Aaon, Inc. (AAON) — SEC Filings
Aaon, Inc. (AAON) — 45 SEC filings. Latest: 10-Q (May 7, 2026). Includes 25 8-K, 7 10-Q, 6 SC 13G/A.
Overview
Aaon, Inc. (AAON) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 29, 2025: On December 29, 2025, AAON, INC. filed an 8-K report detailing a material definitive agreement and a direct financial obligation. The filing indicates the company entered into a new agreement and incurred a financial obligation, though specific details of the agreement and obligation are not provide
Sentiment Summary
Across 45 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 43 neutral. The dominant filing sentiment for Aaon, Inc. is neutral.
Filing Type Overview
Aaon, Inc. (AAON) has filed 7 10-Q, 25 8-K, 1 ARS, 2 DEF 14A, 2 10-K, 6 SC 13G/A, 1 SC 13G, 1 DEFA14A with the SEC between Jan 2024 to May 2026.
Filings by Year
Recent SEC Filings (45)
Risk Profile
Risk Assessment: Of AAON's 33 recent filings, 1 were flagged as high-risk, 7 as medium-risk, and 25 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $1.02B |
| Net Income | $75.56M |
| EPS | $0.91 |
| Debt-to-Equity | 0.42 |
| Cash Position | $1.04M |
| Operating Margin | 10.05% |
| Total Assets | $1.53B |
| Total Debt | $360.14M |
Key Executives
- Gary L. Jones
- Jeffrey L. Williams
Industry Context
The HVAC equipment manufacturing industry is characterized by cyclical demand tied to new construction and renovation, as well as increasing regulatory focus on energy efficiency and emissions. Companies like AAON face competition from both large, diversified players and smaller, specialized manufacturers. Recent trends include a push towards smart and connected systems, and the impact of global supply chain disruptions and tariffs on material costs.
Top Tags
financials (11) · 8-K (6) · filing (5) · corporate-governance (4) · sec-filing (4) · disclosure (4) · 10-Q (4) · Manufacturing (3) · HVAC (3) · quarterly-report (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Commission File Number | 0-18953 | Identifies the company's filing with the SEC. |
| IRS Employer Identification No. | 87-0448736 | Company's tax identification number. |
| Net sales (Q3 2025) | $384.24M | Increased 17.4% from $327.25 million in Q3 2024 |
| Net income (Q3 2025) | $30.78M | Decreased 41.5% from $52.63 million in Q3 2024 |
| Net sales (9 months 2025) | $1.02B | Increased 12.7% from $902.92 million in 9 months 2024 |
| Net income (9 months 2025) | $75.56M | Decreased 47.5% from $143.87 million in 9 months 2024 |
| Cost of sales (Q3 2025) | $277.38M | Increased 30.2% from $213.09 million in Q3 2024 |
| SG&A expenses (Q3 2025) | $63.23M | Increased 30.0% from $48.64 million in Q3 2024 |
| Interest expense, net (Q3 2025) | $5.15M | Increased 372.3% from $1.09 million in Q3 2024 |
| Tariff surcharge | 6.0% | Instituted on AAON branded orders starting April 1, 2025 |
| Capital expenditures (9 months 2025) | $128.07M | Increased from $99.37 million in 9 months 2024 |
| Long-term debt (Sept 30, 2025) | $360.14M | Increased from $138.89 million at Dec 31, 2024 |
| Q2 2025 Net Sales | $215.3M | Up 8.4% from $198.7M in Q2 2024 |
| Q2 2025 Net Income | $28.1M | Up 10.2% from $25.5M in Q2 2024 |
| YTD 2025 Net Sales | $420.5M | Increased from $385.2M in YTD 2024 |
Forward-Looking Statements
- {"claim":"Other institutional investors may review Vanguard's reduced stake and potentially re-evaluate their own positions in AAON Inc.","entity":"AAON Inc.","targetDate":"Q1 2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Aaon, Inc. (AAON)?
Aaon, Inc. has 45 recent SEC filings from Jan 2024 to May 2026, including 25 8-K, 7 10-Q, 6 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of AAON filings?
Across 45 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 43 neutral. The dominant sentiment is neutral.
Where can I find Aaon, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Aaon, Inc. (AAON) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Aaon, Inc.?
Key financial highlights from Aaon, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for AAON?
The investment thesis for AAON includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Aaon, Inc.?
Key executives identified across Aaon, Inc.'s filings include Gary L. Jones, Jeffrey L. Williams.
What are the main risk factors for Aaon, Inc. stock?
Of AAON's 33 assessed filings, 1 were flagged high-risk, 7 medium-risk, and 25 low-risk.
What are recent predictions and forward guidance from Aaon, Inc.?
Recent forward-looking statements from Aaon, Inc. include guidance on {"claim":"Other institutional investors may review Vanguard's reduced stake and potentially re-evaluate their own positi.