secwatch.observer — SEC 8-K summary
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Issuer:     AAON, INC. (AAON)
CIK:        0000824142
Form:       8-K
Filed at:   2025-08-11T23:59:59+00:00
Accession:  0000824142-25-000185
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/824142/000082414225000185/0000824142-25-000185-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/824142/000082414225000185/aaon-20250811.htm
  HTML page:      https://secwatch.observer/filing/0000824142-25-000185

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer