Multi-Industry Prep Pack — May 2026

Research evidence excerpt

Multi-Industry Prep Pack — May 2026

Electrical Equipment & Multi-Industry

Distributors - Market Underweight

Industrial Technology - Market Weight

Multi-Industry - Market Weight

Multi-Industry Prep Pack — May 2026 May 18, 2026

19th Annual Wolfe Global Transports & Industrials

Conference

The Wolfe Byte

There are so many topics to vet at the 19th Annual Wolfe GTIC, which is why our Nigel Coe, CPA; CFA

Prep Pack is so handy in getting you smart ahead of meetings with management. ncoe@wolferesearch.com (646) 582-9259

This 152 page report includes cheat sheets, question banks and links to our models View Nigel’s Research

& transcripts. View Comp Table

Brad Hewitt

bhewitt@wolferesearch.com

This 152 page report is designed to be a comprehensive reference manual (646) 582-9256

for the 19th Annual Wolfe Research Global Transportation & Industrials William Vranka

Conference, which will be held in NYC on May 19-21, 2026. See Exhibits 3-5 for wvranka@wolferesearch.com

the conference agenda. (646) 582-9258

Aidan Harmon

This Prep Pack includes Question Banks, and Cheat Sheets for the 25 Multi- aharmon@wolferesearch.com

Industry and Electrical Equipment companies (under our coverage) that we are

hosting for fireside chats and 1x1 meetings at the conference. We also have links

to our recent Abridged Conference Call Transcripts and Models on pages 10-12. In

summary, everything you need to get smart and look good for your meetings.

Each question bank has been carefully tailored to the individual companies, but

the transcending themes include the following:

1) Cycle Perspectives: 1Q26 was another quarter that brought broad based

revenue and order beats from short cycle industrials, most notably ROK & DOV.

There is pervasive skepticism that this is a real inflection, with so many questions