Stock Library / AAON

AAON Industrials Latest YouTube: Q2 2026 Published 2026-08-12

AAON, Inc.

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Latest earnings video

AAON (AAON): Sales Doubled, the Guide Rose — and the Stock Fell 6%. Is AAON a Buy?

Published 2026-08-12

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Episodes tracked

1

Episodes linked

1

Latest video

Q2 2026

2026-08-12

Podcast available

Yes

Current price

$87.98

-0.22 (-0.25%)

Trailing / Forward P/E

46.31x

Forward: 24.94x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

101.2%

Earnings: 257.9%

Margins

11.0% op

Gross: 25.6% · Net: 8.2%

Balance sheet

3.01x current

Debt / Equity: 44.7

52-week range / Beta

$73.19 - $150.46

Beta: 1.44

Analyst target

$143.00

Upside: 62.5%

Cash / shareholder return

-2.95% FCF yield

Dividend yield: 0.46%

Company context

Industry: Building Products & Equipment

Country: United States

Employees: —

Price to book: 7.18x

Return on equity: 17.3%

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. 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.

Price chart

Market context for AAON

Competitive view

AAON vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

AAON, Inc. latest YouTube video thumbnail

AAON, Inc.

AAON

YouTube Spotify Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Honeywell International Inc. latest YouTube video thumbnail

Honeywell International Inc.

HON

YouTube Spotify Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

Lockheed Martin Corporation latest YouTube video thumbnail

Lockheed Martin Corporation

LMT

YouTube Spotify Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

AAON

$7.25B

AAON, Inc.

HON

$74.08B

Honeywell International Inc.

LMT

$140.13B

Lockheed Martin Corporation

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

AAON

46.3x

AAON, Inc.

HON

9.0x

Honeywell International Inc.

LMT

22.4x

Lockheed Martin Corporation

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

AAON

24.9x

AAON, Inc.

HON

23.3x

Honeywell International Inc.

LMT

18.6x

Lockheed Martin Corporation

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

AAON

101.2%

AAON, Inc.

HON

4.3%

Honeywell International Inc.

LMT

10.5%

Lockheed Martin Corporation

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

AAON

257.9%

AAON, Inc.

HON

263.9%

Honeywell International Inc.

LMT

443.8%

Lockheed Martin Corporation

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

AAON

11.0%

AAON, Inc.

HON

20.2%

Honeywell International Inc.

LMT

12.0%

Lockheed Martin Corporation

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

AAON

25.6%

AAON, Inc.

HON

36.5%

Honeywell International Inc.

LMT

11.8%

Lockheed Martin Corporation

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

AAON

8.2%

AAON, Inc.

HON

21.6%

Honeywell International Inc.

LMT

8.2%

Lockheed Martin Corporation

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

AAON

17.3%

AAON, Inc.

HON

46.6%

Honeywell International Inc.

LMT

89.2%

Lockheed Martin Corporation

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

AAON

-3.0%

AAON, Inc.

HON

3.5%

Honeywell International Inc.

LMT

4.0%

Lockheed Martin Corporation

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

AAON

44.74x

AAON, Inc.

HON

185.37x

Honeywell International Inc.

LMT

234.24x

Lockheed Martin Corporation

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

AAON

3.01x

AAON, Inc.

HON

1.21x

Honeywell International Inc.

LMT

1.19x

Lockheed Martin Corporation

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

AAON

1.44

AAON, Inc.

HON

0.92

Honeywell International Inc.

LMT

0.11

Lockheed Martin Corporation

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

AAON

0.5%

AAON, Inc.

HON

4.0%

Honeywell International Inc.

LMT

2.3%

Lockheed Martin Corporation

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

AAON

62.5%

AAON, Inc.

HON

13.3%

Honeywell International Inc.

LMT

4.2%

Lockheed Martin Corporation

Related research

Non-quarter videos featuring AAON

Special-topic videos, explainers, and shorts connected to this ticker.

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Shorts and Clips 2026-08-12

AAON Stock: AAON Inc Q2 2026 Earnings - Sales Doubled, Stock Fell 6%

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

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Episode timeline

Episode archive for AAON

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-08-12

Published youtube podcast complete

AAON (AAON): Sales Doubled, the Guide Rose — and the Stock Fell 6%. Is AAON a Buy?

Quarterly earnings-analysis entry for AAON, Inc.. Use the links on the right to open the video or podcast episode.

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