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AAON

Aaon, Inc.
$109.35 +1.73 (+1.61%) At close · Jul 6
Market Cap
$8.96B
Shares
81,911,710

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$109.35 Open$107.88 Day$107.83–112.44 52W$61.78–150.46 Avg vol 30d956K Short int3.9M · 4.8% float · 3.8d Short vol64% Last earningsMay 7, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 7
Equibles Rating blended score · not investment advice
Overall
Neutral
Technical · trend & momentum Sell
50 / 200-day cross no cross
+ Price vs 200-day avg +10% above
Price vs 50-day avg −13% below
RSI (14) 35 · neutral
MACD trend negative
52-week position 54% · mid-range
Sentiment · smart money Bullish
Trend (MA cross) 50d $125 › 200d $100 — 50d above 200d
+ Institutional flow 4 of 399 funds reported for Jun 30 · net +31 sh shares · +1 new
Insider flow Net -$16.4M over 90 days · 100% sells
+ Short interest 4.79% of float · ▼ -16.5% MoM · 3.8 days cover
Volume signal Volume near normal
Institution breadth 399 holders — mid 3-yr range
Fundamentals Fair
EPS growth −36% Y/Y
Valuation P/E 77 · rich
+ Buyback $70.0M remaining
+ Balance sheet net cash $13.0K

Blended from price, positioning & fundamentals · daily-close · not investment advice.

Up next
Next earnings call
Aug 10, 2026 Est · unconfirmed · in 5 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 7, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Guidance & track record
      Latest guidance · from the 8-K filed May 7, 2026
      Revenue growth · 2026 outlook Initiated 40% – 45%
      Gross margins · 2026 outlook Initiated 27% – 28%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      2 · 3 · 1
      50 / 200-day cross
      no cross Neutral
      Price vs 200-day avg
      +10% above Bullish
      Price vs 50-day avg
      −13% below Bearish
      RSI (14)
      35 · neutral Neutral
      MACD trend
      negative Bearish
      52-week position
      54% · mid-range Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $125 › 200d $100 — 50d above 200d
      Institutional flow Accumulating
      4 of 399 funds reported for Jun 30 · net +31 sh shares · +1 new
      Insider flow Distributing
      Net -$16.4M over 90 days · 100% sells
      Short interest Falling
      4.79% of float · ▼ -16.5% MoM · 3.8 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      399 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $62 Now $109 · 54% 52-wk high $150
      vs 200-day avg +10% vs 50-day avg -13%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      AAON-branded products backlog 509,806K Q1 2026
      BASX-branded products backlog 1,619,649K Q1 2026
      AAON branded bookings growth 9% Q1 2026 call
      Alpha-class equipment orders growth 56% Q1 2026 call
      backlog 2.1B Q1 2026 call
      Basics branded orders backlog growth 160% Q1 2026 call
      Backlog (AAON brand) 60.8% Full Year 2025
      Backlog (BASX brand) 141.3% the fourth quarter of 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Building Products & Equipment — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      AAON
      Aaon, Inc.
      this stock
      $8.96B +43.6% 77.0 4.8%
      TT
      Trane Technologies plc
      $107.71B +25.5% -0.3% 37.7 2.1%
      JCI
      Johnson Controls International plc
      $87.08B +19.5% -4.2% 25.8 1.3%
      CARR
      CARRIER GLOBAL Corp
      $58.22B +33.2% -3.3% 45.8 2.0%
      DKILF
      Daikin Industries Ltd
      $46.18B +32.2% 0.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      400
      % held
      82.0%
      Reported
      4 of 399
      Top holder
      WELLINGTON MANAGEMENT GRO…
      Held Float
      View
      Held by Funds
      Fund positions
      402
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      3.9M
      Days to cover
      3.8d
      Change
      -774.6K sh
      View
      Short Volume
      Short vol %
      64%
      As of
      Jul 6, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      4.1K
      Value
      $532.7K
      As of
      Jun 12, 2026
      View
      Off-Exchange
      Off-exchange %
      38.6%
      Week of
      Jun 15, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$16.4M
      Buyers / Sellers
      0 / 5
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Rob Bresnahan
      Amount
      $1.0K–$15.0K
      Traded
      Jan 13, 2025
      View
      Financials
      Financials
      Net income (FY)
      $107.6M
      EPS diluted
      $1.29
      View
      Buybacks
      Authorized
      $100.0M
      Remaining
      $70.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      Investor Event Transcript
      Filed
      Jun 30, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $2.7M
      Shares
      19.0K
      Filed
      May 29, 2026
      View
      Exempt Offerings
      Offering
      $14.2M
      Filed
      Apr 2, 2024
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 27, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      AAON -13.8% -23.9% +31.4% -13.8% +43.6%
      SPY +3.1% -0.8% +8.2% +0.6% +10.2%
      vs SPY -16.8% -23.1% +23.2% -14.4% +33.4%

      Capital returns

      Latest dividend
      $0.10 / share · ex Jun 5, 2026
      Raised 25%
      Paid (TTM)
      $0.40 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.37%
      Buyback program · as of Sep 30, 2025
      Authorized
      $100.00M
      Spent (derived)
      $30.00M
      Remaining
      $70.00M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 824142 CUSIP 000360206 13F (30d) 24 filings 7 filers Visit website Investor relations