secwatch.observer — SEC 8-K summary
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Issuer:     AAON, INC. (AAON)
CIK:        0000824142
Form:       8-K
Filed at:   2026-08-10T11:12:15+00:00
Accession:  0000824142-26-000052
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/824142/000082414226000052/0000824142-26-000052-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/824142/000082414226000052/aaon-20260810.htm
  HTML page:      https://secwatch.observer/filing/0000824142-26-000052

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