Nothing new on AAONin the last three months. We read the news on it every day, write up anything that matters once a week, and tell you sooner if something can't wait. A quiet stretch is normal and is not a signal by itself.
AAON analyst price targets
Average target$119+48%vs $80.25 today
TodayAvg price
Low $118High $120
Strong Buy5 analysts
0Bearish
0Neutral
5Bullish
FirmRatingPrice TargetDate
Oppenheimer
Outperform
$118
3/3/2026
D.A. Davidson
—
$120
2/3/2026
AAON earnings
The company has a habit of clearing the bars set for it, beating expectations in five of the last eight quarters while doubling its sales in the most recent report.
Earnings history
EstimateBeatMiss
AAON past earnings results
Expected
Actual
Surprise
EPS
$0.51
$0.69
+34.5%
Revenue
$509M
$627M
+23.2%
AAON’s next earnings date
Q3 2026
NOV
5
Expectation
EPS
$0.67
Revenue
$567M
Metrics we are tracking
Metric
Expectations
Status
BASX Backlog Growth
Sustaining double-digit year-over-year growth in data center orders
185.4% YoY as of Q2 2026
Consolidated Gross Margin
Recovering toward the 28% to 30% range
24.3% in Q2 2026
Revenue Growth Rate
Holding above 40% annually as capacity expands
101.2% YoY in Q2 2026
Operating Cash Flow
Positive and growing in line with net income
$55.0M for first half 2026
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