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Upturn AI SWOT - About
AAON 
AAON Inc (AAON)
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Upturn Advisory Summary
01/21/2025: AAON (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 126.95% | Avg. Invested days 75 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.94B USD | Price to earnings Ratio 38.21 | 1Y Target Price 104.25 |
Price to earnings Ratio 38.21 | 1Y Target Price 104.25 | ||
Volume (30-day avg) 479761 | Beta 1.03 | 52 Weeks Range 68.91 - 143.65 | Updated Date 06/15/2025 |
52 Weeks Range 68.91 - 143.65 | Updated Date 06/15/2025 | ||
Dividends yield (FY) 0.55% | Basic EPS (TTM) 1.91 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.6% | Operating Margin (TTM) 3.99% |
Management Effectiveness
Return on Assets (TTM) 11.04% | Return on Equity (TTM) 19.85% |
Valuation
Trailing PE 38.21 | Forward PE - | Enterprise Value 6205750412 | Price to Sales(TTM) 4.71 |
Enterprise Value 6205750412 | Price to Sales(TTM) 4.71 | ||
Enterprise Value to Revenue 4.92 | Enterprise Value to EBITDA 28.04 | Shares Outstanding 81366096 | Shares Floating 67211685 |
Shares Outstanding 81366096 | Shares Floating 67211685 | ||
Percent Insiders 17.46 | Percent Institutions 77.32 |
Analyst Ratings
Rating 3.83 | Target Price 110.25 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
AAON Inc
Company Overview
History and Background
AAON Inc. was founded in 1988 and is headquartered in Tulsa, Oklahoma. It designs, engineers, and manufactures heating, ventilation, and air conditioning (HVAC) equipment. AAON has grown organically and through strategic acquisitions to become a significant player in the custom HVAC market.
Core Business Areas
- HVAC Equipment Manufacturing: AAON designs and manufactures a comprehensive range of HVAC products, including rooftop units, chillers, packaged systems, and coils. Their products are known for their energy efficiency and customization options.
- Engineering and Design Services: The company provides engineering and design services to support the development of customized HVAC solutions.
Leadership and Structure
Gary Fields serves as the Chairman, President, and CEO. The company has a standard corporate structure with departments for sales, marketing, engineering, manufacturing, and finance.
Top Products and Market Share
Key Offerings
- Rooftop Units: AAON's rooftop units are a core product, known for their high energy efficiency and customization capabilities. They compete with Trane Technologies (TT), Carrier Global (CARR), and Lennox International (LII). Market share data for rooftop units is variable, but AAON holds a substantial market share percentage.
- Chillers: AAON manufactures chillers for commercial and industrial applications. Competitors include Trane Technologies (TT), Carrier Global (CARR), and Daikin Industries. AAON's chiller offerings provide a competitive advantage due to their customization options and energy efficiency ratings.
Market Dynamics
Industry Overview
The HVAC industry is driven by factors such as construction activity, building codes, energy efficiency standards, and technological advancements. The market is competitive with both large global players and smaller regional manufacturers.
Positioning
AAON is positioned as a premium provider of highly customizable, energy-efficient HVAC solutions. Their focus on custom engineering differentiates them from competitors who primarily offer standardized products.
Total Addressable Market (TAM)
The global HVAC market is expected to reach hundreds of billions of dollars. AAON's focus on the premium and customized segment of the market allows them to capture a portion of this TAM. A precise number is difficult to pinpoint due to fragmented markets.
Upturn SWOT Analysis
Strengths
- Strong brand reputation for quality and customization
- High energy efficiency products
- Experienced management team
- Strong customer relationships
Weaknesses
- Higher price point compared to standard HVAC units
- Dependence on construction market cycles
- Relatively smaller scale compared to global competitors
Opportunities
- Increasing demand for energy-efficient HVAC systems
- Expansion into new geographic markets
- Growing adoption of building automation systems
- Increased infrastructure spending
Threats
- Rising raw material costs
- Intense competition from larger players
- Economic downturns affecting construction activity
- Changes in government regulations and building codes
Competitors and Market Share
Key Competitors
- TT
- CARR
- LII
- CAIR
Competitive Landscape
AAON's competitive advantage lies in its customization capabilities and energy-efficient products. It competes with larger players who have broader product lines and global reach. AAON's disadvantages may be in smaller scale and higher costs compared to competitors.
Major Acquisitions
WattMaster Controls
- Year: 2019
- Acquisition Price (USD millions): 27
- Strategic Rationale: Expands AAON's controls capabilities and product offerings.
Growth Trajectory and Initiatives
Historical Growth: AAON has experienced consistent revenue growth driven by its strong product offerings and market position.
Future Projections: Future growth projections unavailable without analyst estimates.
Recent Initiatives: Recent initiatives unavailable without access to current company reports.
Summary
AAON is a strong company with a niche focus on customized HVAC solutions and energy-efficient products. Its competitive advantage lies in its customization capabilities and responsiveness to customer needs. Rising raw material costs and economic downturns remain potential risks, and a small market share in an industry dominated by large players. Overall the company is very strong.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Industry analysis reports
- Financial databases
- Press releases
Disclaimers:
This analysis is based on available information and general market conditions. Actual results may vary. Financial data may require updates.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AAON Inc
Exchange NASDAQ | Headquaters Tulsa, OK, United States | ||
IPO Launch date 1992-12-16 | President, CEO & Director Dr. Matthew J. Tobolski Ph.D., SE | ||
Sector Industrials | Industry Building Products & Equipment | Full time employees 4812 | Website https://www.aaon.com |
Full time employees 4812 | Website https://www.aaon.com | ||
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, chillers, 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.
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