$80.20+1.8%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 9, 2026
AAON sells heating, ventilation and air conditioning equipment to commercial building owners, contractors and data-center operators.
Just reported
From Aaon, Inc.'s results release of November 9, 2026; its quarterly report has since been filed.
Actual
$707.4M
+84% y/y
+10% q/q
Guided
—
No guide given
Actual
$0.83
+124% y/y
+3.7% q/q
Guided
—
No guide given
EPS, adjusted: $0.83
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $707.4M | $384.2M | +84.11% |
| Profit | $69M | $30.8M | +124.02% |
| Profit per share | $0.83 | $0.37 | +124.32% |
| Free Cash Flow | $51.1M | -$33.3M | +253.50% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
Aaon, Inc. reported on November 9, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“Our raised outlook reflects the strength of our third quarter performance, continued customer activity across our end markets, and the meaningful progress we are making towards increasing throughput and converting backlog into revenue,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Aaon Group provides high-performance HVAC and thermal management solutions for commercial, industrial, and data center environments. Through two strong brands, AAON and BASX, the company designs and manufactures highly configurable and custom-engineered equipment focused on efficiency, performance, reliability, and long-term customer value.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Aaon, Inc.’s Item 2.02 8-K filed November 9, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Actual
$100M
+129% y/y
+22% q/q
Guided
—
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.