AA
AAON Inc.
AAON · AAON Inc. · Industrials
Up next day
6/12
50%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±6.9%
typical swing on earnings
Price when beating
+3.3%
avg over 8 beats
Biggest single move
+16.1%
'24.9 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Tends to run up in the week before earnings
Rose beforehand 8 of last 12 · avg +3.0% · expectations build early
Beating estimates doesn't always lift it
Up the next day 5 of 8 beats (63%)
Moves in line with results — fairly predictable
Avg +3.3% on a beat, -2.5% on a miss
vs Industrials sector avg (197 peers)
This
+1.3%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
3xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 5Before open
'26.9 expectedEst. EPS $0.56
Quarter ended 6/2026
Reported 2026-08-10
Next-day move
-3.9%
After 5 days -1.3%
vs Consensus$0.49→$0.69+39.7% beat
Beat by +39.7% but stock -3.9%
EPS
$0.69
YoY +214%
Revenue
$0.6B
YoY +101%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -3.6%p-36% dip before
Earnings trend · last 12 quarters
EPS$0.69YoY +214%
'23.9'26.6
Revenue$0.6BYoY +101%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
4x33%
Met expectations
good · up ↑
2x17%
Disappointment
weak · down ↓
1x8%
Good earnings ignored
good · down ↓
5x42%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 5 of 12q (42%)
Community · AAON
What do you think of this stock's earnings pattern?
···