nifin Corporation PH PH US Andrew Obin UNDERPERFORM Chicago Bridge & Iron Company CBI CBI US Anna Kaminskaya, CFA Donaldson Co DC| DCI US Andrew Obin Emerson Electric Co EMR EMR US Andrew Obin Fluor Corp FLR FLR US Anna Kaminskaya, CFA Pentair plc PNR PNR US Andrew Obin Rexnord Corporation RXN RXN US Andrew Obin Rockw