A AAON

AAON Inc

$81.36

-2.74% ($2.29)

Volume 630,271

52W High $116.04

52W Low $62.00

Market Cap $8.26B

← Back to Calendar Compare with Others →

What to Watch This Quarter

Based on historical data

Consensus EPS

$0.31

Whisper EPS

$0.29

5.6% below consensus

Last Quarter

$0.39

Current Streak

2 Misss

Avg Surprise (4Q)

-4.31%

Next Earnings Report

Reports in 22 days

Report Date Apr 29, 2026

Whisper Spread -5.65%

Consensus Estimate

$0.31

Official analyst average

Whisper Number

$0.29

What traders expect

Cautious Sentiment: The whisper number is 5.6% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Mar 2, 2026

1-Day: -8.98%

Q4 2025 Feb 26, 2026

1-Day: +2.34%

5-Day: -3.60%

Q3 2025 Nov 6, 2025

1-Day: +5.50%

5-Day: +3.87%

Q2 2025 Aug 11, 2025

1-Day: +15.09%

Revenue & Financial Performance

Revenue Whisper

$389.0M

TWN Proprietary Estimate

Last Quarter Revenue

$424.2M

+42.5% YoY

Gross Margin

25.9%

Net Margin: 7.6%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$424.2M	+42.5%	25.9%	10.4%	$32.0M
Q3'25	$384.2M	+17.4%	27.8%	11.4%	$30.8M
Q2'25	$311.6M	-0.6%	26.6%	7.6%	$15.5M
Q1'25	$322.1M	+22.9%	26.8%	10.9%	$29.3M
Q4'24	$297.7M	-2.9%	26.1%	9.9%	$24.7M
Q3'24	$327.3M	+4.9%	34.9%	20.0%	$52.6M
Q2'24	$313.6M	+10.4%	36.1%	21.4%	$52.2M
Q1'24	$262.1M	-1.5%	35.2%	17.9%	$39.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Mar 2, 2026	$0.46	$0.43	$0.39	-15.22%	Missed
Q4 2025	Feb 26, 2026	$0.45	$0.46	$0.39	-13.33%	Missed
Q3 2025	Nov 6, 2025	$0.32	$0.32	$0.37	+15.62%	Beat
Q2 2025	Aug 11, 2025	$0.34	$0.36	$0.22	-35.29%	Missed
Q1 2025	Apr 30, 2025	$0.24	$0.23	$0.37	+56.98%	Beat
Q4 2024	Feb 26, 2025	$0.53	$0.56	$0.30	-43.70%	Missed
Q3 2024	Nov 7, 2024	$0.57	$0.60	$0.63	+10.53%	Beat
Q2 2024	Aug 1, 2024	$0.51	$0.54	$0.62	+21.57%	Beat
Q1 2024	May 2, 2024	$0.49	$0.54	$0.46	-6.12%	Missed
Q4 2023	Feb 28, 2024	$0.52	$0.58	$0.56	+7.69%	Missed
Q3 2023	Nov 6, 2023	$0.55	$0.62	$0.64	+16.36%	Beat
Q2 2023	Aug 3, 2023	$0.43	$0.46	$0.55	+27.91%	Beat