---
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"
generated_at: "2026-05-15T22:55:47.057512+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# AAON Q4 net sales +42.5% to $424.2M; EPS $0.39; backlog record $1.83B; $100M buyback authorized

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000824142-26-000003
- JSON: https://secwatch.observer/filing/0000824142-26-000003.json
- Plain text: https://secwatch.observer/filing/0000824142-26-000003.txt

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