Source-grounded facts extracted from AAON, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
AAON, INC. reported the first quarter ended March 31, 2026 results: revenue $496.9 million, EPS $0.48. Guidance raised.
“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”
AAON, INC. amended Sixth Amendment with BOKF, NA dba Bank of Oklahoma, Wells Fargo Bank, National Association, Bank of America, National Association, U.S. Bank, National Association and Associated Bank, National Association valued at $600.0 million (effective 2025-12-29).
“On December 29, 2025 (the “Effective Date”), AAON, Inc., an Oklahoma corporation, AAON Coil Products, Inc., a Texas corporation, and BASX, Inc., an Oregon corporation, all wholly-owned subsidiaries of AAON, Inc., a Nevada Corporation (collectively, the "Company"), executed the Sixth Amendment (the "Amendment") to the Amended and Restated Loan Agreement (collectively, as amended, the "Amended Loan Agreement") with the following lenders: BOKF, NA dba Bank of Oklahoma, Wells Fargo Bank, National Association, Bank of America, National Association, U.S. Bank, National Association and Associated Bank, National Association (collectively, the "Lenders") with BOKF, NA as the administrative agent for the Lenders.”
Matt J. Tobolski was appointed as Class I Director at AAON, INC..
“appointed Dr. Tobolski to the newly created Class I position.”
Matt J. Tobolski was appointed as President and CEO at AAON, INC..
“Matt J. Tobolski, PhD, 41, was appointed as President and CEO, effective May 13, 2025.”
Gary D. Fields changed role as special advisor at AAON, INC..
“Gary D. Fields, Chief Executive Officer of AAON, Inc. (the “Company”), transitioned to the role of special advisor to the Board, effective May 13, 2025.”
Matt J. Tobolski was appointed as Chief Executive Officer at AAON, INC..
“Matt J. Tobolski, PhD, will assume the role of Chief Executive Officer (in addition to his current position of President), also to be effective May 13, 2025.”
Christopher Eason changed role as Principal Accounting Officer at AAON, INC..
“Christopher Eason, 43, the Company's Chief Accounting Officer since 2021, will become the Principal Accounting Officer.”
Casey Kidwell changed role as Chief Administration Officer at AAON, INC..
“Casey Kidwell, 47, the Company's Vice President of Administration since 2022, will become the Chief Administration Officer.”
Matthew Shaub was appointed as Executive Vice President of the Company & General Manager of the BASX products business unit at AAON, INC..
“Matthew Shaub, 47, has been appointed to the position of Executive Vice President of the Company & General Manager of the BASX products business unit.”
Stephen Wakefield was appointed as Executive Vice President of the Company & General Manager of the AAON products business unit at AAON, INC..
“Stephen Wakefield, 48, has been appointed to the position of Executive Vice President of the Company & General Manager of the AAON products business unit.”
Doug Wichman departed as President of AAON Coil Products at AAON, INC..
“Effective January 1, 2025, Rob Teis, Dave Benson, and Doug Wichman will each no longer serve as officers of AAON, Inc.”
Dave Benson departed as Vice President of the Company and President of BASX at AAON, INC..
“Effective January 1, 2025, Rob Teis, Dave Benson, and Doug Wichman will each no longer serve as officers of AAON, Inc.”
Rob Teis departed as other_named_officer at AAON, INC..
“Effective January 1, 2025, Rob Teis, Dave Benson, and Doug Wichman will each no longer serve as officers of AAON, Inc.”
AAON, INC. reported the first quarter of 2024 results: revenue $262.1 million, net income $39,016, EPS $0.46.
“Net sales for the first quarter of 2024 decreased 1.4% to $262.1 million from $266.0 million in the first quarter of 2023.”
AAON, INC. reported the year ended December 31, 2023 results: revenue $1,168,518, net income $177,623, EPS $2.13.
“Financial Highlights: Three Months Ended December 31, % Years Ended December 31, % 2023 2022 Change 2023 2022 Change (in thousands, except share and per share data) (in thousands, except share and per share data) GAAP Measures Net sales $ 306,638 $ 254,598 20.4 % $ 1,168,518 $ 888,788 31.5 % Gross profit $ 111,739 $ 78,541 42.3 % $ 399,020 $ 237,572 68.0 % Gross profit margin 36.4 % 30.8 % 34.1 % 26.7 % Operating income $ 63,884 $ 46,598 37.1 % $ 227,494 $ 126,761 79.5 % Operating margin 20.8 % 18.3 % 19.5 % 14.3 % Net income $ 47,049 $ 38,898 21.0 % $ 177,623 $ 100,376 77.0 % Earnings per diluted share $ 0.56 $ 0.47 19.1 % $ 2.13 $ 1.24 71.8 % Diluted average shares 83,446,051 82,211,418 1.5 % 83,295,290 81,145,610 2.6 % Non-GAAP Measures EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 274,465 $ 162,266 69.1 % EBITDA margin 1 25.1 % 22.1 % 23.5 % 18.3 % Adjusted EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 281,215 $ 162,266 73.3 % Adjusted EBITDA margin 1 25.1 % 22.1 % 24.1 % 18.3 %”
AAON, INC. reported the fourth quarter ended December 31, 2023 results: revenue $306,638, net income $47,049, EPS $0.56.
“Financial Highlights: Three Months Ended December 31, % Years Ended December 31, % 2023 2022 Change 2023 2022 Change (in thousands, except share and per share data) (in thousands, except share and per share data) GAAP Measures Net sales $ 306,638 $ 254,598 20.4 % $ 1,168,518 $ 888,788 31.5 % Gross profit $ 111,739 $ 78,541 42.3 % $ 399,020 $ 237,572 68.0 % Gross profit margin 36.4 % 30.8 % 34.1 % 26.7 % Operating income $ 63,884 $ 46,598 37.1 % $ 227,494 $ 126,761 79.5 % Operating margin 20.8 % 18.3 % 19.5 % 14.3 % Net income $ 47,049 $ 38,898 21.0 % $ 177,623 $ 100,376 77.0 % Earnings per diluted share $ 0.56 $ 0.47 19.1 % $ 2.13 $ 1.24 71.8 % Diluted average shares 83,446,051 82,211,418 1.5 % 83,295,290 81,145,610 2.6 % Non-GAAP Measures EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 274,465 $ 162,266 69.1 % EBITDA margin 1 25.1 % 22.1 % 23.5 % 18.3 % Adjusted EBITDA 1 $ 77,046 $ 56,184 37.1 % $ 281,215 $ 162,266 73.3 % Adjusted EBITDA margin 1 25.1 % 22.1 % 24.1 % 18.3 %”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.