Aaon, INC

Market Movers (8-K)

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NASDAQ
AAON, Inc. announced its Board of Directors has declared a quarterly cash dividend of $0.10 per share, payable on September 25, 2026.
NASDAQ
AAON, Inc. announced record second quarter 2026 results, driven by a 101.2% increase in net sales to $627.0 million, significant growth in operating income and EPS, and a raised full-year financial outlook.
Better than expected
NASDAQ
AAON, Inc. has expanded its Board of Directors by two members, appointing Robert L. Buttermore III and Patrick J. Jermain to enhance expertise in operations, finance, and governance.
NASDAQ
AAON, Inc. detailed its dual-brand strategy and financial performance at the William Blair Growth Stock Conference, highlighting growth in data center solutions and product innovation.
NASDAQ
AAON, Inc. announced the election of directors, ratification of auditors, approval of executive compensation, and an increase in board size, alongside a quarterly cash dividend declaration.
NASDAQ
AAON, Inc. announced record first-quarter 2026 sales of $496.9 million, a 54.3% increase year-over-year, driven by strong demand and production throughput, while raising its full-year revenue and gross margin outlook.
Better than expected

Quarterly Earnings (10-Q)

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NASDAQ
AAON, Inc. announced a substantial 101.2% increase in net sales for the second quarter of 2026, primarily fueled by the high-demand BASX data center cooling solutions.
Better than expected
NASDAQ
AAON, Inc. reported a significant 54.3% increase in net sales for the first quarter of 2026, driven by robust demand for its BASX-branded data center cooling solutions.
Better than expected
NASDAQ
AAON, Inc. reported increased net sales driven by strong BASX demand, despite lower gross profit and net income due to tariff impacts, ERP disruptions, and a softer AAON rooftop market.
Delay expected
Worse than expected
NASDAQ
AAON, Inc. reports a sharp decline in Q2 net income and gross profit margins, despite strong growth in its BASX data center cooling segment, as ERP system implementation and supply chain issues impact core HVAC operations.
Worse than expected
Delay expected
Capital raise
NASDAQ
AAON Inc. saw a rise in net sales but a decrease in net income for the quarter ended March 31, 2025, influenced by increased BASX product sales and challenges in the AAON Oklahoma segment.
Worse than expected
NASDAQ
AAON Inc. saw a 4.9% increase in net sales and a significant 32% jump in backlog year-over-year, driven by strong demand for data center solutions and strategic investments in production capabilities.
Better than expected

Annual Reports (10-K)

NASDAQ
AAON, Inc. reported a 20.1% increase in net sales for 2025 driven by robust demand for BASX-branded data center cooling solutions, despite a decline in AAON-branded product sales and operational disruptions from an ERP system implementation.
Worse than expected
Capital raise
NASDAQ
AAON Inc. reports a 2.7% increase in net sales for 2024, driven by strong BASX product demand and a significant backlog increase, while navigating market headwinds and strategic investments.
Worse than expected
NASDAQ
AAON Inc.'s 2023 10-K filing reveals a year of significant growth, strategic investments, and a focus on innovation within the HVAC industry.
Better than expected

Insider Trading (Form 4)

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NASDAQ
Rebecca Thompson, Chief Accounting Officer of AAON, Inc., reported the sale of 4,230 shares of common stock.
Delay expected
NASDAQ
Director Gary D. Fields reported the sale of 19,000 shares of AAON, Inc. common stock at a price of $140.20 per share.
NASDAQ
Director and 10% owner Norman H. Asbjornson reported the gifting of 189,441 shares of AAON common stock.
NASDAQ
Executive Vice President Gordon Douglas Wichman reported a sale of 3,000 shares of AAON, Inc. common stock on May 26, 2026.
NASDAQ
AAON, INC. Director Gary D. Fields reported a disposition of common stock on May 26, 2026.
NASDAQ
AAON, Inc. Chief Financial Officer Chung Kin Cheung reported the acquisition of 15,507 shares of common stock on April 20, 2026, attributing the late filing to administrative delays.
Delay expected

Proxy Statements (Def-14A)

NASDAQ
AAON, Inc. announces its 2026 Annual Meeting agenda, highlighting significant business growth, executive compensation details, and corporate governance updates.
Better than expected
NASDAQ
AAON, Inc. has scheduled its 2025 Annual Meeting of Stockholders for May 13, 2025, to elect directors, ratify the selection of an independent auditor, and approve executive compensation.
Better than expected
NASDAQ
AAON Inc. files an amendment to its definitive proxy statement to correct the cover page, clarifying that the original filing was definitive, not preliminary.
NASDAQ
AAON, Inc. has released its proxy statement detailing proposals for the 2024 Annual Meeting of Stockholders, including the election of directors, ratification of the independent auditor, an advisory vote on executive compensation, an increase in authorized common shares, and approval of the 2024 Long-Term Incentive Plan.
Better than expected
Capital raise

Schedule 13G - Passive Investments

NASDAQ
Wellington Management Group LLP and its affiliates have reported beneficial ownership of 10.0% of AAON, Inc. common stock as of April 30, 2026.
NASDAQ
The Vanguard Group filed an amended Schedule 13G, reporting 0% beneficial ownership in AAON Inc. common stock due to an internal realignment.
NASDAQ
Wellington Management Group LLP and its affiliates have reported a 5.8% beneficial ownership stake in AAON, Inc. common stock.
NASDAQ
BlackRock, Inc. has filed an amended Schedule 13G, reporting a 7.7% beneficial ownership stake in AAON INC's common stock as of March 31, 2025.
NASDAQ
BlackRock, Inc. has filed an amended Schedule 13G, reporting a passive beneficial ownership of 8.7% of AAON Inc.'s common stock as of December 31, 2024.