What to Expect from AAON's Earnings

AAON (NASDAQ:AAON) is set to give its latest quarterly earnings report on Monday, 2026-03-02. Here's what investors need to know before the announcement. Analysts estimate that AAON will report an earnings per share (EPS) of $0.46. AAON bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter. New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast). Past Earnings Performance The company's EPS beat by $0.04 in the last quarter, leading to a 5.5% increase in the share price on the following day. Here's a look at AAON's past performance and the resulting price change: Quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 EPS Estimate 0.33 0.32 0.63 0.53 EPS Actual 0.37 0.22 0.37 0.30 Price Change % 5.50 15.09 5.69 -2.34 Performance of AAON Shares Shares of AAON were trading at $98.89 as of February 26. Over the last 52-week period, shares are up 32.08%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. All You Need to Know About AAON AAON Inc is a manufacturer of air-conditioning and heating equipment. The products include rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, makeup air units, energy-recovery units, condensing units, geothermal heat pumps, and self-contained units and coils. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX. It generates the majority of its revenue from the AAON Oklahoma segment which engineers, manufactures, and sells, semi-custom, and custom HVAC systems, designs and manufactures control solutions, and sells retail parts to customers through retail part stores and online. Breaking Down AAON's Financial Performance Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges. Positive Revenue Trend: Examining AAON's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 17.41% as of 30 September, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Industrials sector. Net Margin: AAON's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 8.01% net margin, the company effectively manages costs and achieves strong profitability. Return on Equity (ROE): AAON's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 3.63%, the company may face hurdles in achieving optimal financial performance. Return on Assets (ROA): AAON's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.1% ROA, the company effectively utilizes its assets for optimal returns. Debt Management: AAON's debt-to-equity ratio is below the industry average at 0.44, reflecting a lower dependency on debt financing and a more conservative financial approach. To track all earnings releases for AAON visit their earnings calendar on our site. This article was generated by Benzinga's automated content engine and reviewed by an editor.