Below is our preview of the iindustrials sector. Our coverage includes: ETN, IR, JCI, PH, and TT (we don’t sell research, only data). The takeaway are:
- Organic sales growth (OSG) should accelerate on a 1- and/or 2-yr basis, indicating faster industry / macro growth. (This is the same message that we shared in last week's preview of the materials sector.)
- We expect upside in OSG for JCI and PH, in-line to better for TT.
