Aaon (AAON) Surpasses Q3 Earnings and Revenue Estimates

Core Viewpoint - Aaon (AAON) reported quarterly earnings of $0.37 per share, exceeding the Zacks Consensus Estimate of $0.33 per share, but down from $0.63 per share a year ago, indicating a +12.12% earnings surprise [1] Financial Performance - The company posted revenues of $384.24 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 13.66% and up from $327.25 million year-over-year [2] - Over the last four quarters, Aaon has exceeded consensus EPS estimates two times and topped revenue estimates twice [2] Stock Performance - Aaon shares have declined approximately 20.6% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.47 for the upcoming quarter and $1.36 for the current fiscal year [7] - The Zacks Rank for Aaon is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Industry Context - The Building Products - Air Conditioner and Heating industry is currently ranked in the bottom 23% of over 250 Zacks industries, which may impact Aaon's stock performance [8]