Aaon

AAON

Market cap $7.68B

TULSA, Okla., April 2, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performance and energy-efficient HVAC solutions, announces a transition in the Chief Financial Officer (CFO) role and the addition of a General Counsel.

TULSA, Okla., March 5, 2026 /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 March 30, 2026 to stockholders of record as of the close of business on March 18, 2026.

AAON, Inc. reported strong growth in Q4. The company's market positioning remains strong, and BASX continues to benefit from the AI CapEx cycle. Gross margin headwinds could persist until 2027. Underutilization at the Memphis facility, and ERP system implementations, weigh on the margin outlook. The valuation remains too expensive. I estimate AAON to have -20% downside to $85.6.

TULSA, Okla., March 3, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON), a leader in high-performance and energy-efficient HVAC solutions, announced its Alpha Class EXTREME SERIES packaged rooftop unit has successfully completed the laboratory evaluation phase of the U.S. Department of Energy's Commercial Building HVAC Technology Challenge — and did so with true simultaneous dual fuel capability.

AAON, Inc. (AAON) Q4 2025 Earnings Call Transcript

Aaon (AAON) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.3 per share a year ago.

Carries Record Backlog into 2026  Full Year 2025 Results (All comparisons are year-over-year, unless otherwise noted) Delivered strong sales growth in 2025, while margins and earnings reflected strategic investments in production expansion and ERP implementation to support future growth Net sales increased 20.1% to $1.44 billion compared to $1.20 billion in 2024 Gross margin was 26.7% compared to 33.1% in 2024 GAAP diluted EPS was $1.29 compared to $2.02 in 2024 Robust bookings trends of both AAON- and BASX-branded equipment support continued market share gains Record year-end backlog of $1.83 billion, up 110.9% year-over-year, providing strong visibility entering 2026 Fourth Quarter 2025 Results (All comparisons are year-over-year, unless otherwise noted) Delivered strong sales growth in the quarter, while margins reflected capacity expansions and upfront fixed costs absorption associated with production ramp-up Net sales increased 42.5% to $424.2 million compared to $297.7 million in the fourth quarter of 2024 Gross margin was 25.9% compared to 26.1% in the fourth quarter of 2024 GAAP diluted EPS was $0.39 compared to $0.30 in the fourth quarter of 2024 Company Introduces 2026 Outlook 2026 outlook reflects revenue growth of 18-20% and gross margins of approximately 29-31%, supported by record backlog, expanded capacity, and improving operational execution TULSA, Okla., March 2, 2026 /PRNewswire/ -- AAON, INC.

TULSA, Okla., Feb. 18, 2026 /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 Monday, March 2, 2026, at 9:00 a.m.

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In the fourth quarter we sold four stocks (WAL, CFLT, CCOI, CIEN) and added six new investments (MIR, VCEL, AMPL, VIAV, GTLB, AAON). We exited our investment in infrastructure software vendor CFLT following the announcement that IBM would acquire the company for $11 billion, or $31 per share. We initiated a new investment position in GitLab (GTLB), a Dev/Sec/Ops software platform vendor that helps software developers plan, build, and monitor code.