{"schema_version":"secwatch.filing_event.v1","accession":"0000824142-25-000185","form_type":"8-K","ticker":"AAON","cik":"0000824142","company_name":"AAON, INC.","filed_at":"2025-08-11T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.455759+00:00","generated_at":"2026-05-17T15:55:54.860135+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"AAON Q2 2025 GAAP EPS $0.19 (-69% YoY); revenue $311.6M (-0.6%); cuts FY25 outlook","bullets":["GAAP diluted EPS $0.19, down 69.4% YoY; adjusted diluted EPS $0.22, down 64.5%.","Net sales $311.6M (-0.6% YoY); gross profit margin fell from 36.1% to 26.6%.","Adjusted backlog up 71.9% to $1.12B; AAON-branded backlog +93.4% YoY.","FY 2025 outlook reduced: expects low-teens sales growth, gross margin 28%-29%.","ERP implementation disruptions at Longview, TX and coil supply constraints impacted production."],"urls":{"canonical":"https://secwatch.observer/filing/0000824142-25-000185","json":"https://secwatch.observer/filing/0000824142-25-000185.json","markdown":"https://secwatch.observer/filing/0000824142-25-000185.md","text":"https://secwatch.observer/filing/0000824142-25-000185.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000185/0000824142-25-000185-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000185/aaon-20250811.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T15:55:54.860135+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"}