---
schema_version: "secwatch.filing_event.v1"
accession: "0000824142-26-000052"
form_type: "8-K"
ticker: "AAON"
cik: "0000824142"
company_name: "AAON, INC."
filed_at: "2026-08-10T11:12:15+00:00"
generated_at: "2026-08-10T11:15:15.837509+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# AAON Q2 record sales $627M (+101%), EPS $0.68, raises FY26 outlook

## Summary
- Net sales $627.0M, +101.2% YoY; operating income $68.9M, +192.1%; diluted EPS $0.68, +257.9%.
- Backlog $2.0B, +98% YoY; BASX backlog +185.4%, AAON backlog +9.4%.
- FY26 outlook raised: sales growth 55-60% (prior 40-45%), gross margin 25-26% (prior 27-28%).
- BASX segment sales $218.0M, +220.7%; AAON Coil Products sales $146.7M, +150.9%.
- Operating cash flow $55.0M YTD vs -$31.0M prior year; cash $12.7M, revolver $435M.

## SEC filing metadata
- accession: 0000824142-26-000052
- form_type: 8-K
- ticker: AAON
- cik: 0000824142
- company_name: AAON, INC.
- filed_at: 2026-08-10T11:12:15+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/824142/000082414226000052/0000824142-26-000052-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/824142/000082414226000052/aaon-20260810.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000824142-26-000052
- JSON: https://secwatch.observer/filing/0000824142-26-000052.json
- Plain text: https://secwatch.observer/filing/0000824142-26-000052.txt

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