Executive readout · one minute
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AAON
$87.80
+0.15%
AAON · Aaon, Inc.
$87.80
+0.13 (+0.15%)
At close · Aug 14
View the 10-K filed Mar 2, 2026
Customer concentration
— top 3 customers 10% of revenue
3 customers — 10% of revenue (the year ended December 31, 2025)
“For the years ended December 31, 2025, 2024, and 2023, the Company had three, two and three customers, respectively, that were 10 percent or greater concentrations of revenue.”
3 customers — 10% of receivables (December 31, 2025)
“At December 31, 2025 and December 31, 2024, the Company had three customers that were 10 percent or greater concentrations of accounts receivable.”
Market Cap
$7.25B
Shares
82.45M
All earnings calls
Earnings call · FY2026 Q2
AAON Announces Second Quarter 2026 Conference Call and Webcast
AAON Announces Second Quarter 2026 Conference Call and Webcast
Forward guidance
4 guided metrics
Management's latest ranges and targets are included below.
Research coverage
3 live sources
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Revenue
$626.98M
+101.2% YoY
Diluted EPS
$0.68
+257.9% YoY
Gross margin
24.3%
-2.3 pp YoY
Net income
$56.66M
+265.8% YoY
Research materials
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Forward guidance
From the 8-K filed Aug 10, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
YoY Sales Growth
table
FY26
|
55% – 60% | — | |
|
SG&A as a % of sales
table
FY26
|
13% – 14% | — | |
|
Gross Profit Margin
table
FY26
|
25% – 26% | — | |
|
Depreciation & Amortization
table
FY26
|
$95M – $100M | — |
Quarter detail
How the reported period landed and where the business moved.
Company presentation
Slides
19 pages · use arrow keys or swipe to navigate
SEC filing · Item 2.02
8-K earnings release
Filed Aug 10, 2026 · complete as-filed document
SEC periodic report
10-Q report
Filed Aug 10, 2026 · complete as-filed document