{"schema_version":"secwatch.filing_event.v1","accession":"0000824142-24-000029","form_type":"8-K","ticker":"AAON","cik":"0000824142","company_name":"AAON, INC.","filed_at":"2024-02-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:27.009122+00:00","generated_at":"2026-06-05T09:55:28.646003+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 Q4 net sales up 20.4% to record $306.6M; EPS $0.56 vs $0.47 YoY","bullets":["Q4 net sales $306.6M (+20.4% YoY); organic volume growth ~9.3%.","Gross margin 36.4% vs 30.8% YoY; gross profit $111.7M (+42.3%).","Net income $47.0M (+21.0%); diluted EPS $0.56 (+19.1%).","Full year net sales $1,168.5M (+31.5%); net income $177.6M (+77.0%); EPS $2.13 (+71.8%).","EBITDA margin 25.1% vs 22.1% in prior year Q4; record EBITDA for 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0000824142-24-000029","json":"https://secwatch.observer/filing/0000824142-24-000029.json","markdown":"https://secwatch.observer/filing/0000824142-24-000029.md","text":"https://secwatch.observer/filing/0000824142-24-000029.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000029/0000824142-24-000029-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000029/aaon-20240228.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T09:55:28.646003+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":"81fd8ea06ea7d40e94953e990ca5a5c391946d19","claim":"AAON, INC. reported the fourth quarter ended December 31, 2023 results: revenue $306,638, net income $47,049, EPS $0.56.","evidence_excerpt":"Financial Highlights: Three Months Ended December 31, % Years Ended December 31, % 2023 2022 Change 2023 2022 Change (in thousands, except share and per share data) (in thousands, except share and per share data) GAAP Measures Net sales $ 306,638 $ 254,598 20.4 % $ 1,168,518 $ 888,788 31.5 % Gross profit $ 111,739 $ 78,541 42.3 % $ 399,020 $ 237,572 68.0 % Gross profit margin 36.4 % 30.8 % 34.1 % 26.7 % Operating income $ 63,884 $ 46,598 37.1 % $ 227,494 $ 126,761 79.5 % Operating margin 20.8 % 18.3 % 19.5 % 14.3 % Net income $ 47,049 $ 38,898 21.0 % $ 177,623 $ 100,376 77.0 % Earnings per diluted share $ 0.56 $ 0.47 19.1 % $ 2.13 $ 1.24 71.8 % Diluted average shares 83,446,051 82,211,418 1.5 % 83,295,290 81,145,610 2.6 % Non-GAAP Measures EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 274,465 $ 162,266 69.1 % EBITDA margin 1 25.1 % 22.1 % 23.5 % 18.3 % Adjusted EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 281,215 $ 162,266 73.3 % Adjusted EBITDA margin 1 25.1 % 22.1 % 24.1 % 18.3 %","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000029/0000824142-24-000029-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended December 31, 2023"},{"label":"Revenue","value":"$306,638"},{"label":"Net income","value":"$47,049"},{"label":"EPS","value":"$0.56"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"8c49ede59e4c7b90dffeaca3977ec8d42c55440b","claim":"AAON, INC. reported the year ended December 31, 2023 results: revenue $1,168,518, net income $177,623, EPS $2.13.","evidence_excerpt":"Financial Highlights: Three Months Ended December 31, % Years Ended December 31, % 2023 2022 Change 2023 2022 Change (in thousands, except share and per share data) (in thousands, except share and per share data) GAAP Measures Net sales $ 306,638 $ 254,598 20.4 % $ 1,168,518 $ 888,788 31.5 % Gross profit $ 111,739 $ 78,541 42.3 % $ 399,020 $ 237,572 68.0 % Gross profit margin 36.4 % 30.8 % 34.1 % 26.7 % Operating income $ 63,884 $ 46,598 37.1 % $ 227,494 $ 126,761 79.5 % Operating margin 20.8 % 18.3 % 19.5 % 14.3 % Net income $ 47,049 $ 38,898 21.0 % $ 177,623 $ 100,376 77.0 % Earnings per diluted share $ 0.56 $ 0.47 19.1 % $ 2.13 $ 1.24 71.8 % Diluted average shares 83,446,051 82,211,418 1.5 % 83,295,290 81,145,610 2.6 % Non-GAAP Measures EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 274,465 $ 162,266 69.1 % EBITDA margin 1 25.1 % 22.1 % 23.5 % 18.3 % Adjusted EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 281,215 $ 162,266 73.3 % Adjusted EBITDA margin 1 25.1 % 22.1 % 24.1 % 18.3 %","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000029/0000824142-24-000029-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the year ended December 31, 2023"},{"label":"Revenue","value":"$1,168,518"},{"label":"Net income","value":"$177,623"},{"label":"EPS","value":"$2.13"},{"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"}