AUG 31·SEC EDGARLow
Shaub Matthew purchased $35K of AAON
Shaub Matthew (Executive Vice President) purchased 457 shares of AAON, INC. (AAON) at $76.42 on 2026-08-28.
StockNASDAQ · US · USDIndustrials · Building Products & Equipment
$AAON
AAON, INC.
alphai earnings readSecond Quarter 2026 · AUG 10AAON Reports Record Second Quarter 2026 Results Driven by Strong Demand, Accelerating Throughput, and Improved Operating ExecutionVerdict: strongRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $AAONvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $AAON in the last 7 days.
Insider · 30dAll trades →
- Buys
- $35K 1 txs
- Sells
- — 0 txs
Shaub Matthew1× · $35K
10b5-1 share of filings0%
Top stories · $AAONMore →
AUG 24·yahoo.com
nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint Shares Are Falling, What You Need To Know
Stocks of nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint fell due to U.S.-Canada trade tensions and potential tariffs. nLIGHT dropped 7.4%, AAON 3.4%, AeroVironment 6.5%, Kratos 6.5%, and ChargePoint 4.9%. The breakdown in trade talks may impact industrial and manufacturing sectors.
AUG 18·stockstory.org
Comfort Systems, Littelfuse, MasTec, American Superconductor, and AAON Stocks Trade Down, What You Need To Know
U.S. industrial production rose 0.2% in July, below the 0.4% forecast, causing shares of Comfort Systems (FIX), Littelfuse (LFUS), MasTec (MTZ), American Superconductor (AMSC), and AAON to decline. Littelfuse reported strong Q2 results, with revenue up 20.4% YoY and EPS beating estimates by 10.7%.
AAON sentiment & insider activity
Recent AAON coverage spans earnings, market movers and insider activity.
In the last 30 days, AAON insiders filed 1 SEC Form 4 transaction — 1 purchase ($35K) and no sales. The most active reporter was Shaub Matthew, Executive Vice President, with 1 filing.
What's driving AAON
Small insider purchase signals confidence but limited market impact.
Higher input costs could compress margins for HVAC manufacturers.
AAON is framed as an industrial/HVAC demand proxy reacting to cooling manufacturing activity expectations.
Strong top-line growth and backlog visibility, but gross margin is down due to capacity ramp, outsourcing, and cost timing; management expects margin improvement as utilization rises.
Strong Q2 growth and raised sales guidance are the primary drivers, but the lowered gross margin outlook adds a near-term margin risk.
alphai scores every news story that mentions AAON with an AI model for sentiment and relevance, and aggregates insider trades from AAON, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $AAON
Score
Shaub Matthew purchased $35K of AAON
Shaub Matthew (Executive Vice President) purchased 457 shares of AAON, INC. (AAON) at $76.42 on 2026-08-28.
1 min read
nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint Shares Are Falling, What You Need To Know
Stocks of nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint fell due to U.S.-Canada trade tensions and potential tariffs. nLIGHT dropped 7.4%, AAON 3.4%, AeroVironment 6.5%, Kratos 6.5%, and ChargePoint 4.9%. The breakdown in trade talks may impact industrial and manufacturing sectors.
3 min readComfort Systems, Littelfuse, MasTec, American Superconductor, and AAON Stocks Trade Down, What You Need To Know
U.S. industrial production rose 0.2% in July, below the 0.4% forecast, causing shares of Comfort Systems (FIX), Littelfuse (LFUS), MasTec (MTZ), American Superconductor (AMSC), and AAON to decline. Littelfuse reported strong Q2 results, with revenue up 20.4% YoY and EPS beating estimates by 10.7%.
5 min read
AAON (AAON) Q2 2026 Earnings Call Transcript
AAON held its Q2 2026 earnings call. The company reported record Q2 net sales of $627 million, up 101% year over year, driven by BASX and AAON brand growth. BASX branded sales rose 216.2% YoY, while AAON branded sales increased 39.3% YoY. Gross profit increased 84.3% to $152.5 million; gross margin was 24.3%.
6 min read
AAON (AAON) Shares Skyrocket, What You Need To Know
AAON (NASDAQ:AAON) shares rose 5.2% after the company reported record Q2 2026 results. Net sales increased 101.2% to $627.0 million and GAAP diluted EPS rose 257.9% to $0.68, driven by demand for data-center liquid-cooling and backlog conversion. AAON raised its 2026 sales growth forecast to 55%–60% but lowered gross margin outlook to 25%–26%.
5 min read
Aaon Jumps 5.7% After Oppenheimer Maintains Outperform
Aaon shares rose 5.7% to $90.13 on Aug. 13, 2026 after Oppenheimer and Baird cut their price targets but kept Outperform ratings. Oppenheimer lowered its target to $125 from $145, and Baird to $135 from $150, averaging $130. Trading volume was 303,565 shares.
2 min read
AAON (AAON) Shares Skyrocket, What You Need To Know
AAON shares rose 5.2% after the company reported record Q2 2026 results. Net sales increased 101.2% to $627.0 million and GAAP diluted EPS rose 257.9% to $0.68, driven by demand for data-center liquid cooling and backlog conversion. AAON raised its 2026 sales growth forecast to 55%–60% but lowered gross margin outlook to 25%–26%.
3 min read
AAON Announces Quarterly Cash Dividend
AAON, Inc. (NASDAQ: AAON) said its board declared a regular quarterly cash dividend of $0.10 per share, or $0.40 annually. The dividend is payable Sept. 25, 2026, to shareholders of record as of Sept. 4, 2026, according to the company.
2 min read
AAON, Inc. Q2 2026 Earnings Call Summary
AAON, Inc. reported Q2 2026 results and discussed growth and margin drivers. Revenue rose 101% year over year, with BASX sales up 216% and AAON-branded sales up 40%. Management updated 2026 sales guidance to 55% to 60% and said gross margin improvement is back-half weighted, with Q4 strongest. Backlog is nearly double prior year levels.
7 min read
AAON Shares Fall 5.9% After Margin Decline Overshadows Record Revenue
AAON Inc. shares fell 5.9% to $89.24 after a margin outlook weakened despite record results. In its Q2 report, revenue rose to $627.0 million, 24.7% above forecast, and adjusted EPS beat $0.49. Management raised 2026 sales-growth guidance but cut gross-margin projection by 200 bps, citing costs from rapid capacity expansion.
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