AAON Stock Insights

AAON price $75.61 -0.22 -0.29%

Ticker
AAON
Price
$75.61
Change
-0.22 -0.29%
Market cap ?
$6.23B
P/E ?
36.49
Forward P/E ?
31.86
Dividend yield ?
0.56%
Beta ?
1.41
Sector
Industrials
Industry
Industrial - Machinery
Stocklytics score
59
Value
49
Quality
42
Growth
85

Stocklytics score rationale: value 49, quality 42, growth 85.

Financials

2016201720182019202020212022202320242025
383977000405232000433947000469333000514551000534517000888788000116851800012006350001442076000

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…

Fair value

AAON fair value $56.69. Price $75.61. Price is 33% above fair value.

Above fair value, around its usual premium.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Compare AAON

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-05—0.57—601.19M
2026-08-100.690.51626.98M508.82M
2026-05-070.480.29496.94M381.08M
2026-03-020.390.45424.22M372.35M
2025-11-060.370.33384.24M374.10M
2025-08-110.220.31311.57M361.38M
2025-04-300.370.25322.05M361.68M
2025-02-270.300.54297.72M309.60M
2024-11-070.630.57327.25M315.80M
2024-08-010.620.51313.57M283.77M
2024-05-020.460.49262.10M284.76M
2024-02-280.560.52306.64M294.34M
2023-11-060.640.55311.97M294.36M
2023-08-030.550.43283.96M276.08M
2023-05-040.450.36265.95M248.27M
2023-02-270.470.37254.60M240.28M
2022-11-070.340.29242.60M223.63M
2022-08-080.200.28208.81M204.33M
2022-05-050.220.21182.77M158.47M
2022-02-280.120.18136.28M136.62M
2021-11-040.190.26138.57M147.15M
2021-08-050.250.22143.88M143.88M
2021-05-060.200.16115.79M113.79M
2021-02-250.270.29116.70M118.50M
2020-11-050.250.34134.77M120.59M
2020-08-060.230.25125.60M132.98M
2020-05-070.270.23137.48M117.36M
2020-02-270.220.18122.57M107.72M
2019-10-310.170.19113.50M122.23M
2019-08-010.170.21119.44M128.99M
2019-05-020.140.16113.82M124.66M
2019-02-270.160.17112.34M131.06M
2018-11-010.180.20112.94M117.12M
2018-08-020.150.13109.59M109.59M
2018-05-030.050.1699.08M309.63M
2018-02-270.150.16104.16M119.04M
2017-11-020.190.20113.67M117.73M
2017-08-030.170.19101.33M113.02M
2017-05-040.130.1386.08M95.14M
2017-02-230.140.1691.67M109.13M

Dividends

Yield 0.53%. Payout ratio 20.53%. Frequency Quarterly.

Safety score 78/100 · Safe. Payout ratio is 21% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. Dividends were paid in 21 separate years. Yield is 0.5%, which is modest.

Ex-dateDividendRecordPaymentFrequency
2026-09-04$0.102026-09-042026-09-25Quarterly
2026-06-05$0.102026-06-052026-06-26Quarterly
2026-03-18$0.102026-03-182026-03-30Quarterly
2025-11-26$0.102025-11-262025-12-18Quarterly
2025-09-05$0.102025-09-052025-09-26Quarterly
2025-06-06$0.102025-06-062025-06-27Quarterly
2025-03-18$0.102025-03-182025-03-28Quarterly
2024-11-29$0.082024-11-292024-12-19Quarterly
2024-09-06$0.082024-09-062024-09-27Quarterly
2024-06-07$0.082024-06-072024-06-28Quarterly
2024-03-15$0.082024-03-182024-03-29Quarterly
2023-11-28$0.082023-11-292023-12-18Quarterly
2023-09-07$0.082023-09-082023-09-29Quarterly
2023-06-08$0.082023-06-092023-06-30Quarterly
2023-03-10$0.082023-03-132023-03-31Quarterly
2022-11-25$0.162022-11-282022-12-16Semi-Annual
2022-06-02$0.132022-06-032022-07-01Semi-Annual
2021-11-24$0.132021-11-262021-12-17Semi-Annual
2021-06-02$0.132021-06-032021-07-01Semi-Annual
2020-11-25$0.132020-11-272020-12-18Semi-Annual
2020-06-02$0.132020-06-032020-07-01Semi-Annual
2019-11-26$0.112019-11-272019-12-18Semi-Annual
2019-05-31$0.112019-06-032019-07-01Semi-Annual
2018-11-28$0.112018-11-292018-12-20Semi-Annual
2018-06-07$0.112018-06-082018-07-06Semi-Annual
2017-11-29$0.092017-11-302017-12-21Semi-Annual
2017-06-07$0.092017-06-092017-07-07Semi-Annual
2016-11-30$0.092016-12-022016-12-23Semi-Annual
2016-06-08$0.072016-06-102016-07-01Semi-Annual
2015-11-30$0.072015-12-022015-12-23Semi-Annual
2015-06-10$0.072015-06-122015-07-01Semi-Annual
2014-11-28$0.062014-12-022014-12-23Semi-Annual
2014-06-10$0.062014-06-122014-07-01Semi-Annual
2013-11-27$0.042013-12-022013-12-23Semi-Annual
2013-06-11$0.032013-06-132013-07-02Semi-Annual
2012-11-29$0.072012-12-032012-12-24Semi-Annual
2012-06-07$0.042012-06-112012-07-02Semi-Annual
2011-11-29$0.042011-12-012011-12-22Semi-Annual
2011-06-08$0.042011-06-102011-07-01Semi-Annual
2010-11-29$0.042010-12-012010-12-22Semi-Annual
2010-06-08$0.042010-06-102010-07-01Semi-Annual
2009-12-10$0.042009-12-142010-01-04Semi-Annual
2009-06-09$0.042009-06-112009-07-02Semi-Annual
2008-12-10$0.032008-12-122009-01-02Semi-Annual
2008-06-10$0.032008-06-122008-07-03Semi-Annual
2007-12-11$0.032007-12-132008-01-03Semi-Annual
2007-06-07$0.032007-06-112007-07-02Semi-Annual
2006-12-11$0.032006-12-132007-01-03Semi-Annual
2006-06-08$0.032006-06-122006-07-03Semi-Annual

Insider trades

DateInsiderActionSharesPriceValue
2027-04-20Cheung Chung KinOther5.21K$97.90510.16K
2027-04-01Bomer Luke A.Other2.33K$83.65194.74K
2026-09-15Stewart David RaymondBuy1.00K$74.6674.66K
2026-09-01ASBJORNSON NORMAN HSell100.00K——
2026-09-01Jermain Patrick JohnBuy1.28K——
2026-09-01Buttermore Robert L.Buy1.28K——
2026-08-28Shaub MatthewBuy457$76.4234.92K
2026-07-28Jermain Patrick JohnOther0——
2026-07-28Buttermore Robert L.Other0——
2026-06-02Thompson RebeccaSell4.23K$143.42606.67K
2026-05-29Fields Gary DSell19.00K$140.202.66M
2026-05-29ASBJORNSON NORMAN HSell101.44K——
2026-05-29ASBJORNSON NORMAN HSell88.00K——
2026-05-26Wichman Gordon DouglasSell3.00K$27.5882.74K
2026-05-26Wichman Gordon DouglasBuy3.00K$27.5882.74K
2026-05-26Wichman Gordon DouglasSell3.00K$140.39421.17K
2026-05-26Fields Gary DBuy21.17K$48.911.04M
2026-05-26Fields Gary DSell21.17K$140.342.97M
2026-05-26Fields Gary DSell21.17K$48.911.04M
2026-05-14Kidwell CaseyBuy2.08K$79.73166.16K
2026-05-14Kidwell CaseyBuy1.07K$82.3988.07K
2026-05-14Kidwell CaseySell2.08K$138.30288.22K
2026-05-14Kidwell CaseySell1.07K$138.31147.85K
2026-05-14Kidwell CaseySell1.07K$82.3988.07K
2026-05-14Kidwell CaseySell2.08K$79.73166.16K
2026-05-13Tobolski Matthew JosephSell8.00K$135.371.08M
2026-05-13Tobolski Matthew JosephSell467$135.3763.22K
2026-05-13Fields Gary DBuy19.08K$36.13689.40K
2026-05-13Fields Gary DSell19.08K$137.602.63M
2026-05-13Fields Gary DSell19.08K$36.13689.40K
2026-05-12ASBJORNSON NORMAN HBuy1.29K——
2026-05-12Ware BruceBuy1.29K——
2026-05-12Stewart David RaymondBuy1.29K——
2026-05-12McElroy A H IIBuy1.29K——
2026-05-12LeClair Stephen OBuy1.29K——
2026-05-12Lawhorn Caron ABuy1.29K——
2026-05-12Kouplen AngelaBuy1.29K——
2026-05-12Fields Gary DBuy26.02K$48.911.27M
2026-05-12Fields Gary DBuy5.25K$31.69166.47K
2026-05-12Fields Gary DSell26.02K$134.073.49M
2026-05-12Fields Gary DSell5.25K$134.05704.16K
2026-05-12Fields Gary DSell26.02K$48.911.27M
2026-05-12Fields Gary DSell5.25K$31.69166.47K
2026-05-07Thompson RebeccaBuy9.67K$29.48285.13K
2026-05-07Thompson RebeccaSell9.67K$136.591.32M
2026-05-07Thompson RebeccaSell9.67K$29.48285.13K
2026-04-27Thompson RebeccaBuy400$29.4811.79K
2026-04-27Thompson RebeccaSell400$100.2740.11K
2026-04-27Thompson RebeccaSell400$29.4811.79K
2026-04-24Thompson RebeccaBuy21.91K$29.48646.02K
2026-04-24Thompson RebeccaSell21.91K$29.48646.02K
2026-04-24Thompson RebeccaBuy21.91K$29.48646.02K
2026-04-24Thompson RebeccaSell21.91K$100.212.20M
2026-04-24Thompson RebeccaSell21.91K$29.48646.02K
2026-04-23Thompson RebeccaBuy7.29K$29.48214.97K
2026-04-23Thompson RebeccaSell7.29K$29.48214.97K
2026-04-23Thompson RebeccaBuy7.29K$29.48214.97K
2026-04-23Thompson RebeccaSell7.29K$29.48214.97K
2026-04-23Thompson RebeccaSell7.29K$100.10729.93K
2026-04-21Thompson RebeccaBuy2.29K$29.4867.42K
2026-04-21Thompson RebeccaSell2.29K$29.4867.42K
2026-04-21Thompson RebeccaSell2.29K$29.4867.42K
2026-04-21Thompson RebeccaBuy2.29K$29.4867.42K
2026-04-21Thompson RebeccaSell2.29K$100.11228.95K
2026-04-20Cheung Chung KinBuy15.51K——
2026-04-20Cheung Chung KinOther0——
2026-04-01Bomer Luke A.Other0——
2026-04-01Bomer Luke A.Other0——
2026-03-12Wichman Gordon DouglasSell89$91.518.14K
2026-03-12Wichman Gordon DouglasSell55$91.515.03K
2026-03-12Tobolski Matthew JosephSell413$91.5137.79K
2026-03-12Thompson RebeccaSell155$91.5114.18K
2026-03-12Thompson RebeccaSell169$91.5115.47K
2026-03-12Shaub MatthewSell40$91.513.66K
2026-03-12Shaub MatthewSell114$91.5110.43K
2026-03-12Kidwell CaseyBuy2.84K$62.04176.19K
2026-03-12Kidwell CaseyBuy1.55K$36.1356.15K
2026-03-12Kidwell CaseyBuy831$35.4129.43K
2026-03-12Kidwell CaseySell2.84K$90.00255.60K
2026-03-12Kidwell CaseySell89$91.518.14K
2026-03-12Kidwell CaseySell91$91.518.33K
2026-03-12Kidwell CaseySell1.55K$36.1356.15K
2026-03-12Kidwell CaseySell831$35.4129.43K
2026-03-12Kidwell CaseySell2.84K$62.04176.19K
2026-03-12Fields Gary DSell1.02K$91.5193.80K
2026-03-12Fields Gary DSell334$91.5130.56K
2026-03-11Wichman Gordon DouglasBuy924——
2026-03-11Tobolski Matthew JosephBuy8.96K——
2026-03-11Thompson RebeccaBuy1.54K——
2026-03-11Kidwell CaseyBuy981——
2026-03-11Shaub MatthewBuy1.05K——
2026-03-11Wichman Gordon DouglasOther1.94K$82.39159.42K
2026-03-06Fields Gary DSell1.23K$88.33108.20K
2026-03-06Thompson RebeccaSell180$88.3315.90K
2026-03-06Kidwell CaseySell120$88.3310.60K
2026-03-06Wichman Gordon DouglasSell102$88.339.01K
2026-01-30Wichman Gordon DouglasBuy726$95.6469.43K
2026-01-30Wichman Gordon DouglasSell200$95.6419.13K
2026-01-30Wichman Gordon DouglasBuy1.48K$95.64141.36K
2026-01-30Wichman Gordon DouglasSell439$95.6441.99K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 484, holders +75 vs prior quarter. Ownership 80.66%.

HolderSharesChangeChange %Value
BLACKROCK, INC.6.69M125.82K+1.92%848.22M
WELLINGTON MANAGEMENT GROUP LLP5.77M-2.20M-27.64%732.30M
VANGUARD CAPITAL MANAGEMENT LLC3.12M22.65K+0.73%396.03M
VANGUARD PORTFOLIO MANAGEMENT LLC2.94M30.75K+1.06%372.82M
STATE STREET CORP2.63M562.93K+27.29%333.06M
WASATCH ADVISORS LP2.34M70.40K+3.10%296.66M
FIRST TRUST ADVISORS LP1.58M-434.04K-21.56%200.33M
BLAIR WILLIAM & CO/IL1.53M-88.77K-5.47%194.53M
GEODE CAPITAL MANAGEMENT, LLC1.43M6.14K+0.43%181.82M
DIMENSIONAL FUND ADVISORS LP1.35M-31.88K-2.30%171.63M
GENEVA CAPITAL MANAGEMENT LLC1.20M-520.79K-30.25%152.34M
MORGAN STANLEY1.12M-132.99K-10.60%142.26M
CAPITAL WORLD INVESTORS1.10M-161.53K-12.78%139.89M
FRANKLIN TEMPLETON INC1.02M-195.31K-16.02%129.90M
CONESTOGA CAPITAL ADVISORS, LLC1.02M-254.41K-20.03%128.87M
JANE STREET GROUP, LLC973.93K973.93KNew123.55M
FULLER & THALER ASSET MANAGEMENT, INC.917.55K917.55KNew116.40M
PICTET ASSET MANAGEMENT HOLDING SA883.74K212.53K+31.66%112.11M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC878.95K-185.19K-17.40%111.50M
MAWER INVESTMENT MANAGEMENT LTD.855.17K6.59K+0.78%108.49M
SPYGLASS CAPITAL MANAGEMENT LLC776.63K-82.21K-9.57%98.52M
COPELAND CAPITAL MANAGEMENT, LLC750.20K-37.42K-4.75%95.17M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC724.38K-4.80K-0.66%91.89M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.724.38K724.38KNew91.89M
NORTHERN TRUST CORP701.59K-41.90K-5.64%89.00M

Insights

Revenue by product
PeriodValue
FY2018Air Handlers: 21905000.0, Condensing Units: 18282000.0, Other Product and Services: 16855000.0, Outdoor Mechanical Rooms: 2408000.0, Part Sales: 26732000.0, Rooftop Units: 333105000.0, Water Source Heat Pumps: 14660000.0
FY2019Air Handlers: 24265000.0, Condensing Units: 18475000.0, Other Product and Services: 16745000.0, Outdoor Mechanical Rooms: 1643000.0, Part Sales: 33331000.0, Rooftop Units: 349427000.0, Water Source Heat Pumps: 25447000.0
FY2020Air Handlers: 23931000.0, Condensing Units: 21149000.0, Other Product and Services: 14069000.0, Outdoor Mechanical Rooms: 2842000.0, Part Sales: 32561000.0, Rooftop Units: 400946000.0, Water Source Heat Pumps: 19053000.0
FY2021AAON Coil Products: 66589000.0, AAON Oklahoma: 463845000.0, BasX: 4083000.0
FY2022AAON Coil Products: 107290000.0, AAON Oklahoma: 663845000.0, BasX: 117653000.0
FY2023Air Handlers: 61830000.0, Condensing Units: 42800000.0, Outdoor Mechanical Rooms: 506000.0, Part Sales: 67696000.0, Product and Service, Other: 29044000.0, Rooftop Units: 804254000.0, Water Source Heat Pumps: 15898000.0
FY2024Part Sales: 76900000.0
FY2025Part Sales: 80200000.0

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AAON Stock Insights

AAON$75.61-0.22 -0.29%

$6.23B

Market Cap

36.49

P/E

31.86

Forward P/E

59

Score

Price History