AAON
Market read
The latest filing evidence is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The isolated read changes if AAON's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Cash Flows from Financing Activities The change in cash from financing activities in 2026 is primarily related to borrowings under our revolving credit facility to manage our working capital needs, especially strategic purchases of inventory to avoid supply c…”10-Q · Aug 10, 2026 ↗
“Cash Flows from Financing Activities The change in cash from financing activities in 2026 is primarily related to borrowings under our revolving credit facility to manage our working capital needs, especially strategic purchases of inventory to avoid supply c…”10-Q · Aug 10, 2026 ↗
“The $111.8 million increase in net sales for AAON Coil Products is due to sales of BASX-branded products for liquid cooling data center orders.”10-Q · Aug 10, 2026 ↗
“AAON Oklahoma saw significant improvement with an increase of $159.3 million in net sales driven by increased production out of the Tulsa facility and a stronger backlog heading into 2026.”10-Q · Aug 10, 2026 ↗
Valuation discipline
Price/sales 4.4× · EV/sales 4.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for AAON. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-07 against the comparable filing from 2025-05-01.
“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.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Competition The Company’s comfort cooling products primarily compete with Lennox (Lennox International, Inc.), Trane (Trane Technologies plc), York Light Commercial (Bosch Home Comfort Group), Johnson Controls (Johnson Controls International PLC), Carrier (Ca…”
“Competition The Company’s comfort cooling products primarily compete with Lennox (Lennox International, Inc.), Trane (Trane Technologies plc), York Light Commercial (Bosch Home Comfort Group), Johnson Controls (Johnson Controls International PLC), Carrier (Ca…”
“Competition The Company’s comfort cooling products primarily compete with Lennox (Lennox International, Inc.), Trane (Trane Technologies plc), York Light Commercial (Bosch Home Comfort Group), Johnson Controls (Johnson Controls International PLC), Carrier (Ca…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
AAON is currently a Participant in the organic co-movement group No Coherent Theme. 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.
This group is retained as the last observed read for AAON; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.