Added to YB: 2026-07-13
Pitch date: 2026-05-05
AAON [bullish]
AAON, Inc.
+19.29%
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
$9.4B
Pitch Price
$95.70
Price Target
N/A
Dividend
0.35%
EV/EBITDA
39.01
P/E
80.39
EV/Sales
6.06
Sector
Building Products
Category
growth
AAON, Inc. - $AAON
AAON: HVAC OEM (#3, 11% US commercial rooftop share) w/ AI cooling optionality via BASX (25% sales, 40% CAGR, backlog +141% to $1.3B, 4.8x book-to-bill). Margins depressed by ERP snags, destocking, Memphis ramp—now inflecting. ~$5+ EPS power in 2yrs. Recovery signs: backlog +61%. Risks: ERP execution, DC capex halt, macro. Premium multiple historically justified; upside attractive.
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