{"schema_version":"secwatch.filing_event.v1","accession":"0000824142-25-000122","form_type":"8-K","ticker":"AAON","cik":"0000824142","company_name":"AAON, INC.","filed_at":"2025-05-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:51.406192+00:00","generated_at":"2026-05-23T01:32:08.272045+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"AAON Q1 net sales up 22.9% to $322.1M; EPS falls 23.9% to $0.35; backlog record $1.0B","bullets":["Net sales $322.1M (+22.9% YoY); BASX-branded sales surged 374.8% to $132.6M.","GAAP EPS $0.35 vs $0.46 YoY; adjusted EPS $0.37; net income down 24.9% to $29.3M.","Gross margin contracted to 26.8% from 35.2% due to AAON Oklahoma segment supply chain issues with R454B refrigerant components.","Total backlog reached a record $1.0B, up 83.9% YoY, driven by data center demand for BASX air-side and liquid cooling equipment.","AAON-branded equipment bookings rebounded strongly; backlog highest since Q1 2023, up 44.9% YoY."],"urls":{"canonical":"https://secwatch.observer/filing/0000824142-25-000122","json":"https://secwatch.observer/filing/0000824142-25-000122.json","markdown":"https://secwatch.observer/filing/0000824142-25-000122.md","text":"https://secwatch.observer/filing/0000824142-25-000122.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000122/0000824142-25-000122-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000122/aaon-20250430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-23T01:32:08.272045+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}