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NASDAQ · Industrials

AAON INC AAON

AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX. It offers rooftop units, data center cooling solutions, cleanroom systems, packaged outdoor mechanical rooms, air handling units, makeup air units, energy recovery units, condensing units, geothermal/water-source heat pumps, coils, and controls.

Sources StockAnalysis company profile stockanalysis.com
Industrial Machinery/Components

Company profile

Business mix

  • The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX.
  • The company markets and sells its products to retail, manufacturing, educational, lodging, supermarket, data centers, medical and pharmaceutical, and other commercial industries.
  • It sells its products through a network of independent manufacturer representative organizations and internal sales force, as well as online.
  • AAON, Inc. was incorporated in 1987 and is headquartered in Tulsa, Oklahoma.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in building products & equipment?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 93.39 FCF -1.34% Buyback 0.47%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $69.9M 2026-03-31
Giverny Capital Francois Rochon 0.6% $16.7M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $86.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +1,046,209 / 0
Giverny Capital Francois Rochon 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$16.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +201,832 (New) Total shares 201,832 Value $16.7M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$67.9M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.5% 13F value change -$11.6M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 14.4% 13F value change +$13.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +844,377 (New) Total shares 844,377 Value $69.9M

Recent mentions

No public mentions.