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AAON (AAON) investor relations material
AAON 24th Annual Diversified Industrials & Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.24th Annual Diversified Industrials & Services Conference summary18 Sep, 2025
Leadership and organizational strategy
Focus on scaling through investment in technology, people, and systems to support growth to a multi-billion-dollar enterprise.
Emphasis on aligning the organization for long-term performance and value creation.
ERP implementation and operational efficiency
Transition from a legacy ERP to a modern system to improve visibility and scalability.
Q2 was challenging for ERP rollout, but efficiency metrics have nearly returned to targets, especially in Tulsa.
Longview is improving but still slightly below desired efficiency; Memphis, Redmond, and Tulsa are next for ERP rollout.
Global operating mindset and cross-site personnel training are key to smoother future transitions.
Supply chain and production
Addition of a third coil supplier and improved performance from existing suppliers resolved previous bottlenecks.
Supply chain has stabilized, with proactive management and investments in supply chain sophistication.
How is ERP rollout being de-risked?
When can BASX growth accelerate beyond targets?
What drives AAON brand share capture now?
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Q3 20256 Nov, 2025
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Frequently asked questions
AAON, Inc. a leading US manufacturer of commercial heating and cooling equipment, was founded in 1988 by Norman H. Asbjornson. From its roots in Tulsa, Oklahoma, AAON continues to grow with manufacturing facilities in Tulsa, Texas and Mississippi. With over 6 million square feet under roof, AAON is one of the largest manufacturers by square footage in the United States. The company was incorporated in 1987 and is based in Tulsa, Oklahoma.
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