8-K ·Filed Jul 30, 2026

AAON

AAON, INC.
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago SEC0000824142-26-000048
Actionable Insight • Neutral

No immediate trading catalyst; these are standard board additions that strengthen the company's governance profile. Monitor for any future strategic pivots in capital allocation or operational focus that could follow from the new directors' backgrounds.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d ⚠ clustered
AAON ▼ -10.78% at T+20d
NEUTRAL call ✗ call lost -10.78% · α vs SPY -14.74% · entry $87.59 → $78.15
Next anchor: T+60d in 21d
Latest observation: T+43 -9.69% FF3 residual α
Entry anchored
Jul 30, 11:46 AM ET
via exchange tick
T+1d
+1.68%
call +1.68% · α +0.97%
$89.06
settled 2mo ago
T+5d
+3.07%
call +3.07% · α -0.55%
$90.28
settled 8w ago
T+20d
-10.78%
call -10.78% · α -14.74%
$78.15
settled 5w ago
T+60d
—
call — · α —
—
in 21d

Price Chart

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Executive Summary

AAON expanded its board from nine to eleven directors and appointed two new independent directors, Robert L. Buttermore III (SVP & Chief Supply Chain Officer at Rockwell Automation) and Patrick J. Jermain (retired EVP & CFO of Plexus Corporation). The appointments are part of a board refreshment process to align expertise with the company's scaling strategy in HVAC and mission-critical cooling markets. This is a routine governance update with no immediate financial impact.

Key Facts

  • Board size increased from 9 to 11 directors via bylaw amendment
  • Robert L. Buttermore III appointed to Compensation Committee
  • Patrick J. Jermain appointed to Audit Committee
  • Both are independent directors with terms expiring at May 2027 annual meeting
  • Buttermore brings supply chain and manufacturing expertise from Rockwell Automation
  • Jermain brings CFO and capital allocation experience from Plexus Corporation

Financial Impact

Not specified

Risk Factors

  • Board expansion could slow decision-making if not managed effectively
  • New directors may lack direct HVAC industry experience

Market Snapshot

Exchange
Nasdaq
Sector
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
Analyst Consensus
92% bullish (13 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 12 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (AAON) — Batch item 10000824142-26-000048
Document: aaonnewboardmembers2026pre.htm0000824142-26-000048
Document: aaonbylawsamendmentjuly202.htm0000824142-26-000048
Document: 0000824142-26-000048-index-headers.html0000824142-26-000048
Document: 0000824142-26-000048-index.html0000824142-26-000048
Document: 0000824142-26-000048.txt0000824142-26-000048
8-K Filing (AAON) — Batch item 70000824142-26-000048
Document: aaonnewboardmembers2026pre.htm0000824142-26-000048
Document: aaonbylawsamendmentjuly202.htm0000824142-26-000048
Document: 0000824142-26-000048-index-headers.html0000824142-26-000048
Document: 0000824142-26-000048-index.html0000824142-26-000048
Document: 0000824142-26-000048.txt0000824142-26-000048
18 reports for AAON
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AAON — sortable, filterable
TypeNow
Aug 28, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$75.87 $79.40▲ +4.65%▲ +4.54%$84.43 (+11.28%)
Aug 13, 2026
7w ago
Press Release
NEUTRAL ★ 2/10
$87.67 $80.84▼ −7.79%▼ −5.83%$84.43 (−3.70%)
Aug 10, 2026
7w ago
8-K
BULLISH ★ 7/10
$89.24 $88.09▼ −1.29%▼ −1.24%$84.43 (−5.39%)
Jul 31, 2026
9w ago
Institutional Cluster
MIXED ★ 4/10
$89.06 $94.83▲ +6.48%▲ +2.97%$84.43 (−5.20%)
Jul 30, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$87.59 $90.28▲ +3.07%▼ −0.55%$84.43 (−3.61%)
Jul 23, 2026
10w ago
ANALYST-UPGRADE
MIXED ★ 3/10
$107.68 $87.59▼ −18.66%▼ −19.13%$84.43 (−21.59%)
Jun 8, 2026
16w ago
8-K
NEUTRAL ★ 4/10
$132.05 $131.26▼ −0.60%▼ −2.71%$84.43 (−36.06%)
Jun 5, 2026
17w ago
Insider Cluster
NEUTRAL ★ 2/10
$132.62 $127.19▼ −4.09%▼ −4.66%$84.43 (−36.34%)
May 27, 2026
18w ago
Insider Cluster
NEUTRAL ★ 3/10
$139.54 $143.50▲ +2.84%▲ +1.63%$84.43 (−39.49%)
May 27, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$139.54 $143.50▲ +2.84%▲ +1.63%$84.43 (−39.49%)
Showing 10 of 18

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