secwatch.observer — SEC 8-K summary
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Issuer:     AAON, INC. (AAON)
CIK:        0000824142
Form:       8-K
Filed at:   2026-03-02T23:59:59+00:00
Accession:  0000824142-26-000003
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 7.01, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/824142/000082414226000003/0000824142-26-000003-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/824142/000082414226000003/aaon-20260302.htm
  HTML page:      https://secwatch.observer/filing/0000824142-26-000003

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