AAON, Inc.（AAON）の株式分析AAONAAON, Inc.

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).

AAON is a good buy right now due to its recent strong performance, including a 101.2% year-over-year increase in net sales to $627 million in Q2 2026 and a significant EPS growth of 257.9% to $0.68. The company has raised its full-year sales growth forecast to 55%-60%, indicating strong future demand. However, the gross margin is expected to decline to 25%-26%, which poses a risk to profitability.

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