Q2 FY2026 · ended Jun 30, 2026 · Revenue $626.98M, +101.2% YoY · Filed Aug 10, 2026
Aaon, Inc. (AAON) files with the SEC under industry code 3585, Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip. In Q2 of fiscal 2026, the quarter ended Jun 30, 2026, it reported revenue of $627.0 million and net income of $56.7 million. As of Jun 30, 2026 it held $13,000 in cash and investments and $17.1 million in total debt.
Revenue
$626.98M
+101.2% vs year-ago quarter
Net income
$56.66M
+265.8% vs year-ago quarter
Operating cash flow
$20.97M
+196.1% vs year-ago quarter
Free cash flow
—
EPS
$0.68
+257.9% vs year-ago quarter
Dividend per share
$0.10
+0.0% vs year-ago quarter
Shares outstanding
82.45M
+1.1% vs year-ago quarter
Net cash
$-17.07M
Q2 FY2026
Operating margin
11.0%
TTM
Company profile
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip (SIC 3585)
- Listed as
- AAON (Nasdaq)
- Fiscal year ends
- December 31
- Incorporated in
- NV
- Headquarters
- Tulsa, OK
- SEC filer status
- Large accelerated filer
- SEC CIK
- 824142
- Former names
- AAON INC (until Jul 1, 2019)
Other Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip companies
- Johnson Controls International plc JCI
- CARRIER GLOBAL Corp CARR
- Lennox International Inc LII
- EvoAir Holdings Inc. EVOH
- AirJoule Technologies Corp. AIRJ
- Tecogen Inc. TGEN
- Quest Water Global, Inc. QWTR
- Green Circle Decarbonize Technology Ltd GCDT
All 10 Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip companies
Key figures
Fiscal-year totals from the annual reports; switch to Annual for the full-year view. Balance sheet lines are as of each year end.
| Line | Q2 FY2026 Jun 30, 2026 |
Q1 FY2026 Mar 31, 2026 |
Q4 FY2025 Dec 31, 2025 |
Q3 FY2025 Sep 30, 2025 |
Q2 FY2025 Jun 30, 2025 |
|---|---|---|---|---|---|
| Revenue | $627.0M | $496.9M | $424.2M | $384.2M | $311.6M |
| Operating income | $68.9M | $57.1M | $44.0M | $43.6M | $23.6M |
| Net income | $56.7M | $39.8M | $32.0M | $30.8M | $15.5M |
| Diluted EPS | $0.68 | $0.48 | $0.39 | $0.37 | $0.19 |
| Operating cash flow | $21.0M | $34.0M | $19.3M | $12.3M | -$21.8M |
| Total assets | $1.9B | $1.8B | $1.7B | $1.5B | $1.4B |
| Stockholders' equity | $1.0B | $934.2M | $895.0M | $863.1M | $832.7M |
| Cash and investments | $13,000 | $13,000 | $13,000 | $1.0M | $14,000 |
| Total debt | $17.1M | $18.2M | $18.8M | $17.8M | $18.5M |
Recent SEC filings
| Form | Description | Filed | Period |
|---|---|---|---|
| 8-K |
Current report
Regulation FD disclosure, Other events
|
Aug 28, 2026 | Aug 21, 2026 |
| 8-K |
Current report
Other events
|
Aug 13, 2026 | Aug 12, 2026 |
| 10-Q | Quarterly report | Aug 10, 2026 | Jun 30, 2026 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Aug 10, 2026 | Aug 10, 2026 |
| 8-K |
Current report
Officer or director change, Bylaw or fiscal year change
|
Jul 30, 2026 | Jul 28, 2026 |
| 8-K |
Current report
Regulation FD disclosure
|
Jun 8, 2026 | Jun 2, 2026 |
All 1000 Aaon, Inc. SEC filings
Source: SEC EDGAR filings. This is company-reported data, not investment advice.