{"schema_version":"secwatch.filing_event.v1","accession":"0000824142-23-000148","form_type":"8-K","ticker":"AAON","cik":"0000824142","company_name":"AAON, INC.","filed_at":"2023-08-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.736174+00:00","generated_at":"2026-06-12T10:23:47.596207+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"AAON Q2 2023: record sales $284M (+36% YoY), EPS $0.82 (+173% YoY)","bullets":["Net sales $284.0M, up 36.0% YoY; organic volume growth 16%, pricing 20%.","Diluted EPS $0.82 vs $0.30; net income $45.7M, up 186.5%.","Gross profit margin 33.1%, up 1,040 bps from 22.7%; operating margin 19.3%.","One-time income tax benefit of $3.1M from valuation allowance change."],"urls":{"canonical":"https://secwatch.observer/filing/0000824142-23-000148","json":"https://secwatch.observer/filing/0000824142-23-000148.json","markdown":"https://secwatch.observer/filing/0000824142-23-000148.md","text":"https://secwatch.observer/filing/0000824142-23-000148.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/824142/000082414223000148/0000824142-23-000148-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/824142/000082414223000148/aaon-20230803.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T10:23:47.596207+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":"246a47c333b97e5e3c575ed6ed3ff817d83c68a1","claim":"AAON, INC. reported second quarter ended June 30, 2023 results: revenue $284.0 million, net income $45,682 thousand, EPS $0.82.","evidence_excerpt":"bring long-term value to customers and owners, today announced its results for the second quarter of 2023. Net sales for the second quarter of 2023 increased 36.0% to a record $284.0 million from $208.8 million in the second quarter of 2022. Organic volume growth contributed approximately 16.0% to year over year growth. Volume growth reflects the efficiencies gained","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414223000148/0000824142-23-000148-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended June 30, 2023"},{"label":"Revenue","value":"$284.0 million"},{"label":"Net income","value":"$45,682 thousand"},{"label":"EPS","value":"$0.82"},{"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"}