{"schema_version":"secwatch.filing_event.v1","accession":"0000824142-23-000094","form_type":"8-K","ticker":"AAON","cik":"0000824142","company_name":"AAON, INC.","filed_at":"2023-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:42.365410+00:00","generated_at":"2026-06-15T23:45:43.970053+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 Q1 net sales up 45.5% to record $266M; diluted EPS $0.67 (+103%)","bullets":["Net sales $266M, +45.5% YoY; organic volume/mix contributed 23.5%, pricing 22.0%.","Gross profit margin 29.0%, up 380 bps from 25.2%; price increases and moderating cost inflation drove expansion.","Net income $36.8M (+103.9%); diluted EPS $0.67 (+103%); EBITDA $54.6M, margin 20.5% vs 16.5%.","SG&A 12.4% of sales, down 20 bps; excess tax benefit of $3.8M from stock performance."],"urls":{"canonical":"https://secwatch.observer/filing/0000824142-23-000094","json":"https://secwatch.observer/filing/0000824142-23-000094.json","markdown":"https://secwatch.observer/filing/0000824142-23-000094.md","text":"https://secwatch.observer/filing/0000824142-23-000094.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/824142/000082414223000094/0000824142-23-000094-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/824142/000082414223000094/aaon-20230504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T23:45:43.970053+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":"d16d84cfb2105de1b213b96e174e7e472a067042","claim":"AAON, INC. reported first quarter ended March 31, 2023 results: revenue $265,953, net income $36,814, EPS $0.67.","evidence_excerpt":"tax benefit of $3.8 million. Financial Highlights: Three Months Ended March 31, % 2023 2022 Change (in thousands, except share and per share data) GAAP Measures Net sales $ 265,953 $ 182,771 45.5 % Gross profit 77,154 46,064 67.5 % Gross profit margin 29.0 % 25.2 % Operating income $ 44,206 $ 23,010 92.1 % Operating margin 16.6 % 12.6 % Net income 36,814","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414223000094/0000824142-23-000094-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2023"},{"label":"Revenue","value":"$265,953"},{"label":"Net income","value":"$36,814"},{"label":"EPS","value":"$0.67"},{"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"}