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

AAON raises 2026 sales outlook as Q3 sales rise 84%; restates first-half results

Mixed Impact 5 of 5 earnings

AAON reported third-quarter 2026 net sales of $707.4 million, up 84.1%, and diluted EPS of $0.83, up 124.3%, and raised its full-year 2026 sales growth outlook to 72%-75% from 55%-60%. The company also said it is restating its first- and second-quarter 2026 financial statements over calculation errors and has identified a material weakness in internal controls, which shareholders should weigh alongside the stronger results.

Key points

  • Q3 2026 net sales rose 84.1% to $707.4 million; operating income rose 129.3% to $100.0 million.
  • Q3 gross margin was 26.7%, down from 27.8% a year earlier but up 60 basis points from the second quarter.
  • Restatement: Q1 2026 net income is $36.5 million, down $3.4 million; six-month net income is $103.6 million, up $7.1 million.
  • The material weakness will be reported in the Q3 2026 Form 10-Q; Forms 10-Q/A for Q1 and Q2 were filed with this 8-K.

The filing

CompanyAAON (AAON)
Form8-K, current report
Filed with the SECNov 9, 2026, 4:09 PM ET
Accession number0000824142-26-000083

Items reported: 2.02 Results of Operations4.02 Non-Reliance on Prior Financials7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 4:11 PM ET, from this filing only.

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.