Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AAON
HOLDAAON, Inc. · Industrials · United States · $10.4B · Avg Vol: $100M/d
COMPANY DESCRIPTION
AAON, Inc. designs, manufactures, and sells semi-custom and standard heating, ventilation, and air conditioning (HVAC) equipment for commercial and industrial applications. The company is known for engineering high-quality, energy-efficient, and customizable systems, often for specialized uses, carving out a niche in the premium segment. AAON operates as a vertically integrated manufacturer, offering comprehensive indoor air quality solutions.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 888.8M | 1.2B | 1.2B | 1.4B | 17.5% | 1.6B | 2.1B | 2.4B | 29.5% |
| EPS | 0.75 | 1.26 | 2.19 | 2.07 | 1.32 | 15.3% | 1.32 | 2.20 | — | 67.0% |
| Shares | — | 80.1M | 81.5M | 81.4M | 81.7M | +1.9% | 81.9M | — | — | — |
| Debt | — | 78.3M | 50.5M | 171.0M | 424.6M | 75.7% | 443.3M | — | — | — |
| Equity | — | 560.7M | 735.2M | 824.6M | 895.0M | 16.9% | — | — | — | — |
| Op CF | — | 26.2M | 112.4M | 129.8M | 0.5M | -72.7% | 43.7M | — | — | — |
| Inv CF | — | -76.2M | -109.3M | -213.1M | -192.4M | — | — | — | — | — |
| Fin CF | — | 17.4M | -46.5M | 18.0M | 186.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of AAON are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AAON | AAON, Inc.(you) | $10.4B | 43 | HOLD |
| BLDR | Builders FirstSource, Inc. | $7.8B | 40 | HOLD |
| WMS | Advanced Drainage Systems, Inc. | $10.9B | 58 | HOLD |
| OC | Owens Corning | $11.5B | 58 | HOLD |
| SPXC | SPX Technologies, Inc. | $11.0B | 63 | HOLD |
| FBIN | Fortune Brands Innovations, Inc. | $6.1B | 55 | HOLD |
| LII | Lennox International Inc. | $18.8B | 56 | HOLD |
| LPX | Louisiana-Pacific Corporation | $5.2B | 27 | SELL |
| CSL | Carlisle Companies Incorporated | $13.6B | 67 | BUY |
| AWI | Armstrong World Industries, Inc. | $6.9B | 65 | BUY |
Peer medians: ROE 10.7% · P/E 30.6x · Gross margin 28.6%