This note updates on our Buysider Coverage: GEV (ahead) and TDY (well ahead), demonstrating that Advan's data has high efficacy on the two. HUBB (expecting a miss) is also detailed. Our EEMI coverage includes: AME, ATKR, AYI, AZZ, GEV, HUBB, ITRI, NVT, TEL, and TDY.





