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

AAON Q4 sales rise 42.5% to $424.2 million; full-year EPS falls to $1.29

Mixed Impact 4 of 5 earnings Written later

AAON reported fourth-quarter 2025 net sales up 42.5% to $424.2 million and diluted EPS of $0.39, up from $0.30, while gross margin slipped to 25.9% from 26.1%. For full-year 2025, sales rose 20.1% to $1.44 billion, but diluted EPS fell to $1.29 from $2.02 and gross margin fell to 26.7% from 33.1%. The company forecast 2026 sales growth of 18%-20% and gross margin of 29%-31%, and its board authorized up to $100.0 million in share repurchases.

Key points

  • Q4 2025 net sales were $424.2 million, up 42.5%; BASX-branded sales rose 138.8% to $181.4 million.
  • Full-year 2025 diluted EPS was $1.29 versus $2.02 in 2024; gross margin was 26.7% versus 33.1%.
  • 2026 outlook calls for sales growth of 18%-20% and gross margin of 29%-31%.
  • Board authorized up to $100.0 million in open-market share purchases; year-end backlog was $1.83 billion.

The filing

CompanyAAON (AAON)
Form8-K, current report
Filed with the SECMar 2, 2026, 7:01 AM ET
Accession number0000824142-26-000003

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure8.01 Other Events

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 March 02, 2026.

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.