AAON · PEAD ↑ 80

AAON reported Q3 2026 EPS of $0.83 on 2026-11-05 (BMO), beating the $0.56 consensus by $0.27 (+48.2%).

Print-day reaction was −6.6% versus the prior close, as the stock sold off despite the substantial EPS beat — a classic "sell the news" response on the day. The overnight gap into T+1 reversed course sharply, adding +6.9% to the open, signalling that after-hours sentiment had shifted materially in favour of the bulls. Over the following two trading days (T+1 close through T+3 close) the stock drifted an additional +31.2%, a sustained and accelerating continuation that far outpaced the initial sell-off. Cumulative abnormal return of +31.0% versus SPY.US puts this squarely in PEAD long territory; drift decisively reversed and overwhelmed the initial reaction, and the read is held through 2027-02-02.