Last Updated: October 7, 2025
Analyzing Management
Leadership at public companies serves as a crucial variable for hedge funds and asset managers during both initial due diligence and ongoing risk assessment. ManagementTrack offers a consistent framework that eliminates distractions, highlighting distinct strengths and weaknesses, identifying warning signs and positive indicators, and establishing a clear connection between CEO actions and investment performance.
CEO Matt Tobolski’s hands-off style risks ops remediation & credibility restoration
Analysis of AAON CEO Matt Tobolski
Despite a proven track record in scaling facilities and driving growth, Tobolski’s hands-off leadership style may be poorly aligned with the company’s urgent need for operational remediation and credibility restoration.
ManagementTrack’s analysis focuses on Matt Tobolski’s track record and skillset against the following key factors for AAON:
- Ramping the new Memphis facility to meet data center demand.
- Converting the record backlog to sustain market share gains.
- Realizing embedded price hikes to drive margin recovery.
- Remediating the ERP disruption to restore production and credibility.
Report Available: Proprietary Interviews & Analysis on Matt Tobolski Answers Key Questions
ManagementTrack reports provide track record analysis, career playbooks, strengths, and weaknesses for every CEO. They allow investors to dig deeper to uncover hard-to-find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question Answered #1
How will Tobolski’s historically hands-off and empowering leadership style adapt to the hands-on operational crisis required to remediate the ERP disruption?
Question Answered #2
How will Tobolski apply lessons from the recent operational failure that prevented margin realization to successfully drive margin recovery at the company?
Question Answered #3
How will Tobolski balance his aggressive pursuit of new growth opportunities with the immediate need to fix fundamental operational issues?
Why Do Investors Use ManagementTrack?
How does ManagementTrack evaluate Matt Tobolski at AAON?
ManagementTrack conducts a proprietary career analysis, including interviews with former colleagues, to build a profile of Matt Tobolski’s track record, key strengths, and weaknesses. This profile is then mapped against AAON’s most pressing factors: ramping up the new Memphis facility for data center demand, converting the record backlog to sustain market share, realizing embedded price hikes to recover margins, and remediating the ERP disruption to restore production and credibility.
What additional proprietary methods does ManagementTrack utilize to connect c-suite actions to future company performance?
ManagementTrack employs proprietary models to detect unusual executive evasion during earnings call Q&A. It also scrutinizes all insider transactions to identify outlier trades that are predictive of future over or underperformance. When combined with the ManagementTrack Rating, a forward-looking 1-10 score for every executive, these tools provide investors with a clear, negative or positive view on how leadership ability will likely impact company results.
What is the scope of ManagementTrack’s coverage?
ManagementTrack delivers real-time coverage on the executive C-suite of every public company.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Author Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
- Verified Career History by ManagementTrack for Matt Tobolski
- Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
- AAON, Inc. 10Q
- AAON, Inc. 10K
- AAON, Inc. Earnings Calls
- AAON, Inc. Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
