Company Dossier · Industrials
AAON, INC.
- Russell 1000
- MidCap 400
What AAON, INC. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $1.93 billion, up 53% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to September 30, 2023: $0.03 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to September 30, 2023: $0.10 billion, up 100% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.03 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 10, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 2 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed March 2, 2026): 3 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q3 2026: $0.1 million on the open market.SEC Form 4
- 473 institutional managers reported a position at June 30, 2026 (+71 on the quarter before).SEC Form 13F
- H-1B filings certified in Q4 2025: 2.U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest OSHA inspection, Jul 27, 2026 →
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for AAON, INC. yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Jul 30, 20268-KDirector or officer changeItem 5.02
- Jul 27, 2026Risk event
- May 18, 20268-KShareholder vote resultsItem 5.07
- Apr 2, 20268-KDirector or officer changeItem 5.02
- Mar 2, 202610-KAnnual report (10-K)3 risk factors added, 0 removed
- Dec 29, 20258-KMaterial agreement signedItem 1.01
- Dec 1, 20258-KDirector or officer changeItem 5.02
- Jul 2, 20258-KDirector or officer changeItem 5.02
- Jun 9, 2025Risk event
- May 30, 20258-KMaterial agreement signedItem 1.01
- May 16, 20258-KDirector or officer changeItem 5.02
- May 16, 20258-KShareholder vote resultsItem 5.07
- Mar 27, 2025Trademark
- Feb 27, 202510-KAnnual report (10-K)3 risk factors added, 1 removed
- Feb 20, 20258-KDirector or officer changeItem 5.02
- Dec 18, 20248-KMaterial agreement signedItem 1.01
- Nov 22, 20248-KDirector or officer changeItem 5.02
- Feb 28, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
- Nov 7, 2023Patent
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Simpson Manufacturing Company SSD | $2.4B | $0.5B | Jun 30, 2026 |
| Trex Company, Inc. TREX | $1.2B | $0.2B | Jun 30, 2026 |
| A. O. Smith AOS | $3.8B | $0.6B | Jun 30, 2026 |
| Allegion ALLE | $4.3B | $0.7B | Jun 30, 2026 |
| Fortune Brands Innovations FBIN | $4.4B | $0.4B | Jun 27, 2026 |
| Lennox International LII | $5.3B | $0.7B | Mar 31, 2026 |
| Masco MAS | $7.7B | $0.9B | Mar 31, 2026 |
| Owens Corning OC | $9.8B | $0.9B | Jun 30, 2026 |