Re: Re: Can someone PLEASE explain to me why AAON trades at 30x EBITDA / 50x PE?
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What I don't get is why the backlog despite growing double digits....never converts into sustainable rev growth. They could never explain the slip to me and revert to pretty much saying "it's coming". Something doesn't
hi Siren - are you still involved? is it worth dusting this one off after the recent miss and the ongoing, never-ending run in the stock? mkt thinks there'll never be another recession and/or this... login to read the rest
Well, the backlog declined sequentially and revenue was flat yr/yr despite higher prices. This means unit order volume (which is what seems to me the most important metric) was down significantly yr/yr. This is despite... login to read the rest
Yeah – I think backlog increase is an indication of higher recent demand. It’s a positive sign for sure, but backlog as a % of sales is always pretty small for these guys so its... login to read the rest
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