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.
Earnings Preview: Aaon (AAON) Q1 Earnings Expected to Decline
Aaon (AAON) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
AAON Doubles Down: Dividend Raise & Share Buyback Plan
AAON, Inc. NASDAQ: AAON, a Tulsa-based HVAC manufacturer, recently announced a 25% increase in its quarterly dividend and a new $30 million share repurchase program. These strategic financial decisions come at a time of market uncertainty and appear designed to enhance shareholder value.
New Strong Sell Stocks for March 4th
Teaser: AMRC, DH and AAON have been added to the Zacks Rank #5 (Strong Sell) List on March 4, 2025.
AAON: Don't Get Sucked In After A 22% Dip
AAON Inc.'s shares fell 23% due to poor earnings, with 2024 marked by challenges and a richly priced valuation that underestimates risks. Sales fell 2.9% in FY 2024, primarily due to a refrigerant transition in the Oklahoma segment, severely impacting margins and profitability. Despite a strong balance sheet, AAON's high capex and potential prolonged refrigerant transition pose significant risks, making the stock overvalued at 27.1x forward earnings.
AAON, Inc. (AAON) Q4 2024 Earnings Call Transcript
AAON, Inc. (NASDAQ:AAON ) Q4 2024 Earnings Conference Call February 27, 2024 9:00 AM ET Company Participants Gary Fields - CEO Matt Tobolski - President and COO Rebecca Thompson - CFO Joseph Mondillo - Director, IR Conference Call Participants Ryan Merkel - William Blair Chris Moore - CJS Securities Brent Thielman - D.A. Davidson Alex Hantman - Sidoti & Company Timothy Wojs - Baird Operator Good afternoon, ladies and gentlemen, and welcome to the AAON, Inc. Fourth Quarter 2024 Earnings Conference Call.
Aaon (AAON) Q4 Earnings and Revenues Miss Estimates
Aaon (AAON) came out with quarterly earnings of $0.30 per share, missing the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.56 per share a year ago.
