Owning AAON stock means believing the company can resolve near-term production setbacks and return to profitable growth, led by data center demand and investments in high-efficiency HVAC products. The recent earnings miss and reduction in 2025 sales guidance now reinforce that operational risk, particularly at the Longview facility, remains the most critical issue to watch in the coming quarters. However, the Board's decision to maintain the quarterly dividend indicates limited short-term impact to financial flexibility or capital allocation priorities. Among the latest announcements, the downward revision to full-year 2025 sales growth targets is particularly relevant; it reflects management's updated view that ongoing inefficiencies will temper the pace of recovery, despite signs of improving throughput at Longview and Tulsa.