AAON AAON, INC.

CIK 0000824142 36 ready 8-Ks latest May 7, 2026, 7:59 PM ET RSS · JSON

Activity: NORMAL 2 filings / 30d vs 1 baseline

Ready 8-Ks 36

Latest filing May 18, 2026, 11:03 AM ET

Top materiality 0.90

Event mix earnings ×10 · dividend ×8 · leadership ×6

Sentiment 13 pos · 2 neg · 21 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for AAON

Highest-materiality recent filing

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

May 7, 2026, 7:59 PM ET earnings materiality 0.90 positive item 2.02 item 7.01 item 8.01 item 9.01 ◈ Earnings Releases

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.

Read filing →

May 7, 2026, 7:59 PM ET earnings materiality 0.90 positive item 2.02 item 7.01 item 8.01 item 9.01 ◈ Earnings Releases

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

Net sales rose 54.3% to $496.9M; GAAP diluted EPS $0.48 (+37.1% YoY).
April 2, 2026, 7:59 PM ET leadership materiality 0.65 positive item 5.02 item 9.01

AAON appoints Andy Cheung as CFO, Rebecca Thompson as CAO, and Luke Bomer as General Counsel

Andy Cheung joins as EVP and CFO on April 20, 2026; Rebecca Thompson transitions to Chief Accounting Officer.
March 2, 2026, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 8.01 item 9.01

AAON Q4 net sales +42.5% to $424.2M; EPS $0.39; backlog record $1.83B; $100M buyback authorized

Q4 net sales $424.2M (+42.5% YoY); GAAP diluted EPS $0.39 (+30% YoY).
December 29, 2025, 6:59 PM ET debt materiality 0.65 positive item 1.01 item 2.03 item 9.01 ◈ Material Agreements

AAON exercises accordion feature, increases credit facility to $600M to support growth

Effective December 29, 2025, AAON increased its revolving credit facility from $500M to $600M via existing accordion feature.
November 6, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01

AAON Q3 net sales +17.4% to $384.2M; GAAP EPS $0.37 (-41.3% YoY); backlog record $1.32B

Net sales $384.2M (+17.4% YoY); BASX sales $124.8M (+95.8%) on data center demand; AAON-branded down 1.5% to $259.5M.
August 11, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 7.01 item 9.01

AAON Q2 2025 GAAP EPS $0.19 (-69% YoY); revenue $311.6M (-0.6%); cuts FY25 outlook

GAAP diluted EPS $0.19, down 69.4% YoY; adjusted diluted EPS $0.22, down 64.5%.
May 30, 2025, 7:59 PM ET debt materiality 0.65 positive item 1.01 item 9.01

AAON upsizes revolving credit facility to $500M, extends maturity to 2030

Revolving commitment increased from $230M to $500M; maturity extended from May 2027 to May 27, 2030.
May 16, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 5.02 item 5.07 item 8.01 item 9.01 ◈ executive_change ×3

AAON CEO succession effective May 13; Tobolski appointed director; $0.10 quarterly dividend declared

Matt Tobolski, 41, appointed President & CEO effective May 13, 2025; Gary Fields becomes special advisor, remains on board.
May 1, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02 item 7.01 item 9.01

AAON Q1 net sales up 22.9% to $322.1M; EPS falls 23.9% to $0.35; backlog record $1.0B

Net sales $322.1M (+22.9% YoY); BASX-branded sales surged 374.8% to $132.6M.
February 27, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02 item 7.01 item 8.01 item 9.01

AAON Q4 EPS $0.30 down 46%; backlog up 70%; authorizes $100M buyback

Q4 net sales $297.7M (-2.9% YoY); diluted EPS $0.30 vs $0.56 (-46.4%).
February 20, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 5.02 item 9.01 ◈ executive_change

AAON CEO Gary Fields steps down; Matt Tobolski to become CEO effective May 13, 2025

Gary Fields transitions to special advisor to the Board after serving as CEO since May 2020.
December 18, 2024, 6:59 PM ET debt materiality 0.75 positive item 1.01 item 9.01

AAON enters $80M term loan to fund Memphis plant expansion; revolver reassigned

$80M term loan added to existing $200M revolver; maturity Dec 16, 2029.
November 7, 2024, 6:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

AAON Q3 2024 sales hit record $327M; EPS up 8.6% to $0.63; gross margin contracts 230bps

Net sales $327.3M (+4.9% YoY) record; BASX +58.8%, Coil Products +36.7%, Oklahoma -7.1%.
October 25, 2024, 7:59 PM ET other material materiality 0.75 positive item 8.01 item 9.01

AAON wins $174.5M data center liquid cooling order; delivery in H1 2025

Orders from one data center customer total ~$174.5M for custom thermal management systems supporting liquid cooling.
August 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 5.02 item 7.01 item 9.01

AAON Q2 2024 record sales $313.6M (+10.4% YoY), EPS $0.62 (+12.7%)

Net sales record $313.6M, up 10.4% YoY; diluted EPS $0.62, up 12.7%.
June 17, 2024, 7:59 PM ET other material materiality 0.75 positive item 8.01 item 9.01

AAON completes two $50M share repurchase programs in 2024, repurchasing ~1.35M shares

First program repurchased 671,230 shares at avg $74.49; second repurchased 682,334 shares at avg $73.28.
June 12, 2024, 7:59 PM ET other material materiality 0.70 neutral item 7.01 item 9.01

AAON projects flattish 2024 with robust growth returning 2025-2027; 2023 revenue $1.2B, EPS $2.13

2023 revenue $1.2B (+31.4% YoY), diluted EPS $2.13 (+71.8%), EBITDA margin 23.5%.
May 2, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

AAON Q1 net sales down 1.4% to $262.1M; EPS $0.46, up from $0.44; gross margin expands to 35.2%

Net sales $262.1M vs $266.0M YoY (-1.4%); volume -5.7%, price +4.3%.
February 28, 2024, 6:59 PM ET earnings materiality 0.90 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases ×2

AAON Q4 net sales up 20.4% to record $306.6M; EPS $0.56 vs $0.47 YoY

Q4 net sales $306.6M (+20.4% YoY); organic volume growth ~9.3%.

Executive changes

Appointed

Matt J. Tobolski

President and CEO

AAON · AAON, INC.

Effective: 2025-05-13
Filed: May 16, 2025, 7:59 PM ET

Matt J. Tobolski, PhD, 41, was appointed as President and CEO, effective May 13, 2025.

Role change

Gary D. Fields

special advisor

AAON · AAON, INC.

Effective: 2025-05-13
Successor: Matt J. Tobolski
Filed: May 16, 2025, 7:59 PM ET

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.

Appointed

Matt J. Tobolski

Class I Director

AAON · AAON, INC.

Effective: 2025-05-13
Filed: May 16, 2025, 7:59 PM ET

appointed Dr. Tobolski to the newly created Class I position.

Appointed

Matt J. Tobolski

Chief Executive Officer

AAON · AAON, INC.

Effective: 2025-05-13
Filed: February 20, 2025, 6:59 PM ET

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.

Role change

Christopher Eason

Principal Accounting Officer

AAON · AAON, INC.

Effective: 2025-01-01
Filed: November 22, 2024, 6:59 PM ET

Christopher Eason, 43, the Company's Chief Accounting Officer since 2021, will become the Principal Accounting Officer.

Departed

Doug Wichman

President of AAON Coil Products

AAON · AAON, INC.

Effective: 2025-01-01
Filed: November 22, 2024, 6:59 PM ET

Effective January 1, 2025, Rob Teis, Dave Benson, and Doug Wichman will each no longer serve as officers of AAON, Inc.

Appointed

Matthew Shaub

Executive Vice President of the Company & General Manager of the BASX products business unit

AAON · AAON, INC.

Effective: 2025-01-01
Filed: November 22, 2024, 6:59 PM ET

Matthew Shaub, 47, has been appointed to the position of Executive Vice President of the Company & General Manager of the BASX products business unit.

Departed

Rob Teis

Other Named Officer

AAON · AAON, INC.

Effective: 2025-01-01
Filed: November 22, 2024, 6:59 PM ET

Effective January 1, 2025, Rob Teis, Dave Benson, and Doug Wichman will each no longer serve as officers of AAON, Inc.

Appointed

Stephen Wakefield

Executive Vice President of the Company & General Manager of the AAON products business unit

AAON · AAON, INC.

Effective: 2025-01-01
Filed: November 22, 2024, 6:59 PM ET

Stephen Wakefield, 48, has been appointed to the position of Executive Vice President of the Company & General Manager of the AAON products business unit.

Role change

Casey Kidwell

Chief Administration Officer

AAON · AAON, INC.

Effective: 2025-01-01
Filed: November 22, 2024, 6:59 PM ET

Casey Kidwell, 47, the Company's Vice President of Administration since 2022, will become the Chief Administration Officer.

Departed

Dave Benson

Vice President of the Company and President of BASX

AAON · AAON, INC.

Effective: 2025-01-01
Filed: November 22, 2024, 6:59 PM ET

Effective January 1, 2025, Rob Teis, Dave Benson, and Doug Wichman will each no longer serve as officers of AAON, Inc.

Earnings & guidance

2026-Q1 EPS reported $0.48 filing →

Materiality & sentiment trend

Max materiality 0.90 · Median 0.62 · Most common event earnings

13 positive 2 negative 21 neutral

source · AAON on sec.gov