AAON, Inc. (AAON): one to watch?

Wait for the Aug 10 earnings — real demand is booming but repeated margin/execution misses have investors nervous, and it's still not statistically cheap.

👀 WATCH Fundamentals64/100

Fell 23% in 11 trading day(s) — now $87.59

Why AAON dropped

This isn't one crash event but a months-long grind lower driven by repeated disappointments: management has repeatedly flagged margin pressure from new-facility ramp costs (Memphis, Longview, Tulsa) and ERP system rollout, causing earnings misses even as revenue and backlog blow past expectations.

Fwd P/E 25.7Op margin 11.6%Rev growth 54.3%Debt/equity 47.5%Analyst upside 72.8%

How this scored 64/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 7.3%

✅ Generates cash Free cash flow $-215M

✅ Not drowning in debt Debt/equity 47.5% (limit 200%)

✅ Can pay its bills Current ratio 2.6 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 10/25

Operating margin 11.6% 4/9

Net profit margin 7.3% 3/8

Return on equity 13.5% 3/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 54.3% 9/9

Earnings growth 37.1% 8/8

Expected profit change 139.6% 8/8

Value Is it cheap right now? 13/25

Forward P/E 25.7 4/10

PEG ratio 2.5 1/8

Analyst target upside 72.8% 7/7

Balance sheet Will it survive? 16/25

Debt / equity 47.5% 8/10

Current ratio 2.6 8/8

Free cash flow $-215M 0/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-31. Research only — not financial advice.