{"schema_version":"secwatch.filing_event.v1","accession":"0000824142-26-000003","form_type":"8-K","ticker":"AAON","cik":"0000824142","company_name":"AAON, INC.","filed_at":"2026-03-02T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.783147+00:00","generated_at":"2026-05-15T22:55:47.057512+00:00","sec_items":["2.02","7.01","8.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AAON Q4 net sales +42.5% to $424.2M; EPS $0.39; backlog record $1.83B; $100M buyback authorized","bullets":["Q4 net sales $424.2M (+42.5% YoY); GAAP diluted EPS $0.39 (+30% YoY).","Full-year 2025 net sales $1.44B (+20.1%); GAAP EPS $1.29 vs $2.02 in 2024; gross margin 26.7% vs 33.1%.","Record year-end backlog $1.83B (+110.9% YoY); BASX backlog up 141.3%, AAON backlog up 60.8%.","2026 outlook: revenue growth 18-20%, gross margin 29-31%, SG&A ~16% of sales, D&A $95-100M.","Board authorized share repurchases of up to $100M; capex plan $190M for 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0000824142-26-000003","json":"https://secwatch.observer/filing/0000824142-26-000003.json","markdown":"https://secwatch.observer/filing/0000824142-26-000003.md","text":"https://secwatch.observer/filing/0000824142-26-000003.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/824142/000082414226000003/0000824142-26-000003-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/824142/000082414226000003/aaon-20260302.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T22:55:47.057512+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"}