{"schema_version":"secwatch.filing_event.v1","accession":"0000824142-24-000121","form_type":"8-K","ticker":"AAON","cik":"0000824142","company_name":"AAON, INC.","filed_at":"2024-05-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:22.084255+00:00","generated_at":"2026-06-03T01:16:52.347043+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"AAON Q1 net sales down 1.4% to $262.1M; EPS $0.46, up from $0.44; gross margin expands to 35.2%","bullets":["Net sales $262.1M vs $266.0M YoY (-1.4%); volume -5.7%, price +4.3%.","Gross profit margin 35.2% (up from 29.0%); operating income $47.0M (+6.3%).","Diluted EPS $0.46 vs $0.44; includes $4.4M excess tax benefit from stock compensation.","Segment: AAON Oklahoma +4.0%, AAON Coil Products -27.4%, BASX -9.3%.","SG&A as % of sales 17.3% vs 12.4% due to higher professional fees and investments."],"urls":{"canonical":"https://secwatch.observer/filing/0000824142-24-000121","json":"https://secwatch.observer/filing/0000824142-24-000121.json","markdown":"https://secwatch.observer/filing/0000824142-24-000121.md","text":"https://secwatch.observer/filing/0000824142-24-000121.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000121/0000824142-24-000121-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000121/aaon-20240502.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T01:16:52.347043+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":"82fda2964fcd4e8b4fb4344eed07be232451a172","claim":"AAON, INC. reported the first quarter of 2024 results: revenue $262.1 million, net income $39,016, EPS $0.46.","evidence_excerpt":"Net sales for the first quarter of 2024 decreased 1.4% to $262.1 million from $266.0 million in the first quarter of 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/824142/000082414224000121/0000824142-24-000121-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter of 2024"},{"label":"Revenue","value":"$262.1 million"},{"label":"Net income","value":"$39,016"},{"label":"EPS","value":"$0.46"},{"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"}