# AAON, Inc. (AAON)

> Source: Nexqual · https://nexqual.com/AAON · data as of 2026-10-29 14:50 UTC · cite as "Nexqual, AAON, Inc. (AAON), nexqual.com/AAON" · informational, not investment advice.

**Price:** USD 74.43 (-1.56% today) · US market open, as of October 29, 2026 at 14:50 UTC; quotes may be delayed. Prev close 75.61 · day 72.71–74.78 · 52w 66.39–150.46 · market cap $6.14B · NMS

## Key facts
- 1 of 80 tracked superinvestors hold AAON (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (6 analysts), mean target USD 128.5 (range 110–154).
- Total return with dividends: 1Y -27.6% vs S&P 500 +13.0%; 5Y +59.8% vs S&P 500 +78.9%.
- Next earnings: 2026-11-05, EPS estimate USD 0.58, revenue estimate $602M.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold AAON. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Francois Rochon | Giverny Capital | 0.87% | $26.0M | Added +1.5% |

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 6 analysts; mean target USD 128.5 (low 110, high 154).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-14 | Oppenheimer | Target lowered | Outperform | $125 → $115 |
| 2026-08-11 | Oppenheimer | Target lowered | Outperform | $145 → $125 |
| 2026-08-11 | Baird | Target lowered | Outperform | $150 → $135 |
| 2026-07-23 | Keybanc | Initiated | Sector Weight |  |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-29) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -27.6% | +59.8% |
| S&P 500 (SPY) | +13.0% | +78.9% |
| Per year | -27.6% | +9.8% |
| Volatility (annualized) | 59.6% | 48.4% |
| Max drawdown | -53.5% (Jun 2026→Oct 2026) | -50.8% (May 2026→Oct 2026) |

## Peers (Building Products & Equipment)
BLDR (Builders FirstSource, Inc.) USD 60.78 +8.77% · AWI (Armstrong World Industries Inc) USD 162.48 +3.72% · FBIN (Fortune Brands Innovations, Inc) USD 43.54 +3.35% · TREX (Trex Company, Inc.) USD 50.57 +2.07% · LPX (Louisiana-Pacific Corporation) USD 73.05 +4.27% · SPXC (SPX Technologies, Inc.) USD 166.79 +0.96%

## More
Full page: https://nexqual.com/AAON · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.58 | $0.66 | -12.4% | $602.2M | 6 |
| Next quarter (ends 2026-12-31) | $0.63 | $0.64 | -0.2% | $583.7M | 5 |
| Current fiscal year (ends 2026-12-31) | $2.38 | $2.25 | +5.8% | $2.31B | 6 |
| Next fiscal year (ends 2027-12-31) | $3.57 | $3.40 | +4.9% | $2.74B | 6 |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.69 | $0.49 | Beat +40.8% | — |
| — | Quarter ended Mar 31, 2026 | $0.48 | $0.29 | Beat +65.5% | — |
| — | Quarter ended Dec 31, 2025 | $0.39 | $0.46 | Miss −15.2% | — |
| — | Quarter ended Sep 30, 2025 | $0.37 | $0.32 | Beat +15.6% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).