3d agoThe Motley FoolBULLISH 58Earnings
AAON (AAON) Q3 2026 Earnings Call Transcript
Accounting errors understated first-half revenue, even as backlog surged.
Archived explainer. For the current picture see today's AAON page.
Why Is AAON INC (AAON) Stock Up Today?
By the Top Tier Newswire AI Desk · November 10, 2026 at 10:28 AM ET · reviewed against 18 wire stories
AAON INC (AAON) is up +23.82% in the latest session. Our newswire has captured 18 stories on AAON across 9 sources in the last 36 hours, with AI sentiment reading bullish (avg 61/100).
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AAON Inc. shares surged 23.82% to close at $77.85, driven by a significant beat in third-quarter results and a raised outlook for fiscal 2026. The company reported record quarterly sales and disclosed that accounting errors had previously understated first-half revenue.
What Happened
AAON reported third-quarter sales of $707.4 million, representing an 84.1% increase year over year. The company’s backlog expanded by 40.5% to $1.9 billion. Management raised its 2026 sales growth guidance to a range of 72% to 75%. The company also declared a quarterly cash dividend of $0.10 per share, unchanged from the prior payout, with a record date of November 17 and a payment date of December 17. Baird maintained an Outperform rating on the stock while lowering its price target to $104.
What The Data Shows
The stock opened at $74.35, marking an 18.3% gap up from the prior close of $62.87. Trading volume reached 1.4 million shares, which is 1.2 times the three-month daily average. The session high was $80.19 at 10:20 AM ET, while the session low was $67.72 at 9:30 AM ET. AAON has a market capitalization of $4.7 billion and a P/E ratio of 33.1. The 52-week range stands between $53.13 and $150.46. On November 10, the stock printed 17 fresh 52-week highs and 3 fresh 52-week lows. Recent insider activity includes two buys totaling $110,000, with the most recent transaction on September 16, 2026.
What To Watch
Investors will monitor the company’s execution against its raised 2026 sales growth guidance of 72% to 75%. The upcoming dividend payment date of December 17 is also on the calendar.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
AAON by the numbers
Last: $77.85Session: +23.82%7 sessions: +11.29%Coverage: 18 stories / 9 sourcesAI sentiment: 61/100 (bullish)Mkt cap: $4.7BP/E: 33.152w: $53.13 to $150.46
The headlines behind the move
3d agoGuruFocusBULLISH 74Earnings
AAON (AAON) Shares Surge 13% Premarket After Strong Q3 Sales Growth
3d agoSeeking AlphaBULLISH 74Earnings
AAON climbs 13% in premarket after record quarterly sales and raised outlook
AAON Q3 sales rise 84% to $707.4 million, backlog grows 40.5% to $1.9 billion and 2026 sales-growth guidance climbs to 72%-75%.
3d agoInvesting.com MarketsNEUTRAL 50General
Premarket movers: Sanmina, AAON surge; Hims & Hers, Rocket Lab fall
Premarket movers: Sanmina, AAON surge; Hims & Hers, Rocket Lab fall
3d agoSeeking AlphaBULLISH 56General
AAON declares $0.10 dividend
AAON declares a $0.10 quarterly dividend, unchanged from its prior payout, with a 0.64% forward yield; it pays Dec. 17 to Nov.
3d agoStockTitanNEUTRAL 52General
The Aaon Group Announces Quarterly Cash Dividend
TULSA, Okla., Nov. 10, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON), doing business as The Aaon Group, a leader in high-performing, energy-efficient HVAC solutions that bring long-term value to customers and owners, today announced that its Board of Directors has declared the Company's...
3d agoInvestorsHubBULLISH 78Earnings
AAON Shares Surge 22% Premarket After Q3 Earnings Beat and Higher 2026 Revenue Guidance
AAON shares surge 22% premarket after Q3 revenue rises 84.1% to $707.4 million, earnings beat estimates and the company raises its 2026 sales growth outlook to 72%-75%.
3d agoMarketWatchBULLISH 67Earnings
Aaon Shares Rise on Restated Financial Results, Guidance Boost
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More on AAON: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier AAON move explainers: 2026-11-13 · 2026-11-11 · 2026-11-10 · 2026-08-26 · 2026-08-10