AAON, Inc. (NASDAQ:AAON) Q1 2024 Earnings Call Transcript

Brent Thielman: Okay. And then just some of the pent-up or built up sort of orders here, I suppose, with basics Longview, does that — I mean, all start to flow into the second half? I mean, should we see a huge catch up here? Or how do we think about that? I know you’ve got your expectations for the second quarter. It sounds like it won’t happen, but when does that ultimately flow?

Matt Tobolski: Yes, we certainly see the kind of second half orders conversion to revenue definitely being strong in those segments. And really that’s also kind of going to be aided by the — as Gary mentioned, there’s a lot of disruption in the projects that are going on at both sites. And so as we also look forward to Redmond site wrapping up in the Q3 time frame and Longview at the end of the year, that’s really going to help also kind of fuel some of that growth and kind of clean up some of the noise that’s kind of happening on those sites. So we definitely do see that kind of second half kind of helping accelerate kind of from a volume and an overall revenue perspective just kind of at both sites kind of given those constraints.

Brent Thielman: Okay. Thanks, Matt. I appreciate it all.

Operator: There are no further questions. I will now turn the call over to Joseph.

Joseph Mondillo: I would like to thank everyone for joining on today’s call. If anyone has any questions over the coming days and weeks, please feel free to reach out to myself. Have a great rest of the day, and we look forward to speaking with you in the future. Thank you.

Operator: Ladies and gentlemen, this concludes the call for today. Thank you for calling in. Please go ahead and disconnect your lines.