494 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.01% | 448 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 87,858 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 18,039 SH | Sept. 10, 2026 | Daily |
| DGRO · iShares Trust | 0.00% | 20,577 SH | Sept. 11, 2026 | Daily |
| IJH · iShares Trust | · | 2,385,819 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 393,974 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 9,324 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 3,063 SH | Sept. 11, 2026 | Daily |
AAON Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 14 analysts
BUY
Median target
$137.50
+65.1%
7 50.0%
Strong Buy
5 35.7%
Buy
2 14.3%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
4 analysts · 2026-09-30Mean target $134.75 +61.8%
← Below all targets
Current price $83.27
Low$110.00
Mean$134.75
High$154.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| AOS | · | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| BLDR | $11.38B | 26.4 | -7.4% | 2.9% | 10.2% | 30.4% |
| CSW | $4.66B | 38.9 | 23.2% | 10.3% | 10.3% | 41.9% |
| FBIN | $6.16B | 20.8 | -3.2% | 6.7% | 12.6% | · |
| TREX | $3.71B | 19.7 | 2.0% | 16.2% | 18.8% | 39.2% |
| UFPI | $5.25B | 18.6 | -5.0% | 4.7% | 9.4% | 16.8% |
| GFF | $3.53B | 69.9 | -4.0% | 2.0% | 35.4% | 42.0% |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
BLUECHIP_DIP
Stopped out
risk 1
reward 3.83
entry
$110.81
R:R 3.83
BOUNCE_UP
Stopped out
risk 1
reward 1.50
entry
$97.53
R:R 1.50
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Aug 10, 2026