AAON(AAON)
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AAON(AAON) - 2022 Q4 - Annual Report
2023-02-27 00:00
公司业务 - AAON公司主要从国内市场获取销售收入[19] - AAON公司的产品包括标准、半定制和定制的屋顶单位、数据中心冷却解决方案、洁净室系统、室外机械房、空气处理单元、新风单元、能量回收单元、冷凝单元、地热/水源热泵、线圈和控制器[9] - AAON公司通过三个业务部门进行业务:AAON Oklahoma、AAON Coil Products和BASX[10] - AAON Oklahoma设计、制造、销售和服务标准、半定制和定制的暖通空调系统,设计和生产所有暖通空调单元的控制解决方案,并通过位于塔尔萨、俄克拉荷马州和帕克维尔、密苏里州的设施、位于塔尔萨、俄克拉荷马州的Norman Asbjornson Innovation Center(NAIC)研发实验室设施和两家零售零件店的运营[11] - AAON Coil Products设计和制造一系列标准、半定制和定制的暖通空调系统,以及用于暖通空调系统的各种加热和冷却线圈,主要用于AAON Oklahoma和AAON Coil Products的利益[12] - BASX产品主要包括数据中心冷却解决方案和白色空间处理冷却解决方案[37] COVID-19疫情影响 - COVID-19疫情推动了对建筑HVAC系统设计和运行的关注,ASHRAE建议了几项措施以减轻病毒传播,包括湿度控制、空气过滤、增加室外空气通风和空气消毒[40] 产品特点和创新 - 公司持续领先市场,开发具有能效湿度控制和ASHRAE推荐的MERV 13过滤的设计[41][42] - 公司通过使用可变容量压缩机和调节热气再加热等技术,领先市场发展高效湿度控制,维持ASHRAE推荐的40%-60%的环境相对湿度水平[41] - 公司采用标准设计,使用后向弯曲风轮,可适应ASHRAE推荐的MERV 13过滤级别,以减少病毒传播,同时几乎不需要重新配置[42] - 公司创新地利用能量回收轮和能量回收板,结合卓越的湿度控制设计,帮助建筑管理人员遵循室外通风空气建议,同时限制能源使用增加和维持推荐的湿度水平[43] - 公司基本设计特征允许易于安装紫外线照明设备,可选装备在新销售的设备中,也可在现场已使用的设备中方便安装[44] 订单和销售 - 公司2023年2月1日的订单积压约为5.47亿美元,较2022年2月1日的3.48亿美元有所增长[53] - 公司销售具有季节性,过去销售季节性较强,但近年来由于产品需求增加和订单积压增加,销售更加平稳[68] 竞争和市场 - 公司的竞争对手主要包括Lennox、Trane、Carrier等,公司产品在价值、质量、功能、可维护性、效率等方面与竞争对手展开竞争[54] 环保和可持续发展 - 公司在2022年从可再生能源中获得了约四分之一的能源组合[73] - 公司在2022年和2021年分别在Tulsa, Oklahoma和Longview, Texas设施回收了超过14,928吨和13,793吨的金属[75] - 公司在2023年开始过渡到具有更低全球变暖潜力的R-454B制冷剂[73]
AAON(AAON) - 2022 Q3 - Earnings Call Transcript
2022-11-08 11:13
AAON, Inc. (NASDAQ:AAON) Q3 2022 Results Conference Call November 7, 2022 5:15 PM ET Company Participants Joe Mondillo - Director, IR Gary Fields - President and CEO Rebecca Thompson - CFO and Treasurer Conference Call Participants Chris Moore - CJS Securities Brent Thielman - D.A. Davidson Julio Romero - Sidoti Jon Braatz - Kansas City Capital Operator Ladies and gentlemen, thank you for standing by and welcome to AAON’s Third Quarter 2022 Earnings Conference Call. All lines have been placed on mute to pre ...
AAON(AAON) - 2022 Q3 - Quarterly Report
2022-11-07 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ Commission file number: 0-18953 AAON, INC. (Exact name of registrant as specified in its charter) Nevada 87-0448736 (Sta ...
AAON(AAON) - 2022 Q2 - Earnings Call Transcript
2022-08-09 10:20
AAON, Inc. (NASDAQ:AAON) Q2 2022 Earnings Conference Call August 8, 2022 5:15 PM ET Company Participants Joe Mondillo - Director, Investor Relations Rebecca Thompson - Chief Financial Officer & Treasurer Gary Fields - President & Chief Executive Officer Conference Call Participants Julio Romero - Sidoti & Company Brent Thielman - D.A. Davidson Jon Braatz - Kansas City Capital Operator Good day, and welcome to the AAON Inc. Second Quarter 2022 Earnings Conference Call. All participants will be in a listen-on ...
AAON(AAON) - 2022 Q2 - Quarterly Report
2022-08-08 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ Commission file number: 0-18953 AAON, INC. (Exact name of registrant as specified in its charter) Nevada 87-0448736 (State or ...
AAON(AAON) - 2022 Q1 - Earnings Call Transcript
2022-05-07 21:49
AAON, Inc. (NASDAQ:AAON) Q1 2022 Earnings Conference Call May 5, 2022 5:15 PM ET Company Participants Joseph Mondillo – Director-Investor Relations Rebecca Thompson – Chief Financial Officer Gary Fields – President and Chief Executive Officer Conference Call Participants Julio Romero – Sidoti & Company Brent Thielman – D.A. Davidson Operator Welcome to the AAON Inc’s First Quarter 2022 Earnings Conference Call. [Operator Instructions]. I would like to turn this event over to your host, Mr. Joseph Mondillo, ...
AAON(AAON) - 2022 Q1 - Quarterly Report
2022-05-05 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ Commission file number: 0-18953 AAON, INC. (Exact name of registrant as specified in its charter) Nevada 87-0448736 (State o ...
AAON(AAON) - 2021 Q4 - Earnings Call Transcript
2022-03-01 11:09
AAON, Inc. (NASDAQ:AAON) Q4 2021 Earnings Conference Call February 28, 2022 5:00 PM ET Company Participants Joseph Mondillo - Director-Investor Relations Rebecca Thompson - Chief Financial Officer & Treasurer Gary Fields - President & Chief Executive Officer Conference Call Participants Brent Thielman - D. A. Davidson Julio Romero - Sidoti & Company, LLC Operator Hello. Welcome to the AAON, Inc. Fourth Quarter 2021 Earnings Conference Call. At this time, all lines are in a listen-only mode. Later, we will c ...
AAON(AAON) - 2021 Q4 - Annual Report
2022-02-28 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________________________ to _____________________________ Commission file number: 0-18953 AAON, INC. (Exact name of registrant as specified in its charter) Nevada 87-044 ...
AAON(AAON) - 2021 Q3 - Earnings Call Transcript
2021-11-07 10:51
AAON, Inc. (NASDAQ:AAON) Q3 2021 Earnings Conference Call November 4, 2021 5:30 PM ET Company Participants Gary Fields - Chief Executive Officer and President Rebecca Thompson - Chief Financial Officer Conference Call Participants Julio Romero - Sidoti & Company Brent Thielman - D. A. Davidson Operator Good afternoon, ladies and gentlemen. Welcome to AAON, Inc Third Quarter Sales and Earnings Call. [Operator Instructions] This call will last approximately 45 minutes to an hour. I would like to turn the meet ...