Answer the following questions about the selected pair of companies (GE and Honeywell) and their quarterly earnings press release and presentation:
1) What are the main common elements (content, style, messaging) between the companies?
2) What are the significant differences (content, style, messaging)? Order and priority matters; what is featured in each company’s presentations and how do they differ?
3) What qualitative observations do you have about the two companies’ messaging and results in their quarterly reporting? What are your takeaways about the two companies based on their communications to investors?
4) Do you see Supply Chain impacts or significant implications? If so, in what areas?
What qualitative observations do you have about the two companies’ messaging and results in their quarterly reporting?