---
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"
generated_at: "2026-05-17T15:55:54.860135+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# AAON Q2 2025 GAAP EPS $0.19 (-69% YoY); revenue $311.6M (-0.6%); cuts FY25 outlook

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000824142-25-000185
- JSON: https://secwatch.observer/filing/0000824142-25-000185.json
- Plain text: https://secwatch.observer/filing/0000824142-25-000185.txt

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