AAON, Inc.

AAON, Inc.(AAON)の株式分析

$73.730

-3.406 (-4.62%)終値時点

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高値
78.150
始値
77.170
出来高加重平均価格
75.18
出来高
1.43M
時価総額
7.12B
安値
73.650
売買代金
107.63M
EV/EBITDA(TTM)
17.68

AAON, Inc. provides HVAC solutions for commercial and industrial indoor environments. Its segments include AAON Oklahoma, AAON Coil Products, and BASX. The AAON Oklahoma segment engineers, manufactures, and sells configurable HVAC systems, designs and manufactures controls solutions, and sells aftermarket parts to customers through retail part stores and online. The AAON Coil Products segment engineers and manufactures and sells semi-custom and custom HVAC systems and heating and cooling coils for use in HVAC systems, primarily for AAON Oklahoma, AAON Coil Products, and BASX. BASX segment engineers, manufactures, and sells a range of custom, high-performance cooling solutions for the hyperscale data center market; ventilation solutions for cleanroom environments in the biopharmaceutical, semiconductor, medical, and agricultural sectors; and highly customized air handlers and modular solutions for a variety of markets. BASX operates from its manufacturing facilities in Redmond, Oregon.

www.aaon.com

AI分析 of AAON, Inc. (AAON)

中立

Currently, AAON is not a strong buy due to its low RSI of 19.185, indicating oversold conditions, and a significant 5-day price drop of 14.43%. However, the company reported a remarkable 101.2% year-over-year sales growth in Q2 2026, with a net income of $56.66 million, showing strong operational performance. The main risk is the declining gross margin, which fell to 24.32% in Q2 2026, down from 26.6% the previous year, indicating potential cost pressures.

アナリスト評価(3)

上値余地 +61.40%
中立
0 買い
3 中立
0 売り
現在: 73.73
安値
115.00
平均
119.00
高値
125.00

DA Davidson

2026-09-15

目標株価

$110

買い

Oppenheimer

2026-08-11

目標株価

$125

アウトパフォーム

Baird

2026-08-11

目標株価

$135

アウトパフォーム

KeyBanc

2026-07-22

目標株価

—

Sector Weight

Oppenheimer

2026-05-08

目標株価

$145

アウトパフォーム

バリュエーション指標

AAON, Inc.(AAON)の現在の予想PERは21.79で、5年平均は38.51です。

予想PER

割安
5年平均 P/E
38.51
現在のP/E
21.79
割高
49.25
割安
27.77

予想EV/EBITDA

適正
5年平均 EV/EBITDA
22.35
現在のEV/EBITDA
17.68
割高
27.70
割安
17.01

予想PSR

割安
5年平均 P/S
4.52
現在のP/S
2.32
割高
5.66
割安
3.37

Alphio AI による AAON の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%AAON

$102.58

シナリオ価格

基

基本

基本 · 50%AAON

$97.73

シナリオ価格

弱

弱気

弱気 · 25%AAON

$91.09

シナリオ価格

AAON を保有するクジラ

C

Champlain Investment Partners, LLC

+ を保有AAON

+3.35%

3か月リターン

G

Giverny Capital Inc.

+ を保有AAON

+1.23%

3か月リターン

E

EULAV Asset Management

+ を保有AAON

-0.53%

3か月リターン

S

Stephens Investment Management Group, LLC

+ を保有AAON

-0.96%

3か月リターン

S

Spyglass Capital Management LLC

+ を保有AAON

-5.22%

3か月リターン

C

Copeland Capital Management, LLC

+ を保有AAON

-7.87%

3か月リターン

イベントタイムライン

2026-08-10 (ET)

17:00:00

Stocks Open Lower as Middle East Uncertainty Grows

12:30:00

Major Averages Mixed at Open Amid Middle East Uncertainty

2026-05-07 (ET)

12:10:00

Aaon Stock Rises 37.3% to $134.93

10:10:00

Aaon Stock Rises 40.6% to $138.21

07:40:00

Company Reports Q1 Revenue of $496.9M, Beating Expectations

ニュース

AAON のよくある質問 — Alphio AI が回答

AAON, Inc. provides HVAC solutions for commercial and industrial indoor environments. Its segments include AAON Oklahoma, AAON Coil Products, and BASX. The AAON Oklahoma segment engineers, manufactures, and sells configurable HVAC systems, designs and manufactures controls solutions, and sells aftermarket parts to customers through retail part stores and online. The AAON Coil Products segment engineers and manufactures and sells semi-custom and custom HVAC systems and heating and cooling coils for use in HVAC systems, primarily for AAON Oklahoma, AAON Coil Products, and BASX. BASX segment engineers, manufactures, and sells a range of custom, high-performance cooling solutions for the hyperscale data center market; ventilation solutions for cleanroom environments in the biopharmaceutical, semiconductor, medical, and agricultural sectors; and highly customized air handlers and modular solutions for a variety of markets. BASX operates from its manufacturing facilities in Redmond, Oregon. It operates in the Industrials sector (AIR-COND & WARM AIR HEATG EQUIP & COMM & INDL REFR industry).

Currently, AAON is not a strong buy due to its low RSI of 19.185, indicating oversold conditions, and a significant 5-day price drop of 14.43%. However, the company reported a remarkable 101.2% year-over-year sales growth in Q2 2026, with a net income of $56.66 million, showing strong operational performance. The main risk is the declining gross margin, which fell to 24.32% in Q2 2026, down from 26.6% the previous year, indicating potential cost pressures.

3 analysts cover AAON: 0 rate it Buy, 3 Hold and 0 Sell. The average price target is 119.00.

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