Aaon

AAON

Market cap $7.63B

Jackson Square added 88,516 shares of AAON, raising the position's value by $9.16 million The transaction represented a 2.93% increase relative to the fund's reportable assets under management Post-trade holding: 133,734 shares valued at $12.50 million AAON now accounts for 5.05% of fund AUM, making it the fund's 4th-largest holding

TULSA, Okla. , Nov. 12, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), today announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on December 18, 2025 to stockholders of record as of the close of business on November 26, 2025.

AAON, Inc. ( AAON ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Joseph Mondillo - Director of Investor Relations Matthew Tobolski - President, CEO & Director Rebecca Thompson - Interim Principal Accounting Officer, VP of Finance, CFO & Treasurer Conference Call Participants Ryan Merkel - William Blair & Company L.L.C., Research Division Noah Kaye - Oppenheimer & Co. Inc., Research Division Christopher Moore - CJS Securities, Inc. Timothy Wojs - Robert W.

AAON, Inc. reported strong Q3 growth. The AAON brand stabilized in a challenging non-residential construction market. BasX continues to benefit from AI-related data center investments. The brand's backlog surged by 119%, driving AAON's growth story. Temporary disruptions from ERP implementation, tariffs, and growth initiatives have weakened AAON's margins. The headwind should be temporary.

Aaon (AAON) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.63 per share a year ago.

Q3 Highlights (All comparisons are year-over-year, unless otherwise noted) Operations improved sequentially, driven by continued demand, improved ERP efficiency and increased production throughput Net sales up 17.4% to $384.2 million GAAP diluted EPS of $0.37 down year-over-year 41.3%, up sequentially 94.7% Robust bookings trends of both AAON- and BASX-branded equipment point to continuing market share gains Record backlog of $1.32 billion up year-over-year 103.8% and up sequentially 18.1% TULSA, Okla. , Nov. 6, 2025 /PRNewswire/ -- AAON, INC.

TULSA, Okla. , Oct. 30, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performance and energy-efficient HVAC solutions, is pleased to welcome  Roberto Giacomelli to its executive leadership team as Senior Vice President of Operations.

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.

Data center and power demand, along with mission-critical projects, give these construction stocks, like MasTec, AAON, Vulcan, Johnson and EMCOR, an edge.

TULSA, Okla. , Oct. 29, 2025 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performing, energy-efficient HVAC solutions that brings long-term value to customers and owners, announces that it has scheduled its quarterly conference call and webcast for Thursday, November 6, 2025, at 9:00 a.m.