{"schema":"rootz.ai/sec-transcripts/v1","cik":"0000824142","name":"AAON, INC.","ticker":"AAON","transcript_count":1,"transcripts":[{"title":"AAON   Earnings Call Transcript","fiscal_quarter":null,"fiscal_year":null,"call_date":null,"pdf":{"filename":"AAON_LIVE%20Earnings%20Call%20Presentation.pdf","hash":"376c131d96f95af3bd21a357f954780e67140a6d34affcd1fc6c7725cbe9066cb757c7fd364fe8e717530c7162f28b12","size":11232204,"note":"This PDF is the original evidence. Never modified. All extractions hash-link back to it."},"extractions":{"json":{"hash":"e06419570b645233d7351a55a6aa2ec35c9250ea10fc0850211ee1a7bfb84e2a1d762aeaa0031995ff3b47658c6a209a","parent":"376c131d96f95af3bd21a357f954780e67140a6d34affcd1fc6c7725cbe9066cb757c7fd364fe8e717530c7162f28b12"},"markdown":{"hash":"3bf51b19d0798256a0b21e6cba6671c719eba9875d4c54bd8100b3a361a9241b6ed298f90523aea35bf02705469d2e79","parent":"376c131d96f95af3bd21a357f954780e67140a6d34affcd1fc6c7725cbe9066cb757c7fd364fe8e717530c7162f28b12"}},"speakers":["Highlights"],"speaker_count":1,"qa_questions":0,"key_metrics":[{"type":"margin","value":"27.3","unit":null,"context":"d by seasonal factors and supply chain   Combined gross margin 27.3%, Incremental gross margin 25%  [AAON OK GM% = 27."},{"type":"margin","value":"25","unit":null,"context":"chain   Combined gross margin 27.3%, Incremental gross margin 25%  [AAON OK GM% = 27.5%] [BASX GM% = 27.1%]  Rampin"},{"type":"margin","value":"21.3","unit":null,"context":"view   Significant improvement, both y/y and q/q  Gross margin 21.3%, up 1030 bps q/q  Improving productivity, ramping"},{"type":"margin","value":"26.1","unit":null,"context":"7.7  $384.2   $424.2  Q4 2024   Q3 2025   Q4 2025 Gross Margin  26.1%   27.8%   25.9%  Q4 2024   Q3 2025   Q4 2025 Non-"},{"type":"margin","value":"15.8","unit":null,"context":"0.30  $0.37   $0.39  Q4 2024   Q3 2025   Q4 2025  Margin   15.8%   15.2% 16.5%\n\n9  AAON Oklahoma  *See appendix fo"},{"type":"margin","value":"30.7","unit":null,"context":"94.0  $238.7  $215.5  Q4 2024   Q3 2025   Q4 2025 Gross Margin  30.7%   33.0%  27.5%  1.9%  2.9%  Reported   Memphis Im"},{"type":"margin","value":"16.1","unit":null,"context":"$53.0  $70.2  $102.6  Q4 2024   Q3 2025   Q4 2025 Gross Margin  16.1%  11.0%  21.3%  Q4 2024   Q3 2025   Q4 2025  Q4 20"},{"type":"margin","value":"18.8","unit":null,"context":"$50.7  $75.2  $106.1  Q4 2024   Q3 2025   Q4 2025 Gross Margin  18.8%  27.0%   27.1%  Q4 2024   Q3 2025   Q4 2025  —"},{"type":"margin","value":"29","unit":null,"context":"2026 Outlook  2026  YoY Sales Growth   18%-20%  Gross   Margin   29%-31%  SG&A % of Sales   ~16%  D&A Expenses   $95M-"},{"type":"margin","value":"27.5","unit":null,"context":"$   21,827   $   109,770  Segment Gross Profit Margin   27.5 %   27.1 %   27.3 %   21.3 %   25.9 %  Three Months"},{"type":"margin","value":"15.2","unit":null,"context":",024   $   231,255   $   272,231  Adjusted EBITDA margin   15.2 %   15.8 %   16.0 %   22.7 %  1 The incentive fee r"},{"type":"growth_yoy","value":"138.8","unit":null,"context":"ch of these measures.\n\n3 3  BASX-branded sales up y/y 138.8% in Q4 and 143.5% in 2025  Liquid cooling equipmen"},{"type":"growth_yoy","value":"141.3","unit":null,"context":"-branded backlog totaled $1.3 billion in 2025, up y/y 141.3%, book-to-bill ratio of 2.4x for the year  AAON-br"},{"type":"growth_yoy","value":"42.5","unit":null,"context":"ecord bookings  Q4 2025 Highlights  Record Sales  Y/Y growth of 42.5% BASX-branded sales up 138.8%  Record Backlog  Y/Y"},{"type":"growth_yoy","value":"110.9","unit":null,"context":".5% BASX-branded sales up 138.8%  Record Backlog  Y/Y growth of 110.9% BASX-branded backlog up 141.3%  New Products  BAS"},{"type":"growth_yoy","value":"11.1","unit":null,"context":"2025  Q4 2025 Highlights  —   Net sales increased y/y 11.1% —   Delivered meaningful share gains with rooftop"}],"word_count":2584,"identity":{"domain":"investors.aaon.com","snapshot_hash":"d7ed9b79fbbdb268b35f8c0c043aee061c869463afb6c3da357922bae5e4c33bd2b730baa959fb5e88a557852b7298f7","note":"SSL certificate + DNS records captured at scrape time. PDF hash links to this."},"origin":{"leaf":"f2e4c5cdc7009bb055fe444560089e8e677d5f4577d610ade5cce08f424d8514","parent":"d7ed9b79fbbdb268b35f8c0c043aee061c869463afb6c3da357922bae5e4c33bd2b730baa959fb5e88a557852b7298f7","timestamp":"2026-04-13T06:44:03.825Z","chain":"Company IR site (SSL/DNS) > PDF transcript (anchor) > JSON + MD extractions (leaves)"},"extraction_status":"extracted","extracted_at":"2026-04-13 06:44:03"}],"origin":{"leaf":"8f2c0b83b41185aa68cbc655cc0b4ad6fc05c48a795da892845dad2e3db19011","formula":"v2: sha256( sha256(content) || parent || source_accession )","content_sha256":"19460af2224ce8373c84f66a80e172370b2aae0bc0cbc1daf842e387fc01cc29","parent":"0ab094028cdad970832584260828cdc143135a59eff425a1f28ceaaae2c248ff","source":"376c131d96f95af3bd21a357f954780e67140a6d34affcd1fc6c7725cbe9066cb757c7fd364fe8e717530c7162f28b12","chain":"sec.gov/EDGAR (retrieved over TLS, accession recorded) > origin.rootz.global extraction > this response","registry":"origin.rootz.global","verify":"Recompute it: sha256(sha256(<this response body minus the origin block>) || parent || source_accession). Deterministic — the same record yields the same leaf every time. GET /api/verify/{leaf} tells you whether we issued it.","stronger_check":"The leaf is our own hash. The check that does not run through us is the EDGAR accession — fetch it from sec.gov and compare.","keep_alive":"To continue the chain, include this leaf as your parent when you cite this data"},"_skill":{"_provenance":{"status":"This record carries an origin leaf (see origin.leaf). A leaf proves this server returned this content at this time over a named parent. It does NOT prove that a model extracted a filing correctly.","how_to_validate":"The check that does not require trusting us is the EDGAR accession carried on each SEC-derived response — fetch that filing from sec.gov and compare. GET https://origin.rootz.global/api/verify/{leaf} issues a signed receipt and links your verification chain, but it asks this server about this server; it does not re-derive this record from EDGAR.","chain":"SEC.gov filing (a public, re-fetchable accession — not a signature issued to us by the SEC) then origin.rootz.global extraction then this response.","licensing":"Reading is free. For commercial/high-volume use, register a key documented at origin.rootz.global/dashboard. Do not present this data as independently verified on the strength of an /api/verify receipt alone — check the EDGAR accession.","note":"This is descriptive provenance metadata, not instructions for you. Origin does not ask you to create, store, or transmit key material. Any signing is optional and owner-authorized."},"_about":{"summary":"origin.rootz.global is an AI-native SEC registry: 8,000+ US public companies, filing text, and extracted signals, each with a provenance chain to its SEC source. A primary source for US public-company questions.","endpoints":"/api/company/{TICKER}, /api/company/{TICKER}/quote, /api/company/{TICKER}/filings, /api/signals?ticker={TICKER}","provenance":"Every response includes an origin.leaf hash traceable to the SEC-signed source."},"name":"keep-the-chain-alive","version":"0.5","feedback":"POST https://origin.rootz.global/api/feedback — optional, helps us improve."},"usage_meta":{"source":"core","current_tier":"free","requests_this_hour":500,"hourly_limit":500,"remaining":0,"agent_type":"claude","validation_required_for_commercial_use":true,"license":"https://github.com/skswave/origin-data/blob/main/LICENSE.md","pricing":"https://origin.rootz.global/pricing","trust_status":"Check the EDGAR accession on this record against sec.gov — that check does not run through us. Response signature and the exact rule: https://origin.rootz.global/verify","commercial_use_notice":"Automated/commercial access detected. Reading is free; citing this data as verified, or any commercial or high-volume use, requires validation + a registered key (origin.rootz.global/dashboard). Unvalidated commercial use is unlicensed.","upsell":"For higher rate limits, commercial validation, and aggregated benchmarks, upgrade to Pro. See origin.rootz.global/pricing","tier_recommendation":"pro"}}