AAON (AAON) Set to Release Earnings on Thursday

AAON (NASDAQ:AAON) will likely be releasing its Q3 2026 results before the market opens on Thursday, November 5th. Analysts expect AAON to post earnings of $0.5730 per share and revenue of $601.19 million for the quarter. Investors can find conference call details on the company’s upcoming Q3 2026 earnings results page for the latest details on the call scheduled for Thursday, November 5, 2026 at 9:00 AM ET.

AAON (NASDAQ:AAON) last issued its quarterly earnings results on Monday, August 10th. The construction company reported $0.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.18. AAON had a return on equity of 17.32% and a net margin of 8.24%. The firm had revenue of $626.98 million during the quarter, compared to the consensus estimate of $508.82 million. During the same quarter last year, the company posted $0.22 EPS. The company’s revenue for the quarter was up 101.2% on a year-over-year basis. On average, analysts expect AAON to post $2.35 EPS for the current fiscal year and $3.56 EPS for the next fiscal year.

AAON Stock Down 0.3%

Shares of NASDAQ AAON opened at $75.61 on Thursday. AAON has a 12 month low of $66.39 and a 12 month high of $150.46. The company has a current ratio of 3.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $6.23 billion, a price-to-earnings ratio of 39.38, a PEG ratio of 1.28 and a beta of 1.41. The business has a 50-day moving average of $79.03 and a 200-day moving average of $97.81.

AAON Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, September 25th. Investors of record on Friday, September 4th were paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Friday, September 4th. AAON’s dividend payout ratio (DPR) is currently 20.83%.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. Robert W. Baird dropped their target price on shares of AAON from $150.00 to $135.00 and set an “outperform” rating for the company in a research report on Tuesday, August 11th. Weiss Ratings reissued a “hold (c)” rating on shares of AAON in a report on Monday, October 12th. KeyCorp reissued a “sector weight” rating on shares of AAON in a report on Thursday, August 13th. Oppenheimer restated an “outperform” rating and set a $115.00 price objective (down from $125.00) on shares of AAON in a research report on Wednesday, October 14th. Finally, DA Davidson started coverage on shares of AAON in a report on Tuesday, September 15th. They set a “buy” rating and a $110.00 price objective for the company. Four investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, AAON presently has an average rating of “Moderate Buy” and an average price target of $120.00.

Insider Activity

In other news, EVP Matthew Shaub acquired 457 shares of the firm’s stock in a transaction that occurred on Friday, August 28th. The shares were bought at an average cost of $76.42 per share, with a total value of $34,923.94. Following the acquisition, the executive vice president owned 3,136 shares in the company, valued at approximately $239,653.12. This represents a 17.06% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director David Stewart acquired 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 15th. The shares were purchased at an average cost of $74.66 per share, for a total transaction of $74,660.00. Following the completion of the acquisition, the director owned 4,000 shares in the company, valued at $298,640. This represents a 33.33% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 18.09% of the stock is currently owned by corporate insiders.

About AAON

AAON, Inc designs and manufactures high-performance heating, ventilation and air conditioning (HVAC) equipment for commercial and industrial applications. Its product portfolio includes rooftop units, air-handling units, condensing units, chillers, geothermal heat pumps and related HVAC controls.

The company’s systems are used in applications such as office buildings, schools, healthcare facilities, retail properties, manufacturing plants and other commercial structures. AAON emphasizes configurable equipment, energy efficiency and integrated controls designed to support indoor comfort and air quality.

AAON was founded in 1988 by Norman H.