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AAON

NASDAQ

Aaon Inc

Industrials
Building
Earnings Aug 10

$104.52

0.6%

Updated Today 3:42 PM ET

Report Card

AAON at a glance — five pillars scored 0–100 from real filed financials.

Value
Growth
Profitability
Health
0
Dividends
0

Overall: Unrated · 0/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Key Metrics

Market Cap

$0.00

P/E

Forward P/E (est.)

ROE

Revenue Growth

EPS Growth

Profit Margin

FCF Yield

Debt / Equity

ROIC

Interest Coverage

Current Ratio

2.62x

Dividend Yield

Implied Growth (rev. DCF)

Rating Score

0/100

Business Overview
Research

Aaon Inc (AAON) is a small-cap company in the Building industry, part of the Industrials sector of the S&P 500.

In its latest reported year it generated about $1.44B in revenue and $107.59M in net profit.

Our model rates AAON Unrated (0/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Economic Moat

Evidence of durable competitive advantage in the filed financials (10 years of history).

Narrow moat signalsMoat evidence score: 69/100

Some durable-advantage evidence, but not across the board — dig into which ingredient is weak and whether it's cyclical or structural.

Gross margin level28/100

31.3% average over the last 3 years

Gross margin stability59/100

±3.3 pts around 28.7% across 10 years

Revenue durability100/100

grew in 9 of the last 9 year-over-year periods

Free-cash-flow consistency100/100

positive in 9 of 9 years

A moat can't be proven by numbers alone — this scores the evidence a durable advantage leaves behind (pricing power, consistency, returns on capital), computed the same way for every stock. Pair it with the business overview before concluding anything.

Revenue Growth
Research

4Y CAGR

28.2%

Revenue moved from $383.98M in 2016 to $1.44B in 2025, a 15.8% compound annual growth rate. The most recent year was roughly steady year over year. Slower, mature growth is common for established businesses.

Profitability

Gross Margin

26.7%

Operating Margin

10.1%

Net Margin

7.5%

ROE

Debt Analysis
Research
1/1 checks passedShort-term bills covered

Total Debt

Net Debt

Net Debt / EBITDA

Debt / Equity

Leverage: debt-to-equity is n/a, with a current ratio of 2.6x. Detailed balance-sheet leverage is limited for this name.

Cash Flow Analysis
Research

Operating CF

$534.00K

Free Cash Flow

$534.00K

FCF Margin

0.0%

In the latest year Aaon Inc produced about $534.00K of operating cash flow and $534.00K of free cash flow after capital spending. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.

Dividend Safety

Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.

At RiskSafety score: 39/100

Coverage is weak, the payout was cut recently, or it's being financed rather than earned — treat the current yield as fragile.

Per share (latest FY)

$0.40

Total paid (latest FY)

$32.60M

History on record

10 years

Free-cash-flow coverage0/100

dividend uses 6105% of free cash flow

Earnings payout ratio100/100

30% of net income paid out

Raise streak13/100

total dividends increased 1 year in a row

Cut history100/100

no cuts in the last 10 years on record

Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.

Valuation Analysis
Research

P/E

P/S

P/B

EV / EBITDA

AAON trades at n/a trailing earnings. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.

Metrics vs. Sector Range

Where AAON sits versus its Industrials sector peers in the S&P 500.

TTM P/E
Forward P/E
P/S ratio
Revenue growth
EPS growth
Gross margin
26.7%Weak
Net margin
ROE

Bands show the middle half (25th–75th percentile) of the 144 Industrials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How AAON stacks up against its Industrials peers — valuation, profitability, and growth versus the sector median.

In the Industrials sector (273 S&P 500 companies), AAON ranks #144 of 273 by our overall rating.

P/E vs sector

median 30.7x

ROE vs sector

median 18.1%

Growth vs sector

median 6.0%

Sector rank

#144

of 273 by rating

CompanyP/ERev Gr.Rating
AAONThis stockNot rated
ROCKNot rated
UFPINot rated
WMS27.2x5.0%Neutral· 48
OC-12.2%Weak· 20
MOD100.4x23.1%Weak· 38
CSL20.5x-0.5%Neutral· 47
MAIRNot rated
Industrials median30.7x6.0%22/100

Valuation vs. quality map

sector medianWMSMODCSLP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Industrials companies by sub-industry and size. Sector median is across all 273 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $104.52 today · expected CAGR -27%-19%

Metric20262027202820292030
Revenue$1.56B$1.68B$1.82B$1.96B$2.12B
Net income$109.02M$117.74M$127.16M$137.33M$148.32M
EPS$1.33$1.44$1.55$1.68$1.81
Share price (low)$15.97$17.25$18.63$20.12$21.73
Share price (high)$26.62$28.75$31.05$33.53$36.22
CAGR (low–high)-85% / -75%-59% / -48%-44% / -33%-34% / -25%-27% / -19%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for AAON:

  • As an established S&P 500 member in Industrials, it brings scale and a long operating history.
Bear Case

The case against AAON:

  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: Aaon Inc is a small-cap industrials business growing at a mature pace, with modest profitability, and a heavier debt load to watch. It trades at n/a earnings, which our model scores Unrated (0/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Analyst Ratings

What 13 Wall Street analysts covering AAON recommend (July 2026). Consensus is a useful sanity check — not a substitute for your own homework.

Strong Buy
consensus · score 4.5 / 5 across 13 analysts
Strong Buy 7Buy 5Hold 1Sell 0Strong Sell 0

Analysts have turned more positive over the last three months (+8 pts of buy ratings).

Latest SEC Filings

AAON's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.

AAON — frequently asked questions

Is AAON a good stock to buy?

We don't give buy or sell advice. Review Aaon Inc's fundamentals, valuation, and 5-year financials on this page, then make your own decision — and consider a licensed professional.

Where does AAON's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from Aaon Inc's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for AAON calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this AAON analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell AAON. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.