AAON (NASDAQ: AAON) shares investor presentation for D.A. Davidson conference

Rhea-AI Filing Summary

AAON, Inc. filed a current report to let investors know it is participating in D.A. Davidson's Diversified Industrials & Services Conference in Nashville, Tennessee. The company notes that CEO and President Matt Tobolski is giving a presentation at 11:30 A.M. Eastern Time on September 18, 2025, and that a copy of this investor presentation is furnished as Exhibit 99.1 and posted on its website.

The company explains that the presentation, along with remarks at the conference, may contain forward-looking statements, and it highlights typical risk factors such as raw material and component prices, construction market conditions, interest rates, competition, and broader economic conditions. AAON also states that this information is being furnished under Regulation FD and, under applicable rules, is not considered "filed" for liability purposes or automatically incorporated into other SEC filings.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C.  20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 18, 2025

AAON, INC.

(Exact name of Registrant as Specified in Charter) 

Nevada

0-18953

87-0448736

(State or Other Jurisdiction

(Commission File Number: )

(IRS Employer Identification No.)

of Incorporation)

2425 South Yukon Ave.,

Tulsa,

Oklahoma

74107

(Address of Principal Executive Offices)

(Zip Code)

(Registrant's telephone number, including area code): (918) 583-2266

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock			AAON			NASDAQ

Item 7.01 Regulation FD Disclosure

On September 18, 2025, the Company will be participating in D.A. Davidson's Diversified Industrials & Services Conference located at 100 Demonbreun St., Nashville, TN 37201. The event includes a presentation given by Matt Tobolski, CEO & President, at 11:30 A.M. (Eastern Time).

A copy of the Company's presentation is furnished as Exhibit 99.1 to this Current Report on Form 8-K and has also been posted on our website.

All statements at the conference (including Exhibit 99.1), other than historical financial information, may be deemed “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “seeks”, “estimates”, “should”, “will”, and variations of such words and similar expressions are intended to identify such forward-looking statements. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions, which are difficult to predict. Therefore, actual outcomes and results may differ materially from what is expressed or forecasted in such forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they are made. We undertake no obligations to update publicly any forward-looking statements, whether as a result of new information, future events or otherwise. Important factors that could cause results to differ materially from those in the forward-looking statements include (1) the timing and extent of changes in raw material and component prices, (2) the effects of fluctuations in the commercial/industrial new construction market, (3) the timing and extent of changes in interest rates, as well as other competitive factors during the year, and (4) general economic, market or business conditions. For a discussion of such risks and uncertainties, which could cause actual results to differ from those contained in any forward-looking statements, see “Risk Factors” and “Forward Looking Statements” in AAON’s Annual Report on Form 10-K for the most recent fiscal year, as may be revised and updated by AAON’s Quarterly Reports on Form 10-Q, and AAON’s Current Reports on Form 8-K.

In accordance with General Instruction B.2 of Form 8-K, the information in this Item (including Exhibit 99.1) shall not be deemed "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing.

Item 9.01    Financial Statements and Exhibits.

(d)    Exhibits

Exhibit Number						Description
99.1						Investor Relations Presentation presented at D.A. Davidson's Diversified Industrials & Services Conference on September 18, 2025
104						Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

						AAON, INC.
Date:			September 18, 2025			By:			/s/ Luke A. Bomer
									Luke A. Bomer, Secretary

FAQ

What did AAON (AAON) disclose in this 8-K filing?

AAON, Inc. reported that it is participating in D.A. Davidson's Diversified Industrials & Services Conference on September 18, 2025, and is furnishing its investor presentation as Exhibit 99.1 and on its website.

Who is presenting for AAON (AAON) at the D.A. Davidson conference?

The filing states that Matt Tobolski, CEO & President of AAON, will give a presentation at the conference at 11:30 A.M. Eastern Time on September 18, 2025.

Where is the D.A. Davidson Diversified Industrials & Services Conference being held for AAON's presentation?

AAON notes that the conference is located at 100 Demonbreun St., Nashville, TN 37201, where its management presentation will take place.

How is AAON (AAON) treating the investor presentation under SEC rules?

The company states that the information in Item 7.01, including Exhibit 99.1, is being furnished, not filed, so it is not subject to Section 18 liability and is not automatically incorporated by reference into other SEC reports.

Does AAON’s conference presentation include forward-looking statements?

Yes. AAON explains that statements at the conference and in Exhibit 99.1, other than historical financial information, may be forward-looking, and it lists risks such as raw material prices, construction market conditions, interest rates, competition, and general economic conditions.

Where can investors find the risks referenced in AAON’s forward-looking statements?

AAON refers readers to the “Risk Factors” and “Forward Looking Statements” sections in its most recent Annual Report on Form 10-K, as updated by subsequent Quarterly Reports on Form 10-Q.