Jun. 26 at 3:17 PM
$AAON Bought more on this mornings dip. This is one of those names that got thrown out for no reason. The investor day statement was that the 2nd Quarter "may" come in lite due to a disruption in the ERP implementation at the new facility.
The Q&A event at the end of the day explained it all. There is no change to full year guidance. The disruptions are also providing efficiencies for further capacity expansion.
$TT $CARR is taking notice of what AAON is doing.