Added to YB: 2025-07-18
Pitch date: 2025-07-16
AAON [neutral]
AAON, Inc.
+3.14%
current return
Author Info
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
$74.49
Price Target
N/A
Dividend
0.44%
EV/EBITDA
37.22
P/E
75.23
EV/Sales
5.93
Sector
Building Products
Category
growth
AAON, Inc. - $AAON
AAON (pass): HVAC leader down 45% from peak. Top-tier engineering creates 15-20% price premium but lowest lifetime cost. BASX segment (26% rev, 40% CAGR) rides data center boom. Core segment down on industry slowdown but long-term positioning strong. 40x P/E rich but 22% incremental ROIC, minimal debt. Customer concentration a concern.
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