Every 8-K that Aaon Inc (AAON) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AAON and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AAON filings page.
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. 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 a very strong second quarter for the period ended June 30, 2026. Net sales rose 101.2% to $626.98 million, driven by both AAON and BASX brands, while operating income increased 192.1% to $68.88 million. GAAP diluted EPS climbed 257.9% to $0.68 and non-GAAP adjusted EPS reached $0.69. Total backlog nearly doubled year-over-year to $2.0 billion, with BASX-branded backlog up 185.4% and AAON-branded backlog up 9.4%.
Profitability mixed as gross margin declined to 24.3% from 26.6%, reflecting costs from ramping new capacity, outsourcing, and inflation, partly offset by SG&A leverage; SG&A fell to 13.3% of sales. Operating cash flow for the first half improved to $55.0 million from a $31.0 million use of cash a year earlier. Management raised full-year 2026 sales growth guidance to 55%-60% but lowered expected gross margin to 25%-26%. Debt on the revolving credit facility was $435.0 million against cash and restricted cash of $12.7 million as the company continues to invest heavily in capacity, including the Memphis facility.
AAON, Inc. expanded its Board of Directors by amending its Amended and Restated Bylaws to increase the maximum board size from nine to eleven positions. On July 28, 2026, the board created two new Class III seats and appointed Robert L. Buttermore III and Patrick J. Jermain as independent directors, effective immediately, with terms running through the May 2027 annual meeting.
Buttermore was also appointed to the Compensation Committee and Jermain to the Audit Committee. Both will receive the same compensation as other non-employee directors. The company states that these appointments support its long-term growth strategy and strengthen board expertise in operations, global manufacturing, finance, capital allocation, and governance.
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. reported results from its Annual Meeting of Stockholders held on May 12, 2026 and announced a regular dividend. Stockholders elected Caron A. Lawhorn, Stephen O. LeClair, and David R. Stewart to the board to serve until the 2029 annual meeting. They ratified Grant Thornton, LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, approved the advisory vote on executive compensation, and chose to hold future say-on-pay votes every year. Stockholders also approved an amendment to increase the maximum board size from nine to eleven directors. Separately, the board declared a quarterly cash dividend of $0.10 per share, or $0.40 annually, payable on June 26, 2026 to stockholders of record on June 5, 2026.
AAON, Inc. reported a very strong first quarter of 2026, highlighted by record sales and backlog and a new share repurchase authorization. Net sales rose 54.3% year-over-year to $496.9 million, while GAAP diluted EPS increased 37.1% to $0.48. Total backlog more than doubled year-over-year to a record $2.13 billion, driven largely by BASX-branded data center products.
Segment results showed broad-based growth: AAON Oklahoma sales increased 50.7%, AAON Coil Products 25.1%, and BASX 104.5%. Gross margin was 25.1%, down from 26.8%, as the company absorbed costs tied to capacity expansion and temporary outsourcing. Operating leverage improved, with SG&A at 13.7% of sales.
The company raised its 2026 outlook, now expecting full-year sales growth of 40%-45%, gross margin of 27%-28%, SG&A at 14%-15% of sales, and depreciation and amortization of $95-$100 million. The Board also authorized up to $100 million of open-market common stock repurchases, with repurchased shares returned to authorized but unissued status.
AAON, Inc. announced a senior leadership realignment centered on its finance and legal functions. Andy Cheung will join on April 20, 2026 as Executive Vice President and Chief Financial Officer, bringing more than 25 years of senior financial experience in the HVAC and automotive industries and recent CFO experience at a publicly traded manufacturing company.
His compensation package includes a $525,000 annual base salary, $341,250 target 2026 annual incentive, $787,500 target 2026 long-term incentive, a one-time equity grant valued at $1,500,000, and a one-time cash award of $300,000 that must be repaid if he leaves within 18 months. Current CFO Rebecca Thompson will transition to Chief Accounting Officer on April 20, 2026, while Luke Bomer has joined as General Counsel to support governance, compliance, and risk management as AAON expands.
AAON, Inc. reported that its Board of Directors has declared a regular quarterly cash dividend of $0.10 per share, which equals $0.40 per share annually. The dividend will be paid on March 30, 2026 to stockholders who are on record at the close of business on March 18, 2026.
This announcement confirms the company’s ongoing practice of returning cash to shareholders through regular dividends, without indicating any change to its broader financial outlook or strategy.
AAON, Inc. reported strong top-line growth but lower profitability for 2025 and authorized a new share repurchase program. Full-year net sales rose 20.1% to $1.44 billion, while GAAP diluted EPS fell to $1.29 from $2.02 as gross margin compressed to 26.7% from 33.1% amid heavy investments in capacity and ERP systems.
Fourth-quarter 2025 net sales increased 42.5% to $424.2 million, with EPS up to $0.39 from $0.30. BASX-branded sales surged 138.8% to $181.4 million, while AAON-branded sales grew 9.5% to $242.8 million. Year-end backlog reached a record $1.83 billion, up 110.9%.
The Board authorized up to $100.0 million in open-market common share repurchases. As of December 31, 2025, AAON held $1.2 million in cash, carried $398.3 million on its revolving credit facility, and guided 2026 sales growth of 18%-20% with gross margin of 29%-31% and SG&A at about 16% of sales.
AAON, Inc. announced a regular quarterly cash dividend of $0.10 per share (equivalent to $0.40 annually). The dividend is payable on December 18, 2025 to stockholders of record at the close of business on November 26, 2025. The company furnished a press release as Exhibit 99.1.
AAON, Inc. furnished an 8-K announcing financial and operating results and backlog for the third quarter ended September 30, 2025. The company issued a press release (Exhibit 99.1) and will host a teleconference at 9:00 A.M. Eastern on November 6, 2025, with a listen-only webcast registration link provided. A replay will be posted on its investor website. The disclosures under Items 2.02 and 7.01 are furnished, not filed.
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.
AAON's Board declared a regular quarterly cash dividend of $0.10 per share, equivalent to $0.40 annually. The dividend is payable on September 26, 2025 to stockholders of record at the close of business on September 5, 2025. The company furnished a press release announcing the dividend as Exhibit 99.1. This filing communicates a cash return to shareholders but does not include earnings figures, changes to the capital structure, or other material transactions. The disclosure is limited to the dividend declaration and related exhibit.
AAON, Inc. announced its financial and operating results and backlog for the second quarter ended June 30, 2025, and furnished the related press release as Exhibit 99.1 to this Current Report on Form 8-K. The company will host a teleconference at 9:00 A.M. Eastern Time on August 11, 2025; domestic dial-in is 1-800-836-8184 and a listen-only webcast requires registration at https://app.webinar.net/QbZGYL16oqm. A replay will be available the next business day at https://investors.aaon.com.
The filing includes a Regulation FD disclosure and a forward-looking statements caution, explicitly noting key risk factors: timing and extent of changes in raw material and component prices; fluctuations in the commercial/industrial new construction market; timing and extent of changes in interest rates and other competitive factors; and general economic, market or business conditions.