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    Brian Blair

    Research Analyst at Oppenheimer & Co. Inc.

    Bryan F. Blair is Managing Director and Senior Analyst at Oppenheimer & Co. Inc., specializing in Industrial Machinery and Flow Control, with a particular focus on water infrastructure and sustainability themes. He leads coverage on a range of innovative companies within industrial sectors, analyzing firms involved in electric vehicles, solar panels, pumps, valves, and aerospace instrumentation. With over fifteen years of experience, Bryan began his career at Lehman Brothers before moving to Paradigm Capital and EVA Dimensions, and he joined Oppenheimer in 2014. He holds a BS from Cornell University, is a CFA charterholder, and is recognized for a rigorous, data-driven approach to identifying growth opportunities across complex, policy-driven industrial markets.

    Brian Blair's questions to PENTAIR (PNR) leadership

    Brian Blair's questions to PENTAIR (PNR) leadership • Q2 2025

    Question

    Brian Blair of Oppenheimer & Co. Inc. requested more detail on the decision to divest the KBI commercial services business, asking if its profitability had deteriorated. He also inquired about the differing business dynamics between U.S. and international markets within the Water Solutions segment.

    Answer

    EVP and CFO Bob P. Fishman explained that the KBI divestiture was driven by challenging dynamics, including being locked into a fixed-price contract while facing significant labor inflation and inefficient low-density service routes. He noted that the portfolio rationalization in Water Solutions is a global effort, particularly in Europe and China, aimed at exiting lower-margin commodity products to strengthen the core filtration business.

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