Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Current price $68.85
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 14, 26 |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Sep 15, 26 | Stewart David Raymond | director | P-Purchase | 1,000 @ $74.66 | $74.66K |
Daily · Wilder smoothing
| Oppenheimer |
| maintain |
| Outperform |
| Outperform |
| Aug 11, 26 | Baird | maintain | Outperform | Outperform |
| Aug 11, 26 | Oppenheimer | maintain | Outperform | Outperform |
| Mar 3, 26 | Oppenheimer | maintain | Outperform | Outperform |
| Feb 3, 26 | DA Davidson | maintain | Buy | Buy |
| Oct 14, 25 | Oppenheimer | maintain | Outperform | Outperform |
| Aug 12, 25 | Baird | maintain | Outperform | Buy |
| Aug 12, 25 | DA Davidson | maintain | Buy | Buy |
| Jun 16, 25 | Sidoti & Co. | upgrade | Neutral | Buy |
| Sep 1, 26 |
| Asbjornson Norman H |
| director, 10 percent owner: |
| G-Gift |
| 100,000 |
| — |
| Sep 1, 26 | Jermain Patrick John | director | A-Award | 1,284 | — |
| Sep 1, 26 | Buttermore Robert L. | director | A-Award | 1,284 | — |
| Aug 28, 26 | Shaub Matthew | officer: Executive Vice President | P-Purchase | 457 @ $76.42 | $34.92K |
| Jul 28, 26 | Jermain Patrick John | director: | 0 | — |
| Jul 28, 26 | Buttermore Robert L. | director: | 0 | — |
| Jun 2, 26 | Thompson Rebecca | officer: Chief Accounting Officer | S-Sale | 4,230 @ $143.42 | $606.7K |
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 31.61 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 11.87 | Oscillator | Buy |
| Williams %R (14) | -89.27 | Oscillator | Buy |
| MACD (12, 26, 9) | -2.91 (Hist -1.59) | Oscillator | Strong Sell |
| Average Directional Index (14) | 24.97 (+DI 11.3 / -DI 32.0) | Trend | Sell |
| EMA 20 | 78.20 | MA | Strong Sell |
| SMA 20 | 80.80 | MA | Strong Sell |
| EMA 50 | 82.93 | MA | Strong Sell |
| SMA 50 | 79.75 | MA | Strong Sell |
| SMA 200 | 98.03 | MA | Strong Sell |
FY2025 · 10-K disclosure
Stock news · updated daily
Investors need to pay close attention to AAON stock based on the movements in the options market lately.
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Aaon (AAON) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
On October 06, 2026, AAON Inc (AAON) shares rose 4.4% to $88.07. This movement comes amid a volatile year for the stock, which has fluctuated between a 52-week
Ferguson Wellman Capital Management Inc. lowered its position in shares of AAON, Inc. (NASDAQ: AAON) by 15.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 126,586 shares of the construction company's stock after selling 23,550 shares during the quarter.
On September 28, 2026, AAON Inc (AAON) shares fell 4.2% to $85.34. The stock has experienced a 52-week range of $73.19 to $150.46, indicating significant volati
Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.
AAON shares have dropped ~47% from highs, but underlying demand and backlog remain robust, particularly in its BASX data-center segment. Gross margin pressures stem from rapid capacity expansion and startup costs, with management expecting visible recovery by 2027 as Memphis utilization improves. Despite negative free cash flow and lowered 2026 margin guidance, AAON raises its 2026 sales-growth outlook to 55%-60% and maintains a $2B backlog.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 10, 2026 | 0.51 | 0.69 | Beat 34.5% | $627.0M |
| May 7, 2026 | 0.29 | 0.48 | Beat 64.6% | $496.9M |
| Mar 2, 2026 | 0.45 | 0.39 | Miss -13.3% | $424.2M |
| Nov 6, 2025 | 0.33 | 0.37 | Beat 12.1% | $384.2M |
| Aug 11, 2025 | 0.31 | 0.22 | Miss -29.0% | $311.6M |
| Apr 30, 2025 | 0.25 | 0.37 | Beat 48.0% | $322.1M |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 4 | Sep 16, 2026 | 2026-09-16 16:38:14 | View |
| SC 13G/A | Sep 8, 2026 | 2026-09-08 07:39:29 | View |
| 4 | Sep 2, 2026 | 2026-09-02 13:10:26 | View |
| 4 | Sep 1, 2026 | 2026-09-01 16:19:22 | View |
| 4 | Sep 1, 2026 | 2026-09-01 16:19:02 | View |
| 4 | Aug 31, 2026 | 2026-08-31 11:40:57 | View |
| 8-K | Aug 28, 2026 | 2026-08-28 11:13:25 | View |
| SC 13G/A | Aug 13, 2026 | 2026-08-13 16:08:33 | View |
| 8-K | Aug 13, 2026 | 2026-08-13 10:31:51 | View |
| 10-Q | Aug 10, 2026 | 2026-08-10 16:05:37 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | AAON | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 35.5x | 51.8x · sector 18.4x | Elevated |
| Forward P/E (FY26E) | 29.0x | EPS est. 2.37 | Discount |
| Price / Book | 5.6x | 8.6x | Discount |
| Price / Sales | 2.9x | 5.9x | Discount |
| EV / EBITDA | 20.5x | 30.9x | Discount |
| Return on equity | 17.2% | — | Healthy |
| Gross margin | 25.6% | 29.3% | In line |
| Debt / Equity | 0.46 | 0.20 | Conservative |
| Piotroski / Altman Z | 4/9 | Z 6.55 | Safe zone |
Discounted cash flow model