AAON Earnings

AAON reported its earnings on 2026-05-07, showcasing a revenue of 496.94M against an estimate of 386.40M, resulting in a 28.61% surprise. The EPS was 0.48, surpassing the expected 0.31 by 54.84%. The stock experienced a 31.49% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following AAON's earnings announcement on 2026-05-07, the stock price moved by 31.49% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, AAON's stock price tends to shift by an average of -0.85% in the 10 days leading up to earnings and -1.38% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate AAON's annual revenue to reach 385.95M, while the EPS is projected at 0.51. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AAON's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AAON's stock price typically moves by -0.85% in the 10 days before its earnings and -1.38% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.51 and revenue of 385.95M.

The earnings call highlights robust revenue growth, particularly in the Basics segment, driven by strong data center demand. Despite some margin pressures, strategic actions are expected to improve future margins. The Q&A section reinforces positive sentiment with increased growth guidance and capacity expansion plans. However, management's reluctance to provide specific details on Memphis revenue and outsourcing impacts suggests some uncertainty. Overall, the company's strong performance and optimistic guidance, including a revised upward capacity outlook, are likely to result in a positive stock price movement.