正在加载公司
Just reported
Q3 2026 results
From Aaon's results release of 2026年11月9日; its quarterly report has since been filed.
Revenue
Actual
US$707.4M
+84% y/y
+10% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$0.83
+124% y/y
+3.7% q/qGuided
—
No guide given
EPS, adjusted: US$0.83
Operating income, GAAP
Actual
US$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 themes 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 plcUS$91.5BA+
JCIJohnson Controls International plcUS$83.6BA+
CARRCarrier Global CorporationUS$44.4BA
LIILennox International Inc.US$12BA+
TREXTrex Company, Inc.US$5.3BA+
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 Corporation2026年10月21日CAGraded C, now A
UPSUnited Parcel Service, Inc.2026年10月27日CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.2026年10月29日BAGraded B, now A
URIUnited Rentals, Inc.2026年10月21日CAGraded C, now A
WCNWaste Connections, Inc.2026年10月22日BAGraded B, now A
怎么赚钱
- 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%
各项收入占比是对six months ended June 30, 2026的估算，并非来自已提交报告的数字。
竞争对手
卖什么6
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.
再显示 3 项
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.
谁在买4
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于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.
- 总部
- Tulsa, Oklahoma
- 成立于
- 1987
- 员工人数
- 5,897 (February 24, 2026, high)
- 上市于
- Nasdaq
- 财年结束
- December 31
基于 Aaon, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
