Nama Insights

AAON (AAON)

Industrials · Building Products Equipment · NASDAQ

AAON (AAON) is a Industrials company in the Building Products Equipment industry. It has a market capitalization of $4.72B, a trailing price-to-earnings ratio of 29.6 and a free-cash-flow yield of -4.3%. Over the most recent reported fiscal year, revenue grew 20.1%. Nama's AI scorecard rates it Hold, 5.3 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Hold · 5.3/10
The sections balance. As of Nov 7, 2026.
Momentum
Lagging · -12.9% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-62.0%
How far the last close sits under the highest price of the past five years.
Market cap$4.72B
Trailing P/E29.6
Price / book4.7
Price / sales2.4
FCF yield-4.3%
Dividend yield0.7%
Gross margin25.6%
Operating margin11.1%
Net margin8.2%
Revenue growth (YoY)+20.1%
Revenue growth (3-yr annual)+17.5%
EPS growth (YoY)-32.8%
FCF/share growth (YoY)—
Beta1.4
ExchangeNASDAQ
SectorIndustrials
IndustryBuilding Products Equipment

AAON earnings

Next report: Nov 9, 2026 (Q3 2026, EPS estimate $0.58). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 10, 2026 $0.69 $0.49 +40.8% $626.98M
Q1 2026 May 7, 2026 $0.48 $0.29 +65.5% $496.94M
Q4 2025 Mar 2, 2026 $0.39 $0.46 -15.2% $424.22M
Q3 2025 Nov 6, 2025 $0.37 $0.32 +15.6% $384.24M

AAON analyst price target

Median target $125.00 from 4 analysts, ranging $110.00 – $154.00.

Building Products Equipment peers

TickerCompanyMarket capP/E
TT Trane Technologies $87.94B 27.4
JCI Johnson Controls International $81.79B 26.2
CARR Carrier Global $42.86B 19.8
MAS Masco $15.85B 17.5
CSL Carlisle Companies $14.52B 18.4
LII Lennox International $11.70B 15.3
MAIR Madison Air Solutions $11.56B —
WMS Advanced Drainage Systems $9.37B 18.5
Explore live AAON data on Nama Insights →

Recent Congressional trades

AAON trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Rob Bresnahan House Sell $1,001 - $15,000 Feb 13, 2025
Thomas R Tillis Senate Sell $1,001 - $15,000 —

AAON FAQ

Is AAON a buy?
Nama's AI scorecard currently rates AAON Hold (5.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AAON's P/E ratio?
AAON trades at a trailing price-to-earnings ratio of 29.6.
When does AAON report earnings?
AAON's next scheduled report is on Nov 9, 2026. Analysts expect EPS of $0.58.
What is the AAON price target?
The median analyst price target from 4 analysts is $125.00, with a range of $110.00 – $154.00.
Is AAON Shariah compliant?
Nama's AAOIFI-style screen reads AAON as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does AAON pay a dividend?
Yes — AAON's dividend yield is 0.7%.