Updates on our Buysider Coverage: The results from ITW, JCI, and TT were all well ahead as previewed, demonstrating that Advan's data has high efficacy in Industrials. Advan and consensus missed on URI's beat; we think we've corrected the issue. In the note, we also unpack the PNR situation; lots of intrigue on this one. On the pool industry, we also have good efficacy on POOL, HAYW, and LESL.
