AAON, Inc. (AAON) Q3 2025 Earnings Call Transcript
AAON, Inc. ( AAON ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Joseph Mondillo - Director of Investor Relations Matthew Tobolski - President, CEO & Director Rebecca Thompson - Interim Principal Accounting Officer, VP of Finance, CFO & Treasurer Conference Call Participants Ryan Merkel - William Blair & Company L.L.C., Research Division Noah Kaye - Oppenheimer & Co. Inc., Research Division Christopher Moore - CJS Securities, Inc. Timothy Wojs - Robert W.
AI Investments Are Surging, But So Is AAON's Valuation (Rating Downgrade)
AAON, Inc. reported strong Q3 growth. The AAON brand stabilized in a challenging non-residential construction market. BasX continues to benefit from AI-related data center investments. The brand's backlog surged by 119%, driving AAON's growth story. Temporary disruptions from ERP implementation, tariffs, and growth initiatives have weakened AAON's margins. The headwind should be temporary.
Aaon (AAON) Surpasses Q3 Earnings and Revenue Estimates
Aaon (AAON) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.63 per share a year ago.
Aaon (AAON) Expected to Beat Earnings Estimates: Should You Buy?
Aaon (AAON) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
5 Construction Stocks Set to Carve a Beat in This Earnings Season
Data center and power demand, along with mission-critical projects, give these construction stocks, like MasTec, AAON, Vulcan, Johnson and EMCOR, an edge.
AAON, Inc. (AAON) Inc. Presents at 24th Annual Diversified Industrials & Services Conference Transcript
AAON, Inc. (NASDAQ:AAON ) Inc. 24th Annual Diversified Industrials & Services Conference September 18, 2025 11:30 AM EDT Company Participants Matthew Tobolski - President, CEO & Director Conference Call Participants Brent Thielman - D.A. Davidson & Co., Research Division Presentation Brent Thielman D.A.
AAON: Impacted By Operational Challenges
AAON increased revenues to data centers by 127% in the most recent quarter, but EPS declined by 69.4%. The company has faced operational challenges from the refrigerant transition and the roll-out of a new ERP system, but the demand is strong. AAON's backlog increased by 71.9% Y/Y, and once production levels recover, margins will expand in the next quarters.
AAON, Inc. (AAON) Q2 2025 Earnings Call Transcript
AAON, Inc. (NASDAQ:AAON ) Q2 2025 Earnings Conference Call August 11, 2025 9:00 AM ET Company Participants Joseph Logan Mondillo - Director of Investor Relations Matthew J. Tobolski - President, CEO & Director Rebecca A.
Aaon (AAON) Q2 Earnings and Revenues Miss Estimates
Aaon (AAON) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.62 per share a year ago.
AAON, Inc.: Strong Data Center Demand Masking Some Concerns
AAON, Inc. has experienced a significant recent stock run due to strong Q1 results, driven by surging data center demand. However, that demand is masking some other concerns such as falling margins, insider selling, and quite stretched valuations in the stock. An analysis around AAON, Inc. stock follows in the paragraphs below.
AAON: The AI Gold Rush Drives Revenue Growth
AAON's HVAC equipment for data centers grew revenues by 375% YoY during Q1, with backlog increasing by 122%. AAON keeps expanding its manufacturing facilities to meet the demand for its products. Capital expenditures are expected to be around $220M in 2025, mainly allocated towards the new Memphis facility.
AAON, Inc. (AAON) Q1 2025 Earnings Call Transcript
AAON, Inc. (NASDAQ:AAON ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Joe Mondillo - Director, Investor Relations Gary Fields - Chief Executive Officer Rebecca Thompson - Chief Financial Officer & Treasurer Matt Tobolski - President & Chief Operating Officer Conference Call Participants Julio Romero - Sidoti Ryan Merkel - William Blair Chris Moore - CJS Securities Brent Thielman - Davidson Tim Wojs - Baird Operator Good morning, ladies and gentlemen, and welcome to the AAON, Incorporated's First Quarter 2025 Earnings Release Conference Call. At this time, all lines are in listen-only mode.
