Aaon, Inc. · Brief

Next report

4 days

Nov 5 · before openest.Q3 FY26

Expected move

±12.6%implied · report alone

58.8875.92

straddle ±15.7%

spot 67.40exp Nov 20ATM strike 65ATM straddle 12.45IV 97%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±16.3%▼−5.89%×0.36

quarterimplied−20%0+20%realized×

Q2 FY26±16.3%▼−5.89%×0.36

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 5 report · est.

Bull2

6disclosed supplier and customer ties in SEC filingsSEC filings

470managers reporting a position in regulatory institutional holdings filings13F · Jun 30 '26

Bear2

15 of 24of the largest reporting managers reduced their stake in the latest quarter13F · Jun 30 '26

−6.20%change in shares held by the ten largest reporting managers over the latest quarter13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

AAON report session

No linked exposure.

Oct 22impliedImplied move: ±16.8% into Nov 5 earnings (Oct 22 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.