---
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"
generated_at: "2026-06-08T21:41:19.632209+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# AAON Q3 net sales up 28.6% to $312M, EPS $0.58 (70.6% YoY increase), record margins

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000824142-23-000175
- JSON: https://secwatch.observer/filing/0000824142-23-000175.json
- Plain text: https://secwatch.observer/filing/0000824142-23-000175.txt

## Key facts
- Earnings Releases
  AAON, INC. reported nine months ended September 30, 2023 results: net income Net income $ 130,574, EPS Earnings per diluted share 1 $ 1.57.
  - Period: nine months ended September 30, 2023
  - Net income: Net income $ 130,574
  - EPS: Earnings per diluted share 1 $ 1.57
  - Result: reported results
  source text: Net income $ 48,078 $ 27,473 75.0 % $ 130,574 $ 61,478 112.4 %
  evidence_url: https://www.sec.gov/Archives/edgar/data/824142/000082414223000175/0000824142-23-000175-index.htm
- Earnings Releases
  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.
  - Period: third quarter ended September 30, 2023
  - 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
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/824142/000082414223000175/0000824142-23-000175-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.