艾伦建材 2026年季度报告

SECURITIES AND EXCHANGE COMMISSION Washington, D.C.20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March31, 2026 orTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ Commission file number:0-18953 AAON, INC. (Exact name of registrant as specified in its charter)Nevada87-0448736(State or other jurisdiction(IRS Employerof incorporation or organization)Identification No.)2425 South Yukon Ave., Tulsa, Oklahoma74107(Address of principal executive offices) (Zip Code)(918) 583-2266(Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days. Yes☑No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted andposted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter periodthat the registrant was required to submit and post such files). Yes☑No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See definition of "large accelerated filer", "accelerated filer", "small reportingcompany",and"emerginggrowthcompany"inRule12b-2oftheExchangeAct. ☑Accelerated filer☐Smaller reporting companyEmerging growth company Large accelerated filerNon-accelerated filer If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☑ As of May5, 2026, registrant had outstanding a total of 81,911,710 shares of its $.004 par value Common Stock. PART I – FINANCIAL INFORMATION AAON, Inc. and SubsidiariesConsolidated Balance Sheets(Unaudited) AAON, Inc. and SubsidiariesConsolidated Statements of Income(Unaudited) AAON, Inc. and Subsidiaries Notes to Consolidated Financial Statements March31, 2026 (Unaudited) 1. General Basis of Presentation AAON, Inc. is a Nevada corporation which was incorporated on August 18, 1987. Our operating subsidiaries include AAON, Inc.(“AAON Oklahoma”), an Oklahoma corporation, AAON Coil Products, Inc. (“AAON Coil Products”), a Texas corporation, andBASX, Inc. (“BASX”) an Oregon corporation (collectively, the “Company”). The accompanying unaudited consolidated financialstatements of AAON, Inc. and our operating subsidiaries, all of which are wholly-owned, have been prepared in accordance with U.S.generally accepted accounting principles (“U.S. GAAP”) for interim financial information and with the rules and regulations of theSecurities and Exchange Commission (“SEC”). Our financial statements consolidate all of our affiliated entities in which we have a controlling financial interest. Because we holdcertain rights that give us the power to direct the activities of eight variable interest entities (“VIEs”) (Note 18) that most significantlyimpact the VIEs economic performance, combined with a variable interest that gives us the right to receive potentially significantbenefits or the obligation to absorb potentially significant losses, we have a controlling financial interest in those VIEs. These financial statements have not been audited by the Company's independent registered public accounting firm, except that theconsolidated balance sheet at December 31, 2025, is derived from audited consolidated financial statements. Accordingly, they do notinclude all of the information and notes required by U.S. GAAP for complete financial statements. The financial statements reflect alladjustments (all of which are of a normal recurring nature) which are, in the opinion of management, necessary for a fair statement ofthe results for the interim periods presented. Interim results are not necessarily indicative of the results that may be expected for a fullyear. Certain disclosures have been condensed in or omitted from these consolidated financial statements. The accompanyingunaudited financial statements should be read in conjunction with the consolidated financial statements and notes thereto included inthe Company’s Annual Report on Form 10-K for the year ended December 31, 2025. All intercompany balances and transactions havebeen eliminated in c