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AAON Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.292 |
| EPS actual | $0.480 |
| EPS Surprise | 64.55% |
| Revenue estimate | 381.083M |
| Revenue actual | 496.936M |
| Revenue Surprise | 30.40% |
| Release date | Mar 02, 2026 |
| EPS estimate | $0.450 |
| EPS actual | $0.390 |
| EPS Surprise | -13.33% |
| Revenue estimate | 372.35M |
| Revenue actual | 424.217M |
| Revenue Surprise | 13.93% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.330 |
| EPS actual | $0.370 |
| EPS Surprise | 12.12% |
| Revenue estimate | 374.1M |
| Revenue actual | 384.238M |
| Revenue Surprise | 2.71% |
| Release date | Aug 11, 2025 |
| EPS estimate | $0.310 |
| EPS actual | $0.220 |
| EPS Surprise | -29.03% |
| Revenue estimate | 361.38M |
| Revenue actual | 311.567M |
| Revenue Surprise | -13.78% |
Last 4 Quarters for AAON
Below you can see how AAON performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 11, 2025 |
| Price on release | $72.08 |
| EPS estimate | $0.310 |
| EPS actual | $0.220 |
| EPS surprise | -29.03% |
| Date | Price |
|---|---|
| Aug 05, 2025 | $83.38 |
| Aug 06, 2025 | $81.49 |
| Aug 07, 2025 | $82.73 |
| Aug 08, 2025 | $80.52 |
| Aug 11, 2025 | $72.08 |
| Aug 12, 2025 | $82.95 |
| Aug 13, 2025 | $88.29 |
| Aug 14, 2025 | $83.11 |
| Aug 15, 2025 | $79.55 |
| 4 days before | -13.56% |
| 4 days after | 10.37% |
| On release day | 15.09% |
| Change in period | -4.59% |
| Release date | Nov 06, 2025 |
| Price on release | $100.03 |
| EPS estimate | $0.330 |
| EPS actual | $0.370 |
| EPS surprise | 12.12% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $98.39 |
| Nov 03, 2025 | $95.90 |
| Nov 04, 2025 | $89.93 |
| Nov 05, 2025 | $93.46 |
| Nov 06, 2025 | $100.03 |
| Nov 07, 2025 | $105.53 |
| Nov 10, 2025 | $105.79 |
| Nov 11, 2025 | $103.90 |
| Nov 12, 2025 | $102.04 |
| 4 days before | 1.67% |
| 4 days after | 2.01% |
| On release day | 5.50% |
| Change in period | 3.71% |
| Release date | Mar 02, 2026 |
| Price on release | $104.73 |
| EPS estimate | $0.450 |
| EPS actual | $0.390 |
| EPS surprise | -13.33% |
| Date | Price |
|---|---|
| Feb 24, 2026 | $100.95 |
| Feb 25, 2026 | $99.05 |
| Feb 26, 2026 | $98.89 |
| Feb 27, 2026 | $101.20 |
| Mar 02, 2026 | $104.73 |
| Mar 03, 2026 | $95.33 |
| Mar 04, 2026 | $95.97 |
| Mar 05, 2026 | $92.40 |
| Mar 06, 2026 | $88.33 |
| 4 days before | 3.74% |
| 4 days after | -15.66% |
| On release day | -8.98% |
| Change in period | -12.50% |
| Release date | May 07, 2026 |
| Price on release | $129.25 |
| EPS estimate | $0.292 |
| EPS actual | $0.480 |
| EPS surprise | 64.55% |
| Date | Price |
|---|---|
| May 01, 2026 | $93.59 |
| May 04, 2026 | $91.90 |
| May 05, 2026 | $93.66 |
| May 06, 2026 | $98.30 |
| May 07, 2026 | $129.25 |
| May 08, 2026 | $139.66 |
| May 11, 2026 | $141.70 |
| May 12, 2026 | $133.66 |
| May 13, 2026 | $135.37 |
| 4 days before | 38.10% |
| 4 days after | 4.74% |
| On release day | 8.05% |
| Change in period | 44.64% |
AAON Earnings Call Transcript Summary of Q1 2026
AAON delivered a strong Q1 2026 with record sales of $496.9M (up 54% YoY), 37% EPS growth, and backlog of $2.1B (more than double YoY). Both brands contributed: Basics (data-center focused) revenue grew ~72% and booked strongly (book-to-bill >2), driving record basics backlog and continued market-share gains; AAON branded unitary products grew ~42% with improved production throughput and share gains in transactional business. Gross margin was 25.1% (down 170 bps YoY) due to temporary factors: increased outsourcing to accelerate volume, tariff- and inflation-related costs, and ramp/absorption impacts from new Memphis capacity. SG&A leverage improved (13.7% of sales) and non-GAAP adjusted EBITDA rose to $78M. Cash flow from operations improved to +$34M; debt $425.2M and leverage ~1.71x. Management is intentionally prioritizing growth and customer delivery over near-term margin maximization, expecting margins to improve as internal capacity ramps and outsourcing declines. 2026 guidance: sales growth 40–45%, gross margin 27–28%, SG&A 14–15% of sales, and D&A $95–100M. Management highlighted ongoing investments in people, processes and capacity (memphis/Longview/Redmond) to sustain higher growth and margin expansion over time.
