{"schema_version":"secwatch.filing_event.v1","accession":"0000824142-22-000234","form_type":"8-K","ticker":"AAON","cik":"0000824142","company_name":"AAON, INC.","filed_at":"2022-11-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:53.663921+00:00","generated_at":"2026-06-22T06:11:36.526319+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AAON Q3 sales $242.6M (+75% YoY), EPS $0.51 (+76% YoY), record backlog","bullets":["Net sales rose 75.1% to $242.6M from $138.6M; organic volume/mix added 26.9%, pricing 24.4%, BasX acquisition 23.8%.","Diluted EPS increased 75.9% to $0.51 from $0.29; gross margin improved to 27.0%, highest since Q2 2021.","BasX achieved record sales and EBITDA, and its backlog grew 33.8% sequentially vs Q2 2022.","SG&A ex-BasX fell 80 bp to 10.7% of sales, the lowest in over two years; third straight quarter of record production.","Backlog reached a record level, supporting continued strong volume growth ahead."],"urls":{"canonical":"https://secwatch.observer/filing/0000824142-22-000234","json":"https://secwatch.observer/filing/0000824142-22-000234.json","markdown":"https://secwatch.observer/filing/0000824142-22-000234.md","text":"https://secwatch.observer/filing/0000824142-22-000234.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/824142/000082414222000234/0000824142-22-000234-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/824142/000082414222000234/aaon-20221107.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T06:11:36.526319+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"29dc49d0d3fe0199b7f7e2f4755c39dbe47314ea","claim":"AAON, INC. reported the third quarter ended September 30, 2022 results: revenue $242.6 million, net income $27,473, EPS $0.51.","evidence_excerpt":"AAON REPORTS RECORD SALES, EARNINGS & BACKLOG FOR THE THIRD QUARTER OF 2022 TULSA, OK, November 7, 2022 - AAON, INC. (NASDAQ-AAON), a provider of premier, configurable HVAC solutions that bring long-term value to customers and owners, today announced its results for the third quarter of 2022. Net sales for the third quarter of 2022 increased 75.1% to a record $242.6 million from $138.6 million in the third quarter of 2021.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414222000234/0000824142-22-000234-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ended September 30, 2022"},{"label":"Revenue","value":"$242.6 million"},{"label":"Net income","value":"$27,473"},{"label":"EPS","value":"$0.51"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}