CoverageForm 410-K10-Q8-K13D13G13F

AAON · Aaon, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · AAON

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue------
Cost of Revenue$1.06B$803.53M$769.50M$651.22M$396.69M$358.70M
Gross Profit$385.72M$397.11M$399.02M$237.57M$137.83M$155.85M
R&D$58.20M$47.30M$43.70M$46.80M$16.60M$17.40M
SG&A$239.48M$188.01M$171.54M$110.82M$68.60M$60.49M
Total Operating Expenses------
D&A$79.19M$62.73M$46.47M$35.11M$30.34M$25.63M
Operating Income$146.25M$209.12M$227.49M$126.76M$69.25M$101.84M
Interest Expense------
Income Tax$21.16M$38.03M$45.53M$24.16M$10.42M$22.97M
Net Income$107.59M$168.56M$177.62M$100.38M$58.76M$79.01M
EPS - Basic$1.32$2.07$2.19$1.26$0.75$1.01
EPS - Diluted$1.29$2.02$2.13$1.24$0.73$0.99

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$13.0K$14.0K$287.0K$5.45M$2.86M$79.03M
Accounts Receivable$314.39M$147.43M$138.11M$127.16M$70.78M$47.39M
Inventory$261.15M$187.42M$213.53M$198.94M$130.27M$82.22M
Accounts Payable$110.44M$44.65M$27.48M$45.51M$29.02M$12.45M
Current Assets$869.18M$488.21M$408.95M$349.12M$218.08M$220.25M
Total Assets$1.69B$1.18B$941.44M$813.90M$650.18M$449.01M
Current Liabilities$330.86M$174.91M$126.75M$145.57M$86.77M$59.03M
Long-term Debt------
Total Liabilities------
Stockholders' Equity$894.99M$824.58M$735.22M$560.71M$466.17M$350.87M
Retained Earnings$830.30M$755.31M$612.84M$461.76M$384.31M$345.50M

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$534.0K$192.53M$158.90M$61.32M$61.18M$128.81M
Investing Cash Flow($192.42M)($213.07M)($109.31M)($76.21M)($158.72M)($61.27M)
Financing Cash Flow$186.61M$18.03M($46.51M)$17.36M$18.73M($29.63M)
CapEx---$54.02M$55.36M$67.80M
Free Cash Flow---$7.29M$5.82M$61.01M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin------
Operating margin------
EBITDA margin------
Net margin------
Free cash flow margin------
FCF / Net income---0.070.100.77
R&D / Revenue------
SG&A / Revenue------
Effective tax rate16.4%18.4%20.4%19.4%15.1%22.5%
Return on assets6.4%14.3%18.9%12.3%9.0%17.6%
Return on equity12.0%20.4%24.2%17.9%12.6%22.5%
Return on invested capital------
Liquidity
Current ratio2.632.793.232.402.513.73
Quick ratio1.841.721.541.031.012.34
Cash ratio0.000.000.000.040.031.34
Leverage
Debt / Equity------
Debt / Assets------
Debt / EBITDA------
Interest coverage------
Equity multiplier1.881.431.281.451.391.28
Liabilities / Assets------
Efficiency
Asset turnover------
Inventory turnover4.044.293.603.273.054.36
Days sales outstanding------
Days inventory outstanding90d85d101d112d120d84d
Days payable outstanding38d20d13d26d27d13d
Cash conversion cycle------
Valuation
P / E59.1x58.3x34.7x40.5x72.9x44.7x
P / B7.1x11.9x8.4x4.8x6.1x6.7x
P / S------
EV / EBITDA28.1x36.2x22.5x16.7x28.5x17.9x
Growth
Revenue growth (YoY)------
Revenue CAGR (3y)------
Revenue CAGR (5y)------
Gross profit growth (YoY)-2.9%-0.5%68.0%72.4%-11.6%30.5%
Operating income growth (YoY)-30.1%-8.1%79.5%83.0%-32.0%52.0%
Net income growth (YoY)-36.2%-5.1%77.0%70.8%-25.6%47.1%
EPS growth (YoY)-36.1%-5.2%71.8%70.6%-26.8%-2.6%
EPS CAGR (3y)1.3%40.6%29.0%6.7%-3.6%-1.2%
EPS CAGR (5y)5.4%14.6%21.3%3.8%-6.2%3.4%
FCF growth (YoY)---25.3%-90.5%192.9%
FCF CAGR (5y)----14.8%-31.0%13.8%
Book value growth (YoY)8.5%12.2%31.1%20.3%32.9%20.9%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

3/9
Weak
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • -Gross margin improved
  • -Asset turnover improved

Peer comparison

Same SIC group: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip

CompanyRevenue (last FY)Net marginROE
JCI$23.60B13.9%25.5%
LII$5.20B15.5%69.3%
CARR$21.75B6.8%10.5%
TGEN$27.07M-30.5%-38.1%
AIRJ---3.4%

Comparing AAON against the 5 most active filers in the same SIC group.

Dividends

$0.40/share trailing 12 months · +17.6% YoY

Ex-datePer share
Mar 18, 2026$0.1000
Nov 26, 2025$0.1000
Sep 5, 2025$0.1000
Jun 6, 2025$0.1000
Mar 18, 2025$0.1000
Nov 29, 2024$0.0800
Sep 6, 2024$0.0800
Jun 7, 2024$0.0800
Mar 15, 2024$0.0800
Nov 28, 2023$0.0800
Sep 7, 2023$0.0800
Jun 8, 2023$0.0800
Mar 10, 2023$0.0800
Nov 25, 2022$0.1600
Jun 2, 2022$0.1267
Nov 24, 2021$0.1267
Jun 2, 2021$0.1267
Nov 25, 2020$0.1267
Jun 2, 2020$0.1267
Nov 26, 2019$0.1067
May 31, 2019$0.1067
Nov 28, 2018$0.1067
Jun 7, 2018$0.1067
Nov 29, 2017$0.0867