{"filings":[{"id":486716,"accession_number":"0000824142-26-000039","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2026-05-18T15:03:19+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"AAON declares $0.10 quarterly dividend; board increase to 11 approved","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.10 per share ($0.40 annualized), payable June 26, 2026 to holders of record June 5, 2026.","Shareholders re-elected all three director nominees: Caron Lawhorn, Stephen LeClair, David Stewart.","Ratification of Grant Thornton as auditor passed with 96.8% of votes cast.","Advisory say-on-pay approved by 96.6% of votes; annual frequency for future votes also approved.","Articles of Incorporation amended to increase maximum board size from 9 to 11 directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99080,"accession_number":"0000824142-26-000034","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"AAON Q1 sales $496.9M record, EPS $0.48 +37%, backlog $2.13B, raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales rose 54.3% to $496.9M; GAAP diluted EPS $0.48 (+37.1% YoY).","Backlog $2.13B, +107.4% YoY; BASX-brand backlog up 160% driven by data center demand.","FY26 guidance raised: sales growth 40%-45% (prior 18%-20%), gross margin 27%-28%.","Board authorizes up to $100M share repurchase program.","BASX segment sales $135.4M (+104.5%); AAON Oklahoma $244M (+50.7%)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":496936000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99079,"accession_number":"0000824142-26-000016","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2026-04-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AAON appoints Andy Cheung as CFO, Rebecca Thompson as CAO, and Luke Bomer as General Counsel","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andy Cheung joins as EVP and CFO on April 20, 2026; Rebecca Thompson transitions to Chief Accounting Officer.","Cheung receives $525k base, $341k target annual incentive, $787.5k LTI, $1.5M one-time equity grant, and $300k cash award (subject to clawback).","Luke Bomer appointed General Counsel effective April 1, 2026; previously served as outside counsel for nearly 19 years.","Cheung previously CFO at Commercial Vehicle Group; brings over 25 years of HVAC and automotive finance experience.","Thompson, a CPA, will continue to oversee accounting and reporting under the new structure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114889,"accession_number":"0000824142-26-000007","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AAON declares $0.10 quarterly dividend payable March 30, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.10 per share ($0.40 annually) declared.","Dividend payable on March 30, 2026 to stockholders of record March 18, 2026.","Board declared next regular quarterly dividend at unchanged rate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114888,"accession_number":"0000824142-26-000003","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"AAON Q4 net sales +42.5% to $424.2M; EPS $0.39; backlog record $1.83B; $100M buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $424.2M (+42.5% YoY); GAAP diluted EPS $0.39 (+30% YoY).","Full-year 2025 net sales $1.44B (+20.1%); GAAP EPS $1.29 vs $2.02 in 2024; gross margin 26.7% vs 33.1%.","Record year-end backlog $1.83B (+110.9% YoY); BASX backlog up 141.3%, AAON backlog up 60.8%.","2026 outlook: revenue growth 18-20%, gross margin 29-31%, SG&A ~16% of sales, D&A $95-100M.","Board authorized share repurchases of up to $100M; capex plan $190M for 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131281,"accession_number":"0000824142-25-000205","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-12-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"AAON exercises accordion feature, increases credit facility to $600M to support growth","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Effective December 29, 2025, AAON increased its revolving credit facility from $500M to $600M via existing accordion feature.","CFO Rebecca Thompson said the move ensures liquidity to meet accelerating customer demand and strong Q4 bookings momentum.","Proceeds will fund working capital, capital expenditures, and strategic projects aligned with long-term growth.","The amendment was with BOKF, Wells Fargo, Bank of America, U.S. Bank, and Associated Bank; BOKF remains administrative agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131280,"accession_number":"0000824142-25-000203","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AAON Announces Promotion of Doug Wichman to EVP & General Manager","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Doug Wichman promoted to Executive Vice President and General Manager of AAON business unit effective January 1, 2026.","Stephen Wakefield transitions to AAON Fellow and Principal Engineering Advisor effective same date.","Wichman receives annual base salary of $350,000, target incentive $210,000, and long-term incentive $330,000.","Wichman has been with AAON since 2012, most recently as Executive Director of Manufacturing.","Appointment announced December 1, 2025; press release furnished as Exhibit 99.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131279,"accession_number":"0000824142-25-000201","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AAON declares regular quarterly cash dividend of $0.10 per share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.10 per share ($0.40 annualized) declared.","Payable on December 18, 2025 to holders of record on November 26, 2025.","Dividend rate unchanged from prior quarter; no special or increased payout."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131278,"accession_number":"0000824142-25-000197","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AAON Q3 net sales +17.4% to $384.2M; GAAP EPS $0.37 (-41.3% YoY); backlog record $1.32B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $384.2M (+17.4% YoY); BASX sales $124.8M (+95.8%) on data center demand; AAON-branded down 1.5% to $259.5M.","GAAP diluted EPS $0.37, down 41.3% YoY but up 94.7% sequentially; gross margin 27.8% vs 34.9% YoY, improved from 26.6% Q2.","Record backlog $1.32B (+103.8% YoY, +18.1% sequentially); BASX backlog +119.5% YoY; AAON backlog +77.1% YoY.","FY25 outlook: YoY sales growth raised to mid-teens from low teens; gross margin guidance narrowed to 28.0%-28.5% from 28.0%-29.0%.","Cash $2.3M; revolver balance $360.1M; CFO expects positive operating cash flow in Q4; capex plan $180M in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":1017859000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147859,"accession_number":"0000824142-25-000194","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AAON presents at D.A. Davidson conference; no new material disclosures in filing text","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company participated in D.A. Davidson Diversified Industrials & Services Conference on September 18, 2025.","CEO Matt Tobolski presented at 11:30 AM ET; slides furnished as Exhibit 99.1.","No earnings, guidance, or other material updates are available from the filing text.","Filing contains only forward-looking statements and boilerplate disclosures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147858,"accession_number":"0000824142-25-000188","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AAON declares $0.10 quarterly dividend ($0.40 annual), payable Sept 26, 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declared regular quarterly cash dividend of $0.10 per share.","Annualized dividend rate is $0.40 per share.","Payable on September 26, 2025 to holders of record as of September 5, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147857,"accession_number":"0000824142-25-000185","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AAON Q2 2025 GAAP EPS $0.19 (-69% YoY); revenue $311.6M (-0.6%); cuts FY25 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.19, down 69.4% YoY; adjusted diluted EPS $0.22, down 64.5%.","Net sales $311.6M (-0.6% YoY); gross profit margin fell from 36.1% to 26.6%.","Adjusted backlog up 71.9% to $1.12B; AAON-branded backlog +93.4% YoY.","FY 2025 outlook reduced: expects low-teens sales growth, gross margin 28%-29%.","ERP implementation disruptions at Longview, TX and coil supply constraints impacted production."],"consensus_eps_estimate":null,"consensus_eps_actual":0.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":633621000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147856,"accession_number":"0000824142-25-000178","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-07-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AAON Principal Accounting Officer resigns; CFO to assume duties on interim basis","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christopher D. Eason, Principal Accounting Officer, notified resignation effective September 1, 2025.","Resignation not due to any disagreement with AAON on financials, operations, or policies.","CFO Rebecca A. Thompson will assume Principal Accounting Officer duties on interim basis."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166574,"accession_number":"0000824142-25-000176","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AAON holds Investor Day; no material financial updates disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["AAON hosted Investor Day on June 10, 2025 at NASDAQ MarketSite in New York.","CEO Matt Tobolski and CFO Rebecca Thompson, along with exec team, presented.","No specific financial results, guidance, or material events disclosed in the filing or exhibit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166573,"accession_number":"0000824142-25-000170","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-05-30T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"AAON upsizes revolving credit facility to $500M, extends maturity to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving commitment increased from $230M to $500M; maturity extended from May 2027 to May 27, 2030.","Existing term loans fully repaid with proceeds from the new revolving loans.","New lenders added: Bank of America ($90M) and Associated Bank ($35M); total commitments allocated among five banks.","Conditions include compliance with consolidated leverage ratio covenant and no default; governed by Oklahoma law."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166572,"accession_number":"0000824142-25-000164","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.02","5.07","8.01","9.01"],"status":"ready","headline":"AAON CEO succession effective May 13; 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EPS falls 23.9% to $0.35; backlog record $1.0B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $322.1M (+22.9% YoY); BASX-branded sales surged 374.8% to $132.6M.","GAAP EPS $0.35 vs $0.46 YoY; adjusted EPS $0.37; net income down 24.9% to $29.3M.","Gross margin contracted to 26.8% from 35.2% due to AAON Oklahoma segment supply chain issues with R454B refrigerant components.","Total backlog reached a record $1.0B, up 83.9% YoY, driven by data center demand for BASX air-side and liquid cooling equipment.","AAON-branded equipment bookings rebounded strongly; backlog highest since Q1 2023, up 44.9% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":322054000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11429959987.493338,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183985,"accession_number":"0000824142-25-000086","cik":824142,"company_name":"AAON, INC.","ticker":"AAON","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AAON management to present at Sidoti Spring 2025 Small-Cap Conference on March 20","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["CEO Gary Fields, CFO Rebecca Thompson, President Matt Tobolski, and IR Director Joseph Mondillo to present virtually at 11:30 AM ET on March 20, 2025.","Presentation materials posted on AAON's website (https://www.aaon.com/Investors).","No financial results, guidance, or material operational updates disclosed in the filing.","Investor presentation furnished as Exhibit 99.2 is truncated in the filing; 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