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Does Aaon (AAON) have what it takes to be a top stock pick for momentum investors? Let's find out.

AAON, Inc. is downgraded to a soft Sell due to extreme valuation despite strong operational performance and data center-driven growth. Q1 revenue surged 54.3% to $496.9M, with backlog doubling year-over-year to $2.13B, supporting management's 40–45% revenue growth guidance for 2026. All segments, especially BASX, delivered robust top-line growth, but rising raw material costs compressed gross margins from 26.8% to 25.1%.

AAON, Inc. (AAON) Q1 2026 Earnings Call Transcript

Aaon (AAON) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.37 per share a year ago.

First Quarter 2026 Results (All comparisons are year-over-year, unless otherwise noted) Delivered record sales and accelerated earnings growth on strong demand and expanding production throughput Net sales grew 54.3% to a record $496.9 million Operating margins reflected early benefits from improving utilization, with margin improvement expected to build as capacity absorption improves GAAP diluted EPS increased 37.1% to $0.48 reflecting strong earnings growth on higher volume Total backlog increased 107.4% to a record $2.1 billion, driven by continued strength from the data center market  Raises 2026 Outlook 2026 outlook now reflects revenue growth of 40%-45%% and gross margins of approximately 27-28%, supported by record backlog, expanded capacity, and improving operational execution TULSA, Okla., May 7, 2026 /PRNewswire/ -- AAON, INC.

Carrier Global (CARR) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.65 per share a year ago.

TULSA, Okla., April 23, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON) ("AAON" or the "Company"), a leader in high-performing, energy-efficient HVAC solutions that brings long-term value to customers and owners, announces that it has scheduled its quarterly conference call and webcast for Thursday, May 7, 2026, at 9:00 a.m.