Wall Street analyst estimates for AAON, Inc. (AAON): consensus price target and buy/hold/sell recommendations.
AAON, Inc., along with its affiliated companies, focuses on the engineering, manufacturing, promotion, and sale of heating and air conditioning systems throughout the United States and Canada. The enterprise's operations are divided into three distinct divisions: AAON Oklahoma, AAON Coil Products, and BasX.
Analyst Consensus
| Strong Buy | 0 |
| Buy | 5 |
| Hold | 0 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 5 |
| Avg rating (−2 sell to +2 buy) | 1.00 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-05 | $0.57 | ||
| 2026-08-10 | $0.69 | $0.51 | +34.5% |
| 2026-05-07 | $0.48 | $0.29 | +64.6% |
| 2026-03-02 | $0.39 | $0.45 | -13.3% |
| 2025-11-06 | $0.37 | $0.33 | +12.1% |
| 2025-08-11 | $0.22 | $0.31 | -29.0% |
| 2025-04-30 | $0.37 | $0.25 | +48.0% |
| 2025-02-27 | $0.30 | $0.54 | -44.4% |
Valuation Ratios
| P/E Ratio | 35.29 |
| Price / Book | 5.44 |
| EV / EBITDA | 22.40 |
| Dividend Yield | 0.60% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $384.0M | $405.2M | $433.9M | $469.3M | $514.6M | $534.5M | $888.8M | $1.17B | $1.20B | $1.44B |
| Cost of Revenue | $265.9M | $281.6M | $330.4M | $349.9M | $358.7M | $396.7M | $651.2M | $769.5M | $803.5M | $1.06B |
| Gross Profit | $118.1M | $123.7M | $103.5M | $119.4M | $155.8M | $137.8M | $237.6M | $399.0M | $397.1M | $385.7M |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $37.8M | $48.5M | $47.1M | $50.6M | $60.5M | $68.6M | $110.8M | $157.8M | $167.5M | $205.7M |
| Operating Expenses | $38.5M | $49.4M | $48.2M | $52.4M | $54.0M | $68.6M | $110.8M | $171.5M | $188.0M | $233.4M |
| Operating Income | $79.6M | $74.2M | $55.4M | $67.0M | $101.8M | $69.3M | $126.8M | $227.5M | $209.1M | $152.3M |
| EBITDA | $93.0M | $89.5M | $73.2M | $89.8M | $121.0M | $99.7M | $162.6M | $274.8M | $273.0M | $225.8M |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | $132,000 | $2.6M | $4.8M | $2.9M | $17.7M |
| Pre-tax Income | $80.0M | $74.6M | $55.5M | $67.0M | $102.0M | $69.2M | $124.5M | $223.2M | $206.6M | $128.8M |
| Income Tax | $26.6M | $20.8M | $13.2M | $13.3M | $23.0M | $10.4M | $24.2M | $45.5M | $38.0M | $21.2M |
| Net Income | $53.4M | $54.5M | $42.3M | $53.7M | $79.0M | $58.8M | $100.4M | $177.6M | $168.6M | $107.6M |
| EPS | $0.67 | $0.69 | $0.54 | $0.69 | $1.01 | $0.75 | $1.26 | $2.19 | $2.07 | $1.32 |
| EPS (Diluted) | $0.67 | $0.69 | $0.54 | $0.68 | $0.99 | $0.73 | $1.24 | $2.13 | $2.02 | $1.29 |
| Shares Outstanding (Diluted) | 80.2 M | 79.6 M | 79.0 M | 79.0 M | 79.6 M | 80.6 M | 81.1 M | 83.3 M | 83.6 M | 83.1 M |
Price
| Price | $67.40 (closing price, October 30, 2026) |
| Market Cap | $5.6B |
| Exchange | NASDAQ |
| Country | US |
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Explore sector: Industrials · Industrial - Machinery
More sections of AAON: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
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