Welcome to our dedicated page for Aaon SEC filings (Ticker: AAON), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
AAON SEC filings document the public-company disclosures of an HVAC equipment manufacturer serving commercial, industrial and data center indoor environments. The record includes Form 8-K reports for operating and financial results, backlog disclosures, Regulation FD materials, quarterly dividend announcements and common stock repurchase authorization.
AAON proxy materials cover shareholder voting matters, board and governance topics, executive compensation and equity-award disclosures. Its filings also address capital-structure matters and material-event reporting tied to the company’s AAON and BASX-branded equipment business.
AAON, Inc. used a conference presentation to highlight its growth strategy, strong backlog and outlook for 2026. Management emphasized its two-brand HVAC model, combining AAON’s semi-custom commercial systems with BASX’s fully customized data center and cleanroom solutions, supported by expanded manufacturing capacity and advanced test labs.
The company reported trailing 12‑month net sales of 1,616,958, order backlog of $2.13B, gross margin of 26.2%, adjusted EBITDA of 252.6M and EPS of 1.43. Management targets 2026 sales growth of 40–45%, gross margin of 27–28%, SG&A at 14–15% of sales and depreciation and amortization of 95–100M, while continuing heavy investment in capex and R&D.
AAON highlighted secular demand from data centers, electrification and energy efficiency, with Alpha Class heat pump products making up about 24% of rooftop sales and BASX driving a 160% year-over-year backlog increase. The company framed these trends, combined with its solutions-based sales model, as support for long-term growth.
AAON, INC. Chief Accounting Officer Rebecca Thompson reported an open-market sale of 4,230 shares of common stock at $143.42 per share on June 2, 2026, from an indirect 401(k) Plan holding, leaving that account with no shares.
She continues to directly hold 27,681 common shares and multiple stock options on AAON stock, including options over 91,500 underlying shares at an exercise price of $27.58 expiring in 2031, along with additional grants at higher exercise prices with expirations through 2036.
AAON, INC. director Gary D. Fields reported an open-market sale of 19,000 shares of common stock at $140.20 per share on May 29, 2026. After this sale, he directly holds 15,252 shares of AAON common stock.
In addition to these direct holdings, Fields reports indirect ownership of 6,249 shares through a 401(k) Plan and 9,250 shares as custodian for the benefit of his grandchildren. He also holds stock options giving rights to acquire AAON common shares at exercise prices of $82.39, $79.73, and $62.03, covering 7,329, 22,338, and 31,968 underlying shares, respectively.
AAON, INC. director and 10% owner Norman H. Asbjornson reported non-market gift transfers of Common Stock. He made two bona fide gifts totaling 189,441 shares of AAON stock on May 29, 2026, with no sale proceeds involved.
One gift was 88,000 shares held indirectly through a Private Foundation, leaving that entity with 1,201,290 shares. Another gift was 101,441 shares held as trustee of trusts, leaving those trusts with 11,582,401 shares. Asbjornson also reports additional indirect 401(k) holdings and direct stock option positions with exercise prices ranging from $22.93 to $48.91 per share.
AAON reported a proposed sale of 19,000 shares of Common Stock under a Form 144, dated 05/29/2026. The filing lists the securities as RSUs and PSUs originally dated 01/28/2025. The excerpt also shows three recent dispositions by Gary Fields totaling 71,525 shares sold on 05/12/2026, 05/13/2026 and 05/26/2026 with proceeds disclosed for each sale.
AAON, INC. Executive Vice President Gordon Douglas Wichman reported an exercise-and-sale transaction in company stock. He exercised stock options to acquire 3,000 shares of common stock at $27.58 per share and then sold those 3,000 shares in an open-market sale at a weighted average price of $140.39 per share on the same date. After these transactions, he holds 10,997 shares of common stock directly and 4,542 shares indirectly through a 401(k) plan, along with multiple remaining option awards, including rights to buy 15,780 shares at $29.48 per share expiring in 2030. The sale price reflects multiple trades between $140.35 and $140.77, reported as a single weighted average figure.
AAON, INC. director Gary D. Fields reported an option exercise and related share sale. On 2026-05-26, he exercised stock options covering 21,173 shares of common stock at an exercise price of $48.91 per share and acquired the same number of shares.
On the same date, he sold 21,173 common shares in an open-market transaction at a weighted average price of $140.34 per share, leaving him with 34,252 common shares held directly. He also reports 9,250 shares held as custodian for his grandchildren and 6,249 shares in a 401(k) plan, both as indirect ownership.
After these transactions, Fields continues to hold several stock option awards directly, including options over 22,338 shares at $79.73, 7,329 shares at $82.39, and 31,968 shares at $62.03, with expirations between 2033 and 2035.
AAON, INC. Chief Financial Officer Cheung Chung Kin received a grant of 15,507 shares of common stock on April 20, 2026 as a compensation award, bringing his direct holdings to 17,541 shares. He also holds stock options for 5,211 shares at an exercise price of $97.90, expiring in 2036. The award was granted under the company’s 2024 Long Term Incentive Plan and vests ratably over three years.
AAON submitted a notice under Section 144 describing a proposed sale of 21,173 common shares with an intended sale date of 05/26/2026. The filing also lists recent dispositions by Gary Fields: 31,271 shares on 05/12/2026 and 19,081 shares on 05/13/2026, with cash amounts shown for those sales.