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Just reported
Q3 2026 results
From Aaon's results release of 9 ноября 2026 г.; its quarterly report has since been filed.
Revenue
Actual
707,4M $
+84 % y/y
+10 % q/qGuided
—
No guide given
EPS, GAAP
Actual
0,83 $
+124 % y/y
+3,7 % q/qGuided
—
No guide given
EPS, adjusted: 0,83 $
Operating income, GAAP
Actual
100M $
+129 % y/y
+22 % q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Aaon is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Building Products and Equipment
Graded A or B and worth $2B or more: A first, then the largest.
TTTrane Technologies plc92,8B $A+
JCIJohnson Controls International plc87B $A+
CARRCarrier Global Corporation44,5B $A
LIILennox International Inc.11,9B $A+
TREXTrex Company, Inc.5,3B $A+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX Corporation21 окт. 2026 г.CAGraded C, now A
UPSUnited Parcel Service, Inc.27 окт. 2026 г.CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.29 окт. 2026 г.BAGraded B, now A
URIUnited Rentals, Inc.21 окт. 2026 г.CAGraded C, now A
WCNWaste Connections, Inc.22 окт. 2026 г.BAGraded B, now A
На чём зарабатывает
- Commercial heating and cooling equipment and parts (AAON Oklahoma)45 %
- Heating and cooling systems, coils and related equipment (AAON Coil Products)24 %
- Data-center cooling, cleanroom and air-handling equipment (BASX)31 %
Доли выручки — это оценки за six months ended June 30, 2026, а не цифры из поданной отчётности.
Конкурирует с
Что продаёт6
RQ, RN and RZ rooftop units
Packaged systems installed on commercial and industrial rooftops that provide heating and air conditioning.
Air-handling units
Equipment that moves and treats air in a building, with options for heating, cooling, filtration and fresh-air ventilation.
Factory controls and VCCX controls
Controls built for AAON equipment and other heating and air conditioning systems, including options tailored to a building’s needs.
Показать ещё 3
BASX data-center cooling systems
Custom systems that remove heat from data centers, including air-cooling equipment and liquid-cooling equipment that regulates coolant sent to servers.
BASX cleanroom systems
Air-handling and filtration equipment, modular rooms and related systems that control conditions in facilities such as pharmaceutical and semiconductor manufacturing sites.
Heating and cooling coils
Components that transfer heat to or from air in heating and air conditioning systems.
Кто покупает4
- Commercial and industrial property owners and contractors buy building heating and cooling equipment, mainly through independent manufacturers’ representatives.
- Data-center owners and operators buy custom cooling equipment for their facilities.
- Pharmaceutical, biotechnology, semiconductor, medical and agricultural businesses buy equipment for cleanrooms and other controlled environments.
- Building owners and contractors buy replacement parts through sales representatives, retail stores and AAON’s online parts sales.
На чём держится и что может это сломать
От чего зависит бизнес
- 1BASX depends on demand for data-center cooling equipment; the company describes BASX as heavily dependent on the data-center market.
- 2AAON-branded equipment sales depend on its network of independent manufacturers’ representatives.
- 3Manufacturing depends on steel, copper and aluminum, as well as purchased components such as compressors, motors and electrical controls.
- 4Some major customers account for a substantial share of sales, and AAON has reported customer concentration in both revenue and accounts receivable.
Что может пойти не так
- 1Data-center projects can be delayed, canceled or reordered, shifting when BASX equipment is produced and when related sales are recorded.
- 2Changes in construction and replacement demand for commercial and industrial buildings can affect sales of AAON-branded equipment.
- 3Changes in the prices or availability of metals and purchased components, including costs passed through by suppliers affected by tariffs, can raise manufacturing costs.
Полная финансовая отчётность →
О компании Aaon, Inc.
AAON designs and manufactures custom-configured heating and cooling equipment for commercial and industrial buildings, data centers and cleanrooms. Its products include rooftop systems, air-handling equipment, controls and parts, as well as specialized cooling systems for data centers. It sells mainly through independent manufacturers’ representatives, with some sales handled by its own staff.
- Штаб-квартира
- Tulsa, Oklahoma
- Год основания
- 1987
- Сотрудников
- 5,897 (February 24, 2026, high)
- Торгуется на
- Nasdaq
- Конец финансового года
- December 31
Построено по собственной отчётности Aaon, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.
