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Aaon AAON Shipping and Handling — Cost of Sales

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Other financials

Income statement

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Revenue$496.9M+54.3%
Gross profit$125.0M+44.7%
Operating income$57.1M+62.5%
Net income$39.8M+35.9%
EPS (diluted)$0.48+37.1%

Balance sheet

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Cash & equivalents$13.0K-98.7%
Total debt$3.4M-81.8%
Total assets$1.8B+37.6%

Cash flow

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Operating cash flow$34.0M+469%
CapEx$45.1M-3.4%
Free cash flow-$11.1M+80.1%

Valuation

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Market cap$7.63B+15.1%
Enterprise value$7.63B+15.1%
P/E64.6×+10.3×
P/S4.7×-0.5×

Profitability

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Gross margin26.2%-4.8pp
Operating margin10.4%-5.2pp
Net margin7.3%-5.3pp
FCF margin-9%-0.3pp

Returns & leverage

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Current ratio2.6×-0.1×

Where this comes from

Reported directly by Aaon in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The source filing: Aaon’s 10-K, filed March 2, 2026.

Filed
Mar 2, 2026, 7:05 AM EST
Fiscal year
FY2025
Accession
0000824142-26-000005

We incur shipping and handling costs in the distribution of products sold that are recorded in cost of sales. Shipping charges that are billed to the customer are recorded in revenues and as an expense in cost of sales. For the years ended December 31, 2025, 2024, and 2023 shipping and handling fees amounted to approximately $18.2 million, $22.0 million, and $29.0 million, respectively.

Item 8. Financial Statements and Supplementary Data.

FAQ

What is Aaon's shipping and handling — cost of sales?
Aaon (AAON) reported shipping and handling — cost of sales of $4.55M in Q4 2025.
How has Aaon's shipping and handling — cost of sales changed year-over-year?
Aaon's shipping and handling — cost of sales decreased by 17.3% year-over-year, from $5.5M to $4.55M.
What is the long-term trend for Aaon's shipping and handling — cost of sales?
Over 4 years (2021 to 2025), Aaon's shipping and handling — cost of sales has grown at a 6.0% compound annual growth rate (CAGR), from $14.4M to $18.2M.
What does shipping and handling — cost of sales mean?
This metric represents the direct costs associated with the transportation, logistics, and delivery of manufactured HVAC equipment to customers. It captures the expenses incurred to move finished goods from production facilities to the final installation site or distribution point. Monitoring this cost helps assess the efficiency of the company's supply chain and the impact of freight rate fluctuations on overall product profitability.

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