AAON

• The new identity distinguishes the enterprise from its two operating brands, AAON and BASX, while preserving their distinct brands, cultures, and customer relationships.
• The change does not affect operating segments, leadership team, financial reporting, or NASDAQ ticker symbol (AAON).
• The company updated its investor presentation, furnished as Exhibit 99.2, and issued a press release (Exhibit 99.1) announcing the new identity.
• The filing was made under Items 7.01 (Regulation FD Disclosure) and 8.01 (Other Events) to furnish the presentation and announce the corporate identity change.

7.01 Regulation FD Disclosure · 8.01 Other Events

• AAON, Inc. announced a regular quarterly cash dividend of $0.10 per share, or $0.40 annually.
• The announcement was made via a press release furnished as Exhibit 99.1 to the Form 8-K.
• The report was filed under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits).

8.01 Other Events · 9.01 Financial Statements and Exhibits

• Net sales increased 101.2% to a record $627.0 million in Q2 2026, compared to $311.6 million in Q2 2025.
• Total backlog grew 98.0% year-over-year to $2.0 billion as of June 30, 2026.
• Company raised 2026 outlook: net sales growth of 55%-60%, gross margin of 25%-26%, and SG&A as a percent of sales of 13%-14%.
• Operating cash flow for the first half of 2026 improved to $55.0 million, versus negative $31.0 million a year ago.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Robert L. Buttermore III and Patrick J. Jermain were appointed as independent directors, effective immediately.
• Buttermore will serve on the Compensation Committee; Jermain will serve on the Audit Committee.
• Their terms as Class III directors expire at the annual meeting in May 2027.
• The Board also adopted a First Amendment to the Bylaws to increase the maximum board size to eleven.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year · 9.01 Financial Statements and Exhibits

• AAON participated in the William Blair Growth Stock Conference in Chicago on June 2, 2026, with a presentation by CEO Matt Tobolski and CFO Andy Cheung.
• As of March 31, 2026, AAON reported $2.1 billion order backlog, 26.2% gross margin, 15.4% EBITDA margin, and $1.45 EPS.
• BASX brand backlog reached $1.62 billion at Q1 2026, up 160% year-over-year, driven by data center demand.
• The disclosure was made under Regulation FD to provide public access to the conference presentation materials.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Stockholders ratified Grant Thornton, LLP as independent auditor for fiscal year 2026, with 71,064,229 votes for and 1,692,536 against.
• Advisory say-on-pay resolution passed with 63,496,580 votes for, and stockholders favored an annual frequency for future say-on-pay votes (64,209,213 votes for one year).
• Proposal to amend Articles of Incorporation to increase maximum board size from nine to eleven directors was approved with 72,417,102 votes for.
• Board declared a quarterly cash dividend of $0.10 per share, payable June 26, 2026, to stockholders of record on June 5, 2026.

5.07 Submission of Matters to a Vote of Security Holders · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• GAAP diluted EPS rose 37.1% to $0.48, compared to $0.35 in the prior-year quarter.
• Total backlog grew 107.4% year-over-year to a record $2.1 billion, driven by data center demand.
• The company raised its 2026 outlook to revenue growth of 40%-45% and gross margin of 27%-28%.
• The Board authorized up to $100.0 million in share repurchases.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Andy Cheung will join AAON on April 20, 2026, as Executive Vice President and Chief Financial Officer.
• Rebecca Thompson, current CFO, will transition to Chief Accounting Officer effective April 20, 2026.
• Cheung's compensation includes a $525,000 base salary, $341,250 target annual incentive, $787,500 target long-term incentive, a $1,500,000 one-time equity grant, and a $300,000 cash award (repayable if he leaves within 18 months).
• Luke Bomer joined AAON on April 1, 2026, as General Counsel, a newly created role.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits