Equity Research 21 August 2025 U.S. Multi-Industry Investor topics of discussion, positioning, catalysts, question lists The ingredients appear in place for a reversion of sector stock leadership, per our REVERT framework For our detailed thoughts on the sector following Q2 earnings, please see our report. - There are very few company-hosted investor events in Q3 - SWK's Innovation Center Tour on Sept 16 is one. - Companies with a fiscal year-end September (EMR, JCI, ROK) may comment on broad- brush financi ...