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Chris (on for Joe Giordano)

Research Analyst at TD Cowen

Chris (on for Joe Giordano) serves as a Managing Director and Senior Equity Analyst at TD Cowen, standing in for Joe Giordano and specializing in industrials and technology sectors including electronic test equipment, industrial measurement instruments, connectors, and aerospace/defense equipment. He covers specific companies such as AMETEK, Ralliart, Xylem, Pentair, Fortive, Auna, Roper Technologies, Flowserve, Amphenol, Sensata Technologies, TE Connectivity, and ITT, with strong performance metrics including a 73.71% price target met ratio, 72.73% success rate on recent calls, 100% success rate in limited ratings, average returns of 18.88% or 1.35%, and 57.71% buy recommendations among 416 targets. His career timeline reflects long-term experience at TD Cowen with ratings dating back to 2016, building on coverage of 27 stocks across multiple years. Professional credentials include FINRA registration as a senior equity research analyst issuing institutional recommendations.

Chris (on for Joe Giordano)'s questions to WATTS WATER TECHNOLOGIES (WTS) leadership

Question · Q4 2025

Chris inquired about the anticipated growth breakdown for the 2026 Americas guidance, differentiating between repair and replacement activity versus new construction projects.

Answer

President and CEO Bob Pagano indicated that repair and replacement activity is generally assumed to align with GDP growth, projecting around 2% for this segment.

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