AAON
AAON, INC.
Overview
AAON, INC is a Industrials company operating in Building Products & Equipment with a $11.20B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 9, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0714 Q&A exchanges
- Q4 FY2025Earnings2026-03-0219 Q&A exchanges
- Q3 FY2025Earnings2025-11-0717 Q&A exchanges
- Q2 FY2025Earnings2025-08-1118 Q&A exchanges
- Q1 FY2025Earnings2025-05-0120 Q&A exchanges
- Q4 FY2024Earnings2025-02-2725 Q&A exchanges
- Q3 FY2024Earnings2024-11-0922 Q&A exchanges
- Q2 FY2024Earnings2024-08-0316 Q&A exchanges
- Q1 FY2024Earnings2024-05-0217 Q&A exchanges
- Q4 FY2023Earnings2024-02-2817 Q&A exchanges
- Q3 FY2023Earnings2023-11-0617 Q&A exchanges
- Q2 FY2023Earnings2023-08-0620 Q&A exchanges
- Q1 FY2023Earnings2023-05-0722 Q&A exchanges
- Q4 FY2022Earnings2023-02-2721 Q&A exchanges
- Q3 FY2022Earnings2022-11-0714 Q&A exchanges
- Q2 FY2022Earnings2022-08-0820 Q&A exchanges
- Q1 FY2022Earnings2022-05-0710 Q&A exchanges
- Q4 FY2021Earnings2022-02-2811 Q&A exchanges
- Q3 FY2021Earnings2021-11-069 Q&A exchanges
- Q2 FY2021Earnings2021-08-0726 Q&A exchanges
- Q1 FY2021Earnings2021-05-0912 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-09EPS— vs $0.49—Rev— vs ——EODHD
- Q1 FY20262026-04-29EPS$0.48 vs $0.45+7.3%Rev$496.9M vs ——EODHD
- Q4 FY20252026-02-25EPS$0.39 vs $0.45-13.3%Rev$424.2M vs ——EODHD
- Q3 FY20252025-11-05EPS$0.37 vs $0.32+15.6%Rev$384.2M vs ——EODHD
- Q2 FY20252025-08-10EPS$0.22 vs $0.34-35.3%Rev$311.6M vs ——EODHD
- Q1 FY20252025-04-29EPS$0.37 vs $0.24+57.0%Rev$322.1M vs ——EODHD
- Q4 FY20242025-02-25EPS$0.30 vs $0.53-43.7%Rev$297.7M vs ——EODHD
- Q3 FY20242024-11-06EPS$0.63 vs $0.57+10.5%Rev$327.3M vs ——EODHD
- Q2 FY20242024-07-31EPS$0.62 vs $0.51+21.6%Rev$313.6M vs ——EODHD
- Q1 FY20242024-05-01EPS$0.46 vs $0.49-6.1%Rev$262.1M vs ——EODHD
- Q4 FY20232024-02-27EPS$0.56 vs $0.52+7.7%Rev$306.6M vs ——EODHD
- Q3 FY20232023-11-05EPS$0.64 vs $0.55+16.4%Rev$312.0M vs ——EODHD
- Q2 FY20232023-08-02EPS$0.55 vs $0.43+27.9%Rev$284.0M vs ——EODHD
- Q1 FY20232023-05-03EPS$0.67 vs $0.53+26.4%Rev$266.0M vs ——EODHD
- Q4 FY20222023-02-26EPS$0.71 vs $0.56+26.8%Rev$254.6M vs ——EODHD
- Q3 FY20222022-11-06EPS$0.51 vs $0.42+21.4%Rev$242.6M vs ——EODHD
- Q2 FY20222022-08-07EPS$0.30 vs $0.41-26.8%Rev$208.8M vs ——EODHD
- Q1 FY20222022-05-04EPS$0.33 vs $0.27+22.2%Rev$182.8M vs ——EODHD
- Q4 FY20212022-02-27EPS$0.18 vs $0.28-35.7%Rev$136.3M vs ——EODHD
- Q3 FY20212021-11-03EPS$0.29 vs $0.38-23.7%Rev$138.6M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-09 | — | $0.49 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-29 | $0.48 | $0.45 | +7.3% | $496.9M | — | — | EODHD |
| Q4 FY2025 | 2026-02-25 | $0.39 | $0.45 | -13.3% | $424.2M | — | — | EODHD |
| Q3 FY2025 | 2025-11-05 | $0.37 | $0.32 | +15.6% | $384.2M | — | — | EODHD |
| Q2 FY2025 | 2025-08-10 | $0.22 | $0.34 | -35.3% | $311.6M | — | — | EODHD |
| Q1 FY2025 | 2025-04-29 | $0.37 | $0.24 | +57.0% | $322.1M | — | — | EODHD |
| Q4 FY2024 | 2025-02-25 | $0.30 | $0.53 | -43.7% | $297.7M | — | — | EODHD |
| Q3 FY2024 | 2024-11-06 | $0.63 | $0.57 | +10.5% | $327.3M | — | — | EODHD |
| Q2 FY2024 | 2024-07-31 | $0.62 | $0.51 | +21.6% | $313.6M | — | — | EODHD |
| Q1 FY2024 | 2024-05-01 | $0.46 | $0.49 | -6.1% | $262.1M | — | — | EODHD |
| Q4 FY2023 | 2024-02-27 | $0.56 | $0.52 | +7.7% | $306.6M | — | — | EODHD |
| Q3 FY2023 | 2023-11-05 | $0.64 | $0.55 | +16.4% | $312.0M | — | — | EODHD |
| Q2 FY2023 | 2023-08-02 | $0.55 | $0.43 | +27.9% | $284.0M | — | — | EODHD |
| Q1 FY2023 | 2023-05-03 | $0.67 | $0.53 | +26.4% | $266.0M | — | — | EODHD |
| Q4 FY2022 | 2023-02-26 | $0.71 | $0.56 | +26.8% | $254.6M | — | — | EODHD |
| Q3 FY2022 | 2022-11-06 | $0.51 | $0.42 | +21.4% | $242.6M | — | — | EODHD |
| Q2 FY2022 | 2022-08-07 | $0.30 | $0.41 | -26.8% | $208.8M | — | — | EODHD |
| Q1 FY2022 | 2022-05-04 | $0.33 | $0.27 | +22.2% | $182.8M | — | — | EODHD |
| Q4 FY2021 | 2022-02-27 | $0.18 | $0.28 | -35.7% | $136.3M | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $0.29 | $0.38 | -23.7% | $138.6M | — | — | EODHD |
Source: EODHD. AAON reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks AAON's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 50% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $6.28 | $4.50 | +39.6% | +2.5% | +3.6% |
| Q4 FY2026 | $5.97 | $4.39 | +36.0% | +5.2% | +3.7% |
| Q3 FY2026 | $5.98 | $4.53 | +32.1% | -3.9% | -2.5% |
| Q2 FY2026 | $5.88 | $4.48 | +31.3% | -1.8% | -4.0% |
| Q1 FY2025 | $6.26 | $4.37 | +43.2% | -2.7% | -1.7% |
| Q4 FY2025 | $5.93 | $4.38 | +35.5% | +3.8% | +4.1% |
| Q3 FY2025 | $6.57 | $4.62 | +42.3% | +6.1% | +8.7% |
| Q2 FY2025 | $6.03 | $4.54 | +32.8% | -1.8% | -1.0% |
| Q1 FY2024 | $6.26 | $4.65 | +34.6% | +3.0% | +0.9% |
| Q4 FY2024 | $6.44 | $4.50 | +43.1% | -1.3% | +0.9% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Matthew Joseph TobolskiCEO3 mono recorded callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Chung Kin CheungCFO2 mono recorded callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Rebecca L ThompsonCFO5 mo20 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last call held guidance Q1 FY2026
- Casey KidwellChief Administration Officer5 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
- Luke A BomerGeneral Counsel and Secretary2 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Gordon Douglas WichmanExecutive Vice President5 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for AAON.
$ curl https://api.spokenalpha.com/v1/companies/AAONFAQ
Frequently asked about AAON
Where can I find AAON, INC.'s (AAON) earnings call transcripts?
Spoken Alpha indexes AAON's earnings call transcripts at https://spokenalpha.com/companies/AAON. Each call links to attributed speakers and parsed analyst Q&A. AAON, INC.'s own investor relations page is at https://investors.aaon.com/.
When was AAON, INC.'s most recent earnings call?
AAON, INC. (AAON) held its most recent earnings call on 2026-05-07, covering fiscal Q1 2026.
What sector is AAON in?
AAON, INC. (AAON) operates in the Industrials sector (Building Products & Equipment industry).