2030 math
Implied baseline ~$125M. Doubling in four years is about 19% CAGR. That does not come from twice the trade-show bags. It comes from win rate, system ASP, aftermarket capture, and fewer dead quotes in application engineering.
Today. Many quotes are poorly qualified. AE time is wasted. Torit wins the 'safe' PO.
Move. Refuse naked quotes. Qualify dust, DHA, and buying group before steel is drawn.
A 8-point win-rate lift on the same funnel is tens of millions — without hiring.
Today. Too many 'box only' quotes. Protection, monitoring, and duct left for others.
Move. Quote the system. Explosion package + GoldLink+ + first-year media on every combustible job.
ASP from ~$95k toward $130k is the difference between a collector vendor and a systems vendor.
Today. 80% retention is the published pride. The other 20%, and every Torit hopper, is the gap.
Move. Monday due-list. OmniPleat trials. GoldLink+ on every dark panel, not only new GS III.
This is the compounding half of $250M. New boxes do not get you there alone.
Today. Activity metrics hide empty discovery. Distributors ask different questions than Jonesboro.
Move. Same qualifier, same brief, same battlecards. Coach the channel, don't just load it.
More quality meetings beat more badges from FABTECH.
Today. Survey-to-proposal dies in inboxes. NFPA 660 deals stall on missing Kst.
Move. Same-day brief. Missing-data list. Sample path as a default, not a hero move.
A month faster on a 6-month cycle is a free quarter of capacity.
Today. Treated as a line on new collectors. Most of the installed base — Camfil and not — is dark.
Move. Retrofit any panel. Beachhead competitor housings. Fleet dashboards. Sensor stack. Managed media on ΔP.
Hardware is the door. Recurring monitoring plus locked filter programs is the $250M math.