AAON (AAON) Set to Post Quarterly Earnings on Thursday

Key Points

• AAON is expected to report Q3 2026 results before market open on November 5. Analysts forecast earnings of $0.573 per share and revenue of $601.19 million.
• The company’s previous quarter exceeded expectations, with EPS of $0.69 versus the $0.51 consensus and revenue of $626.98 million, up 101.2% year over year.
• AAON shares recently opened at $75.61, well below their 12-month high of $150.46. Analysts maintain a “Moderate Buy” consensus with an average price target of $120, while the company pays a $0.10 quarterly dividend.

AAON (NASDAQ:AAON - Get Free Report) will likely be announcing its Q3 2026 results before the market opens on Thursday, November 5th. Analysts expect the company to post earnings of $0.5730 per share and revenue of $601.19 million for the quarter. Investors are encouraged to explore the company's upcoming Q3 2026 earnings results page for the latest details on the call scheduled for Thursday, November 5, 2026 at 9:00 AM ET.

AAON (NASDAQ:AAON - Get Free Report) last released its quarterly earnings results on Monday, August 10th. The construction company reported $0.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.18. AAON had a net margin of 8.24% and a return on equity of 17.32%. The firm had revenue of $626.98 million for the quarter, compared to the consensus estimate of $508.82 million. During the same quarter in the previous year, the firm posted $0.22 EPS. The firm's quarterly revenue was up 101.2% on a year-over-year basis. On average, analysts expect AAON to post $2.35 EPS for the current fiscal year and $3.56 EPS for the next fiscal year.

AAON Price Performance

Shares of NASDAQ AAON opened at $75.61 on Thursday. The company has a current ratio of 3.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.43. AAON has a twelve month low of $66.39 and a twelve month high of $150.46. The business has a 50 day simple moving average of $79.03 and a 200-day simple moving average of $97.81. The company has a market capitalization of $6.23 billion, a price-to-earnings ratio of 39.38, a price-to-earnings-growth ratio of 1.28 and a beta of 1.41.

AAON Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, September 25th. Shareholders of record on Friday, September 4th were given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Friday, September 4th. AAON's payout ratio is 20.83%.

Wall Street Analysts Forecast Growth

AAON has been the topic of a number of research reports. DA Davidson initiated coverage on AAON in a research note on Tuesday, September 15th. They issued a "buy" rating and a $110.00 price objective on the stock. Robert W. Baird decreased their price objective on AAON from $150.00 to $135.00 and set an "outperform" rating on the stock in a report on Tuesday, August 11th. Zacks Research lowered AAON from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, July 7th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of AAON in a research note on Monday, October 12th. Finally, Oppenheimer reiterated an "outperform" rating and issued a $115.00 target price (down from $125.00) on shares of AAON in a research note on Wednesday, October 14th. Four investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $120.00.

Insider Activity at AAON

In other AAON news, Director David Stewart acquired 1,000 shares of the stock in a transaction on Tuesday, September 15th. The shares were purchased at an average price of $74.66 per share, for a total transaction of $74,660.00. Following the completion of the acquisition, the director owned 4,000 shares in the company, valued at approximately $298,640. This represents a 33.33% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Matthew Shaub purchased 457 shares of the company's stock in a transaction that occurred on Friday, August 28th. The shares were purchased at an average cost of $76.42 per share, for a total transaction of $34,923.94. Following the completion of the transaction, the executive vice president directly owned 3,136 shares of the company's stock, valued at $239,653.12. This represents a 17.06% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 18.09% of the company's stock.

AAON Company Profile

AAON, Inc designs and manufactures high-performance heating, ventilation and air conditioning (HVAC) equipment for commercial and industrial applications. Its product portfolio includes rooftop units, air-handling units, condensing units, chillers, geothermal heat pumps and related HVAC controls.

The company's systems are used in applications such as office buildings, schools, healthcare facilities, retail properties, manufacturing plants and other commercial structures. AAON emphasizes configurable equipment, energy efficiency and integrated controls designed to support indoor comfort and air quality.

AAON was founded in 1988 by Norman H.

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