AAON, Inc. (AAON) has a MoatMap StockRank of 68/100 based on Quality (57/100), Value (12/100), and Momentum (81/100) factor scores. The current signal is BUY. AAON is a high-ROIC compounder specializing in custom HVAC systems. The massive buildout of AI data centers and advanced packaging facilities requires unprecedented thermal management and cooling capacity. AAON's engineering-led moat and pricing power allow it to capture this high-margin demand, making it a prime beneficiary of the AI infrastructure wave.
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.
| Price | $143.65 |
| Market Cap | $11.7B |
| P/E (TTM) | 101.16 |
| P/E (Forward) | 43.64 |
| Price/Book | 12.59 |
| Return on Equity | 13.5% |
| Return on Invested Capital | 10.8% |
| Debt/Equity | 47.45 |
| Gross Margin | 26.2% |
| Operating Margin | 11.6% |
| Revenue Growth | 54.3% |
| Dividend Yield | 0.3% |
| Free Cash Flow | $-215M |
AAON, Inc. operates in the Building Products & Equipment industry, part of the Industrials sector (United States).