---
schema_version: "secwatch.filing_event.v1"
accession: "0000824142-26-000034"
form_type: "8-K"
ticker: "AAON"
cik: "0000824142"
company_name: "AAON, INC."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T22:19:54.979540+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# AAON Q1 sales $496.9M record, EPS $0.48 +37%, backlog $2.13B, raises FY guidance

## Summary
- Net sales rose 54.3% to $496.9M; GAAP diluted EPS $0.48 (+37.1% YoY).
- Backlog $2.13B, +107.4% YoY; BASX-brand backlog up 160% driven by data center demand.
- FY26 guidance raised: sales growth 40%-45% (prior 18%-20%), gross margin 27%-28%.
- Board authorizes up to $100M share repurchase program.
- BASX segment sales $135.4M (+104.5%); AAON Oklahoma $244M (+50.7%).

## SEC filing metadata
- accession: 0000824142-26-000034
- form_type: 8-K
- ticker: AAON
- cik: 0000824142
- company_name: AAON, INC.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/824142/000082414226000034/0000824142-26-000034-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/824142/000082414226000034/aaon-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000824142-26-000034
- JSON: https://secwatch.observer/filing/0000824142-26-000034.json
- Plain text: https://secwatch.observer/filing/0000824142-26-000034.txt

## Source-grounded claims
- claim_id: 4e7f8266be8e888e7bdfc8d8fe4639a6779a2b47
  claim: AAON, INC. reported the first quarter ended March 31, 2026 results: revenue $496.9 million, EPS $0.48. Guidance raised.
  evidence_excerpt: unless otherwise noted) • Delivered record sales and accelerated earnings growth on strong demand and expanding production throughput ◦ Net sales grew 54.3% to a record $496.9 million ◦ Operating margins reflected early benefits from improving utilization, with margin improvement expected to build as capacity absorption improves ◦ GAAP diluted EPS increased
  evidence_url: https://www.sec.gov/Archives/edgar/data/824142/000082414226000034/0000824142-26-000034-index.htm

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