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

AAON Q1 sales rise 54.3% to $496.9 million; raises revenue outlook, cuts margin guide

Mixed Impact 4 of 5 earnings Written later

AAON reported first-quarter 2026 net sales of $496.9 million, up 54.3% year over year, and diluted EPS of $0.48, up 37.1%, while backlog rose 107.4% to $2.1 billion. The company raised its 2026 sales growth outlook to 40%-45% from 18%-20%, but lowered its gross margin outlook to 27%-28% from 29%-31%, and it authorized up to $100.0 million in share repurchases.

Key points

  • Q1 2026 net sales rose 54.3% to $496.9 million; diluted EPS was $0.48 versus $0.35 a year earlier.
  • Gross profit margin was 25.1%, down from 26.8% in the prior-year period, which the company attributed to temporary factors.
  • 2026 outlook: sales growth raised to 40%-45% from 18%-20%; gross margin lowered to 27%-28% from 29%-31%.
  • Board authorized up to $100.0 million in open-market share purchases, with timing set by the Board.

The filing

CompanyAAON (AAON)
Form8-K, current report
Filed with the SECMay 7, 2026, 7:08 AM ET
Accession number0000824142-26-000034

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 May 07, 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.