AAON, INC.(AAON)Stock Analysis
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Rank #1,179 of 2,960 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AAON Stock Analysis & AI Quality Score
Data updated 2026-09-10AI stock analysis and institutional research for AAON, INC. (AAON), a Industrials sector company. 13F Pro's AI-powered ranking engine scores AAON at 56.4/100 on a 32-signal composite quality model, placing it at rank #1,179 of 2,960 stocks — the top half of the AI-ranked universe. AAON scores in the top quartile across revenue growth (87.0), balance sheet strength (84.9). Areas of concern include institutional flow (7.6) and earnings quality (26.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), AAON, INC. reports quarterly revenue of $627.0M, net income of $56.7M, an operating margin of 11.0%. Top institutional holders of AAON by reported 13-F value include BlackRock, WELLINGTON MANAGEMENT GROUP LLP, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. AAON trades on the Nasdaq exchange and files with the SEC under CIK 824142. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AAON daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AAON, INC. directly from SEC EDGAR. AAON, INC.'s 13F Pro composite quality score has ranged between 44 and 61 since 2026, currently 56.4 — a declining long-term trajectory across 48 quarterly and live scoring snapshots.
Revenue
Q2 2026
$627.0M
Net Income
Q2 2026
$56.7M
Operating Margin
Q2 2026
11.0%
ROIC
Q2 2026
27.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+20.1% YoYNet Income
-36.2% YoYOperating Income
-30.1% YoYEPS (Diluted)
-36.1% YoYTotal Assets
+43.5% YoYTotal Debt
-100.0% YoYOp. Cash Flow
-99.7% YoYFree Cash Flow
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.44B +20.1% | $1.20B +2.7% | $1.17B +31.5% | $888.8M +66.3% | $534.5M +3.9% | $514.6M |
| Net Income | $107.6M -36.2% | $168.6M -5.1% | $177.6M +77.0% | $100.4M +70.8% | $58.8M -25.6% | $79.0M |
| Operating Income | $146.2M -30.1% | $209.1M -8.1% | $227.5M +79.5% | $126.8M +83.0% | $69.3M -32.0% | $101.8M |
| EPS (Diluted) | $1.29 -36.1% | $2.02 -5.2% | $2.13 +157.7% | $0.83 +69.9% | $0.49 -51.0% | $0.99 |
| Total Assets | $1.69B +43.5% | $1.18B +24.8% | $941.4M +15.7% | $813.9M +25.2% | $650.2M +44.8% | $449.0M |
| Total Debt | $0.00 -100.0% | $16.0M | $0.00 | — | — | — |
| Operating Cash Flow | $534.0K -99.7% | $192.5M +21.2% | $158.9M +159.1% | $61.3M +0.2% | $61.2M -52.5% | $128.8M |
| Free Cash Flow | — | — | — | $7.3M +25.3% | $5.8M -90.5% | $61.0M |
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Top Institutional Holders of AAON
BlackRock, Inc.
$848.2M6,686,241 shWELLINGTON MANAGEMENT GROUP LLP
$732.3M5,772,476 shVANGUARD CAPITAL MANAGEMENT LLC
$396.0M3,121,771 shVANGUARD PORTFOLIO MANAGEMENT LLC
$372.8M2,938,836 shSTATE STREET CORP
$333.1M2,625,540 shWASATCH ADVISORS LP
$296.7M2,338,517 shFIRST TRUST ADVISORS LP
$200.3M1,579,172 shBLAIR WILLIAM & CO/IL
$194.5M1,533,434 shGEODE CAPITAL MANAGEMENT, LLC
$181.8M1,432,938 shDIMENSIONAL FUND ADVISORS LP
$171.6M1,352,956 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $848.2M | 6,686,241 |
| WELLINGTON MANAGEMENT GROUP LLP | $732.3M | 5,772,476 |
| VANGUARD CAPITAL MANAGEMENT LLC | $396.0M | 3,121,771 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372.8M | 2,938,836 |
| STATE STREET CORP | $333.1M | 2,625,540 |
| WASATCH ADVISORS LP | $296.7M | 2,338,517 |
| FIRST TRUST ADVISORS LP | $200.3M | 1,579,172 |
| BLAIR WILLIAM & CO/IL | $194.5M | 1,533,434 |
| GEODE CAPITAL MANAGEMENT, LLC | $181.8M | 1,432,938 |
| DIMENSIONAL FUND ADVISORS LP | $171.6M | 1,352,956 |
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Popular Research
Is AAON a good stock to buy?
13F Pro's AI-powered analysis of AAON, INC. (AAON) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AAON are available on the AAON stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AAON is classified as a mid company.
Which hedge funds own AAON?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AAON. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AAON, INC.'s investment landscape.