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Dec 31, 2022

Aaon Q4 2022 Earnings Report

AAON reported record sales, earnings, and backlog.

Key Takeaways

AAON's Q4 2022 net sales increased by 86.8% to a record $254.6 million, with earnings per diluted share increasing by 545.5% to $0.71. The company finished the quarter with a record backlog of $548.0 million, up 110.6% from the previous year.

Net sales increased 86.8% to a record $254.6 million.

Earnings per diluted share increased 545.5% to $0.71.

Gross profit increased 195.9% to $78.5 million, or 30.8% of sales.

Finished the quarter with a record backlog of $548.0 million, up 110.6%.

Total Revenue
$255M
Previous year: $136M
+86.8%
EPS
$0.47
Previous year: $0.12
+291.7%
Total Backlog
$548M
Previous year: $260M
+110.6%
Gross Profit
$78.5M
Previous year: $26.5M
+195.9%
Cash and Equivalents
$5.45M
Previous year: $2.86M
+90.7%
Total Assets
$814M
Previous year: $650M
+25.2%

Aaon

Aaon

Forward Guidance

AAON is optimistic about achieving another record year of sales and earnings, with production rates and productivity levels continuing to increase, a strong margin profile in the backlog, and positive order trends.

Positive Outlook

  • Production rates and productivity levels continue to increase.
  • The margin profile of the backlog is the best that it has ever been.
  • Order trends remain positive.
  • Positioned to achieve another record year of sales and earnings.
  • Operations improved significantly throughout the year and are now performing at the highest level in over a year.

Challenges Ahead

  • Ongoing challenges of parts shortages.
  • Potential changes in raw material and component prices.
  • Effects of fluctuations in the commercial/industrial new construction market.
  • Changes in interest rates.
  • General economic, market or business conditions.