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

AAON Q3 sales rise 17.4% to $384.2 million, but diluted EPS falls 41.3% to $0.37

Mixed Impact 4 of 5 earnings Written later

AAON reported third-quarter 2025 net sales up 17.4% to $384.2 million and a record backlog of $1.32 billion, but gross margin fell to 27.8% from 34.9% a year earlier and diluted EPS dropped to $0.37. The company raised its 2025 sales growth outlook to mid-teens from low-teens, while narrowing its gross margin range to 28.0%-28.5% from 28.0%-29.0%.

Key points

  • Net sales rose 17.4% year over year to $384.2 million; BASX-branded sales rose 95.8% to $124.8 million.
  • Diluted EPS was $0.37, down 41.3% year over year; gross margin was 27.8%, versus 34.9% in the prior-year quarter.
  • Backlog reached a record $1.32 billion, up 103.8% year over year and 18.1% from June 30, 2025.
  • 2025 outlook: YoY sales growth raised to mid-teens from low-teens; gross margin guidance 28.0%-28.5% versus prior 28.0%-29.0%.

The filing

CompanyAAON (AAON)
Form8-K, current report
Filed with the SECNov 6, 2025, 7:00 AM ET
Accession number0000824142-25-000197

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 November 06, 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.