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. (AAON) director David Raymond Stewart reported a purchase of 1,000 shares of common stock on September 15, 2026, in an open market or private transaction at $74.66 per share. The shares are held as indirect ownership through IRAs, bringing his reported indirect holdings to 4,000 shares. No Rule 10b5-1 trading plan is reported.
AAON, Inc. (AAON) is reported to have approximately 8,587,370 shares of its common stock beneficially owned by Wellington Management Group LLP and related entities, representing about 10.4% of the outstanding class.
The Wellington entities report no sole voting or dispositive power, with all authority held on a shared basis across their investment-adviser structure and exercised for the benefit of advisory clients, none of which individually exceeds 5% ownership.
AAON, INC. reported that director and ten percent owner Norman H. Asbjornson made a bona fide gift of 100,000 shares of common stock on September 1, 2026, from his revocable trust to a charitable organization. He remains trustee of trusts holding 11,482,401 shares indirectly. Separately, he continues to hold common stock directly and through a private foundation and 401(k) plan, and has multiple stock options to acquire common shares outstanding at exercise prices between $22.93 and $48.91 with expirations from 2027 to 2031. No Rule 10b5-1 trading plan is reported.
AAON, INC. (AAON) reported an insider equity award to director Patrick John Jermain. On 2026-09-01, he received a grant of 1,284 shares of common stock at a stated price of $0.0000 per share, reported as a grant, award, or other acquisition.
According to the footnote, this is a Restricted Stock Grant that vests over a 1-year period from the grant date. Following this award, the director’s reported direct holdings in AAON common stock are 1,284 shares.
AAON, INC. (symbol: AAON) is the issuer of record for a Form 4 filing submitted to the SEC.
AAON, INC. (AAON) Executive Vice President Matthew Shaub reported an open-market purchase of 457 shares of AAON common stock on 2026-08-28 at a price of $76.42 per share. Following this transaction, his directly held position increased to 3,136 shares. The Rule 10b5-1 trading-plan box was not checked.
AAON, Inc. (AAON) announced it will operate under a new enterprise trade name, The Aaon Group, reflecting its evolution into a multi-brand organization with two operating brands, AAON and BASX. The legal entity, operating segments, financial reporting and NASDAQ ticker remain unchanged.
The Aaon Group framework is intended to distinguish the enterprise from its AAON and BASX brands while supporting governance, capital allocation, shared capabilities and portfolio growth. AAON focuses on semi‑custom commercial and industrial HVAC, while BASX targets data centers, cleanrooms and custom commercial equipment.
On a trailing 12‑month basis as of June 30, 2026, the company reports $1.93 billion in net sales, $2.0 billion in order backlog, 25.6% gross margin, 15.5% EBITDA margin, $1.92 EPS and 9.1% ROIC. The 2026 outlook calls for 55%–60% sales growth, gross margin of 25%–26%, SG&A at 13%–14% of sales and D&A of $95–$100 million.
AAON, Inc. is reported to have a significant shareholder group led by Wellington Management Group LLP and related entities, which together beneficially own 5,772,476 shares of AAON common stock, representing 7.05% of the class. These shares are held for advisory clients of various Wellington investment advisers.
The Wellington entities report no sole voting or dispositive power over AAON shares, instead disclosing shared voting power over 4,660,443 shares and shared dispositive power over 5,772,476 shares at the group level. Each underlying client is stated to hold less than five percent of the class.
AAON, Inc. reported that its Board of Directors has declared the next regular quarterly cash dividend of $0.10 per share, equivalent to $0.40 annually. The dividend is payable on September 25, 2026 to stockholders of record as of the close of business on September 4, 2026. AAON describes itself as a global leader in high-performing, energy-efficient HVAC solutions for commercial, industrial and data center environments, with products sold under the AAON and BASX brands and headquarters in Tulsa, Oklahoma.
AAON, Inc. reported very strong growth for the quarter and six months ended June 30, 2026. Net sales for the quarter rose to $626.98 million from $311.57 million, with six‑month sales up to $1.12 billion from $633.62 million, driven mainly by BASX‑branded data center and cleanroom products and solid AAON‑branded demand.
Quarterly net income increased to $56.66 million from $15.49 million, and diluted EPS to $0.68 from $0.19. Gross profit was $152.49 million versus $82.73 million, though gross margin declined to 24.3% from 26.6% as AAON Oklahoma absorbed added overhead and mix shifted. SG&A grew in dollars but fell to 13.3% of sales from 19.0%, reflecting operating leverage.
Total assets reached $1.86 billion, equity $1.01 billion, and long‑term debt $435.0 million, implying a leverage ratio of 1.46x with $163.69 million of revolver capacity available. Operating cash flow for the first half was $54.97 million versus a use of cash a year ago, despite higher inventories and contract assets supporting growth. Backlog climbed to $1.97 billion, up 98.0% year over year, led by BASX data center liquid‑cooling orders, indicating substantial future revenue visibility.