AAON Inc (AAON)

Currency in USD
91.06
-2.25(-2.41%)
Closed·
92.88+1.82(+2.00%)
·

AAON Earnings

Latest Release
Nov 06, 2025
EPS / Forecast
0.37 / 0.32
Revenue / Forecast
384.20M / 332.53M
EPS Revisions
Last 90 days
Release Date
Period End
EPS
/Forecast
Revenue
/Forecast
EPS Surprise %
Revenue Surprise %
Reaction
12/2025--/0.45--/378.08M----Free Sign Up
09/20250.37/0.32384.2M/332.53M+15.62%+15.54%Free Sign Up
06/20250.22/0.34311.56M/326.15M-35.29%-4.47%Free Sign Up
03/20250.37/0.24322.05M/290.62M+54.17%+10.81%Free Sign Up
12/20240.3/0.53297.72M/331.02M-43.4%-10.06%Free Sign Up
09/20240.63/0.57327.25M/315.8M+10.53%+3.63%Free Sign Up
06/20240.62/0.52313.56M/283.92M+19.23%+10.44%Free Sign Up
03/20240.46/0.47262.1M/286.47M-2.13%-8.51%Free Sign Up
12/20230.56/0.53306.64M/294.36M+5.66%+4.17%Free Sign Up
09/20230.64/0.55312M/294.63M+16.36%+5.9%Free Sign Up

All numbers in USD

AAON Inc Earnings Call Summary for Q3/2025

  • AAON reported Q3 2025 EPS of $0.37 (vs $0.32 forecast) and revenue of $384.2M (vs $332.53M expected), driving a 21.07% pre-market stock surge to $113.15.
  • Net sales increased 17.4% year-over-year, with strong performance in data center solutions and custom cooling products despite a challenging commercial HVAC market.
  • Gross margin was 27.8% (down from 34.9% YoY but up 120 basis points sequentially), with management guiding for 28-28.5% for the full year and continued improvement into 2026.
  • The company's Basics brand remains its key growth driver, with backlog growing 119.5% year-over-year, supporting anticipated full-year sales growth in the mid-teens.
  • CEO Matt Tobolski addressed short report claims about accounting practices, emphasizing the company's commitment to financial integrity and operational efficiency.
Last Updated: 2025-11-06, 11:26 a/m
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FAQ

What Is AAON's Earnings Per Share (TTM)?

The AAON EPS (TTM) is 1.21.

When Is The Next AAON Earnings Date?

AAON will release its next earnings report on Feb 26, 2026.

What Is AAON’s Revenue Forecasts For Upcoming Quarters?

AAON’s revenue forecast is 368.33M.

How Did AAON React to the Company's Latest Earnings Report?

AAON reported a +15.62% EPS surprise and a +15.54% revenue surprise, comparing the latest report against analyst forecasts. The stock price changed by 12.91%, reflecting the market's response to the earnings results.
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