AAON (AAON) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.69
- Estimate
- $0.49
- Surprise
- +39.7%
- Revenue (period 2026-06-30)
- $627.0M
- Score today
- 6.4/10
Revenue source: xbrl.
How the report landed
AAON (AAON) beat the $0.49 estimate with diluted EPS of $0.69 — a large 39.7% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates AAON Sell at 6.4/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +39.7% surprise compares with a +25.7% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- Strong earnings beat streak (3/4)
- Strong growth profile
What argues against it
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0)
- Sector modifier (Industrials): -0.7
- Below 200-MA, MA slope -2.2%/30d (confirmed downtrend)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $78.20
- Price target
- $121.55
- Stop
- $72.43
- Upside to target
- +55.4%
- Reward-to-risk
- 6.2:1
The stock trades at 39.2× trailing but 22.1× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
AAON at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Building Products & Equipment
- Market cap
- $6.43B
- P/E (fwd)
- 22.1
- P/E (ttm)
- 39.2
- 52-week range
- $73.19–$150.46
- Off 52-week high
- 48.0%
- RSI (14)
- 30
- Volume vs avg
- 1.01×
- Score today
- 6.4/10