U.S. Multi-Industry_ Whose numbers look very 2H-loaded_

Equity Research U.S. Multi-Industry 17 February 2025 U.S. Multi-Industry Whose numbers look very 2H- loaded? RRX (our EPS ests. are below the Street), LII (our EPS ests. are above the Street), VNT screen as most at risk. VRT, ROP, MMM screen as being least at risk for 2H loading dynamics in 2025 (among Dec. year-end companies) For our thoughts ahead of our 2025 Industrials Select Conference, please see our note here. For a summary of the companies that will be attending our conference, please see our Compan ...