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Aaon AAON Change in Deferred Revenue

Change in Deferred Revenue at other companies

Vertiv Holdings Co logo
Vertiv Holdings CoVRT
$651.2M+2,683%
Modine Manufacturing logo
Modine ManufacturingMOD
$39.75M+457%
EMCOR Group logo
EMCOR GroupEME
$38.9M-63.5%
Comfort Systems USA logo
Comfort Systems USAFIX
$225.02M+118%
Woodward logo
WoodwardWWD
-$10.8M-148%
Eaton Corporation logo
Eaton CorporationETN
$50.5M+10,000%

Other financials

Income statement

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Revenue$496.9M+54.3%
Gross profit$125.0M+44.7%
Operating income$57.1M+62.5%
Net income$39.8M+35.9%
EPS (diluted)$0.48+37.1%

Balance sheet

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Cash & equivalents$13.0K-98.7%
Total debt$3.4M-81.8%
Total assets$1.8B+37.6%

Cash flow

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Operating cash flow$34.0M+469%
CapEx$45.1M-3.4%
Free cash flow-$11.1M+80.1%

Valuation

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Market cap$11.2B+5.8%
Enterprise value$11.2B+5.6%
P/E94.8×+28.2×
P/S6.9×-1.5×

Profitability

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Gross margin26.2%-4.8pp
Operating margin10.4%-5.2pp
Net margin7.3%-5.3pp
FCF margin-9%-0.3pp

Returns & leverage

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Current ratio2.6×-0.1×

Where this comes from

Reported directly by Aaon in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Aaon’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Aaon's change in deferred revenue?
Aaon (AAON) reported change in deferred revenue of -$25.44M in Q1 2026.
How has Aaon's change in deferred revenue changed year-over-year?
Aaon's change in deferred revenue decreased by 1787.1% year-over-year, from $1.51M to -$25.44M.
What does change in deferred revenue mean?
The net change in cash received from customers for work not yet completed.
How do you interpret change in deferred revenue?
An increase indicates strong future demand and improved cash flow, while a decrease suggests revenue recognition is outpacing new bookings.
How does change in deferred revenue compare across companies?
Critical for companies with long-cycle manufacturing or service contracts.