Companies reporting this week are generally global Eqmt. & Tech suppliers, making tariffs somewhat more in focus, and while none are pure-plays, most have a good chunk of NAm land exposure, making activity/pricing expectations in this market a key focus. Constructive GTLS, TS; Cautious NBR. Key Takeaways For stocks reporting this week, GTLS, NBR, NOV*, TS (*note: NOV reported 2Q results yesterday), we lower our 2025 / 2026E EBITDA by 2% / 4%. See revisions details in What's Changed? , our earnings cheat she ...