Congress trades
AAON, Inc. (AAON)
About AAON, Inc.
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Matthew J. Tobolski
- Employees
- 5,897
- Listed since
- Dec 16, 1992
- Market value
- $6.3B
- Price to earnings
- 39.7
- Earnings per share
- $1.94
- Dividend yield
- 0.52%
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 10, 2026 | $0.69 | $0.51 | $627.0M | $508.8M | EPS beatRevenue beat |
| Q1 FY2026reported May 7, 2026 | $0.48 | $0.29 | $496.9M | $381.1M | EPS beatRevenue beat |
| Q4 FY2025reported Mar 2, 2026 | $0.39 | $0.45 | $424.2M | $372.4M | EPS missRevenue beat |
| Q3 FY2025reported Nov 6, 2025 | $0.37 | $0.33 | $384.2M | $374.1M | EPS beatRevenue beat |
| Q2 FY2025reported Aug 11, 2025 | $0.22 | $0.31 | $311.6M | $361.4M | EPS missRevenue miss |
| Q1 FY2025reported Apr 30, 2025 | $0.37 | $0.25 | $322.1M | $361.7M | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 1, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Matthew J. TobolskiChief Executive Officer | $713K | $1.9M | $1.0M | $3.7M |
| Gary D. Fields SpecialAdvisor to the Board | $647K | $515K | $446K | $1.6M |
| Rebecca A. ThompsonChief Financial Officer and Treasurer | $442K | $354K | $285K | $1.1M |
| Stephen E. WakefieldExecutive Vice-President and General Manager, AAON Bus | $400K | $273K | $233K | $906K |
| Casey R. KidwellChief Administrative Officer | $365K | $225K | $204K | $795K |
| Matthew J. ShaubExecutive Vice-President and General Manager, BASX Bus | $347K | $209K | $179K | $735K |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $848.2M | 6,686,241 | +1.9% | 8.14% |
| Wellington Management Group LLP | $732.3M | 5,772,476 | -27.6% | 7.02% |
| Vanguard Capital Management LLC | $396.0M | 3,121,771 | +0.7% | 3.80% |
| Vanguard Portfolio Management LLC | $372.8M | 2,938,836 | +1.1% | 3.58% |
| State Street Corp | $333.1M | 2,625,540 | +27.3% | 3.19% |
| Wasatch Advisors LP | $296.7M | 2,338,517 | +3.1% | 2.85% |
| First Trust Advisors LP | $200.3M | 1,579,172 | -21.6% | 1.92% |
| Blair William & Co/Il | $194.5M | 1,533,434 | -5.5% | 1.87% |
| Geode Capital Management, LLC | $181.8M | 1,432,938 | +0.4% | 1.74% |
| Dimensional Fund Advisors LP | $171.6M | 1,352,956 | -2.3% | 1.65% |
| Geneva Capital Management LLC | $152.3M | 1,200,842 | -30.2% | 1.46% |
| Morgan Stanley | $142.3M | 1,121,413 | -10.6% | 1.36% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in AAON
8 disclosures of 8 on record · median 23d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Robert BresnahanJoint | Stock | Sale | $1,001 - $15,000 | -37.6%S&P +31.1% · vs S&P 500 -68.7% | Jan 13, 2025 | Feb 13, 2025 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +125.8%S&P +89.0% · vs S&P 500 +36.8% | May 26, 2022 | Jun 10, 2022 | 15d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +129.1%S&P +71.1% · vs S&P 500 +58.0% | Apr 8, 2022 | May 6, 2022 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +66.7%S&P +69.9% · vs S&P 500 -3.2% | Oct 19, 2021 | Nov 9, 2021 | 21d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +225.0%S&P +221.6% · vs S&P 500 +3.5% | Mar 13, 2017 | Apr 13, 2017 | 31d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +461.3%S&P +268.4% · vs S&P 500 +192.9% | Oct 30, 2015 | Nov 19, 2015 | 20d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +452.7%S&P +270.6% · vs S&P 500 +182.0% | Oct 27, 2015 | Nov 19, 2015 | 23d |
| Thom TillisJoint | Stock | Sale (Full) | $1,001 - $15,000 | +394.4%S&P +264.3% · vs S&P 500 +130.1% | Feb 13, 2015 | Feb 26, 2015 | 13d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded AAON?
Robert Bresnahan, Ro Khanna, Michael T. McCaul, Thom Tillis disclosed AAON transactions in the filings shown here.
How quickly are AAON trades disclosed?
Congressional disclosures took a median of 23 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.