NASDAQ$AAON

Aaon Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Reported increased net sales and record gross profit due to investments in manufacturing equipment and operational improvements.

AAON reported a strong fourth quarter and full year 2019, with record sales and gross profit. The company's investments in new manufacturing equipment and operational efficiencies contributed to the positive results. They anticipate continued improvements in sales and earnings in 2020.

  • Net sales increased by 9.1% for the quarter and 8.2% for the year.
  • Gross profit increased by 30.7% for the quarter due to improvements in manufacturing capacity.
  • Net income increased by 33.2% for the quarter and 26.9% for the year.
  • The company continues to invest in strategic initiatives with a $73.2 million capital expenditure budget for 2020.

Headline financials

Total Revenue

$123M

Previous: $112M+9.1%
EPS (adj)

$0.22

Previous: $0.16+37.5%
Total Backlog

$143M

Previous: $152M-5.9%
Net Income

$17.3M

Previous: $12.5M+37.8%
Operating Income

$23.2M

Previous: $16.5M+40.4%
Gross Profit

$36.4M

Previous: $27.8M+30.9%
Cash & Equivalents

$26.8M

Previous: $1.99M+1243.9%
Total Assets

$371M

Previous: $308M+20.6%
Stock-Based Comp

$3.94M

Previous: $1.76M+123.9%

Revenue & EPS history

Aaon · Revenue · Quarterly

$123M

Q4 2019+9.1%vs Q4 2018
Beat estimate in 4 of 16 quarters(25%)
ActualEstimate

Forward guidance

AAON expects improvements in both sales and earnings in 2020, driven by high backlog, price increases, and improvements in operational capacity and efficiency.

Tailwinds

  • High backlog containing 2018 price increases.
  • Continual improvements in operational capacity.
  • Ongoing improvements in efficiency.
  • Strategic investments in operations and innovation.
  • Strong financial condition.

Headwinds

  • Risks related to the impact of the error correction.
  • Uncertainties in future prospects and developments.
  • Potential differences between actual results and forward-looking statements.
  • General economic conditions.
  • Competition in the industry.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2019

Historical avgQ4 2019

+0.9%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+2.4%

Avg return

30 days after

58%

38 / 65 earnings

Positive

+31.4%

Q1 2026

Best reaction

-22.9%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+31.4%+35.9%+34.9%
Q4 2025+3.5%-12.7%-17.3%
Q3 2025+5.4%+2.0%-12.5%
Q1 2025+5.7%+6.8%+5.5%
Q4 2024-22.9%-26.2%-23.5%
Q3 2024+15.0%+14.5%+14.1%
Q2 2024-3.1%-2.6%+7.9%
Q1 2024-17.0%-16.9%-20.6%
Q4 2023-2.1%-3.9%+2.7%
Q3 2023+1.6%+1.5%+10.5%
Q2 2023-8.0%-9.5%-7.6%
Q1 2023+5.9%-0.9%-6.1%
Q4 2022+11.7%+15.3%+16.3%
Q3 2022+13.6%+18.6%+18.8%
Q2 2022-2.9%+0.1%-6.4%
Q1 2022+4.1%+6.2%+10.7%
Q4 2021-2.3%-7.2%-4.5%
Q3 2021+1.7%+5.5%+9.5%
Q2 2021+8.3%+13.0%+8.3%
Q1 2021+4.0%+2.4%+0.9%
Q4 2020-1.0%-3.8%-7.1%
Q3 2020+6.5%+9.9%+4.7%
Q2 2020-2.3%+0.1%-5.9%
Q1 2020+4.3%+1.3%+24.4%
Q4 2019+3.6%+5.8%-12.9%
Q3 2019-1.1%+0.1%-0.6%
Q2 2019-8.3%-11.5%-5.6%
Q1 2019+3.9%-5.0%-9.0%
Q4 2018-0.7%+2.0%+11.1%
Q3 2018+13.1%+21.4%+10.0%
Q2 2018+2.1%+3.3%+7.7%
Q1 2018-12.3%-9.8%-8.1%
Q4 2017+2.8%-1.0%+9.1%
Q3 2017+0.2%+0.6%+5.7%
Q2 2017+4.3%+3.4%-3.0%
Q1 2017-2.5%-0.5%+0.3%
Q4 2016+0.3%-2.2%+5.4%
Q3 2016-3.5%-0.7%+13.8%
Q2 2016+1.3%+3.5%+10.2%
Q1 2016+9.2%
Q4 2015+11.2%
Q3 2015+11.0%
Q2 2015+3.3%
Q1 2015-5.7%
Q4 2014-2.1%
Q3 2014+2.7%
Q2 2014-1.6%
Q1 2014+6.4%
Q4 2013-5.5%
Q3 2013-8.8%
Q2 2013+5.9%
Q1 2013+5.3%
Q4 2012+2.5%
Q3 2012-4.4%
Q2 2012+4.1%
Q1 2012+0.4%
Q1 2011+0.4%
Q4 2009+5.5%
Q4 2011+5.5%
Q3 2010-2.1%
Q3 2011-2.1%
Q2 2010-14.8%
Q2 2011-14.8%
Q4 2010-14.8%
Q1 2010-4.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro