ab 7 July 2025 Powered by YES UBS Evidence Lab Industrial, Diversified Amit Mehrotra Global Research US Electrical Equipment & Multi-Industry "ONE BIG BEAUTIFUL" OUTLOOK… Valuation: Equities Americas Analyst amit.mehrotra@ubs.com +1-201-352 1410 Neal Burk Analyst neal.burk@ubs.com +1-212-713 4066 Pratap Singh Analyst pratap-za.singh@ubs.com +1-212-821 3112 Damian Karas, CFA Analyst damian.karas@ubs.com +1-212-713 2267 Zachary Walljasper Associate Analyst zachary.walljasper@ubs.com +1-212-713 9829 This repor ...