AAON

AAON Inc

AAON.US aaon.com + Research + Basket
CIK 0000824142
Employees 5,897
Phone 918 583 2266
Fiscal year end December
IPO Dec 16, 1992
Address 2425 South Yukon Avenue, Tulsa, OK, United States, 74107
70.67
-4.63 (-6.15%)
USD · NASDAQ
52-week range
66.39
150.16
Trading at 5% of the 52-week range
Market Cap
6.21B
P/E Ratio
39.63
Forward P/E
20.12
Book Value
12.26
Div. Yield
0.53%
% Institutions
86.22%
% Insiders
16.73%

1 Year

-26.8%

3 Year

+40.0%

10 Year

+301.1%
Description

AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX. It offers rooftop units, data center cooling solutions, cleanroom systems, packaged outdoor mechanical rooms, air handling units, makeup air units, energy recovery units, condensing units, geothermal/water-source heat pumps, coils, and controls. The company markets and sells its products to retail, manufacturing, educational, lodging, supermarket, data centers, medical and pharmaceutical, and other commercial industries. It sells its products through a network of independent manufacturer representative organizations and internal sales force, as well as online. AAON, Inc. was incorporated in 1987 and is headquartered in Tulsa, Oklahoma.

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People

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Directors & Officers

Name Title Year Born
Dr. Matthew J. Tobolski Ph.D., SE President, CEO & Director 1984
Mr. Norman H. Asbjornson Founder & Director 1936
Ms. Rebecca A. Thompson CPA Chief Accounting Officer & Treasurer 1979
Mr. Casey R. Kidwell Chief Administration Officer 1979
Mr. Gary D. Fields Special Advisor & Director 1960
Mr. Stephen E. Wakefield Consultant & Principal Engineering Advisor 1977
Mr. Matthew Shaub Executive VP & GM of the BASX Products Business Unit 1977
Mr. Chung Kin Cheung Executive VP & CFO 1975
Mr. Roberto Giacomelli Senior Vice President of Operations NA
Mr. Joseph Logan Mondillo C.F.A. Director of Investor Relations & Corporate Strategy 1983

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Apr 23, 2026 Rebecca Thompson N/A Sale 7.29K $100.10 $729.93K SEC
Apr 21, 2026 Rebecca Thompson N/A Sale 2.29K $100.11 $228.95K SEC
Mar 12, 2026 Casey Kidwell N/A Sale 5.23K $90.00 $470.25K SEC
Dec 12, 2025 Stephen E Wakefield N/A Purchase 4.14K $77.59 $321.30K SEC
Dec 11, 2025 Stephen E Wakefield N/A Purchase 1.00K $82.25 $82.25K SEC
Nov 12, 2025 Gary D Fields N/A Sale 3.55K $105.14 $373.56K SEC
Nov 11, 2025 Gary D Fields N/A Sale 26.75K $105.21 $2.81M SEC
Sep 04, 2025 Rebecca Thompson N/A Sale 9.35K $81.09 $758.19K SEC
Aug 25, 2025 Christopher Douglas Eason N/A Sale 12.00K $85.08 $1.02M SEC
May 20, 2025 Gordon Douglas Wichman N/A Sale 21.30K $104.48 $2.23M SEC
May 19, 2025 Gordon Douglas Wichman N/A Sale 3.98K $105.75 $420.36K SEC
May 08, 2025 Gary D Fields N/A Sale 8.36K $98.66 $824.50K SEC
May 06, 2025 Gary D Fields N/A Sale 37.19K $98.20 $3.65M SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 6.69M Jun 30, 2026 8.11% $0.01 1.92%
Wellington Management Company LLP 5.77M Jun 30, 2026 7.00% $0.13 -27.64%
Vanguard Capital Management, LLC 3.12M Jun 30, 2026 3.79% $0.01 0.73%
Vanguard Portfolio Management, LLC 2.94M Jun 30, 2026 3.56% $0.02 1.06%
State Street Corp 2.63M Jun 30, 2026 3.18% $0.01 27.29%
Wasatch Advisors LP 2.34M Jun 30, 2026 2.84% $1.94 3.10%
First Trust Advisors L.P. 1.58M Jun 30, 2026 1.92% $0.12 -21.56%
Blair William & Co 1.53M Jun 30, 2026 1.86% $0.51 -5.47%
Geode Capital Management, LLC 1.43M Jun 30, 2026 1.74% $0.01 0.43%
Dimensional Fund Advisors, Inc. 1.35M Jun 30, 2026 1.64% $0.03 -2.30%
Geneva Capital Management 1.20M Jun 30, 2026 1.46% $3.49 -30.25%
Morgan Stanley - Brokerage Accounts 1.12M Jun 30, 2026 1.36% $0.01 -10.60%
Capital World Investors 1.10M Jun 30, 2026 1.34% $0.02 -12.78%
Franklin Templeton Inc 1.02M Jun 30, 2026 1.24% $0.03 -16.02%
Conestoga Capital Advisors, LLC 1.02M Jun 30, 2026 1.23% $2.80 -20.03%
Jane Street Group LLC 973.93K Jun 30, 2026 1.18% $0.01 10,335.37%
Fuller & Thaler Asset Management Inc 917.55K Jun 30, 2026 1.11% $0.32 0.00%
Pictet Asset Manangement SA 883.74K Jun 30, 2026 1.07% $0.11 31.66%
Kayne Anderson Rudnick Investment Management LLC 878.95K Jun 30, 2026 1.07% $0.35 -17.40%
Mawer Investment Management Ltd 855.17K Jun 30, 2026 1.04% $0.74 0.78%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 2.47M 2.99% ▼ 0.04% Sep 30, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 2.22M 2.69% ▲ 0.28% Sep 30, 2026
3 First Trust RBA Amer Indl RenaisTM ETF 1.87M 2.27% ▲ 0.06% Sep 30, 2026
4 Vanguard Small Cap Index 1.58M 1.91% ▼ 1.65% Sep 30, 2026
5 Vanguard Explorer Inv 1.03M 1.24% ▼ 40.46% Jun 30, 2026
6 Pictet - Global Envir Opps I USD 1.02M 1.23% ▲ 12.50% Aug 31, 2026
7 Vanguard MStar Small Cap Growth Indx Inv 878.57K 1.07% ▼ 4.49% Sep 30, 2026
8 Wasatch Core Growth 811.45K 0.98% ▲ 28.76% Jun 30, 2026
9 American Funds SMALLCAP World A 770.17K 0.93% ▼ 27.44% Sep 30, 2026
10 Baron Real Estate Institutional 663.55K 0.80% ▲ 102.39% Sep 30, 2026

Financial Highlights

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Market Cap: $6.21B
EBITDA: $300.06M
P/E Ratio: $39.63
PEG Ratio: $0.87
Book Value: $12.26
Dividend/Share: $0.40
Dividend Yield: 0.53%
Earnings/Share: $1.90
Profit Margin: 8.24%
Operating Margin: 10.99%
ROA (TTM): 8.24%
ROE (TTM): 17.28%
Revenue (TTM): $1.93B
Revenue/Share (TTM): $23.59
Earnings Growth (YOY): 257.90%
Revenue Growth (YOY): 101.20%

Valuation Metrics

Enterprise Value: $6.69B
Trailing P/E: 39.63
Forward P/E: 20.12

Shares Statistics

Shares Outstanding: 82.45M
Shares Float: 68.85M
% Insiders: 16.73%
% Institutions: 86.22%
Shares Short: 6.33M
Shares Short (Prior Month): 5.60M
Short Ratio: 5.66
Short % Float: 9.22%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$1.44B
Cost of Goods Sold
adjust
$-1.06B
Gross Profit
subtotal
$385.72M
SG&A
adjust
$-201.82M
Other Operating Expense
adjust
$-31.56M
Operating Income
subtotal
$152.35M
Other / Non-Operating Items
adjust
$-44.76M
Net Income
subtotal
$107.59M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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