8:25pm PDT - April 29th, 2022

$FSV on recession: - Residential ($1.6B rev) is contractual with ^1-3% price/yr - Brands ($1.7B rev): $400M is home improvement (CC/Paint). $150M of Century Fire is contractual service, $150M commercial new builds. Restoration is weather based. - Downturn exposure = ~17% of revs

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