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

AAON Q2 sales rise 101% to record $627.0 million; raises 2026 sales outlook

Mixed Impact 4 of 5 earnings Written later

AAON reported record second-quarter 2026 net sales of $627.0 million, up 101.2%, with operating income of $68.9 million and diluted EPS of $0.68, versus $0.19 a year earlier. The company raised its 2026 sales growth outlook to 55%-60% but lowered its gross margin outlook to 25%-26%, from 27%-28%, citing ramp costs and inflation, which matters to shareholders because margins are narrowing even as volume grows.

Key points

  • Operating income rose 192.1% to $68.9 million; diluted EPS was $0.68 versus $0.19 in Q2 2025.
  • Gross profit margin was 24.3%, down from 26.6% a year earlier; the Memphis facility overhead cost $18.1 million in the quarter.
  • 2026 sales growth outlook raised to 55%-60% from 40%-45%; gross margin outlook cut to 25%-26% from 27%-28%.
  • Total backlog was $1.97 billion at June 30, 2026, down 7.4% from $2.13 billion at March 31, 2026.

The filing

CompanyAAON (AAON)
Form8-K, current report
Filed with the SECAug 10, 2026, 7:12 AM ET
Accession number0000824142-26-000052

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 10, 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.