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AAON

AAON, INC.

NasdaqResearch view

$89.10+5.73%

Sep 25 close · 1D EOD · Databento

IndustrialsAir-Cond & Warm Air Heatg Equip & Comm & Indl Refrig EquipMid-capSEC EDGAR FY 2025-12-31

What happened

Daily closes · dots are Wire stories

1 story has a settled receipt so far (1 on the Wire). The record starts speaking at three.

What’s next

Expected around early November, going by its own filing history. The company has not announced a date yet. Its matching report came Nov 6, 2025 and Nov 7, 2024, before the open.

Last report

Aug 10, 2026−5.89%

before the open

Last 4, next close

median 6.46% either way

up 3 of 4

Every report since 2022 →

DateEventSourceNext close

Aug 10AAON beats Q2 estimates but cuts margin outlook on costsInvesting.comInvesting.com−3.88%
Aug 10Earnings release, before the open · 8-KSEC EDGARSEC EDGAR ↗−5.89%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

Big days · last year

Daily closes · Databento EOD

19 big days: a close more than 6.16% from the one before, three times AAON’s median day (2.05%). On 4 of 19, its largest peers moved the same way at least half as far. We show what we hold, never a cause.

Shaded: since our stories began, May 26, 2026

19Aug 18, 2026
Aug 18, 2026Nothing in our recordNo AAON story, brief or results filing in our record that dayGroup −1.9% did not move with it
−1.9% did not move with itJCI −2.8 · TGEN −2.0 · CARR −1.8 · LII −1.2
−6.85%
18Jul 29, 2026
Jul 29, 2026Nothing in our recordNo AAON story, brief or results filing in our record that dayGroup −4.2% did not move with it
−4.2% did not move with itLII −21.0 · CARR −5.1 · TGEN −3.2 · JCI −0.6
−9.46%
17Jul 28, 2026
Jul 28, 2026Nothing in our recordNo AAON story, brief or results filing in our record that dayGroup −4.7% moved the same way
−4.7% moved the same wayCARR −8.9 · TGEN −7.2 · JCI −2.2 · LII −0.6
−7.21%
16Jul 20, 2026
Jul 20, 2026Nothing in our recordNo AAON story, brief or results filing in our record that dayGroup −2.2% did not move with it
−2.2% did not move with itTGEN −2.8 · CARR −2.5 · LII −1.9 · JCI −0.8
−6.77%
15Jul 2, 2026
Jul 2, 2026Nothing in our recordNo AAON story, brief or results filing in our record that dayGroup −2.8% did not move with it
−2.8% did not move with itTGEN −8.3 · JCI −2.8 · CARR −2.8 · LII −0.2
−7.56%
14Jul 1, 2026
Jul 1, 2026Nothing in our recordNo AAON story, brief or results filing in our record that dayGroup −1.3% did not move with it
−1.3% did not move with itTGEN −5.6 · CARR −1.8 · JCI −0.9 · LII −0.3
−8.23%
13Jun 11, 2026
Jun 11, 2026Nothing in our recordNo AAON story, brief or results filing in our record that dayGroup +3.0% did not move with it
+3.0% did not move with itTGEN +7.3 · JCI +3.3 · CARR +2.6 · LII +2.4
+6.21%
12Jun 10, 2026
Jun 10, 2026Nothing in our recordNo AAON story, brief or results filing in our record that dayGroup −5.1% moved the same way
−5.1% moved the same wayTGEN −6.2 · JCI −5.7 · CARR −4.6 · LII −4.6
−6.59%
11Jun 5, 2026
Jun 5, 2026Nothing in our recordNo AAON story, brief or results filing in our record that dayGroup −2.3% did not move with it
−2.3% did not move with itTGEN −16.8 · JCI −2.5 · CARR −2.0 · LII −1.9
−7.68%
10May 8, 2026
May 8, 2026Before our storiesGroup −0.8% did not move with it
−0.8% did not move with itTGEN −3.9 · LII −1.0 · CARR −0.6 · JCI +0.2
+8.05%
9May 7, 2026
May 7, 2026ResultsThe first close after a results filing (SEC 8-K, Item 2.02)Group −2.7% did not move with it
−2.7% did not move with itTGEN −9.9 · LII −2.7 · JCI −2.7 · CARR −1.0
+31.49%
8Apr 30, 2026
Apr 30, 2026Before our storiesGroup +6.1% moved the same way
+6.1% moved the same wayTGEN +18.3 · CARR +8.8 · LII +3.3 · JCI +3.3
+7.91%
7Apr 27, 2026
Apr 27, 2026Before our storiesGroup +1.3% did not move with it
+1.3% did not move with itLII +2.3 · CARR +1.5 · TGEN −1.2 · JCI +1.0
−7.98%
6Apr 8, 2026
Apr 8, 2026Before our storiesGroup +4.9% moved the same way
+4.9% moved the same wayLII +6.1 · CARR +5.1 · TGEN +4.6 · JCI +4.4
+8.02%
5Mar 3, 2026
Mar 3, 2026Before our storiesGroup −4.1% did not move with it
−4.1% did not move with itTGEN −6.4 · CARR −4.2 · JCI −4.0 · LII −2.0
−8.98%
4Dec 12, 2025
Dec 12, 2025Before our storiesGroup −2.5% did not move with it
−2.5% did not move with itTGEN −6.8 · JCI −2.8 · CARR −2.2 · LII −1.8
−7.19%
3Nov 13, 2025
Nov 13, 2025Before our storiesGroup −1.7% did not move with it
−1.7% did not move with itTGEN −6.0 · JCI −2.0 · CARR −1.5 · LII −0.1
−6.73%
2Nov 6, 2025
Nov 6, 2025ResultsThe first close after a results filing (SEC 8-K, Item 2.02)Group −0.1% did not move with it
−0.1% did not move with itTGEN −7.5 · JCI +1.1 · CARR −0.5 · LII +0.2
+7.03%
1Nov 4, 2025
Nov 4, 2025Before our storiesGroup −1.2% did not move with it
−1.2% did not move with itTGEN −3.9 · JCI −1.9 · CARR −0.5 · LII −0.3
−6.23%

A story on the same day is not a cause, and a group move is not proof either. Group: JCI, CARR, LII, TGEN, the largest companies in AAON’s SEC industry; “the same way” means the same direction and at least half as far. Prior-session closes only; not a call, not advice.

The numbers · FY2025, filed

SEC EDGAR

Market cap$7.3B

Revenue$1.4B+20.10%

Net income$107.6M

EPS, diluted$1.29−36.10%

Gross margin26.7%

Operating margin10.1%

Return on equity12.0%

All filed figures

Snapshot

SEC EDGAR · FY 2025-12-31

SectorIndustrials

Market Cap$7.3B

Enterprise Value$7.3B

Income$107.6M

Sales$1.4B

Book/sh$10.85

Cash/sh$0.02

Dividend TTM$0.40

Payout30%

Employees—

IPO—

Quick Ratio1.84

Current Ratio2.63

Debt/Eq—

EPS (ttm)$1.29

EPS this Y-36.1%

EPS past 3/5Y1.3%

Sales past 3/5Y17.5%

EPS Y/Y TTM-36.1%

Sales Y/Y TTM20.1%

Shs Outstand82.45M

ROA6.4%

ROE12.0%

ROIC13.7%

Gross Margin26.7%

Oper. Margin10.1%

Profit Margin7.5%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$534.5M

FY21

$888.8M

FY22

$1.2B

FY23

$1.2B

FY24

$1.4B

FY25

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2021	FY2022	FY2023	FY2024	FY2025
Revenue	$534.5M	$888.8M	$1.2B	$1.2B	$1.4B
Gross Profit	$137.8M	$237.6M	$399.0M	$397.1M	$385.7M
Operating Income	$69.3M	$126.8M	$227.5M	$209.1M	$146.2M
Net Income	$58.8M	$100.4M	$177.6M	$168.6M	$107.6M
Diluted EPS	$0.73	$1.24	$2.13	$2.02	$1.29
Operating Cash Flow	$61.2M	$61.3M	$158.9M	$192.5M	$534,000
Free Cash Flow	—	—	—	—	—

Same industry

In the screener →

JCI$91.0B CARR$46.5B LII$12.9B TGEN$92M

Follow the news. Track the move.

AAON story timeline

Company updates and connected market context, with the dated price move attached.

Stories

Direct

AAON direct/Earnings

Aug 10

AAON beats Q2 estimates but cuts margin outlook on costs

AAON beat second-quarter estimates but cut its margin outlook as costs pressure profitability. The setup shifts attention from the company’s 20.1% revenue growth to the durability of its 7.5% net margin and the size of the cost drag.

Since story

+3.9%

2026-08-11 → 2026-09-25

Investing.com · 47d ago

View both sides →

Follow the news. Track the move.