secwatch.observer — SEC 8-K summary
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Issuer:     AAON, INC. (AAON)
CIK:        0000824142
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0000824142-26-000034
Event type: earnings
Sentiment:  positive
Materiality: 0.90
Item codes: 2.02, 7.01, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/824142/000082414226000034/0000824142-26-000034-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/824142/000082414226000034/aaon-20260507.htm
  HTML page:      https://secwatch.observer/filing/0000824142-26-000034

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