AAON, Inc.
AAON, Inc. is classed by the SEC under Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip (industry code 3585), based in Tulsa, OK. Its latest filed balance sheet (2025-12-31) shows total assets of $1.8 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 3585, Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.6 out of ten, 9 of 9 metrics filed: past 7.2 out of ten, present 4.9 out of ten, future 5.1 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.1 out of ten. No warning events in its filings since 2017. 71st percentile among 68 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 9.0 out of ten. +15.8% a year over 10 filed years; profitable in 10 of 10. 90th percentile among 64 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 3.5 out of ten. Share count grew 0.8% a year. 24% of cash flow returned. Insiders: 25 sales, 5 purchases. 35th percentile among 57 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 5.2 out of ten. ROE 12%: 12¢ of profit per shareholder dollar. Leverage 47%: owes 47¢ per asset dollar. 52nd percentile among 65 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.8 out of ten. top 42% of 63 in its family; net margin 7.5%. 58th percentile among 63 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 3.0 out of ten. bottom 30% of 55 in its family for leadership; chief executive since 2025. 30th percentile among 55 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 4.6 out of ten. bottom 46% of 63 in its family for room to expand. 46th percentile among 63 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 7.0 out of ten. top 30% of 64 in its family for growth drivers. 70th percentile among 64 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 3.1 out of ten. bottom 31% of 62 in its family for expectations against reality. 31st percentile among 62 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-02 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-10 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-10 (on EDGAR). Newest filing: Form 4, 2026-09-16. Filings on record since 1995. Read from EDGAR 2026-10-12.
Where the revenue comes from
Lines of business in fiscal 2025: AAON Oklahoma 56%, AAON Coil Products 23%, Bas X 22%. As tagged in its annual report (Form 10-K, filed 2026-03-02).
Who runs it
Fields, Gary D (CEO); Tobolski, Matthew Joseph (Chief Executive Officer); Asbjornson, Norman H (Executive Chairman); Shaub, Matthew (Executive Vice President); Wichman, Gordon Douglas (Executive Vice President); Wakefield, Stephen E (Executive Vice President); Cheung, Chung Kin (Chief Financial Officer); Thompson, Rebecca (Chief Accounting Officer); Kidwell, Casey (Chief Administration Officer); Bomer, Luke A. (General Counsel and Secretary); and 9 more. 19 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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