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About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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The Top 5 Analyst Questions From AAON’s Q2 Earnings Call

By: StockStory

AAON Cover Image

AAON’s second quarter was marked by operational headwinds that drove financial results below Wall Street’s expectations and triggered a negative reaction from investors. Management attributed the underperformance primarily to disruptions from the new enterprise resource planning (ERP) system rollout, which slowed production at key facilities and created supply chain bottlenecks. CEO Matthew Tobolski acknowledged, “Our second quarter results that we reported this morning fall short of our expectations and do not reflect the high standard we set for ourselves as an organization.” Additional pressures included higher costs from the new Memphis facility and a national sales meeting, further straining margins.

Is now the time to buy AAON? Find out in our full research report (it’s free).

AAON (AAON) Q2 CY2025 Highlights:

  • Revenue: $311.6 million vs analyst estimates of $325 million (flat year on year, 4.1% miss)
  • Adjusted EPS: $0.22 vs analyst expectations of $0.33 (32.5% miss)
  • Adjusted EBITDA: $46.57 million vs analyst estimates of $61.08 million (14.9% margin, 23.8% miss)
  • Revenue Guidance for Q3 CY2025 is $335.4 million at the midpoint, below analyst estimates of $391.2 million
  • Operating Margin: 7.6%, down from 21.7% in the same quarter last year
  • Backlog: $1.12 billion at quarter end, up 71.9% year on year
  • Market Capitalization: $6.49 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From AAON’s Q2 Earnings Call

  • Timothy Wojs (Baird): Asked for details on how much of updated guidance reflects ERP impacts versus volume declines. CEO Matthew Tobolski explained that ERP disruptions were the primary driver, particularly in the Longview and, to a lesser extent, Tulsa segments.
  • Brent Thielman (D.A. Davidson): Inquired about the significance of the BasX partnership with Applied Digital. Tobolski emphasized this as a long-term opportunity, noting collaboration on multiple cooling solutions for AI data centers across several sites.
  • Ryan Merkel (William Blair): Questioned management’s confidence in guidance capturing all ERP downside risks and what immediate actions had been taken. Tobolski stated the new guidance incorporates adequate risk buffers and described proactive supply chain interventions.
  • Christopher Moore (CJS): Sought views on prolonged softness in the rooftop market and the outlook for the nonresidential sector. Tobolski said the market appears near the bottom of the cycle and expects improvement as macroeconomic conditions stabilize.
  • Alex Hantman (Sidoti & Company): Asked about margin protection in the backlog amid recent price and tariff changes. Tobolski confirmed most backlog is favorably priced and expected to be margin accretive as new orders are fulfilled.

Catalysts in Upcoming Quarters

Our analysts will be monitoring (1) the pace of production stabilization and ERP system integration at both Tulsa and Longview, (2) the successful ramp-up and cost absorption at the Memphis facility to support BasX growth, and (3) the conversion of backlog into higher-margin sales as price increases and tariffs flow through. Additionally, we will watch for continued strength in national account orders and the execution of large data center projects.

AAON currently trades at $79.55, down from $80.54 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it’s free).

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