{"schema_version":"secwatch.filing_event.v1","accession":"0000824142-23-000175","form_type":"8-K","ticker":"AAON","cik":"0000824142","company_name":"AAON, INC.","filed_at":"2023-11-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.101563+00:00","generated_at":"2026-06-08T21:41:19.632209+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 net sales up 28.6% to $312M, EPS $0.58 (70.6% YoY increase), record margins","bullets":["Net sales $312.0M, up 28.6% YoY; seventh straight quarter of record sales.","Gross profit margin 37.2% vs 27.0% a year ago; operating margin 20.7%.","GAAP diluted EPS $0.58, up 70.6%; non-GAAP adjusted EPS $0.64, up 88.2%.","Adjusted EBITDA $83.7M, margin 26.8% vs 19.0% YoY; organic volume growth ~11.9%.","CEO cites productivity gains, incremental pricing, and abating supply chain disruptions."],"urls":{"canonical":"https://secwatch.observer/filing/0000824142-23-000175","json":"https://secwatch.observer/filing/0000824142-23-000175.json","markdown":"https://secwatch.observer/filing/0000824142-23-000175.md","text":"https://secwatch.observer/filing/0000824142-23-000175.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/824142/000082414223000175/0000824142-23-000175-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/824142/000082414223000175/aaon-20231106.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T21:41:19.632209+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":"0bcaf9f58d8d764ce24bf3c4ffb491b5094afbf4","claim":"AAON, INC. reported nine months ended September 30, 2023 results: net income Net income $ 130,574, EPS Earnings per diluted share 1 $ 1.57.","evidence_excerpt":"Net income $ 48,078 $ 27,473 75.0 % $ 130,574 $ 61,478 112.4 %","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414223000175/0000824142-23-000175-index.htm","confidence":0.85,"family_label":"Earnings Releases","details":[{"label":"Period","value":"nine months ended September 30, 2023"},{"label":"Net income","value":"Net income $ 130,574"},{"label":"EPS","value":"Earnings per diluted share 1 $ 1.57"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"22b9373d3436e3532b892e4582e28038a7f330bb","claim":"AAON, INC. reported third quarter ended September 30, 2023 results: revenue Net sales for the third quarter of 2023 increased 28.6% to $312.0 million, net income Net income for the quarter was $48.1 million, EPS Earnings per diluted share for the three months ended September 30, 2023, was $0.58.","evidence_excerpt":"Net sales for the third quarter of 2023 increased 28.6% to $312.0 million from $242.6 million in the third quarter of 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414223000175/0000824142-23-000175-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2023"},{"label":"Revenue","value":"Net sales for the third quarter of 2023 increased 28.6% to $312.0 million"},{"label":"Net income","value":"Net income for the quarter was $48.1 million"},{"label":"EPS","value":"Earnings per diluted share for the three months ended September 30, 2023, was $0.58"},{"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"}