AAON Stock Insights
$6.23B
Market Cap
36.49
P/E
31.86
Forward P/E
59
Score
AAON price $75.61 -0.22 -0.29%
Stocklytics score rationale: value 49, quality 42, growth 85.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 383977000 | 405232000 | 433947000 | 469333000 | 514551000 | 534517000 | 888788000 | 1168518000 | 1200635000 | 1442076000 |
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…
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.
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-05 | — | 0.57 | — | 601.19M |
| 2026-08-10 | 0.69 | 0.51 | 626.98M | 508.82M |
| 2026-05-07 | 0.48 | 0.29 | 496.94M | 381.08M |
| 2026-03-02 | 0.39 | 0.45 | 424.22M | 372.35M |
| 2025-11-06 | 0.37 | 0.33 | 384.24M | 374.10M |
| 2025-08-11 | 0.22 | 0.31 | 311.57M | 361.38M |
| 2025-04-30 | 0.37 | 0.25 | 322.05M | 361.68M |
| 2025-02-27 | 0.30 | 0.54 | 297.72M | 309.60M |
| 2024-11-07 | 0.63 | 0.57 | 327.25M | 315.80M |
| 2024-08-01 | 0.62 | 0.51 | 313.57M | 283.77M |
| 2024-05-02 | 0.46 | 0.49 | 262.10M | 284.76M |
| 2024-02-28 | 0.56 | 0.52 | 306.64M | 294.34M |
| 2023-11-06 | 0.64 | 0.55 | 311.97M | 294.36M |
| 2023-08-03 | 0.55 | 0.43 | 283.96M | 276.08M |
| 2023-05-04 | 0.45 | 0.36 | 265.95M | 248.27M |
| 2023-02-27 | 0.47 | 0.37 | 254.60M | 240.28M |
| 2022-11-07 | 0.34 | 0.29 | 242.60M | 223.63M |
| 2022-08-08 | 0.20 | 0.28 | 208.81M | 204.33M |
| 2022-05-05 | 0.22 | 0.21 | 182.77M | 158.47M |
| 2022-02-28 | 0.12 | 0.18 | 136.28M | 136.62M |
| 2021-11-04 | 0.19 | 0.26 | 138.57M | 147.15M |
| 2021-08-05 | 0.25 | 0.22 | 143.88M | 143.88M |
| 2021-05-06 | 0.20 | 0.16 | 115.79M | 113.79M |
| 2021-02-25 | 0.27 | 0.29 | 116.70M | 118.50M |
| 2020-11-05 | 0.25 | 0.34 | 134.77M | 120.59M |
| 2020-08-06 | 0.23 | 0.25 | 125.60M | 132.98M |
| 2020-05-07 | 0.27 | 0.23 | 137.48M | 117.36M |
| 2020-02-27 | 0.22 | 0.18 | 122.57M | 107.72M |
| 2019-10-31 | 0.17 | 0.19 | 113.50M | 122.23M |
| 2019-08-01 | 0.17 | 0.21 | 119.44M | 128.99M |
| 2019-05-02 | 0.14 | 0.16 | 113.82M | 124.66M |
| 2019-02-27 | 0.16 | 0.17 | 112.34M | 131.06M |
| 2018-11-01 | 0.18 | 0.20 | 112.94M | 117.12M |
| 2018-08-02 | 0.15 | 0.13 | 109.59M | 109.59M |
| 2018-05-03 | 0.05 | 0.16 | 99.08M | 309.63M |
| 2018-02-27 | 0.15 | 0.16 | 104.16M | 119.04M |
| 2017-11-02 | 0.19 | 0.20 | 113.67M | 117.73M |
| 2017-08-03 | 0.17 | 0.19 | 101.33M | 113.02M |
| 2017-05-04 | 0.13 | 0.13 | 86.08M | 95.14M |
| 2017-02-23 | 0.14 | 0.16 | 91.67M | 109.13M |
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-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-09-04 | $0.10 | 2026-09-04 | 2026-09-25 | Quarterly |
| 2026-06-05 | $0.10 | 2026-06-05 | 2026-06-26 | Quarterly |
| 2026-03-18 | $0.10 | 2026-03-18 | 2026-03-30 | Quarterly |
| 2025-11-26 | $0.10 | 2025-11-26 | 2025-12-18 | Quarterly |
| 2025-09-05 | $0.10 | 2025-09-05 | 2025-09-26 | Quarterly |
| 2025-06-06 | $0.10 | 2025-06-06 | 2025-06-27 | Quarterly |
| 2025-03-18 | $0.10 | 2025-03-18 | 2025-03-28 | Quarterly |
| 2024-11-29 | $0.08 | 2024-11-29 | 2024-12-19 | Quarterly |
| 2024-09-06 | $0.08 | 2024-09-06 | 2024-09-27 | Quarterly |
| 2024-06-07 | $0.08 | 2024-06-07 | 2024-06-28 | Quarterly |
| 2024-03-15 | $0.08 | 2024-03-18 | 2024-03-29 | Quarterly |
| 2023-11-28 | $0.08 | 2023-11-29 | 2023-12-18 | Quarterly |
| 2023-09-07 | $0.08 | 2023-09-08 | 2023-09-29 | Quarterly |
| 2023-06-08 | $0.08 | 2023-06-09 | 2023-06-30 | Quarterly |
| 2023-03-10 | $0.08 | 2023-03-13 | 2023-03-31 | Quarterly |
| 2022-11-25 | $0.16 | 2022-11-28 | 2022-12-16 | Semi-Annual |
| 2022-06-02 | $0.13 | 2022-06-03 | 2022-07-01 | Semi-Annual |
| 2021-11-24 | $0.13 | 2021-11-26 | 2021-12-17 | Semi-Annual |
| 2021-06-02 | $0.13 | 2021-06-03 | 2021-07-01 | Semi-Annual |
| 2020-11-25 | $0.13 | 2020-11-27 | 2020-12-18 | Semi-Annual |
| 2020-06-02 | $0.13 | 2020-06-03 | 2020-07-01 | Semi-Annual |
| 2019-11-26 | $0.11 | 2019-11-27 | 2019-12-18 | Semi-Annual |
| 2019-05-31 | $0.11 | 2019-06-03 | 2019-07-01 | Semi-Annual |
| 2018-11-28 | $0.11 | 2018-11-29 | 2018-12-20 | Semi-Annual |
| 2018-06-07 | $0.11 | 2018-06-08 | 2018-07-06 | Semi-Annual |
| 2017-11-29 | $0.09 | 2017-11-30 | 2017-12-21 | Semi-Annual |
| 2017-06-07 | $0.09 | 2017-06-09 | 2017-07-07 | Semi-Annual |
| 2016-11-30 | $0.09 | 2016-12-02 | 2016-12-23 | Semi-Annual |
| 2016-06-08 | $0.07 | 2016-06-10 | 2016-07-01 | Semi-Annual |
| 2015-11-30 | $0.07 | 2015-12-02 | 2015-12-23 | Semi-Annual |
| 2015-06-10 | $0.07 | 2015-06-12 | 2015-07-01 | Semi-Annual |
| 2014-11-28 | $0.06 | 2014-12-02 | 2014-12-23 | Semi-Annual |
| 2014-06-10 | $0.06 | 2014-06-12 | 2014-07-01 | Semi-Annual |
| 2013-11-27 | $0.04 | 2013-12-02 | 2013-12-23 | Semi-Annual |
| 2013-06-11 | $0.03 | 2013-06-13 | 2013-07-02 | Semi-Annual |
| 2012-11-29 | $0.07 | 2012-12-03 | 2012-12-24 | Semi-Annual |
| 2012-06-07 | $0.04 | 2012-06-11 | 2012-07-02 | Semi-Annual |
| 2011-11-29 | $0.04 | 2011-12-01 | 2011-12-22 | Semi-Annual |
| 2011-06-08 | $0.04 | 2011-06-10 | 2011-07-01 | Semi-Annual |
| 2010-11-29 | $0.04 | 2010-12-01 | 2010-12-22 | Semi-Annual |
| 2010-06-08 | $0.04 | 2010-06-10 | 2010-07-01 | Semi-Annual |
| 2009-12-10 | $0.04 | 2009-12-14 | 2010-01-04 | Semi-Annual |
| 2009-06-09 | $0.04 | 2009-06-11 | 2009-07-02 | Semi-Annual |
| 2008-12-10 | $0.03 | 2008-12-12 | 2009-01-02 | Semi-Annual |
| 2008-06-10 | $0.03 | 2008-06-12 | 2008-07-03 | Semi-Annual |
| 2007-12-11 | $0.03 | 2007-12-13 | 2008-01-03 | Semi-Annual |
| 2007-06-07 | $0.03 | 2007-06-11 | 2007-07-02 | Semi-Annual |
| 2006-12-11 | $0.03 | 2006-12-13 | 2007-01-03 | Semi-Annual |
| 2006-06-08 | $0.03 | 2006-06-12 | 2006-07-03 | Semi-Annual |
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2027-04-20 | Cheung Chung Kin | Other | 5.21K | $97.90 | 510.16K |
| 2027-04-01 | Bomer Luke A. | Other | 2.33K | $83.65 | 194.74K |
| 2026-09-15 | Stewart David Raymond | Buy | 1.00K | $74.66 | 74.66K |
| 2026-09-01 | ASBJORNSON NORMAN H | Sell | 100.00K | — | — |
| 2026-09-01 | Jermain Patrick John | Buy | 1.28K | — | — |
| 2026-09-01 | Buttermore Robert L. | Buy | 1.28K | — | — |
| 2026-08-28 | Shaub Matthew | Buy | 457 | $76.42 | 34.92K |
| 2026-07-28 | Jermain Patrick John | Other | 0 | — | — |
| 2026-07-28 | Buttermore Robert L. | Other | 0 | — | — |
| 2026-06-02 | Thompson Rebecca | Sell | 4.23K | $143.42 | 606.67K |
| 2026-05-29 | Fields Gary D | Sell | 19.00K | $140.20 | 2.66M |
| 2026-05-29 | ASBJORNSON NORMAN H | Sell | 101.44K | — | — |
| 2026-05-29 | ASBJORNSON NORMAN H | Sell | 88.00K | — | — |
| 2026-05-26 | Wichman Gordon Douglas | Sell | 3.00K | $27.58 | 82.74K |
| 2026-05-26 | Wichman Gordon Douglas | Buy | 3.00K | $27.58 | 82.74K |
| 2026-05-26 | Wichman Gordon Douglas | Sell | 3.00K | $140.39 | 421.17K |
| 2026-05-26 | Fields Gary D | Buy | 21.17K | $48.91 | 1.04M |
| 2026-05-26 | Fields Gary D | Sell | 21.17K | $140.34 | 2.97M |
| 2026-05-26 | Fields Gary D | Sell | 21.17K | $48.91 | 1.04M |
| 2026-05-14 | Kidwell Casey | Buy | 2.08K | $79.73 | 166.16K |
| 2026-05-14 | Kidwell Casey | Buy | 1.07K | $82.39 | 88.07K |
| 2026-05-14 | Kidwell Casey | Sell | 2.08K | $138.30 | 288.22K |
| 2026-05-14 | Kidwell Casey | Sell | 1.07K | $138.31 | 147.85K |
| 2026-05-14 | Kidwell Casey | Sell | 1.07K | $82.39 | 88.07K |
| 2026-05-14 | Kidwell Casey | Sell | 2.08K | $79.73 | 166.16K |
| 2026-05-13 | Tobolski Matthew Joseph | Sell | 8.00K | $135.37 | 1.08M |
| 2026-05-13 | Tobolski Matthew Joseph | Sell | 467 | $135.37 | 63.22K |
| 2026-05-13 | Fields Gary D | Buy | 19.08K | $36.13 | 689.40K |
| 2026-05-13 | Fields Gary D | Sell | 19.08K | $137.60 | 2.63M |
| 2026-05-13 | Fields Gary D | Sell | 19.08K | $36.13 | 689.40K |
| 2026-05-12 | ASBJORNSON NORMAN H | Buy | 1.29K | — | — |
| 2026-05-12 | Ware Bruce | Buy | 1.29K | — | — |
| 2026-05-12 | Stewart David Raymond | Buy | 1.29K | — | — |
| 2026-05-12 | McElroy A H II | Buy | 1.29K | — | — |
| 2026-05-12 | LeClair Stephen O | Buy | 1.29K | — | — |
| 2026-05-12 | Lawhorn Caron A | Buy | 1.29K | — | — |
| 2026-05-12 | Kouplen Angela | Buy | 1.29K | — | — |
| 2026-05-12 | Fields Gary D | Buy | 26.02K | $48.91 | 1.27M |
| 2026-05-12 | Fields Gary D | Buy | 5.25K | $31.69 | 166.47K |
| 2026-05-12 | Fields Gary D | Sell | 26.02K | $134.07 | 3.49M |
| 2026-05-12 | Fields Gary D | Sell | 5.25K | $134.05 | 704.16K |
| 2026-05-12 | Fields Gary D | Sell | 26.02K | $48.91 | 1.27M |
| 2026-05-12 | Fields Gary D | Sell | 5.25K | $31.69 | 166.47K |
| 2026-05-07 | Thompson Rebecca | Buy | 9.67K | $29.48 | 285.13K |
| 2026-05-07 | Thompson Rebecca | Sell | 9.67K | $136.59 | 1.32M |
| 2026-05-07 | Thompson Rebecca | Sell | 9.67K | $29.48 | 285.13K |
| 2026-04-27 | Thompson Rebecca | Buy | 400 | $29.48 | 11.79K |
| 2026-04-27 | Thompson Rebecca | Sell | 400 | $100.27 | 40.11K |
| 2026-04-27 | Thompson Rebecca | Sell | 400 | $29.48 | 11.79K |
| 2026-04-24 | Thompson Rebecca | Buy | 21.91K | $29.48 | 646.02K |
| 2026-04-24 | Thompson Rebecca | Sell | 21.91K | $29.48 | 646.02K |
| 2026-04-24 | Thompson Rebecca | Buy | 21.91K | $29.48 | 646.02K |
| 2026-04-24 | Thompson Rebecca | Sell | 21.91K | $100.21 | 2.20M |
| 2026-04-24 | Thompson Rebecca | Sell | 21.91K | $29.48 | 646.02K |
| 2026-04-23 | Thompson Rebecca | Buy | 7.29K | $29.48 | 214.97K |
| 2026-04-23 | Thompson Rebecca | Sell | 7.29K | $29.48 | 214.97K |
| 2026-04-23 | Thompson Rebecca | Buy | 7.29K | $29.48 | 214.97K |
| 2026-04-23 | Thompson Rebecca | Sell | 7.29K | $29.48 | 214.97K |
| 2026-04-23 | Thompson Rebecca | Sell | 7.29K | $100.10 | 729.93K |
| 2026-04-21 | Thompson Rebecca | Buy | 2.29K | $29.48 | 67.42K |
| 2026-04-21 | Thompson Rebecca | Sell | 2.29K | $29.48 | 67.42K |
| 2026-04-21 | Thompson Rebecca | Sell | 2.29K | $29.48 | 67.42K |
| 2026-04-21 | Thompson Rebecca | Buy | 2.29K | $29.48 | 67.42K |
| 2026-04-21 | Thompson Rebecca | Sell | 2.29K | $100.11 | 228.95K |
| 2026-04-20 | Cheung Chung Kin | Buy | 15.51K | — | — |
| 2026-04-20 | Cheung Chung Kin | Other | 0 | — | — |
| 2026-04-01 | Bomer Luke A. | Other | 0 | — | — |
| 2026-04-01 | Bomer Luke A. | Other | 0 | — | — |
| 2026-03-12 | Wichman Gordon Douglas | Sell | 89 | $91.51 | 8.14K |
| 2026-03-12 | Wichman Gordon Douglas | Sell | 55 | $91.51 | 5.03K |
| 2026-03-12 | Tobolski Matthew Joseph | Sell | 413 | $91.51 | 37.79K |
| 2026-03-12 | Thompson Rebecca | Sell | 155 | $91.51 | 14.18K |
| 2026-03-12 | Thompson Rebecca | Sell | 169 | $91.51 | 15.47K |
| 2026-03-12 | Shaub Matthew | Sell | 40 | $91.51 | 3.66K |
| 2026-03-12 | Shaub Matthew | Sell | 114 | $91.51 | 10.43K |
| 2026-03-12 | Kidwell Casey | Buy | 2.84K | $62.04 | 176.19K |
| 2026-03-12 | Kidwell Casey | Buy | 1.55K | $36.13 | 56.15K |
| 2026-03-12 | Kidwell Casey | Buy | 831 | $35.41 | 29.43K |
| 2026-03-12 | Kidwell Casey | Sell | 2.84K | $90.00 | 255.60K |
| 2026-03-12 | Kidwell Casey | Sell | 89 | $91.51 | 8.14K |
| 2026-03-12 | Kidwell Casey | Sell | 91 | $91.51 | 8.33K |
| 2026-03-12 | Kidwell Casey | Sell | 1.55K | $36.13 | 56.15K |
| 2026-03-12 | Kidwell Casey | Sell | 831 | $35.41 | 29.43K |
| 2026-03-12 | Kidwell Casey | Sell | 2.84K | $62.04 | 176.19K |
| 2026-03-12 | Fields Gary D | Sell | 1.02K | $91.51 | 93.80K |
| 2026-03-12 | Fields Gary D | Sell | 334 | $91.51 | 30.56K |
| 2026-03-11 | Wichman Gordon Douglas | Buy | 924 | — | — |
| 2026-03-11 | Tobolski Matthew Joseph | Buy | 8.96K | — | — |
| 2026-03-11 | Thompson Rebecca | Buy | 1.54K | — | — |
| 2026-03-11 | Kidwell Casey | Buy | 981 | — | — |
| 2026-03-11 | Shaub Matthew | Buy | 1.05K | — | — |
| 2026-03-11 | Wichman Gordon Douglas | Other | 1.94K | $82.39 | 159.42K |
| 2026-03-06 | Fields Gary D | Sell | 1.23K | $88.33 | 108.20K |
| 2026-03-06 | Thompson Rebecca | Sell | 180 | $88.33 | 15.90K |
| 2026-03-06 | Kidwell Casey | Sell | 120 | $88.33 | 10.60K |
| 2026-03-06 | Wichman Gordon Douglas | Sell | 102 | $88.33 | 9.01K |
| 2026-01-30 | Wichman Gordon Douglas | Buy | 726 | $95.64 | 69.43K |
| 2026-01-30 | Wichman Gordon Douglas | Sell | 200 | $95.64 | 19.13K |
| 2026-01-30 | Wichman Gordon Douglas | Buy | 1.48K | $95.64 | 141.36K |
| 2026-01-30 | Wichman Gordon Douglas | Sell | 439 | $95.64 | 41.99K |
Latest filed quarter: Q2 2026.
Institutions holding: 484, holders +75 vs prior quarter. Ownership 80.66%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 6.69M | 125.82K | +1.92% | 848.22M |
| WELLINGTON MANAGEMENT GROUP LLP | 5.77M | -2.20M | -27.64% | 732.30M |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.12M | 22.65K | +0.73% | 396.03M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.94M | 30.75K | +1.06% | 372.82M |
| STATE STREET CORP | 2.63M | 562.93K | +27.29% | 333.06M |
| WASATCH ADVISORS LP | 2.34M | 70.40K | +3.10% | 296.66M |
| FIRST TRUST ADVISORS LP | 1.58M | -434.04K | -21.56% | 200.33M |
| BLAIR WILLIAM & CO/IL | 1.53M | -88.77K | -5.47% | 194.53M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.43M | 6.14K | +0.43% | 181.82M |
| DIMENSIONAL FUND ADVISORS LP | 1.35M | -31.88K | -2.30% | 171.63M |
| GENEVA CAPITAL MANAGEMENT LLC | 1.20M | -520.79K | -30.25% | 152.34M |
| MORGAN STANLEY | 1.12M | -132.99K | -10.60% | 142.26M |
| CAPITAL WORLD INVESTORS | 1.10M | -161.53K | -12.78% | 139.89M |
| FRANKLIN TEMPLETON INC | 1.02M | -195.31K | -16.02% | 129.90M |
| CONESTOGA CAPITAL ADVISORS, LLC | 1.02M | -254.41K | -20.03% | 128.87M |
| JANE STREET GROUP, LLC | 973.93K | 973.93K | New | 123.55M |
| FULLER & THALER ASSET MANAGEMENT, INC. | 917.55K | 917.55K | New | 116.40M |
| PICTET ASSET MANAGEMENT HOLDING SA | 883.74K | 212.53K | +31.66% | 112.11M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 878.95K | -185.19K | -17.40% | 111.50M |
| MAWER INVESTMENT MANAGEMENT LTD. | 855.17K | 6.59K | +0.78% | 108.49M |
| SPYGLASS CAPITAL MANAGEMENT LLC | 776.63K | -82.21K | -9.57% | 98.52M |
| COPELAND CAPITAL MANAGEMENT, LLC | 750.20K | -37.42K | -4.75% | 95.17M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 724.38K | -4.80K | -0.66% | 91.89M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 724.38K | 724.38K | New | 91.89M |
| NORTHERN TRUST CORP | 701.59K | -41.90K | -5.64% | 89.00M |
| Period | Value |
|---|---|
| FY2018 | Air 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 |
| FY2019 | Air 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 |
| FY2020 | Air 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 |
| FY2021 | AAON Coil Products: 66589000.0, AAON Oklahoma: 463845000.0, BasX: 4083000.0 |
| FY2022 | AAON Coil Products: 107290000.0, AAON Oklahoma: 663845000.0, BasX: 117653000.0 |
| FY2023 | Air 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 |
| FY2024 | Part Sales: 76900000.0 |
| FY2025 | Part Sales: 80200000.0 |
Insights · Dividends · Forecast · Financials · Learn
$6.23B
Market Cap
36.49
P/E
31.86
Forward P/E
59
Score