{"schema_version":"secwatch.filing_event.v1","accession":"0000824142-25-000197","form_type":"8-K","ticker":"AAON","cik":"0000824142","company_name":"AAON, INC.","filed_at":"2025-11-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:42.275319+00:00","generated_at":"2026-05-17T00:06:17.345461+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AAON Q3 net sales +17.4% to $384.2M; GAAP EPS $0.37 (-41.3% YoY); backlog record $1.32B","bullets":["Net sales $384.2M (+17.4% YoY); BASX sales $124.8M (+95.8%) on data center demand; AAON-branded down 1.5% to $259.5M.","GAAP diluted EPS $0.37, down 41.3% YoY but up 94.7% sequentially; gross margin 27.8% vs 34.9% YoY, improved from 26.6% Q2.","Record backlog $1.32B (+103.8% YoY, +18.1% sequentially); BASX backlog +119.5% YoY; AAON backlog +77.1% YoY.","FY25 outlook: YoY sales growth raised to mid-teens from low teens; gross margin guidance narrowed to 28.0%-28.5% from 28.0%-29.0%.","Cash $2.3M; revolver balance $360.1M; CFO expects positive operating cash flow in Q4; capex plan $180M in 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0000824142-25-000197","json":"https://secwatch.observer/filing/0000824142-25-000197.json","markdown":"https://secwatch.observer/filing/0000824142-25-000197.md","text":"https://secwatch.observer/filing/0000824142-25-000197.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000197/0000824142-25-000197-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/824142/000082414225000197/aaon-20251106.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T00:06:17.345461+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"}