Official-source baseline for AAON using SEC submissions, SEC XBRL companyfacts, the FY2025 10-K, Q1 FY2026 10-Q, Q1 FY2026 earnings 8-K and release, 2026 proxy, and HVAC peer filings.
References
Sources used in this report
SEC submissionsSEC submissions JSON for CIK 00008241422026-05-13 · Issuer identity, ticker, exchange, SIC, fiscal year end, filer category, address metadata, and filing inventory.SEC companyfactsSEC XBRL companyfacts for CIK 00008241422026-05-13 · FY2025 and Q1 2026 net sales, gross profit, operating income, net income, operating cash flow, assets, liabilities, shares, and public float.Annual reportAAON FY2025 Form 10-K2026-03-02 · Business model, product set, segments, backlog, customer concentration, sales channel, raw materials, R&D, debt, liquidity, risks, and FY2025 segment economics.Quarterly reportAAON Q1 FY2026 Form 10-Q2026-05-07 · Latest quarterly GAAP financials, segment sales and gross profit, backlog, revolver, contract assets/liabilities, inventory, cash flow, and capex.Company earnings releaseAAON Q1 FY2026 earnings release2026-05-07 · Q1 management commentary, record sales/backlog, BASX data-center demand, segment commentary, cash-flow commentary, and updated 2026 outlook.Current reportAAON Q1 FY2026 earnings 8-K2026-05-07 · Confirms the furnished Q1 2026 earnings release source.Proxy statementAAON 2026 definitive proxy statement2026-04-01 · Annual meeting, directors, executive compensation, ownership, equity compensation, Say-on-Pay, and governance source.Competitor quarterly reportCarrier Global Q1 FY2026 Form 10-Q2026-04-30 · Official commercial HVAC and building systems peer filing.Competitor quarterly reportTrane Technologies Q1 FY2026 Form 10-Q2026-04-30 · Official HVAC and building controls peer filing.Competitor quarterly reportLennox Q1 FY2026 Form 10-Q2026-04-29 · Official HVAC manufacturer peer filing.Competitor quarterly reportJohnson Controls Q2 FY2026 Form 10-Q2026-05-06 · Official HVAC/building systems peer filing.Competitor quarterly reportWatsco Q1 FY2026 Form 10-Q2026-05-08 · Official HVAC distribution and channel context.