AAON, INC. — Form 8-K
Filed August 10, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
AAON delivered Q2 2026 net sales of $627.0M (+101.2% YoY), operating income of $68.9M (+192.1%), and diluted EPS of $0.68 (+257.9%). Total backlog reached $2.0B (+98% YoY), with BASX-branded backlog up 185.4% and AAON-branded backlog up 9.4%. The company raised 2026 outlook to 55%-60% net sales growth (from 40%-45%) but lowered gross margin guidance to 25%-26% (from 27%-28%) due to capacity ramp costs and price-cost timing. No specific counterparty transactions disclosed; this is operational and financial results reporting.
Why this rating
Exceptional revenue growth and backlog double the prior year are substantial relative to $5B market cap (~12% of cap in backlog). Margin pressure and guidance reset temper upside; strong execution and demand visibility support long-term trajectory.
See more from August 10, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.