Feb 18, 2021 / 05:10PM GMT
Andrew Alec Kaplowitz - Citigroup Inc., Research Division - MD and U.S. Industrial Sector Head
Good afternoon, everyone, again. This is Andy Kaplowitz, Global Head of U.S. Industrials in -- for Citigroup, and we're really excited to have Greg Lewis with us from Honeywell. Honeywell has been and continues to be one of our top picks. We think there's a lot of growth potential here, great margin potential.
Greg, I think we're going to just launch right into fireside chat questions.
Questions and Answers:
Andrew Alec Kaplowitz - Citigroup Inc., Research Division - MD and U.S. Industrial Sector Head(Operator Instructions)
So Greg, maybe I'll just start with a bit of a softball. Obviously, you just reported earnings. And so maybe talk about some of the things that we see out there with -- one of the themes of the conference has been supply chain constraints. Obviously, people ask us about price versus cost. But the environment does appear to be getting better. So there's noise out there. I know you guys started conservatively with your
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