Professional
Added to YB: 2025-04-28
Pitch date: 2025-04-15
AAON [neutral]
AAON, Inc.
-5.11%
current return
Author Info
No bio for this author
Company Info
AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada.
Market Cap
$7.4B
Pitch Price
$80.97
Price Target
N/A
Dividend
0.44%
EV/EBITDA
37.22
P/E
75.23
EV/Sales
5.93
Sector
Building Products
Category
growth
Giverny Capital Asset Management Portfolio Holding: AAON, Inc.
AAON (holding update): Semi-custom HVAC manufacturer for commercial buildings; BASX division supplies liquid cooling to data centers with huge backlog. New refrigerant regulations narrowed price premium from 20% to 5-10% over mass-produced units while maintaining energy efficiency advantage. EPS tripled 2019-2024. Bought at $79 after earnings miss.
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