{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-06T10:37:24.393951+00:00","company":{"ticker":"AAON","cik":824142,"company_name":"AAON, INC."},"pagination":{"limit":100,"returned":16,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"4e7f8266be8e888e7bdfc8d8fe4639a6779a2b47","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2026-05-07T23:59:59+00:00","payload":{"eps_text":"$0.48","guidance_signal":"raised","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"the first quarter ended March 31, 2026","report_date":"2026-05-07","result_type":"reported_results","revenue_text":"$496.9 million"},"claim":"AAON, INC. reported the first quarter ended March 31, 2026 results: revenue $496.9 million, EPS $0.48. Guidance raised.","evidence_excerpt":"unless otherwise noted) • Delivered record sales and accelerated earnings growth on strong demand and expanding production throughput ◦ Net sales grew 54.3% to a record $496.9 million ◦ Operating margins reflected early benefits from improving utilization, with margin improvement expected to build as capacity absorption improves ◦ GAAP diluted EPS increased","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000824142-26-000034","anchor_url":"https://secwatch.observer/filing/0000824142-26-000034#claim-4e7f8266be8e888e7bdfc8d8fe4639a6779a2b47","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414226000034/0000824142-26-000034-index.htm"},{"fact_type":"material_agreement","fact_key":"032dd3c4f10061b835a549aa6ddc72979240bea8","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2025-12-29T23:59:59+00:00","payload":{"action":"amendment","agreement_name":"Sixth Amendment","agreement_type":"credit_facility","counterparty":"BOKF, NA dba Bank of Oklahoma, Wells Fargo Bank, National Association, Bank of America, National Association, U.S. Bank, National Association and Associated Bank, National Association","effective_date":"2025-12-29","item_codes_triggered":["1.01"],"value_text":"$600.0 million"},"claim":"AAON, INC. amended Sixth Amendment with BOKF, NA dba Bank of Oklahoma, Wells Fargo Bank, National Association, Bank of America, National Association, U.S. Bank, National Association and Associated Bank, National Association valued at $600.0 million (effective 2025-12-29).","evidence_excerpt":"On December 29, 2025 (the “Effective Date”), AAON, Inc., an Oklahoma corporation, AAON Coil Products, Inc., a Texas corporation, and BASX, Inc., an Oregon corporation, all wholly-owned subsidiaries of AAON, Inc., a Nevada Corporation (collectively, the \"Company\"), executed the Sixth Amendment (the \"Amendment\") to the Amended and Restated Loan Agreement (collectively, as amended, the \"Amended Loan Agreement\") with the following lenders: BOKF, NA dba Bank of Oklahoma, Wells Fargo Bank, National Association, Bank of America, National Association, U.S. Bank, National Association and Associated Bank, National Association (collectively, the \"Lenders\") with BOKF, NA as the administrative agent for the Lenders.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000824142-25-000205","anchor_url":"https://secwatch.observer/filing/0000824142-25-000205#claim-032dd3c4f10061b835a549aa6ddc72979240bea8","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000205/0000824142-25-000205-index.htm"},{"fact_type":"executive_change","fact_key":"81f179bea6","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2025-05-16T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-05-13","interim":false,"role":"Class I Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Matt J. Tobolski was appointed as Class I Director at AAON, INC..","evidence_excerpt":"appointed Dr. Tobolski to the newly created Class I position.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-25-000164","anchor_url":"https://secwatch.observer/filing/0000824142-25-000164#claim-81f179bea6","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000164/0000824142-25-000164-index.htm"},{"fact_type":"executive_change","fact_key":"15bc2c9a0b","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2025-05-16T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-05-13","interim":false,"role":"President and CEO","role_category":"ceo","successor_name":null,"successor_named":false},"claim":"Matt J. Tobolski was appointed as President and CEO at AAON, INC..","evidence_excerpt":"Matt J. Tobolski, PhD, 41, was appointed as President and CEO, effective May 13, 2025.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-25-000164","anchor_url":"https://secwatch.observer/filing/0000824142-25-000164#claim-15bc2c9a0b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000164/0000824142-25-000164-index.htm"},{"fact_type":"executive_change","fact_key":"4d6bfd8d27","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2025-05-16T23:59:59+00:00","payload":{"action":"transitioned","action_category":"role_change","departure_tone":"routine","effective_date":"2025-05-13","interim":false,"role":"special advisor","role_category":"other_named_officer","successor_name":"Matt J. Tobolski","successor_named":true},"claim":"Gary D. Fields changed role as special advisor at AAON, INC..","evidence_excerpt":"Gary D. Fields, Chief Executive Officer of AAON, Inc. (the “Company”), transitioned to the role of special advisor to the Board, effective May 13, 2025.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-25-000164","anchor_url":"https://secwatch.observer/filing/0000824142-25-000164#claim-4d6bfd8d27","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000164/0000824142-25-000164-index.htm"},{"fact_type":"executive_change","fact_key":"7e871470db","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2025-02-20T23:59:59+00:00","payload":{"action":"appointed CEO and President","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-05-13","interim":false,"role":"Chief Executive Officer","role_category":"ceo","successor_name":null,"successor_named":false},"claim":"Matt J. Tobolski was appointed as Chief Executive Officer at AAON, INC..","evidence_excerpt":"Matt J. Tobolski, PhD, will assume the role of Chief Executive Officer (in addition to his current position of President), also to be effective May 13, 2025.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-25-000030","anchor_url":"https://secwatch.observer/filing/0000824142-25-000030#claim-7e871470db","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000030/0000824142-25-000030-index.htm"},{"fact_type":"executive_change","fact_key":"3a6c05c990","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2024-11-22T23:59:59+00:00","payload":{"action":"become","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"Principal Accounting Officer","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Christopher Eason changed role as Principal Accounting Officer at AAON, INC..","evidence_excerpt":"Christopher Eason, 43, the Company's Chief Accounting Officer since 2021, will become the Principal Accounting Officer.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-24-000226","anchor_url":"https://secwatch.observer/filing/0000824142-24-000226#claim-3a6c05c990","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000226/0000824142-24-000226-index.htm"},{"fact_type":"executive_change","fact_key":"bbe9ae9092","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2024-11-22T23:59:59+00:00","payload":{"action":"become","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"Chief Administration Officer","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Casey Kidwell changed role as Chief Administration Officer at AAON, INC..","evidence_excerpt":"Casey Kidwell, 47, the Company's Vice President of Administration since 2022, will become the Chief Administration Officer.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-24-000226","anchor_url":"https://secwatch.observer/filing/0000824142-24-000226#claim-bbe9ae9092","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000226/0000824142-24-000226-index.htm"},{"fact_type":"executive_change","fact_key":"56ad543239","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2024-11-22T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"Executive Vice President of the Company & General Manager of the BASX products business unit","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Matthew Shaub was appointed as Executive Vice President of the Company & General Manager of the BASX products business unit at AAON, INC..","evidence_excerpt":"Matthew Shaub, 47, has been appointed to the position of Executive Vice President of the Company & General Manager of the BASX products business unit.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-24-000226","anchor_url":"https://secwatch.observer/filing/0000824142-24-000226#claim-56ad543239","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000226/0000824142-24-000226-index.htm"},{"fact_type":"executive_change","fact_key":"a8e453db3a","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2024-11-22T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-01-01","interim":false,"role":"Executive Vice President of the Company & General Manager of the AAON products business unit","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Stephen Wakefield was appointed as Executive Vice President of the Company & General Manager of the AAON products business unit at AAON, INC..","evidence_excerpt":"Stephen Wakefield, 48, has been appointed to the position of Executive Vice President of the Company & General Manager of the AAON products business unit.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-24-000226","anchor_url":"https://secwatch.observer/filing/0000824142-24-000226#claim-a8e453db3a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000226/0000824142-24-000226-index.htm"},{"fact_type":"executive_change","fact_key":"4e275230c3","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2024-11-22T23:59:59+00:00","payload":{"action":"no longer serve","action_category":"departure","departure_tone":"routine","effective_date":"2025-01-01","interim":false,"role":"President of AAON Coil Products","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Doug Wichman departed as President of AAON Coil Products at AAON, INC..","evidence_excerpt":"Effective January 1, 2025, Rob Teis, Dave Benson, and Doug Wichman will each no longer serve as officers of AAON, Inc.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-24-000226","anchor_url":"https://secwatch.observer/filing/0000824142-24-000226#claim-4e275230c3","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000226/0000824142-24-000226-index.htm"},{"fact_type":"executive_change","fact_key":"c0c6ed7cb0","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2024-11-22T23:59:59+00:00","payload":{"action":"no longer serve","action_category":"departure","departure_tone":"routine","effective_date":"2025-01-01","interim":false,"role":"Vice President of the Company and President of BASX","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Dave Benson departed as Vice President of the Company and President of BASX at AAON, INC..","evidence_excerpt":"Effective January 1, 2025, Rob Teis, Dave Benson, and Doug Wichman will each no longer serve as officers of AAON, Inc.","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-24-000226","anchor_url":"https://secwatch.observer/filing/0000824142-24-000226#claim-c0c6ed7cb0","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000226/0000824142-24-000226-index.htm"},{"fact_type":"executive_change","fact_key":"70d503ddf1","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2024-11-22T23:59:59+00:00","payload":{"action":"no longer serve","action_category":"departure","departure_tone":"routine","effective_date":"2025-01-01","interim":false,"role":null,"role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Rob Teis departed as other_named_officer at AAON, INC..","evidence_excerpt":"Effective January 1, 2025, Rob Teis, Dave Benson, and Doug Wichman will each no longer serve as officers of AAON, Inc.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000824142-24-000226","anchor_url":"https://secwatch.observer/filing/0000824142-24-000226#claim-70d503ddf1","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000226/0000824142-24-000226-index.htm"},{"fact_type":"earnings_release","fact_key":"82fda2964fcd4e8b4fb4344eed07be232451a172","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2024-05-02T23:59:59+00:00","payload":{"eps_text":"$0.46","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$39,016","period_text":"the first quarter of 2024","report_date":"2024-05-02","result_type":"reported_results","revenue_text":"$262.1 million"},"claim":"AAON, INC. reported the first quarter of 2024 results: revenue $262.1 million, net income $39,016, EPS $0.46.","evidence_excerpt":"Net sales for the first quarter of 2024 decreased 1.4% to $262.1 million from $266.0 million in the first quarter of 2023.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000824142-24-000121","anchor_url":"https://secwatch.observer/filing/0000824142-24-000121#claim-82fda2964fcd4e8b4fb4344eed07be232451a172","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000121/0000824142-24-000121-index.htm"},{"fact_type":"earnings_release","fact_key":"8c49ede59e4c7b90dffeaca3977ec8d42c55440b","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2024-02-28T23:59:59+00:00","payload":{"eps_text":"$2.13","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$177,623","period_text":"the year ended December 31, 2023","report_date":"2024-02-28","result_type":"reported_results","revenue_text":"$1,168,518"},"claim":"AAON, INC. reported the year ended December 31, 2023 results: revenue $1,168,518, net income $177,623, EPS $2.13.","evidence_excerpt":"Financial Highlights: Three Months Ended December 31, % Years Ended December 31, % 2023 2022 Change 2023 2022 Change (in thousands, except share and per share data) (in thousands, except share and per share data) GAAP Measures Net sales $ 306,638 $ 254,598 20.4 % $ 1,168,518 $ 888,788 31.5 % Gross profit $ 111,739 $ 78,541 42.3 % $ 399,020 $ 237,572 68.0 % Gross profit margin 36.4 % 30.8 % 34.1 % 26.7 % Operating income $ 63,884 $ 46,598 37.1 % $ 227,494 $ 126,761 79.5 % Operating margin 20.8 % 18.3 % 19.5 % 14.3 % Net income $ 47,049 $ 38,898 21.0 % $ 177,623 $ 100,376 77.0 % Earnings per diluted share $ 0.56 $ 0.47 19.1 % $ 2.13 $ 1.24 71.8 % Diluted average shares 83,446,051 82,211,418 1.5 % 83,295,290 81,145,610 2.6 % Non-GAAP Measures EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 274,465 $ 162,266 69.1 % EBITDA margin 1 25.1 % 22.1 % 23.5 % 18.3 % Adjusted EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 281,215 $ 162,266 73.3 % Adjusted EBITDA margin 1 25.1 % 22.1 % 24.1 % 18.3 %","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-24-000029","anchor_url":"https://secwatch.observer/filing/0000824142-24-000029#claim-8c49ede59e4c7b90dffeaca3977ec8d42c55440b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000029/0000824142-24-000029-index.htm"},{"fact_type":"earnings_release","fact_key":"81fd8ea06ea7d40e94953e990ca5a5c391946d19","cik":824142,"ticker":"AAON","company_name":"AAON, INC.","filed_at":"2024-02-28T23:59:59+00:00","payload":{"eps_text":"$0.56","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$47,049","period_text":"the fourth quarter ended December 31, 2023","report_date":"2024-02-28","result_type":"reported_results","revenue_text":"$306,638"},"claim":"AAON, INC. reported the fourth quarter ended December 31, 2023 results: revenue $306,638, net income $47,049, EPS $0.56.","evidence_excerpt":"Financial Highlights: Three Months Ended December 31, % Years Ended December 31, % 2023 2022 Change 2023 2022 Change (in thousands, except share and per share data) (in thousands, except share and per share data) GAAP Measures Net sales $ 306,638 $ 254,598 20.4 % $ 1,168,518 $ 888,788 31.5 % Gross profit $ 111,739 $ 78,541 42.3 % $ 399,020 $ 237,572 68.0 % Gross profit margin 36.4 % 30.8 % 34.1 % 26.7 % Operating income $ 63,884 $ 46,598 37.1 % $ 227,494 $ 126,761 79.5 % Operating margin 20.8 % 18.3 % 19.5 % 14.3 % Net income $ 47,049 $ 38,898 21.0 % $ 177,623 $ 100,376 77.0 % Earnings per diluted share $ 0.56 $ 0.47 19.1 % $ 2.13 $ 1.24 71.8 % Diluted average shares 83,446,051 82,211,418 1.5 % 83,295,290 81,145,610 2.6 % Non-GAAP Measures EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 274,465 $ 162,266 69.1 % EBITDA margin 1 25.1 % 22.1 % 23.5 % 18.3 % Adjusted EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 281,215 $ 162,266 73.3 % Adjusted EBITDA margin 1 25.1 % 22.1 % 24.1 % 18.3 %","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000824142-24-000029","anchor_url":"https://secwatch.observer/filing/0000824142-24-000029#claim-81fd8ea06ea7d40e94953e990ca5a5c391946d19","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000029/0000824142-24-000029-index.htm"}]}