AAON, Inc.
77.02USD
-2.3800 (-3.00%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.56▼ | $0.66 | 0 | 4 |
| Next quarter | $0.64▲ | $0.64 | 2 | 2 |
| Current year | $2.37▲ | $2.26 | 4 | 0 |
| Next year | $3.53▲ | $3.29 | 2 | 1 |
Beat in 3 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.49 | $0.69 | +0.20 (+39.7%) |
| 2026-03-31 | $0.29 | $0.48 | +0.19 (+63.3%) |
| 2025-12-31 | $0.46 | $0.39 | -0.07 (-15.2%) |
| 2025-09-30 | $0.32 | $0.37 | +0.05 (+14.9%) |
31 ratings from 8 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Oppenheimer | Maintained | Outperform | $145 $125 | Aug 11, 2026 |
| Baird | Maintained | Outperform | $150 $135 | Aug 11, 2026 |
| Keybanc | Initiated | Sector Weight | — | Jul 23, 2026 |
| Oppenheimer | Maintained | Outperform | $115 $118 | Mar 3, 2026 |
| DA Davidson | Maintained | Buy | $120 | Feb 3, 2026 |
| Oppenheimer | Maintained | Outperform | $105 $112 | Oct 14, 2025 |
| DA Davidson | Maintained | Buy | $125 $105 | Aug 12, 2025 |
| Baird | Changed from Outperform | Buy | $102 $98 | Aug 12, 2025 |
| Sidoti & Co. | Upgraded from Neutral | Buy | $95 | Jun 16, 2025 |
| Baird | Maintained | Outperform | $110 $102 | Jun 11, 2025 |
| Baird | Maintained | Outperform | $108 $110 | May 2, 2025 |
| CJS Securities | Upgraded from Market Perform | Market Outperform | $110 | Feb 28, 2025 |
| DA Davidson | Maintained | Buy | $150 $125 | Feb 28, 2025 |
| Baird | Maintained | Outperform | $155 $116 | Feb 28, 2025 |
| DA Davidson | Maintained | Buy | $102 $150 | Nov 8, 2024 |
| Baird | Maintained | Outperform | $130 $138 | Nov 8, 2024 |
| Baird | Upgraded from Neutral | Outperform | $114 $130 | Oct 28, 2024 |
| Sidoti & Co. | Downgraded from Buy | Neutral | $111 | Oct 22, 2024 |
| Baird | Maintained | Neutral | $100 $102 | Aug 2, 2024 |
| Baird | Initiated | Neutral | $100 | Jul 24, 2024 |
| DA Davidson | Maintained | Buy | $102 | Jun 26, 2024 |
| DA Davidson | Maintained | Buy | $105 $102 | May 1, 2024 |
| William Blair | Initiated | Outperform | — | Apr 29, 2024 |
| DA Davidson | Maintained | Buy | $80 $105 | Mar 1, 2024 |
| DA Davidson | Maintained | Buy | $75 $100 | Feb 28, 2023 |
122 filings from 22 insiders · 32 buy / 17 sell over 6m
Officers and directors of AAON, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| ASBJORNSON NORMAN HDirector; 10% owner | Giftindirect | 100.0k | — | — | Sep 1, 2026 |
| Buttermore Robert L.Director | Grant | 1.3k | — | — | Sep 1, 2026 |
| Jermain Patrick JohnDirector | Grant | 1.3k | — | — | Sep 1, 2026 |
| Shaub MatthewOfficer, Executive Vice President | Buy | 457 | $76.42 | $35k | Aug 28, 2026 |
| THOMPSON REBECCA A.Officer | Sellindirect | 4.2k | $143.42 | $607k | Jun 2, 2026 |
| ASBJORNSON NORMAN HDirector and Beneficial Owner of more than 10% of a Class of Security | Giftindirect | 189.4k | — | — | May 29, 2026 |
| FIELDS GARY D.Director | Sell | 19.0k | $140.20 | $2.66M | May 29, 2026 |
| FIELDS GARY D.Director | Sell | 21.2k | $140.34 | $2.97M | May 26, 2026 |
| WICHMAN GORDON DOUGLASOfficer | Sell | 3.0k | $140.39 | $421k | May 26, 2026 |
| FIELDS GARY D.Director | Exercise | 21.2k | $48.91 | $1.04M | May 26, 2026 |
| WICHMAN GORDON DOUGLASOfficer | Exercise | 3.0k | $27.58 | $83k | May 26, 2026 |
| KIDWELL CASEYOfficer | Sell | 3.2k | $138.30 | $436k | May 14, 2026 |
| KIDWELL CASEYOfficer | Exercise | 3.2k | $79.73 | $254k | May 14, 2026 |
| FIELDS GARY D.Director | Sell | 19.1k | $137.60 | $2.63M | May 13, 2026 |
| TOBOLSKI MATTHEW JOSEPHChief Executive Officer | Sellindirect | 8.0k | $135.37 | $1.08M | May 13, 2026 |
| FIELDS GARY D.Director | Exercise | 19.1k | $36.13 | $689k | May 13, 2026 |
| LAWHORN CARON ADirector | Grant | 1.3k | — | — | May 12, 2026 |
| MCELROY A H IIDirector | Grant | 1.3k | — | — | May 12, 2026 |
| ASBJORNSON NORMAN HDirector and Beneficial Owner of more than 10% of a Class of Security | Grant | 1.3k | — | — | May 12, 2026 |
| LECLAIR STEPHEN ODirector | Grant | 1.3k | — | — | May 12, 2026 |
No analyst notes on AAON yet.
Analyst Ratings
3 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 1 | 3 | 1 | 0 | 0 | Buy2.00 |
| 1 mo ago | 1 | 3 | 1 | 0 | 0 | Buy2.00 |
| 2 mo ago | 1 | 4 | 0 | 0 | 0 | Buy1.80 |