AAON, Inc.
AAON
Jodie situation report
AAON, Inc.'s current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
- Revenue increased 54.3% versus the comparable filing period.
- Gross margin fell 1.7 percentage points.
- BASX and Coil Products growth was tied to liquid-cooling data-center orders, including one large order.
- AAON's sales growth was tied to a stronger backlog entering 2026 and increased production at its Tulsa facility.
Invalidation: The isolated read changes if AAON's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind AAON
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CARRCarrier Global CorporationcompetitorMar 2, 2026 ▾
“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…”
DKILFFiling-linked namecompetitorMar 2, 2026 ▾
“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…”
JCIJohnson Controls InternationalcompetitorMar 2, 2026 ▾
“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.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AAON is currently a Follower in the organic co-movement group Semiconductor Equipment & Materials. 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.