AAON, Inc.
AAON
Jodie read · what matters now
Revenue increased 54.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to AAON, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-07 against the comparable filing from 2025-05-01.
What improved
- Revenue increased 54.3% versus the comparable filing period.
- Operating margin improved 0.6 percentage points.
- Net income increased 35.9% versus the comparable filing period.
What weakened
- Gross margin fell 1.7 percentage points.
- Net margin fell 1.1 percentage points.
Filing receipts
“Consolidated Results of Operations Three Months Ended March 31, 2026 2025 (in thousands, except per share data) Net sales $ 496,936 $ 322,054 Cost of sales 371,971 235,690 Gross profit 124,965 86,364 Selling, general and administrative expenses 67,906 51,293 Gain on disposal of assets — (40) Income from operations 57,059 35,111 Interest expense (5,055) (2,802) Other income, net 77 174 Income before taxes 52,081 32,483 Income tax provision 12,266 3,191 Net income $ 39,815 $ 29,292 The following are highlights of our results of operations, cash flows, and financial condition: • Net sales for the three months ended March 31, 2026 grew 54.3% to $496.9 million driven by the strong demand and gro...”
“AAON Oklahoma gross profit margin is up slightly to 26.3% due to realization of price increases and increased volume out of the Tulsa facility.”
“In recent years, price increases have been more frequent due to the amount of inflation the business has endured.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind AAON
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
AAON is currently a Follower in the organic co-movement group Healthcare & Tech Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.