AAON (AAON) denounced a disappointing financial orientation 2025 in the middle of the transition from the HVAC industry

CONTOGE ADVISORS CapitalAn asset management company published its Investor Charter for the first quarter of 2025. A copy of the letter may be downloaded here. Variable income markets began the year with a manifestation due to optimism over a strong economy and expectations of moderating inflation and lower interest rates. However, worries about the income strip of major technology companies, geopolitical tensions and a nearby rate announcement led to a sharp decrease in actions at the end of the first quarter. The investors sought security, driving the returns on the United States. The Conestogue Small Cap Composite returned -11.35% (net) in the first quarter compared to the return of -11.12% of the Russell 2000 growth rate. The Contestoga Compound Smid Cap returned a -5.73% compared to the -10.80% performance of the Russell growth index 2500. -8.24% against the return of the Russell microcap growth rate of -17.75%. Finally, the Conestogue Mid CAP compound returned 0.96% (net), compared to -7.12% of the Russell Midcap growth rate. Check the best 5 background stakes to better understand the best options for 2025.

In his investment letter from the first quarter of 2025, Conestogue Capital Advisors emphasized shares such as AAON, Inc. (NASDAQ:AAON)). AAON, Inc. (NASDAQ: AAON), with stock capitalization of $ 7.22 billion, is engaged in engineering, manufacturing, marketing and sale of air conditioning and heating equipment. The return of a month from AAON, Inc. (NASDAQ: AAON) It ​​was 13.64% and their shares lost 5.39% of their value during the last 52 weeks. On April 28, 2025, AAON actions, Inc. (NASDAQ: AAON) closed to $ 88.79 per action.

Conestogue Capital Advisors declared the following with respect to AAON, Inc. (NASDAQ: AAON) In your Investor Letter from the first quarter of 2025:

“”AAON, Inc. (NASDAQ: AAON) 4Q24 The results and by 2025 financial guides were significantly below market expectations. The results of the company were adversely affected by the transition from the HVAC industry to a new refrigerant that requires a new construction code. This transition caused a pause on orders during the 4th, as customers worked through the old inventory. The company also had manufacturing inefficiencies at its Washington Basx installation and important expansion expenses for liquid refrigeration installation in MEMPHIS, TN. We believe that these issues are temporary in nature, and although there may be a fourth or two of the bite, the AAON’s medium and long term perspectives remain solid. “

A technician surrounded by complex refrigerators and refrigeration solutions of the data center.

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