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AI brief of an SEC Form 8-K · AAON (AAON)

AAON Q2 diluted EPS falls 69.4% to $0.19; cuts full-year 2025 outlook

Negative Impact 4 of 5 earnings Written later

AAON reported second-quarter 2025 net sales of $311.6 million, down 0.6% year over year, and GAAP diluted earnings per share of $0.19, down 69.4%. The company cut its full-year 2025 outlook, citing Longview facility inefficiencies and slower production at Tulsa tied to its ERP system rollout, which weighs on shareholders' earnings expectations.

Key points

  • Net sales fell 0.6% to $311.6 million; AAON Oklahoma sales fell 18.0%, while BASX sales rose 20.4% and AAON Coil Products sales rose 86.4%.
  • GAAP diluted EPS was $0.19, down 69.4%; non-GAAP adjusted diluted EPS was $0.22, down 64.5%.
  • Gross profit margin fell to 26.6% from 36.1%; adjusted EBITDA margin was 14.9% versus 26.1%.
  • Full-year 2025 outlook: low teens year-over-year sales growth and a 28%-29% gross profit margin; backlog rose 71.9% to $1.12 billion.

The filing

CompanyAAON (AAON)
Form8-K, current report
Filed with the SECAug 11, 2025, 7:18 AM ET
Accession number0000824142-25-000185

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:00 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 11, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.