Filing Flows › Aaon (AAON) › Guidance history
Aaon (AAON) guidance history: what it guided and what it reported
Aaon gave guidance in 5 earnings releases on file since Aug 11, 2025. Its releases raised guidance twice and lowered it once.
Gross margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 29.0%–31.0% (Mar 2, 2026) → lowered 27.0%–28.0% (May 7, 2026) → lowered 25.0%–26.0% (Aug 10, 2026) | — | to be reported | — |
| FY2025 | 30.0% (Nov 6, 2025) | — | — | — |
| Q4 2025 | 28.5%–29.5% (Aug 11, 2025) | — | — | — |
Capital expenditures
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | $220M (Aug 11, 2025) | $191M (GAAP) | not judged | — |
Depreciation & amortization
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $95.0M–$100M (Mar 2, 2026) → reaffirmed $95.0M–$100M (May 7, 2026) → reaffirmed $95.0M–$100M (Aug 10, 2026) | — | to be reported | — |
The latest quarter
Aaon, Q2 2026: revenue $627M (+101% year over year), operating margin 11.0%, net earnings $56.7M, operating cash flow $21.0M. The chart follows the revenue to costs, profit and cash.
Questions
Does Aaon beat its guidance?
Aaon gave guidance in 5 earnings releases on file since Aug 11, 2025. Its releases raised guidance twice and lowered it once.
How often does Aaon raise guidance?
Its earnings releases raised guidance twice and lowered it once since Aug 11, 2025.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.