Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AAON
SellPremium GrowerAAON, Inc. · Industrials · United States · $6.3B · Avg Vol: $95M/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% | 1.9B | 2.3B | 2.7B | 36.2% |
| EPS | 0.75 | 1.26 | 2.19 | 2.07 | 1.32 | 15.3% | 1.90 | 2.32 | — | 75.4% |
| Shares | — | 80.1M | 81.5M | 81.4M | 81.7M | +1.9% | 82.5M | — | — | — |
| Debt | — | 78.3M | 50.5M | 171.0M | 424.6M | 75.7% | 452.1M | — | — | — |
| Equity | — | 560.7M | 735.2M | 824.6M | 895.0M | 16.9% | — | — | — | — |
| Op CF | — | 26.2M | 112.4M | 129.8M | 0.5M | -72.7% | 86.5M | — | — | — |
| 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) | $6.3B | 33 | Sell |
| BLDR | Builders FirstSource, Inc. | $7.3B | 28 | Sell |
| FBIN | Fortune Brands Innovations, Inc. | $5.4B | 43 | Hold |
| LII | Lennox International Inc. | $13.6B | 37 | Hold |
| MAIR | Madison Air Solutions Corporation | $13.2B | 27 | Sell |
| LPX | Louisiana-Pacific Corporation | $5.0B | 17 | Strong Sell |
| SPXC | SPX Technologies, Inc. | $10.0B | 49 | Hold |
| WMS | Advanced Drainage Systems, Inc. | $10.3B | 56 | Hold |
| AWI | Armstrong World Industries, Inc. | $7.4B | 63 | Hold |
| OC | Owens Corning | $11.3B | 56 | Hold |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.3%