AAON, Inc. logo AAON - AAON, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
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| PRICE TARGET: $122.67 DETAILS
HIGH: $130.00
LOW: $118.00
MEDIAN: $120.00
CONSENSUS: $122.67
UPSIDE: 66.38%

Stock News

Baron Real Estate Fund Q2 2026 Portfolio Activity

Baron Real Estate Fund Q2 2026 Portfolio Activity

Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.

Sep 16, 2026 11:28 AM • seekingalpha.com
AAON, Inc.'s Growth Makes 23x 2027 Earnings Look Reasonable

AAON, Inc.'s Growth Makes 23x 2027 Earnings Look Reasonable

AAON shares have dropped ~47% from highs, but underlying demand and backlog remain robust, particularly in its BASX data-center segment. Gross margin pressures stem from rapid capacity expansion and startup costs, with management expecting visible recovery by 2027 as Memphis utilization improves. Despite negative free cash flow and lowered 2026 margin guidance, AAON raises its 2026 sales-growth outlook to 55%-60% and maintains a $2B backlog.

Sep 14, 2026 03:48 AM • seekingalpha.com
Wasatch U.S. Select Fund Q2 2026 Portfolio Update

Wasatch U.S. Select Fund Q2 2026 Portfolio Update

The Wasatch U.S. Select Fund - Investor Class returned 12.46%, trailing the Russell 2500 Growth Index, which gained 24.02% during the quarter. While the market environment favoring low-quality companies was a large reason for our relative underperformance, we also held stocks that lost ground in the period, and that too weighed on relative results. The largest of the detractors was Ensign Group, an operator of skilled-nursing and senior-living facilities.

Aug 18, 2026 05:50 AM • seekingalpha.com
AAON Announces Quarterly Cash Dividend

AAON Announces Quarterly Cash Dividend

TULSA, Okla., Aug. 13, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON), a leader in high-performing, energy-efficient HVAC solutions that bring long-term value to customers and owners, today announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on September 25, 2026, to stockholders of record as of the close of business on September 4, 2026.

Aug 13, 2026 04:00 AM • prnewswire.com
AAON Reports Record Second Quarter 2026 Results Driven by Strong Demand, Accelerating Throughput, and Improved Operating Execution

AAON Reports Record Second Quarter 2026 Results Driven by Strong Demand, Accelerating Throughput, and Improved Operating Execution

Net sales increased 101%, Operating income increased 192%, Diluted EPS increased 258% Raises Full-Year Outlook Second Quarter 2026 Highlights (All comparisons are year-over-year, unless otherwise noted) Delivered record quarterly net sales and significant earnings growth as expanded capacity and improved execution accelerated backlog conversion Net sales increased 101.2% to a record $627.0 million Gross profit increased 84.3% to $152.5 million Operating income increased 192.1% to 68.9 million, reflecting strong net sales growth, improved overhead leverage, and disciplined SG&A management GAAP diluted EPS increased 257.9% to $0.68, Non-GAAP adjusted EPS increased 213.6% to $0.69 Total backlog increased 98.0% year-over-year to $2.0 billion, remaining nearly double the prior-year level despite record quarterly net sales and significantly higher production rates Year-to-date, operating cash flow improved to $55.0 million, compared with negative $31.0 million a year ago  Raises 2026 Outlook 2026 outlook now reflects net sales growth of 55%-60%, gross margins of approximately 25-26%, and SG&A as a percent of sales of 13%-14%, supported by strong backlog, expanded capacity, and improving operational execution TULSA, Okla., Aug. 10, 2026 /PRNewswire/ -- AAON, INC.

Aug 10, 2026 03:00 AM • prnewswire.com

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