AAON, INC.
AAON designs and manufactures configurable heating, ventilation, air conditioning and liquid cooling equipment for commercial, industrial, data center and cleanroom customers. It operates through three segments: AAON Oklahoma, which makes HVAC systems and controls and sells aftermarket parts; AAON Coil Products, which makes custom and semi-custom HVAC systems and heating and cooling coils; and BASX, which supplies custom cooling, air handling and cleanroom solutions, including products for data centers and healthcare facilities. Its product lines include rooftop units, air handlers, heat pumps, controls, data center cooling systems and coolant distribution units. AAON earns money by selling equipment, controls, coils and parts, and by offering extended warranties. Parts are sold through representative offices and retail stores, while factory service organizations and representatives provide service and warranty support. AAON is headquartered in Tulsa, Oklahoma.
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See all $AAON insider activity →AAON, INC. (AAON) filed an SEC Form 8-K — Other Events. The Aaon Group Announces Quarterly Cash Dividend TULSA, Okla., November 10, 2026 – AAON, Inc. (NASDAQ: AAON), doing business as The Aaon Group, a leader in high-performing, energy-efficient HVAC solutions that bring long-term value to customers and owners, today announced that it
U.S. stocks fell Tuesday after the October CPI report. AI data center suppliers reported growth: Onto Innovation (NYSE: ONTO) saw record revenue of $410M, Coherent (NYSE: COHR) reported $2.37B revenue, Sanmina (NASDAQ: SANM) had $3.86B Q4 revenue, AAON (NASDAQ: AAON) saw $707.4M net sales, and Generac (NYSE: GNRC) reported $1.29B net sales.
Sanmina (SANM) shares rose 21% premarket after Q4 earnings and revenue beat estimates, with upbeat guidance. AAON (AAON) surged 21.5% on record Q3 results. Hims & Hers (HIMS) fell 3.7% on weaker Q3 results and lowered outlook. Nvidia (NVDA) gained 1.8% amid CEO controversy. Rocket Lab (RKLB) dropped 5.7% on Q3 loss and rocket delay. Take-Two (TTWO) climbed 3% on GTA VI pre-order optimism. Nasdaq 100 futures fell 0.4%, S&P 500 futures unchanged, Dow futures up 0.3%.
Over the past 7 days, AlphAI's AI scored 30 news stories mentioning AAON (AAON, INC.). Coverage has skewed bullish: 21 bullish, 5 neutral, and 4 bearish.
Recent AAON coverage spans earnings, financial news and corporate actions.
Dividend announcement may provide modest support to the stock as income investors position before the record date.
Significant earnings beat and raised outlook drive strong rally.
Record earnings and data‑center cooling demand boost bullish sentiment.
Dividend declaration may provide modest support to the stock price.
Analyst target cut suggests lower upside expectations.
AlphAI scores every news story that mentions AAON with an AI model for sentiment and relevance, and aggregates insider trades from AAON, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
AAON, INC. (AAON) filed an SEC Form 8-K — Other Events. The Aaon Group Announces Quarterly Cash Dividend TULSA, Okla., November 10, 2026 – AAON, Inc. (NASDAQ: AAON), doing business as The Aaon Group, a leader in high-performing, energy-efficient HVAC solutions that bring long-term value to customers and owners, today announced that it
U.S. stocks fell Tuesday after the October CPI report. AI data center suppliers reported growth: Onto Innovation (NYSE: ONTO) saw record revenue of $410M, Coherent (NYSE: COHR) reported $2.37B revenue, Sanmina (NASDAQ: SANM) had $3.86B Q4 revenue, AAON (NASDAQ: AAON) saw $707.4M net sales, and Generac (NYSE: GNRC) reported $1.29B net sales.
Sanmina (SANM) shares rose 21% premarket after Q4 earnings and revenue beat estimates, with upbeat guidance. AAON (AAON) surged 21.5% on record Q3 results. Hims & Hers (HIMS) fell 3.7% on weaker Q3 results and lowered outlook. Nvidia (NVDA) gained 1.8% amid CEO controversy. Rocket Lab (RKLB) dropped 5.7% on Q3 loss and rocket delay. Take-Two (TTWO) climbed 3% on GTA VI pre-order optimism. Nasdaq 100 futures fell 0.4%, S&P 500 futures unchanged, Dow futures up 0.3%.
AAON Inc. (NASDAQ:AAON) declared a $0.10 quarterly dividend, payable Dec. 17, 2026, to shareholders of record Nov. 25, 2026. This equals an annualized dividend of $0.40 per share. The company manufactures HVAC solutions for commercial, industrial, and data center applications.
Baird kept AAON at Outperform but reduced its price target to $104 from $110, a 5.5% drop. This implies a 65.4% upside from the Nov 9 close of $62.87.
Oppenheimer reduced AAON's price target to $105 from $115 but kept an Outperform rating. The stock, at $62.87, is below targets and fair value estimates. AAON beat Q3 2026 estimates, raised guidance, and showed margin improvements. Revenue grew 54% to $1.93B. Free cash flow turned positive, aiding buybacks. Q3 earnings of $0.83 per share on $707.4M revenue beat expectations.
AAON Group reported Q3 2026 earnings with revenue of $707.4M, up 84% YoY, and EPS of $0.83, beating estimates. Shares rose 9.93% to $62.87, then 14.14% after-hours. Growth driven by BASX-branded sales (up 218% YoY) and data center demand. Company raised full-year guidance despite accounting issues.
AAON (NASDAQ: AAON) reported Q3 EPS of $0.83, beating estimates by $0.27, with revenue at $707.43M, exceeding expectations of $599.67M. The stock is down 28.29% in 3 months and 40.57% in 12 months, with a 'fair performance' financial health score according to InvestingPro.
AAON (NYSE:CARR) beat analyst estimates but fell 9.9% to $85.47. Lennox (NYSE:LII) missed expectations, down 35.5% to $350.87. Advanced Drainage (NYSE:WMS) grew 20.6% but fell 15.3% to $126.77. Northwest Pipe (NASDAQ:NWPX) rose 19.7%, yet dropped 19.3% to $99.44. Market focus shifted from AI to geopolitics.
Stewart David Raymond purchased 1,000 indirectly-held shares of AAON, INC. (AAON) at $74.66 on 2026-09-15.
