**REPLAY** The Industrialist LIVE: Marketing Feedback, EPA 27 & El Niño

Research evidence excerpt

**REPLAY** The Industrialist LIVE: Marketing Feedback, EPA 27 & El Niño

USA | Industrials EquityJulyResearch10, 2026

**REPLAY** The Industrialist LIVE: Marketing

Feedback, EPA 27 & El Niño

We invite you to watch the replay of this week's installment of the Industrialist

LIVE — featuring Steve Volkmann, Chirag Patel, and James Ko. Today the

team covered recent stock moves, feedback from this week's marketing, EPA

finalizing 2027 emissions rules, more likely super El Niño, and AHRI data. Please

.

reach out to us or your Jefferies representative with any follow-ups.

Webcast: The Industrialist *LIVE*. We invite you to watch the replay of this week's installment of

Industrialist LIVE featuring Steve Volkmann, Chirag Patel, and James Ko. Today the team covered

recent stock moves, feedback from this week's marketing, EPA finalizing 2027 emissions rules,

more likely super El Niño, and AHRI data. As always, we took audience Q&A and encourage you to

reach out with any topics/questions you may still have or would like the team to discuss in depth

next week.

Please contact us or your Jefferies representative if you would like to catch up with us following today's

call.

Webcast: The Industrialist *LIVE*. We invite you to watch this week's replay of the Industrialist

as we continue our regular programming of our weekly webcast series featuring Steve Volkmann,

Chirag Patel, and James Ko. Most FRIDAYS at 1:00 PM EDT, we discuss (and/or debate) relevant

themes, trends, and key items to watch for across our coverage to prepare you for the week ahead.

As always, we strive to make the webcast as interactive as possible through live Q&A; however, for

those who cannot attend, please send any questions in advance to Steve, Chirag, or James so we

can address them during the session.