Professional
Added to YB: 2025-10-24
Pitch date: 2025-09-30
AAON [bullish]
AAON, Inc.
-15.91%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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
$92.67
Price Target
N/A
Dividend
0.44%
EV/EBITDA
37.22
P/E
75.23
EV/Sales
5.93
Sector
Building Products
Category
growth
Show full summary:
Baron Real Estate Fund New Position: AAON, Inc.
AAON (new position): Down 40% from peak creating opportunity in premium HVAC leader w/ high single-low double digit organic growth vs peers' low-mid single digits. Core HVAC (80% sales) + BASX data center cooling (20%) expecting 40%+ annual growth. BASX could reach ~40% total rev by 2027.
Read full article (1 min)