AAON vs Louisiana-Pacific
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KIRA’s take AI analyst
I put AAON and Louisiana-Pacific side by side, using each one’s latest annual report. Here is what stands out:
- Louisiana-Pacific is the larger business, with $2.7B of revenue in fiscal 2025 against $1.4B for AAON, about 1.9 times as much.
- AAON grew revenue faster (20.1%, against −7.9%).
- AAON kept more of each dollar of sales as operating profit (10.1% operating margin, against 7.7%).
- AAON earned a higher return on the capital invested in it (10.8%, against 9.0%).
- Investors pay more for each dollar of Louisiana-Pacific’s earnings: a P/E of 92.3x against 36.0x for AAON.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
AAON
AAON
7/10
Revenue growth5-year growthGross marginOperating marginNet marginReturn on capitalReturn on equity
Louisiana-Pacific
LPX
3/10
Piotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | AAON FY25 | LPX FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.8B | $5.0B |
| Revenue | $1.4B | $2.7B |
| Free cash flow | — | $91.0M |
| Net income | $108M | $146M |
| Growth | ||
| Revenue growth | 20.1% | −7.9% |
| 5-year growth | 22.9% | 2.5% |
| Share count change | −0.6% | −1.4% |
| Profitability | ||
| Gross margin | 26.8% | 21.8% |
| Operating margin | 10.1% | 7.7% |
| Net margin | 7.5% | 5.4% |
| FCF margin | — | 3.4% |
| Return on capital | 10.8% | 9.0% |
| Return on equity | 12.5% | 8.6% |
| Balance sheet | ||
| Net debt | $398M | $56.0M |
| Net debt / EBITDA | 1.8x | 0.2x |
| Dividends and buybacks | $62.6M | $139M |
| Valuation & quality | ||
| P/E | 36.0x | 92.3x |
| Piotroski F-score | 3 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.