Good afternoon. Norman Asbjornson here.

Before proceeding, I'd like to read a forward-looking disclaimer. To the extent any statement presented herein deals with information that is not historical, including the outlook for the remainder of the year, such statement is necessarily forward-looking and made pursuant to the Safe Harbor provisions of the Securities Litigation Reform Act of 1995.

As such, it is subject to the occurrence of many events outside AAON's control, that could cause AAON's results to differ materially from those anticipated. Please see the risk factors contained in our most recent SEC filings, including the Annual Report on Form 10-K and the quarterly report on Form 10-Q.

I'd like now to turn it over to our Chief Financial Officer, Scott Asbjornson.

Welcome to our conference call. I'd like to begin by discussing the comparative results of the 3 months ended September 30, 2012 to September 30, 2011.

Revenues were up 4% to $76.8 million from $73.8 million. Revenues increased due to gains in market share in the nonresidential and replacement markets, and also as the result of price increases introduced earlier in the year.

Gross profit increased 20.3% to $17.1 million from $14.2 million. As a percentage of sales, gross margins were 22.3% in the quarter just ended, compared to 19.3% in 2011.

Improvement in gross margins can be attributed to changes in commodity costs, increased product prices, improved product mix and productivity.

Selling, general and administrative expenses increased 23.8% to $6.7 million from $5.4 million in 2011. As a percentage of sales, SG&A was 8.8% of total sales in the third quarter of 2012 and 7.4% in 2011.

The increase in SG&A from the quarter ended September 30, 2011, was primarily due to higher profit-sharing expense, employee compensation, warranty and bad debt expenses. Operating income increased 18.1% to $10.4 million or 13.5% of sales from $8.8 million or 11.9% of sales.

Our effective tax rate increased from 35% to 43% due to adjustments in the quarter. We expect the rate for the full year to be approximately 37%.

Net income increased 6.8% to $6 million or 7.8% of sales from $5.6 million or 7.6% of sales. Diluted earnings per share was $0.24 per share versus $0.23 per share.

Earnings per share were based on 24,667,000 shares versus 24,844,000 shares in the same quarter 1 year ago.

The results of the 9 months ended September 30. Revenues were up 11% to $225.1 million from $202.8 million.

Gross profit increased 37.6% to $51.8 million from $37.6 million. Gross profit, as a percent of sales, was 23% for the 9 months of 2012 compared to 18.6% in 2011.

Selling, general and administrative expenses increased 17.5% to $19.6 million or 8.7% of sales during 2012 from $16.7 million or 8.2% of sales. Operating income increased 53.5% to $32.1 million or 14.3% of sales from $20.9 million or 10.4% of sales.

Net income increased 51.5% to $19.9 million or 8.8% of sales from $13.1 million or 6.5% of sales. Diluted earnings per share was $0.80 per share versus $0.53 per share.

Earnings per share were based on 24,722,000 shares versus 24,902,000 shares in the same period 1 year ago.

Moving to the balance sheet, we see that we had a working capital balance of $54 million. Our current asset ratio was approximately 2.3 to 1.

Our capital expenditures were approximately $13.4 million. Shareholders equity per share is $5.58 compared to $5.08.

We paid cash dividends of $3 million, July 2012. The board declared the regular semi-annual cash dividend of $0.12 per share.

In addition, the board has declared a one-time special cash dividend of $0.12 per share. Both dividends will be paid to stockholders of record as of December 3, and payable December 24.

I'd now like to turn the call back over to Norm, who will discuss our results in further details, along with the new products and the outlook for the remainder of the year.

Despite a difficult environment, sales were up 4% for the quarter and 11% for the 9 months. Sales increased due to our ability to gain market share.

We had a minimal price increase and we had redesigned products. Replacement market is very healthy and new construction market was relatively stable compared to the year ago.

Geothermal continues to grow as a type of system. We continue to expand our chiller and air handler market, as well as our split system and floor-by-floor markets.

However, the continuation of our basic product line, which is rooftops, continued to dominate our market. There was no particular physical market which expanded, and physical market, I mean, as far as building style.

The replacement market continued to dominate as it did last year. And the continuation appears to be continuing into the fourth quarter, which is a little different than what I had expressed the last time we spoke.

At which point in time, I thought the replacement market would start falling off in the fourth quarter. That does not appear to be occurring as much as we anticipated.

In the type of business that we're in, the commercial and the retail are doing adequately well, not wonderfully. The office building is doing a little better.

Medical and healthcare is doing fairly well; education is pretty much stable; manufacturing continues to show a little bit of life, however, from a very low level; lodging, municipalities and others continue to be pretty stable. However, again, the replacement market for all of these is the more healthy part of the business.

Quarterly margin was 22% compared to 19% in 2011; the year-to-date margin is 23% compared to 19% in 2011; with SG&A, expenses of 8.8% for the quarter were 7.4% in 2011, and 8.7% for the 9 months compared to 8.2% for the similar 9 months in 2011.

For the quarter and the year, warranty expense was increased because of the increase in sales, profit sharing, warranty, employee compensation and higher bad debt. Net income, which was up by 6.8% for the quarter and up 51.5% for the 9 months.

In this area, I must mention that if you recall, in our first 6 months of last year, we had the roof collapse which caused us undue hardship last year, so the 51% -- 51.5% increase is not so much the growth this year as it is the lack of problems that we had last year.

$6.6 million spent in the third quarter was the income in the third quarter of 2012 compared to $5.6 million in the third quarter of 2011. $19 million -- $19.9 million was our income in the first 9 months compared to 2011 of $13.1 million.

Our balance sheet has gotten substantially improved, our liquidity position is much stronger and we held, in addition to the regular dividend, a special one-time dividend which was declared for the fourth quarter to be paid on sales, as mentioned by Scott, on stock, of record on December 3 and to be paid on December 24.

The outlook for the remainder of 2012 appears that we have a little bit better backlog, as mentioned, than we had 1 year ago. So the backlog pretty much tells you what the volume is going to be.

It's going to be a little better than last year, but it's not going to be booming. The gross margins are pretty much determined because we have most of what we're going to ship into the backlog already.

There's no price increases that are going to occur and there is no great cost increases going to occur. So the gross margins will remain pretty much like the third quarter.

The capital expenditures for 2012 have pretty much been finished, and although, we spent a little bit more than we had anticipated as primarily due to the amount of small items which we have bought, this is not significant items in the $13 million we spent. We only have 2 real significant items which were anticipated.

One was a new sheet metal machine in our Longview facility and the other was for racks and storage devices in our text -- our Tulsa facility. The balance of the money was for a lot of miscellaneous things associated with the new buildings, and other things which we needed to complement to improve our products and our ability to build products.

There will be a minimum amount due of additional capital expenditures, probably another million or so, that will be spent during the balance of the year. Now the outlook for next year is quite cloudy, as you probably recognize, because of the economic situation and the various problems confronting our economy.

So as best we can tell right now, based upon the Architecture Billing Index, which indicates the amount of building to which were designed in the past few months and were expected to be built for the first 6 to 9 months of next year, most have already been designed. And based upon the Architecture Billing Index, we would anticipate a somewhat stable, neither growing nor declining market there.

The other market, which is over 50% of our market, is the replacement market. And as I mentioned earlier, we got a bigger amount of replacement business in the fourth quarter for fourth quarter shipment than what we thought we would get.

That could be being pull-forward from next year, but at this point in time, we don't believe that it's some significant amount of pull-forward, so we would anticipate the replacement market being fairly stable also. The net result is that we may get a little bit of growth by taking market share, and we don't anticipate any great amount of growth, and we do not foresee, at this point in time, any significant downturn.

I'll now open to new questions. So Karl, would you come on and help us there?

Norm, just a little bit more detail. Why was the tax rate so high in the third quarter?

I'll let Scott answer that.

It's a -- the tax rate in the third quarter was affected by some adjustments that were determined during our filing of our 2011 return. At which point, we needed to increase some accrual rates and so the adjustment occurred within the third quarter.

As we said, we expect for the full year, the effective tax rate on the 12 months will be closer to a 37% tax rate and that the 43% that you see in the quarter is an anomaly.

Well, since there are no further questions, we'd like to thank everybody for attending our third quarter results and look forward to talking to you again in another few months when we talk about the year of 2012. Thank you.

Goodbye.