AAON RSI Chart
Last 7 days
-2.9%
Last 30 days
0.1%
Last 90 days
21.5%
Trailing 12 Months
29.1%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 972.0M | 1.0B | 1.1B | 1.2B |
2022 | 601.5M | 666.4M | 770.5M | 888.8M |
2021 | 492.9M | 511.1M | 514.9M | 534.5M |
2020 | 493.0M | 499.2M | 520.4M | 514.6M |
2019 | 448.7M | 458.5M | 459.1M | 469.3M |
2018 | 418.2M | 426.5M | 425.8M | 433.9M |
2017 | 384.6M | 383.6M | 392.7M | 405.2M |
2016 | 367.3M | 379.3M | 389.5M | 384.0M |
2015 | 356.7M | 354.7M | 346.1M | 358.6M |
2014 | 330.7M | 331.7M | 345.0M | 356.3M |
2013 | 305.0M | 312.9M | 325.8M | 321.1M |
2012 | 271.3M | 285.5M | 288.5M | 303.1M |
2011 | 250.0M | 255.4M | 260.8M | 266.2M |
2010 | 0 | 245.0M | 244.8M | 244.6M |
2009 | 0 | 0 | 0 | 245.3M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 05, 2024 | asbjornson norman h | gifted | - | - | -17,100 | - |
Mar 28, 2024 | asbjornson norman h | gifted | - | - | -23,910 | - |
Mar 15, 2024 | wichman gordon douglas | sold (taxes) | -10,471 | 82.45 | -127 | vice president |
Mar 15, 2024 | kidwell casey | sold (taxes) | -10,306 | 82.45 | -125 | vp, administration |
Mar 15, 2024 | thompson rebecca | sold (taxes) | -19,458 | 82.45 | -236 | chief financial officer |
Mar 15, 2024 | wakefield stephen e | sold (taxes) | -26,548 | 82.45 | -322 | vice president |
Mar 15, 2024 | eason christopher douglas | sold (taxes) | -4,782 | 82.45 | -58.00 | chief accounting officer |
Mar 15, 2024 | asbjornson norman h | sold | -2,174,290 | 83.15 | -26,149 | - |
Mar 15, 2024 | fields gary d | sold (taxes) | -127,798 | 82.45 | -1,550 | ceo |
Mar 15, 2024 | fields gary d | gifted | - | - | -1,200 | ceo |
Which funds bought or sold AAON recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 18, 2024 | McGlone Suttner Wealth Management, Inc. | sold off | -100 | -39,489 | - | -% |
Apr 18, 2024 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | added | 71.14 | 23,721,000 | 46,505,000 | 0.41% |
Apr 18, 2024 | FARMERS & MERCHANTS INVESTMENTS INC | unchanged | - | 655 | 4,053 | -% |
Apr 18, 2024 | CHATHAM CAPITAL GROUP, INC. | added | 11.08 | 1,437,430 | 5,862,620 | 1.08% |
Apr 18, 2024 | Allspring Global Investments Holdings, LLC | reduced | -1.23 | 714,074 | 4,727,360 | 0.01% |
Apr 18, 2024 | WOLFF WIESE MAGANA LLC | unchanged | - | 1,893 | 11,718 | 0.01% |
Apr 18, 2024 | WASATCH ADVISORS LP | reduced | -0.46 | 14,167,500 | 89,873,900 | 0.47% |
Apr 18, 2024 | SJS Investment Consulting Inc. | added | 50.00 | 932 | 2,115 | -% |
Apr 18, 2024 | Northstar Group, Inc. | new | - | 997,733 | 997,733 | 0.20% |
Apr 17, 2024 | Portside Wealth Group, LLC | added | 7.02 | 340,796 | 1,573,910 | 0.29% |
Unveiling AAON Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to AAON Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CARR | 48.1B | 22.1B | 33.37 | 2.17 | ||||
BLDR | 21.6B | 17.1B | 14 | 1.26 | ||||
HUBB | 20.8B | 5.4B | 27.39 | 3.87 | ||||
CSL | 17.5B | 4.8B | 22.86 | 3.62 | ||||
LECO | 13.5B | 4.2B | 24.84 | 3.23 | ||||
MID-CAP | ||||||||
AYI | 7.6B | 3.9B | 20.15 | 1.98 | ||||
AAON | 7.0B | 1.2B | 39.23 | 5.96 | ||||
ATKR | 6.3B | 3.5B | 9.65 | 1.81 | ||||
AEIS | 3.3B | 1.7B | 26.1 | 2.02 | ||||
PLUG | 1.8B | 891.3M | -1.28 | 1.97 | ||||
SMALL-CAP | ||||||||
APOG | 1.3B | 1.4B | 12.29 | 0.91 | ||||
ACTG | 487.5M | 130.3M | 7.27 | 3.74 | ||||
ACCO | 467.0M | 1.8B | -21.42 | 0.25 | ||||
FCEL | 397.6M | 103.0M | -4.35 | 3.86 | ||||
APT | 70.6M | 61.2M | 16.86 | 1.15 |
AAON Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -1.7% | 307 | 312 | 284 | 266 | 255 | 243 | 209 | 183 | 136 | 139 | 144 | 116 | 117 | 135 | 126 | 137 | 123 | 114 | 119 | 114 | 112 |
Gross Profit | -3.8% | 112 | 116 | 94.00 | 77.00 | 79.00 | 66.00 | 47.00 | 46.00 | 27.00 | 36.00 | 42.00 | 33.00 | 34.00 | 41.00 | 38.00 | 43.00 | 36.00 | 27.00 | 30.00 | 25.00 | 28.00 |
S&GA Expenses | -7.0% | 48.00 | 51.00 | 39.00 | 33.00 | 32.00 | 29.00 | 27.00 | 23.00 | 21.00 | 16.00 | 17.00 | 15.00 | 15.00 | 15.00 | 16.00 | 15.00 | 13.00 | 12.00 | 13.00 | 14.00 | 11.00 |
EBITDA Margin | 3.8% | 0.23* | 0.22* | 0.20* | 0.18* | 0.18* | 0.15* | 0.15* | 0.17* | 0.19* | 0.23* | 0.24* | 0.24* | - | - | - | - | - | - | - | - | - |
Interest Expenses | 30.2% | -0.88 | -1.27 | -1.54 | -1.15 | -0.93 | -0.95 | -0.55 | -0.19 | -0.12 | -0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Income Taxes | 4.4% | 16.00 | 15.00 | 8.00 | 6.00 | 7.00 | 8.00 | 4.00 | 5.00 | -0.84 | 5.00 | 5.00 | 2.00 | 7.00 | 6.00 | 4.00 | 6.00 | 6.00 | 1.00 | 4.00 | 3.00 | 4.00 |
Earnings Before Taxes | -0.6% | 63.00 | 63.00 | 53.00 | 43.00 | 46.00 | 36.00 | 20.00 | 23.00 | 5.00 | 20.00 | 25.00 | 18.00 | 26.00 | 26.00 | 22.00 | 28.00 | 23.00 | 15.00 | 17.00 | 11.00 | 17.00 |
EBT Margin | 3.6% | 0.19* | 0.18* | 0.17* | 0.15* | 0.14* | 0.11* | 0.10* | 0.12* | 0.13* | 0.17* | 0.19* | 0.19* | - | - | - | - | - | - | - | - | - |
Net Income | -2.1% | 47.00 | 48.00 | 46.00 | 37.00 | 39.00 | 27.00 | 16.00 | 18.00 | 6.00 | 16.00 | 21.00 | 16.00 | 19.00 | 20.00 | 18.00 | 22.00 | 17.00 | 14.00 | 13.00 | 9.00 | 13.00 |
Net Income Margin | 0.1% | 0.15* | 0.15* | 0.14* | 0.12* | 0.11* | 0.09* | 0.08* | 0.10* | 0.11* | 0.14* | 0.15* | 0.15* | - | - | - | - | - | - | - | - | - |
Free Cashflow | 9.6% | 52.00 | 47.00 | 55.00 | 5.00 | 18.00 | 45.00 | 5.00 | -6.80 | -13.52 | 12.00 | 34.00 | 29.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | -0.3% | 941 | 945 | 930 | 868 | 814 | 786 | 777 | 717 | 650 | 516 | 504 | 483 | 449 | 440 | 430 | 396 | 371 | 352 | 342 | 319 | 308 |
Current Assets | -3.8% | 409 | 425 | 424 | 384 | 349 | 336 | 327 | 284 | 218 | 271 | 259 | 245 | 220 | 226 | 220 | 197 | 188 | 170 | 168 | 147 | 141 |
Cash Equivalents | 35.4% | 0.00 | 0.00 | 5.00 | 3.00 | 5.00 | 11.00 | 18.00 | 6.00 | 3.00 | 102 | 112 | 98.00 | 82.00 | 79.00 | 71.00 | 52.00 | 44.00 | 28.00 | 14.00 | 7.00 | 2.00 |
Inventory | -0.5% | 214 | 215 | 215 | 200 | 199 | 177 | 164 | 146 | 130 | 105 | 87.00 | 84.00 | 82.00 | 79.00 | 85.00 | 73.00 | 74.00 | 81.00 | 77.00 | 75.00 | 78.00 |
Net PPE | 3.7% | 370 | 357 | 347 | 325 | 305 | 296 | 292 | 266 | 258 | 241 | 240 | 233 | 223 | 209 | 204 | 193 | 178 | 176 | 168 | 167 | 163 |
Goodwill | 0% | 82.00 | 82.00 | 82.00 | 82.00 | 82.00 | 82.00 | 82.00 | 82.00 | 86.00 | - | - | - | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
Current Liabilities | -9.8% | 127 | 140 | 154 | 138 | 146 | 142 | 136 | 114 | 87.00 | 74.00 | 79.00 | 67.00 | 59.00 | 62.00 | 77.00 | 64.00 | 56.00 | 53.00 | 58.00 | 43.00 | 47.00 |
Shareholder's Equity | 7.7% | 735 | 682 | 660 | 609 | 561 | 524 | 491 | 480 | 466 | 400 | 384 | 373 | 351 | 345 | 323 | 306 | 290 | 282 | 268 | 263 | 249 |
Retained Earnings | 7.1% | 613 | 572 | 531 | 492 | 462 | 436 | 408 | 402 | 384 | 388 | 373 | 362 | 345 | 337 | 316 | 306 | 286 | 277 | 263 | 258 | 249 |
Additional Paid-In Capital | 11.1% | 122 | 110 | 129 | 117 | 99.00 | 88.00 | 82.00 | 78.00 | 82.00 | 12.00 | 11.00 | 11.00 | 5.00 | 8.00 | 6.00 | - | 4.00 | 3.00 | 2.00 | 1.00 | - |
Accumulated Depreciation | 3.1% | 283 | 275 | 264 | 254 | 245 | 242 | 235 | 228 | 224 | 217 | 218 | 210 | 203 | 197 | 191 | 185 | 179 | 175 | 171 | 168 | 167 |
Shares Outstanding | 0.3% | 82.00 | 81.00 | 82.00 | 81.00 | 80.00 | 80.00 | 79.00 | 79.00 | 79.00 | 79.00 | 79.00 | 78.00 | - | - | - | - | - | - | - | - | - |
Float | - | - | - | 4,194 | - | - | - | 2,389 | - | - | - | 2,683 | - | - | - | 2,214 | - | - | - | 2,035 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | 9.6% | 51,750 | 47,205 | 55,117 | 4,823 | 17,904 | 44,994 | 5,223 | -6,803 | -13,520 | 11,791 | 34,074 | 28,838 | 31,819 | 34,233 | 25,165 | 37,597 | 27,342 | 34,711 | 20,959 | 14,913 | 10,664 |
Share Based Compensation | 0.1% | 4,282 | 4,279 | 4,304 | 3,519 | 3,471 | 3,321 | 3,796 | 3,112 | 3,028 | 2,991 | 3,032 | 2,761 | 2,796 | 2,852 | 3,343 | 2,351 | 1,945 | 2,068 | 2,379 | 5,407 | 2,248 |
Cashflow From Investing | -19.5% | -26,579 | -22,235 | -31,678 | -28,819 | -12,431 | -14,345 | -35,173 | -14,264 | -116,143 | -9,450 | -16,736 | -16,390 | -12,417 | -15,432 | -11,620 | -21,804 | -6,322 | -10,027 | -11,994 | -8,703 | 493 |
Cashflow From Financing | -28.5% | -38,683 | -30,100 | 1,246 | 21,027 | -10,792 | -37,591 | 41,932 | 23,808 | 30,677 | -11,987 | -2,991 | 3,036 | -15,715 | -11,045 | 5,155 | -8,021 | -5,020 | -9,994 | -2,425 | -1,061 | -16,428 |
Dividend Payments | -6.4% | 6,499 | 6,942 | 6,545 | 6,459 | 12,821 | 10,096 | - | - | 9,983 | - | - | - | 9,905 | - | - | - | 8,342 | - | - | - | 8,328 |
Buy Backs | -99.6% | 100 | 25,049 | 132 | 1,030 | 4,834 | 2,055 | 2,784 | 4,082 | 5,915 | 4,748 | 5,401 | 6,402 | 8,709 | 5,474 | 4,528 | 12,518 | 4,333 | 5,289 | 6,100 | 5,071 | 9,583 |
Consolidated Statements of Income - USD ($) $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Income Statement [Abstract] | |||
Net sales | $ 1,168,518 | $ 888,788 | $ 534,517 |
Cost of sales | 769,498 | 651,216 | 396,687 |
Gross profit | 399,020 | 237,572 | 137,830 |
Selling, general and administrative expenses | 171,539 | 110,823 | 68,598 |
Gain on disposal of assets | (13) | (12) | (21) |
Income from operations | 227,494 | 126,761 | 69,253 |
Interest expense, net | (4,843) | (2,627) | (132) |
Other income, net | 503 | 399 | 61 |
Income before taxes | 223,154 | 124,533 | 69,182 |
Income tax provision | 45,531 | 24,157 | 10,424 |
Net income | $ 177,623 | $ 100,376 | $ 58,758 |
Earnings per share: | |||
Basic (usd per share) | $ 2.19 | $ 1.26 | $ 0.75 |
Diluted (usd per share) | 2.13 | 1.24 | 0.73 |
Cash dividends declared per common share (in dollars per share) | $ 0.32 | $ 0.29 | $ 0.25 |
Weighted average shares outstanding: | |||
Basic (in shares) | 81,156,114 | 79,582,480 | 78,606,298 |
Diluted (in shares) | 83,295,290 | 81,145,610 | 80,593,484 |
Consolidated Balance Sheets - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 | ||
---|---|---|---|---|
Current assets: | ||||
Cash and cash equivalents | $ 287 | $ 5,451 | ||
Restricted cash | 8,736 | 498 | ||
Accounts receivable, net | 138,108 | 127,158 | ||
Inventories, net | 213,532 | 198,939 | ||
Contract assets | 45,194 | 15,151 | ||
Prepaid expenses and other | 3,097 | 1,919 | ||
Total current assets | 408,954 | 349,116 | ||
Property, plant and equipment: | ||||
Land | 15,438 | 8,537 | ||
Buildings | 205,841 | 169,156 | ||
Machinery and equipment | 391,366 | 342,045 | ||
Furniture and fixtures | 40,787 | 30,033 | ||
Total property, plant and equipment | 653,432 | 549,771 | ||
Less: Accumulated depreciation | 283,485 | 245,026 | ||
Property, plant and equipment, net | 369,947 | 304,745 | ||
Intangible assets, net | 68,053 | 64,606 | ||
Goodwill | 81,892 | 81,892 | ||
Right of use assets | 11,774 | 7,123 | ||
Other long-term assets | 816 | 6,421 | ||
Total assets | 941,436 | 813,903 | ||
Current liabilities: | ||||
Accounts payable | 27,484 | 45,513 | ||
Accrued liabilities | 85,508 | 78,630 | ||
Contract liabilities | 13,757 | 21,424 | ||
Total current liabilities | 126,749 | 145,567 | ||
Revolving credit facility, long-term | 38,328 | 71,004 | ||
Deferred tax liabilities | 12,134 | 18,661 | ||
Other long-term liabilities | 16,807 | 11,508 | ||
New market tax credit obligation | [1] | 12,194 | 6,449 | |
Commitments and contingencies (Note 18) | ||||
Stockholders’ equity: | ||||
Preferred stock, $.001 par value, 5,000,000 shares authorized, no shares issued | 0 | 0 | ||
Common stock, $.004 par value, 100,000,000 shares authorized, 81,508,381 and 80,137,776 issued and outstanding at December 31, 2023 and 2022, respectively2 | 326 | 322 | ||
Additional paid-in capital | 122,063 | 98,735 | ||
Retained earnings | 612,835 | 461,657 | ||
Total stockholders’ equity | 735,224 | 560,714 | ||
Total liabilities and stockholders’ equity | $ 941,436 | $ 813,903 | ||
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