AAON, Inc.

AAON, Inc.

Industrials

NASDAQ:AAON · NASDAQ Global Select

Market Cap $10.42B Beta 1.40 P/E (TTM) 88.0
$127.19 -1.13%

-$1.45 today

52W Low $62.00High $150.46

Vol 0.98M · Avg 1.07M

EPS (TTM)$1.44
Div Yield0.31%
Construction

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

12.0%

avg 20.0%

ROIC

9.3%

avg 18.0%

ROA

6.4%

avg 15.1%

Analysis

ROE is currently the strongest return metric at 12.0% versus its period average of 20.0%. 1 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Matthew Tobolski

President, Chief Executive Officer & Director$975,345.0042$114,371.000.14%

Gary D. Fields

Special Advisor & Director$885,456.0066$15,252.000.02%

Rebecca A. Thompson

Chief Accounting Officer & Treasurer$584,160.0047$0.00<0.01%

Stephen E. Wakefield

Consultant & Principal Engineering Advisor$522,247.0049$31,566.000.04%

Casey R. Kidwell

Chief Administration Officer$478,699.0047$14,532.000.02%

Matthew Shaub

Executive Vice President & GM of the BASX Products Business Unit$441,174.0049$114,371.000.14%

Norman H. Asbjornson

Founder & Director$68,750.0090$11.58M14.14%

Joseph Logan Mondillo

Director of Investor Relations & Corporate Strategy43$114,371.000.14%

Roberto Giacomelli

Senior Vice President of Operations

Attorney Luke A. Bomer

General Counsel & Secretary$0.00<0.01%

Chung Kin Cheung

Executive VP & CFO51$0.00<0.01%

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

4

$519,367.79

Sells

24

$22.17M

Net Sentiment

$21.65M

Net selling

Most Active

Thompson Rebecca

8 transactions

DateInsiderTypeSharesPriceValue
Jun 2, 2026

Thompson Rebecca

Indirect

Sell4.2K$143.42$606,666.60
May 29, 2026

Fields Gary D

Direct

Sell19.0K$140.20$2,663,800.00
May 26, 2026

Fields Gary D

Direct

Sell21.2K$140.34$2,971,418.82
May 26, 2026

Wichman Gordon Douglas

Direct

Sell3.0K$140.39$421,170.00
May 14, 2026

Kidwell Casey

Direct

Sell2.1K$138.30$288,217.20
May 14, 2026

Kidwell Casey

Direct

Sell1.1K$138.31$147,853.39
May 13, 2026

Tobolski Matthew Joseph

Indirect

Sell8.0K$135.37$1,082,960.00
May 13, 2026

Fields Gary D

Direct

Sell19.1K$137.60$2,625,545.60
May 12, 2026

Fields Gary D

Direct

Sell26.0K$134.07$3,488,233.26
May 12, 2026

Fields Gary D

Direct

Sell5.3K$134.05$704,164.65

1–10 of 28

Analysis

Insiders reported 4 buys worth $519,367.79 and 24 sells worth $22.17M over the last 12 months. That adds up to net selling of $21.65M. Thompson Rebecca was the most active insider with 8 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/A+19.3%
+17.5% (13yr)1 analysts
RevenueN/AN/A+5.8%
+17.2% (13yr)2 analysts
Net IncomeN/AN/A+18.5%
+17.4% (13yr)2 analysts
EBITN/AN/A+17.2%
+14.6% (13yr)2 analysts

Analysis

Recent growth has been strongest in EPS at +19.3% over three years. Forward estimates point to EPS at +17.5% (13yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages AAON?

AAON, Inc. (AAON) lists 11 active executives. The top listed executive is Stephen E. Wakefield, Consultant & Principal Engineering Advisor.

Are AAON insiders buying or selling?

Recent insider activity shows net selling of $30.78M.

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