Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
No Data
AAON Transcript
AAON, Inc. (AAON) Q3 2025 Earnings Call Transcript
Positive11-7
The earnings call summary and Q&A reveal strong growth expectations and strategic improvements, including a promising second half of 2025 and ERP optimization. Despite some challenges in margin improvement and unclear guidance on certain metrics, the overall sentiment is positive, driven by robust demand, production enhancements, and a strategic focus on high-growth areas like data centers and rooftop products. The management's confidence and proactive strategies suggest a positive stock price movement, likely in the 2% to 8% range, assuming a moderate market cap.
AAON, Inc. (AAON) Inc. Presents at 24th Annual Diversified Industrials & Services Conference Transcript
Neutral9-18
AAON, Inc. (AAON) Q2 2025 Earnings Call Transcript
Unknown8-11
The earnings call summary indicates mixed signals. While there are strong bookings and strategic partnerships that suggest positive growth, there are concerns about ERP implementation, temporary cost drags from the Memphis facility, and lower production efficiency. The Q&A reveals cautious optimism but also highlights uncertainties, particularly regarding ERP impacts and margin recovery. Overall, the positive and negative elements balance each other, leading to a neutral sentiment prediction.
AAON, Inc. (AAON) Q1 2025 Earnings Call Transcript
Unknown5-1
The earnings call presents a mixed picture. Financial performance shows a strong increase in net sales and backlog, but gross profit and EPS have declined. The Q&A section reveals positive market share growth and competitive positioning, but supply chain issues and tariff impacts are ongoing concerns. The unchanged guidance and management's evasiveness on certain topics add uncertainty. The stock buyback plan is a positive factor, but overall, the sentiment is balanced, suggesting a neutral stock price movement.
AAON Slides
AAON Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
