Down 27% in 3 months while the S&P 500 was flat.
AAON's Quality Score fell 1 point on Mon, Nov 2, to -1.
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| Long-term trend | −3 |
| Latest filing | 10-Q, Aug 10 |
ReportReports Mon Nov 9, after the close. Every 3 months, a company tells everyone how much it sold and earned. It rose after 3 of its last 4 reports, +9.0% on average. Past reports ›
“'Tech carnage': AI stocks plunge as investors spooked by gloomy earnings”
AAON closed −10.5% that day.
After its last 4 reports it closed +9.0% on average, higher 3 of 4 times.
AAON is #3 of 5 by Quality Score among Air-Conditioning & Warm Air Heating Equipment & Commercial & Industrial Refrigeration Equipment.
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Net income over four quarters: AAON $159M, NVT $598M, AEIS $219M, MOD $144M.
Reports Mon Nov 9, after the close (in 7 days). Confirmed.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
“Results reflected the impact of ramping recently added manufacturing capacity, including the Memphis facility, the use of outsourced components to support accelerated growth, and inflationary cost pressures.”
AAON's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Net sales growth | 55%-60% |
“Operating income increased 192.1% to 68.9 million, reflecting strong net sales growth, improved overhead leverage, and disciplined SG&A management”
From its results filing (SEC filing · Aug 10)
Sales grew 23% a year over 5 years, fiscal 2020 to 2025.
Pays $0.40 a share a year.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Aug 10, 2026 | -0.9% | -5.9% | -7.4% |
| May 7, 2026 | +45.5% | +31.5% | +37.7% |
| Mar 2, 2026 | +4.0% | +3.5% | -12.7% |
Sales grew every year from 2018 to 2025, to $1.4B. It made a profit in each of the eight years.
2 insiders bought $110K across 2 filings, and 5 insiders sold $15M across 10 filings, in the last 6 months. The newest:
One trade disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: AAON is under 0.1% of VTI and under 0.1% of DGRO, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.
AAON Inc is a manufacturer of air-conditioning and heating equipment. The products include rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, makeup air units, energy-recovery units, condensing units, geothermal heat pumps, and self-contained units and coils. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX. It generates the majority of its revenue from the AAON Oklahoma segment which derives maximum revenue, engineers, manufactures, and sells, semi-custom, and custom HVAC systems, designs and manufactures control solutions, and sells retail parts to customers through retail part stores and online.
“The Company’s comfort cooling products primarily compete with Lennox (Lennox International, Inc.), Trane (Trane Technologies plc), York Light Commercial (Bosch Home Comfort Group), Johnson Controls (Johnson Controls International PLC), Carrier (Carrier Global Corporation), and Daikin (Daikin Industries).”
AAON scores -1 today, which Breakaway calls Poor. It is #3 of 5 in Air-Conditioning & Warm Air Heating Equipment & Commercial & Industrial Refrigeration Equipment by Quality Score, with 0 of 14 chart checks firing. Down 27% in 3 months while the S&P 500 was flat. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
AAON scores -1 today, which Breakaway calls Poor (below zero). That is #3 of 5 in Air-Conditioning & Warm Air Heating Equipment & Commercial & Industrial Refrigeration Equipment by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind AAON's -1.
2 insiders bought $110K across 2 filings, and 5 insiders sold $15M across 10 filings, in the last 6 months. The newest is David Raymond Stewart, Director, who bought $75K on Sep 15. Every filing, with the scored weight, for Pro members.
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