AAON

AAON, Inc. (AAON) | Rumor.io

AAON

Attention (50-day avg)0.01%

Attention rank (50-day avg)#486

Bullish sentiment (50-day avg)88%

Price to earnings ratio44.9

Market capitalization7B

Earnings per share1.9

Dividend yield (TTM)0.47%

Revenue (annual)1.4B

Net income (annual)107.6M

Social

What share of all stock conversation is about AAON?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0.01% +0.01	0% +0

Aug 31

AAON, Inc. has seen recent insider buying, with Executive VP Matthew Shaub purchasing 457 shares at $76.42.
Several analysts and investors are advocating for AAON as a potential investment opportunity, citing its strong fundamentals and potential for growth.
AAON's stock is currently trading near a heavy support level, with some investors viewing it as a buying opportunity.

Generated by AI

Sentiment

Of the messages about AAON that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	80% +7.27	89.73% +3.74	92.54% +13.09
Bearish	0%	20% -7.27	10.27% -3.74	7.46% -13.09

Bullish· May 7

$AAON's Q1 earnings beat expectations, with a 54.8% EPS surprise and 54.3% revenue growth, driven by strong demand from data centers.
The company's backlog surged to a record $2.1B, and management raised full-year guidance, citing continued growth in the data center cooling market.
$AAON's stock price rose by up to 45% in a single day, with some investors attributing the move to the company's re-rating as a leader in the data center cooling market.

Bearish· Aug 11

$AAON's Q2 earnings reported a 69.4% YoY decline in net income EPS and a 64.5% YoY decline in adjusted EPS, with revenue decreasing by 0.6% YoY.
The company's gross margin dropped to 26.6% compared to 36.1% YoY, and it reduced its FY25 outlook due to supply chain and logistical issues.
$AAON's operating cash flow turned negative due to a significant increase in contract assets and inventory, financed by a substantial rise in debt.

Generated by AI

Topics

Of the messages about AAON that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	33.33%	35.71%	21.36%
Technical Analysis	100%	66.67%	13.39%	17.9%
Macro	0%	0%	48.21%	29.42%
Analysts	0%	0%	2.68%	28.1%
Earnings	0%	0%	0%	3.23%
Controversies	0%	0%	0%	0%

Earnings· Nov 1

AAON, Inc. reported earnings of $0.27 per share, missing estimates by $0.01.
The company's earnings results were released, but no further details are provided.
AAON's earnings per share (EPS) missed consensus estimates by $0.01.

Announcements· May 7

AAON reported record sales and backlog in Q1 2026, with revenue increasing 54.3% YoY to $496.9 million and EPS rising 37.1% to $0.48.
The company raised its full-year guidance, expecting 40-45% sales growth and 27-28% gross margin, driven by strong demand from data centers and industrial customers.
AAON's stock price surged nearly 50% in a single session, with the company's market capitalization exceeding $10 billion, as investors re-rated the stock due to its growing presence in the data center cooling market.

Generated by AI

Community

Of the messages about AAON, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	1.33%	0.55%	24.55%
Newcomers	100%	98.67%	99.45%	75.45%

Regulars· Aug 10

AAON, Inc. reported record Q2 2026 earnings, with revenue up 101.2% YoY to $626.8 million and diluted EPS up 257.9% to $0.68.
The company raised its FY26 outlook to 55-60% sales growth, with gross margins expected to be 25-26% and SG&A expenses as a percentage of sales to be 13-14%.
Despite the strong earnings report, AAON's stock price fell 7% due to concerns over declining gross margins and a reduced backlog, with some market participants expressing concerns about the sector's increasing politicization.

Newcomers· Aug 31

The executive VP of AAON, Matthew Shaub, has shown fresh insider buying, purchasing 457 shares at $76.42.
Some newcomers are considering buying AAON as an HVAC stock, citing its American origin and local support.
AAON is considered oversold by some, with VP buys and technical analysis indicating a potential buying opportunity.

Generated by AI

News

Baron Real Estate Fund Q2 2026 Portfolio Activity

14d agoSeeking Alpha

AAON, Inc.'s Growth Makes 23x 2027 Earnings Look Reasonable (NASDAQ:AAON)

15d agoSeeking Alpha

Aaon Unveils The Aaon Group Multi-Brand Identity

Detailed price information for Aaon Inc (AAON-Q) from The Globe and Mail including charting and trades.

1mo agoThe Globe and Mail

nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after trade negotiations between the United States and Canada broke down, sparking concerns over new 50% tariffs and retaliatory trade measures.

1mo agoYahoo Finance

Full Transcript: AAON Q2 2026 Earnings Call

1mo agoBenzinga

AAON Introduces The Aaon Group as Its New Enterprise Identity – Company Announcement

1mo agoFinancial Times

Also Discussed

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AAON, Inc.

Industrials
Building Products & Equipment

AAON, Inc. is a commercial and industrial HVAC manufacturer that designs, engineers, manufactures, markets, and sells air conditioning and heating equipment. Its product line includes rooftop units, air handling units, coils, geothermal heat units, packaged outdoor mechanical rooms, controls, and specialized cooling systems used in data centers and cleanroom environments. The company serves building owners and operators across sectors such as commercial real estate, healthcare, education, manufacturing, and mission-critical facilities. AAON operates through three main segments: AAON Oklahoma, AAON Coil Products, and BASX, which support its mix of standard, semi-custom, and custom HVAC solutions. Based in Tulsa, Oklahoma, AAON focuses on highly configurable equipment for indoor climate control, energy efficiency, and performance in demanding applications.

Website

Location

2425 South Yukon Avenue

Tulsa, OK, 74107

United States

Social

What share of all stock conversation is about AAON?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0.01% +0.01	0% +0

Aug 31

AAON, Inc. has seen recent insider buying, with Executive VP Matthew Shaub purchasing 457 shares at $76.42.
Several analysts and investors are advocating for AAON as a potential investment opportunity, citing its strong fundamentals and potential for growth.
AAON's stock is currently trading near a heavy support level, with some investors viewing it as a buying opportunity.

Generated by AI

Sentiment

Of the messages about AAON that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	80% +7.27	89.73% +3.74	92.54% +13.09
Bearish	0%	20% -7.27	10.27% -3.74	7.46% -13.09

Bullish· May 7

$AAON's Q1 earnings beat expectations, with a 54.8% EPS surprise and 54.3% revenue growth, driven by strong demand from data centers.
The company's backlog surged to a record $2.1B, and management raised full-year guidance, citing continued growth in the data center cooling market.
$AAON's stock price rose by up to 45% in a single day, with some investors attributing the move to the company's re-rating as a leader in the data center cooling market.

Bearish· Aug 11

$AAON's Q2 earnings reported a 69.4% YoY decline in net income EPS and a 64.5% YoY decline in adjusted EPS, with revenue decreasing by 0.6% YoY.
The company's gross margin dropped to 26.6% compared to 36.1% YoY, and it reduced its FY25 outlook due to supply chain and logistical issues.
$AAON's operating cash flow turned negative due to a significant increase in contract assets and inventory, financed by a substantial rise in debt.

Generated by AI

Topics

Of the messages about AAON that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	33.33%	35.71%	21.36%
Technical Analysis	100%	66.67%	13.39%	17.9%
Macro	0%	0%	48.21%	29.42%
Analysts	0%	0%	2.68%	28.1%
Earnings	0%	0%	0%	3.23%
Controversies	0%	0%	0%	0%

Earnings· Nov 1

AAON, Inc. reported earnings of $0.27 per share, missing estimates by $0.01.
The company's earnings results were released, but no further details are provided.
AAON's earnings per share (EPS) missed consensus estimates by $0.01.

Announcements· May 7

AAON reported record sales and backlog in Q1 2026, with revenue increasing 54.3% YoY to $496.9 million and EPS rising 37.1% to $0.48.
The company raised its full-year guidance, expecting 40-45% sales growth and 27-28% gross margin, driven by strong demand from data centers and industrial customers.
AAON's stock price surged nearly 50% in a single session, with the company's market capitalization exceeding $10 billion, as investors re-rated the stock due to its growing presence in the data center cooling market.

Generated by AI

Community

Of the messages about AAON, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	1.33%	0.55%	24.55%
Newcomers	100%	98.67%	99.45%	75.45%

Regulars· Aug 10

AAON, Inc. reported record Q2 2026 earnings, with revenue up 101.2% YoY to $626.8 million and diluted EPS up 257.9% to $0.68.
The company raised its FY26 outlook to 55-60% sales growth, with gross margins expected to be 25-26% and SG&A expenses as a percentage of sales to be 13-14%.
Despite the strong earnings report, AAON's stock price fell 7% due to concerns over declining gross margins and a reduced backlog, with some market participants expressing concerns about the sector's increasing politicization.

Newcomers· Aug 31

The executive VP of AAON, Matthew Shaub, has shown fresh insider buying, purchasing 457 shares at $76.42.
Some newcomers are considering buying AAON as an HVAC stock, citing its American origin and local support.
AAON is considered oversold by some, with VP buys and technical analysis indicating a potential buying opportunity.

Generated by AI

AAON

Social

Aug 31

Bullish· May 7

Bearish· Aug 11

Earnings· Nov 1

Announcements· May 7

Regulars· Aug 10

Newcomers· Aug 31

Baron Real Estate Fund Q2 2026 Portfolio Activity

AAON, Inc.'s Growth Makes 23x 2027 Earnings Look Reasonable (NASDAQ:AAON)

Aaon Unveils The Aaon Group Multi-Brand Identity

nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint Shares Are Falling, What You Need To Know

Full Transcript: AAON Q2 2026 Earnings Call

AAON Introduces The Aaon Group as Its New Enterprise Identity – Company Announcement

Also Discussed

AAON, Inc.

Company Information

Location

Social

Aug 31

Bullish· May 7

Bearish· Aug 11

Earnings· Nov 1

Announcements· May 7

Regulars· Aug 10

Newcomers· Aug 31

Baron Real Estate Fund Q2 2026 Portfolio Activity

AAON, Inc.'s Growth Makes 23x 2027 Earnings Look Reasonable (NASDAQ:AAON)

Aaon Unveils The Aaon Group Multi-Brand Identity

nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint Shares Are Falling, What You Need To Know

Full Transcript: AAON Q2 2026 Earnings Call

AAON Introduces The Aaon Group as Its New Enterprise Identity – Company Announcement

Also Discussed