| Closing Price ($) | Shares Out (MM) | Market Cap ($MM) |
| $28.49 | 202 | $5,754 |
| 10-Q | 2019-09-30 | Quarter: 2019-09-30 |
| 10-Q | 2019-06-30 | Quarter: 2019-06-30 |
| 10-Q | 2019-03-31 | Quarter: 2019-03-31 |
| 10-K | 2018-12-31 | Annual: 2018-12-31 |
| 10-Q | 2018-09-30 | Quarter: 2018-09-30 |
| 10-Q | 2018-06-30 | Quarter: 2018-06-30 |
| 10-Q | 2018-03-31 | Quarter: 2018-03-31 |
| 10-K | 2017-12-31 | Annual: 2017-12-31 |
| 10-Q | 2017-09-30 | Quarter: 2017-09-30 |
| 10-Q | 2017-06-30 | Quarter: 2017-06-30 |
| 8-K | 2019-10-28 | Earnings, Exhibits |
| 8-K | 2019-10-03 | Officers, Other Events, Exhibits |
| 8-K | 2019-07-31 | Earnings, Exhibits |
| 8-K | 2019-06-29 | Other Events |
| 8-K | 2019-06-28 | Enter Agreement, Off-BS Arrangement, Regulation FD, Exhibits |
| 8-K | 2019-05-09 | Shareholder Vote |
| 8-K | 2019-04-30 | Other Events, Exhibits |
| 8-K | 2019-04-30 | Earnings, Exhibits |
| 8-K | 2019-04-30 | Enter Agreement, Exhibits |
| 8-K | 2019-02-19 | Earnings, Exhibits |
| 8-K | 2018-12-18 | Officers, Regulation FD, Exhibits |
| 8-K | 2018-12-13 | Enter Agreement, Exhibits |
| 8-K | 2018-11-28 | Officers, Regulation FD, Exhibits |
| 8-K | 2018-10-31 | Enter Agreement, Exhibits |
| 8-K | 2018-10-25 | Earnings, Exhibits |
| 8-K | 2018-10-24 | Officers |
| 8-K | 2018-09-11 | Officers |
| 8-K | 2018-08-01 | Earnings, Other Events, Exhibits |
| 8-K | 2018-05-10 | Shareholder Vote |
| 8-K | 2018-05-02 | Enter Agreement, Exhibits |
| 8-K | 2018-04-26 | Earnings, Exhibits |
| 8-K | 2018-02-07 | Officers, Regulation FD, Exhibits |
| 8-K | 2018-01-05 | Officers, Regulation FD, Exhibits |
| Comparables ($MM Annual) | Ticker | Market Cap | Assets | Liabilities | Revenue | Gross Profit | Net Income | EBITDA | EV |
| Snap-On | SNA | 9,155 | 5,545 | 2,237 | 3,970 | 0 | 714 | 1,059 | 9,939 |
| Nordson | NDSN | 8,479 | 3,492 | 1,945 | 2,178 | 1,181 | 321 | 540 | 9,703 |
| Cognex | CGNX | 8,099 | 1,350 | 158 | 798 | 589 | 208 | 246 | 8,010 |
| Sensata Technologies Holding | ST | 7,898 | 6,852 | 4,235 | 3,476 | 1,218 | 562 | 753 | 10,403 |
| Woodward | WWD | 7,266 | 4,016 | 2,311 | 2,883 | 542 | 267 | 562 | 8,216 |
| FLIR Systems | FLIR | 7 | 3,245 | 1,333 | 1,810 | 917 | 280 | 406 | 406 |
| Middleby | MIDD | 7,407 | 4,887 | 3,088 | 2,918 | 1,086 | 329 | 619 | 9,321 |
| Pentair | PNR | 6,222 | 4,170 | 2,363 | 2,940 | 1,034 | 369 | 485 | 7,367 |
| Owens Corning | OC | 6,237 | 10,183 | 5,778 | 7,127 | 1,624 | 515 | 1,275 | 9,547 |
| Gardner Denver Holdings | GDI | 7,082 | 4,594 | 2,809 | 2,651 | 996 | 259 | 418 | 8,396 |
| BWX Technologies | BWXT | 4,873 | 1,756 | 1,462 | 1,793 | 501 | 208 | 351 | 5,687 |
| Watsco | WSO | 5,567 | 2,632 | 1,277 | 4,590 | 1,130 | 288 | 381 | 5,863 |
| Curtiss Wright | CW | 5,276 | 3,427 | 1,774 | 2,461 | 890 | 293 | 507 | 5,851 |
| AGCO | AGCO | 6,010 | 8,415 | 5,286 | 9,225 | 2,033 | 376 | 789 | 7,108 |
| Lincoln Electric Holdings | LECO | 5,123 | 2,394 | 2,119 | 2,273 | 1,030 | 315 | 488 | 5,643 |
| MKS Instruments | MKSI | 4,199 | 3,382 | 1,436 | 1,885 | 851 | 215 | 394 | 4,759 |
| Brunswick | BC | 3,928 | 4,041 | 2,504 | 4,986 | 1,327 | 155 | 413 | 4,561 |
| MSC Industrial Direct | MSM | 3,959 | 2,324 | 870 | 3,359 | 1,438 | 295 | 499 | 4,451 |
| Nvent Electric | NVT | 4,216 | 4,465 | 1,927 | 2,210 | 870 | 252 | 366 | 5,252 |
| GrafTech | EAF | 3,254 | 1,726 | 2,436 | 1,943 | 1,156 | 823 | 1,132 | 5,084 |
| Balance Sheet ($MM) | 2017-06-30 | 2017-09-30 | 2017-12-31 | 2018-03-31 | 2018-06-30 | 2018-09-30 | 2018-12-31 | 2019-03-31 | 2019-06-30 |
| Cash | 246 | 303 | 393 | 354 | 338 | 269 | 221 | 264 | 318 |
| Accounts Receivable | 475 | 532 | 536 | 542 | 496 | 525 | 525 | 510 | 499 |
| Inventory | 486 | 508 | 494 | 567 | 556 | 550 | 524 | 555 | 558 |
| PP&E | 356 | 352 | 567 | 365 | 354 | 347 | 607 | 350 | 345 |
| Assets | 4,423 | 4,553 | 4,621 | 4,775 | 4,605 | 4,516 | 4,487 | 4,567 | 4,594 |
| Accounts Payable | 246 | 264 | 270 | 285 | 311 | 320 | 340 | 342 | 332 |
| Long-Term Debt | |||||||||
| Liabilities | 3,214 | 3,281 | 3,144 | 3,208 | 3,036 | 2,893 | 2,811 | 2,829 | 2,809 |
| Stockholders' Equity | 1,209 | 1,272 | 1,477 | ||||||
| Income Statement ($MM) | 2017-06-30 | 2017-09-30 | 2017-12-31 | 2018-03-31 | 2018-06-30 | 2018-09-30 | 2018-12-31 | 2019-03-31 | 2019-06-30 |
| Revenue | 579 | 650 | 665 | 620 | 668 | 689 | 713 | 620 | 629 |
| Cost of Revenue | 363 | 396 | 412 | 388 | 419 | 427 | 444 | 390 | 395 |
| Gross Profit | 216 | 254 | 254 | 232 | 249 | 262 | 269 | 230 | 234 |
| R&D | |||||||||
| SG&A | 126 | 111 | 108 | 107 | 116 | 108 | 104 | 108 | 104 |
| Tax | -44 | 16 | 8 | 23 | 49 | 23 | 22 | 14 | 8 |
| Net Income | -146 | 28 | 144 | 42 | 60 | 72 | 94 | 47 | 45 |
| Cash Flow ($MM) | 2017-06-30 | 2017-09-30 | 2017-12-31 | 2018-03-31 | 2018-06-30 | 2018-09-30 | 2018-12-31 | 2019-03-31 | 2019-06-30 |
| Cash Operating | 64 | 117 | 60 | 134 | 104 | 146 | 69 | 61 | |
| Cash Investing | -2 | -18 | -102 | -29 | -11 | -92 | -15 | -10 | |
| Cash Financing | -9 | -9 | -8 | -106 | -158 | -100 | -17 | 1 |