Analysts Offer Insights on Industrial Goods Companies: Aaon (NASDAQ: AAON) and Boeing (NYSE: BA)We spoke to both the company and investors but could not find a reason for the drawdown. We believe fourth- quarter trends are playing out as expected and 2026 will be a margin recovery year. With ERP issues stabilizing and backlog conversion, we see upside to $4.00 of EPS in 2027. Using a normalized P/E of 30 times (slight premium to Trane [TT $399.00]), we see 50% upside to $120. Strong data center backlog and Memphis ramping create significant upside. BASX-branded backlog of $900 million points to potential significant upside to Street revenues for 2026. Also, we believe the Memphis factory is ramping up as expected. This new capacity opens the door for incremental orders. Our 2026 estimates bake in conservatism for potential ERP implementation issues; however, learnings from Longview will be applied to Tulsa.