AAON, INC.
No SEC Form 4 filings for $AAON in the last 30 days.
See all $AAON insider activity →AAON (NASDAQ:AAON) shares rose 5.2% after the company reported record Q2 2026 results. Net sales increased 101.2% to $627.0 million and GAAP diluted EPS rose 257.9% to $0.68, driven by demand for data-center liquid-cooling and backlog conversion. AAON raised its 2026 sales growth forecast to 55%–60% but lowered gross margin outlook to 25%–26%.
Aaon shares rose 5.7% to $90.13 on Aug. 13, 2026 after Oppenheimer and Baird cut their price targets but kept Outperform ratings. Oppenheimer lowered its target to $125 from $145, and Baird to $135 from $150, averaging $130. Trading volume was 303,565 shares.
AAON shares rose 5.2% after the company reported record Q2 2026 results. Net sales increased 101.2% to $627.0 million and GAAP diluted EPS rose 257.9% to $0.68, driven by demand for data-center liquid cooling and backlog conversion. AAON raised its 2026 sales growth forecast to 55%–60% but lowered gross margin outlook to 25%–26%.
Over the past 7 days, alphai's AI scored 17 news stories mentioning AAON (AAON, INC.). Coverage has skewed bullish: 13 bullish, 4 neutral, and 0 bearish.
Recent AAON coverage spans earnings, market movers and corporate actions.
Strong Q2 growth and raised sales guidance are the primary drivers, but the lowered gross margin outlook adds a near-term margin risk.
The stock reaction suggests investors are trading the maintained Outperform stance more than the lower target.
The article ties the rally to a fresh earnings beat plus raised FY sales growth guidance, offset by a lowered gross margin outlook.
Dividend declaration is a shareholder-return update that can modestly support income-focused demand, but it is not a fundamental earnings or guidance change.
Guidance raises growth expectations while acknowledging near-term gross margin pressure from Memphis ramp and ACP price/cost timing.
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 (NASDAQ:AAON) shares rose 5.2% after the company reported record Q2 2026 results. Net sales increased 101.2% to $627.0 million and GAAP diluted EPS rose 257.9% to $0.68, driven by demand for data-center liquid-cooling and backlog conversion. AAON raised its 2026 sales growth forecast to 55%–60% but lowered gross margin outlook to 25%–26%.
5 min readAaon shares rose 5.7% to $90.13 on Aug. 13, 2026 after Oppenheimer and Baird cut their price targets but kept Outperform ratings. Oppenheimer lowered its target to $125 from $145, and Baird to $135 from $150, averaging $130. Trading volume was 303,565 shares.
2 min readAAON shares rose 5.2% after the company reported record Q2 2026 results. Net sales increased 101.2% to $627.0 million and GAAP diluted EPS rose 257.9% to $0.68, driven by demand for data-center liquid cooling and backlog conversion. AAON raised its 2026 sales growth forecast to 55%–60% but lowered gross margin outlook to 25%–26%.
3 min readAAON, Inc. (NASDAQ: AAON) said its board declared a regular quarterly cash dividend of $0.10 per share, or $0.40 annually. The dividend is payable Sept. 25, 2026, to shareholders of record as of Sept. 4, 2026, according to the company.
2 min readAAON, Inc. reported Q2 2026 results and discussed growth and margin drivers. Revenue rose 101% year over year, with BASX sales up 216% and AAON-branded sales up 40%. Management updated 2026 sales guidance to 55% to 60% and said gross margin improvement is back-half weighted, with Q4 strongest. Backlog is nearly double prior year levels.
7 min readAAON Inc. shares fell 5.9% to $89.24 after a margin outlook weakened despite record results. In its Q2 report, revenue rose to $627.0 million, 24.7% above forecast, and adjusted EPS beat $0.49. Management raised 2026 sales-growth guidance but cut gross-margin projection by 200 bps, citing costs from rapid capacity expansion.
6 min readAAON management said BASX bookings were below unusually high recent quarters but reflected normal project timing, with no major order delays. AAON-branded Q2 sales rose 39.3% and bookings rose about 16%. Gross margin fell to 24.3% from 26.6% due to capacity ramp and costs. AAON raised 2026 sales outlook to 55%-60% growth and gross margin to 25%-26%.
6 min readAAON, Inc. reported record Q2 sales and earnings growth, citing strong BASX and AAON brand performance, faster scaling of new capacity, and operational improvements. The company said margin pressure from facility ramp-ups and inflation should ease, with additional margin gains expected in Q4 and into 2027, according to its Aug. 10, 2026 audio transcript.
1 min readAAON (NASDAQ:AAON) reported Q2 2026 revenue of $627.0 million, up 101.2% year over year, and non-GAAP EPS of $0.69 versus $0.48 consensus. Adjusted EBITDA rose to $94.2 million, with gross margin down to 24.3% from 26.6%. Shares fell 5.89% to $89.24 after results, as margin pressure from Memphis ramp and BASX mix offset growth.
5 min readAAON reported Q2 2026 adjusted EPS of $0.69 on revenue of $626.97 million, both above Wall Street forecasts, and said sales more than doubled year over year. The company raised its full-year sales growth outlook to 55% to 60% but cut gross margin guidance to 25% to 26%. Shares fell 5.89% to $89.24, then rose slightly after hours.
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