Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Aaon, despite an expected increase in revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Aaon is projected to report quarterly earnings of $0.33 per share, reflecting a year-over-year decrease of 47.6%. Revenues are expected to reach $338.05 million, which is a 3.3% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.09% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +3.50% for Aaon, suggesting analysts are optimistic about the company's earnings prospects [12]. Historical Performance - In the last reported quarter, Aaon was expected to earn $0.31 per share but only achieved $0.22, resulting in a surprise of -29.03%. Over the last four quarters, the company has beaten consensus EPS estimates twice [13][14]. Investment Considerations - While a potential earnings beat is indicated, other factors may influence stock performance, making it essential to consider the broader context beyond just earnings results [15][17].

Core Viewpoint - Aaon (AAON) reported quarterly earnings of $0.30 per share, missing the Zacks Consensus Estimate of $0.54 per share, representing an earnings surprise of -44.44% compared to $0.56 per share a year ago [1][2] Financial Performance - The company posted revenues of $297.72 million for the quarter ended December 2024, missing the Zacks Consensus Estimate by 8.79%, and down from $306.64 million year-over-year [2] - Over the last four quarters, Aaon has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Aaon shares have declined approximately 13.3% since the beginning of the year, while the S&P 500 has gained 1.3% [3] - The current Zacks Rank for Aaon is 4 (Sell), indicating expected underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $0.52 on revenues of $305 million, and for the current fiscal year, it is $2.93 on revenues of $1.52 billion [7] - The estimate revisions trend for Aaon is currently unfavorable, which may change following the recent earnings report [6] Industry Context - The Building Products - Air Conditioner and Heating industry is currently in the top 14% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]