AAON - AAON, Inc.
Comfort Systems USA, Inc. FIX entered 2026 with extraordinary momentum, but investors are now asking whether its record-breaking backlog can continue fueling its rapid expansion. After posting another stellar quarter, the mechanical and electrical contracting leader ended the first quarter of 2026 with backlog reaching an all-time high of $12.45 billion, up 80.8% year over year from $6.89 billion.
TULSA, Okla., May 18, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), 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 June 26, 2026 to stockholders of record as of the close of business on June 5, 2026.
Aaon (AAON) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Here is how Aaon (AAON) and Construction Partners (ROAD) have performed compared to their sector so far this year.
Aaon (AAON) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.
Does Aaon (AAON) have what it takes to be a top stock pick for momentum investors? Let's find out.
AAON, Inc. is downgraded to a soft Sell due to extreme valuation despite strong operational performance and data center-driven growth. Q1 revenue surged 54.3% to $496.9M, with backlog doubling year-over-year to $2.13B, supporting management's 40–45% revenue growth guidance for 2026. All segments, especially BASX, delivered robust top-line growth, but rising raw material costs compressed gross margins from 26.8% to 25.1%.
AAON's first-quarter earnings were simply outstanding, and the company is becoming a key picks-and-shovels investment in the booming data center build-out.
AAON stock hit all-time highs on Thursday. A blowout earnings report and surging data center demand lit the fuse.
AAON, Inc. (AAON) Q1 2026 Earnings Call Transcript
Aaon (AAON) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.37 per share a year ago.
First Quarter 2026 Results (All comparisons are year-over-year, unless otherwise noted) Delivered record sales and accelerated earnings growth on strong demand and expanding production throughput Net sales grew 54.3% to a record $496.9 million Operating margins reflected early benefits from improving utilization, with margin improvement expected to build as capacity absorption improves GAAP diluted EPS increased 37.1% to $0.48 reflecting strong earnings growth on higher volume Total backlog increased 107.4% to a record $2.1 billion, driven by continued strength from the data center market Raises 2026 Outlook 2026 outlook now reflects revenue growth of 40%-45%% and gross margins of approximately 27-28%, supported by record backlog, expanded capacity, and improving operational execution TULSA, Okla., May 7, 2026 /PRNewswire/ -- AAON, INC.
Carrier Global (CARR) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.65 per share a year ago.
TULSA, Okla., April 23, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performing, energy-efficient HVAC solutions that brings long-term value to customers and owners, announces that it has scheduled its quarterly conference call and webcast for Thursday, May 7, 2026, at 9:00 a.m.
Allspring Global Investments Holdings LLC reduced its stake in shares of AAON, Inc. (NASDAQ: AAON) by 5.9% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 527,520 shares of the construction company's stock after selling 32,851 shares during the quarter. Allspring Global
TULSA, Okla., April 2, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performance and energy-efficient HVAC solutions, announces a transition in the Chief Financial Officer (CFO) role and the addition of a General Counsel.
Capital International Investors raised its stake in AAON, Inc. (NASDAQ: AAON) by 50.9% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,471,792 shares of the construction company's stock after purchasing an additional 496,581 shares during the quarter. Capital International Investors owned 1.81%
Dimensional Fund Advisors LP trimmed its holdings in shares of AAON, Inc. (NASDAQ: AAON) by 1.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,411,438 shares of the construction company's stock after selling 15,373 shares during the period. Dimensional Fund Advisors LP
TULSA, Okla., March 5, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), 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 March 30, 2026 to stockholders of record as of the close of business on March 18, 2026.
AAON (NASDAQ: AAON) executives told investors the company exited 2025 with strong demand across both its AAON and BASX brands, while acknowledging that temporary operational issues-particularly at its Tulsa facility and the ramp of a new Memphis plant-pressured margins late in the year. Management emphasized that 2025 included "transformational investments" in capacity, supply chain, leadership, and