AAON, Inc. (AAON) · wyniki II kw. 2026 i wycena

Przy wzroście 10,0% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $29.70 na akcję — kurs jest o 129% powyżej niej. Obecna cena zakłada wzrost o 20,8% rocznie.

1. Prognoza

   Sales growth expected at 55% to 60% with gross margin target of 25% to 26%.

   Cytat ze źródła

   “And so whether recently, through some of our current supply chain challenges or during the COVID supply chain challenges, the in-sourcing... But just as a data point, the BASX business from the day we started that business, we manufactured our own fans. Now that said, we still do buy fans, not -- we still use fans other than just our own.”

2. Liczba

   For the first half of the year, sales were up 137% year-over-year and 570% on a 2-year stack.

Management sounded noticeably less positive answering analysts than in its prepared script — one of the biggest drops of any company call. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.

Zdania, które wpłynęły na ton

“The improvement in margin reflected strong volume growth, partially offset by incremental resources and investments to support future growth and share gains.”

“Today, we are seeing stronger throughput, faster backlog conversion, improved sales growth, expanding operating leverage and improving cash flow.”

“AAON branded sales increased 40% year-over-year and 5% sequentially, reflecting improved production throughput, strong demand and continued execution improvement across the business.”