AAON AAON, Inc.
Cyclical & Capital-Intensive
C+ 59.5 / 100 composite

AlphaQuality composite grade, weighted for cyclical & capital-intensive businesses.

Profitability

Weight: 15%
C 55
  • 5yr Avg ROIC 9.8%
  • Operating Margin Trend -0.16 pp/yr

Capital Efficiency

Weight: 15%
B- 66
  • 5yr Avg ROE 13.7%
  • 5yr Share-Count CAGR 0.8%

Growth Quality

Weight: 10%
A+ 96
  • 5yr Revenue CAGR 28.2%
  • 5yr EPS CAGR 15.3%
  • Revenue-Growth Years (5) 5/5

Cash Generation

Weight: 15%
F 10
  • 5yr FCF Margin -1.4%
  • 5yr FCF/NI Conversion -0.26x

Balance Sheet

Weight: 25%
A- 80
  • Net Debt / EBITDA 1.92x
  • Interest Coverage (EBIT/Int) 8.26x
  • Altman Z-Score 10.10

Stability

Weight: 20%
C- 50
  • EPS Volatility (σ/μ) 0.54
  • Piotroski F-Score 4
  • Negative-Revenue Years (5) 0/5

Guru Flow

Curated superinvestor sentiment — not part of the AlphaQuality grade.
Dumping

1 of 1 gurus held; 1 trimmed.

Holders
1
Avg Δ position
-79.5%
New buys
0
Full exits
0
As of Q1 2026