I'm a former stockbroker and also have extensive knowledge of the industry that AAON is in. A couple of things reagrding the stock:
It's no surprise that the stock has been a laggard the past several years. Capital has been invested in blue chips and high tech for that same period. Sotck like AAON's has been ignored. One only has to look at the Russsell 2000 to see what has happened to small caps.
Early on AAON was vulnerable to the sale of product to 2 large national accounts, one of them being Walmart. Since then they have diversified their vertical market base.
This industry is not well known to the baby boom and Gen X investors and it is those investors that are pouring money into the market.
I don't really know what Bay Harbor can do to increase the value of the stock other than promoting it to the street. Trying to increase EPS through short term cost cutting is foolish.
This company does have good products though they have had problems with availability. Increasing capacity and more focussed marekting efforts should help.