Rockwell Automation Inc at Bank of America Global Industrials Conference Transcript

Mar 15, 2022 / 08:00AM GMT
Alexander Stuart Virgo - BofA Securities, Research Division - Managing-Director

All right. Welcome to the first physical conference. I think we've put -- certainly, the first one we've put on in Europe. And the first -- I think it's the first one we've put -- it's the first one we've put on Europe. You guys have done a bit -- a couple in the U.S.

Anyway, welcome back. It's an absolute pleasure to have you. I'm very excited. I feel like a little kid at Christmas. We've got a fantastic conference. There are just under 600 of you registered to attend both physically and virtually, and a fantastic lineup of companies. So it's going to be a good 2 or 3 days. We've got a lot of themes we think we're going to be talking about. Obviously, we've got Russia and the implications thereof, supply chain disruption, inflation, and the broader implications of capital spend and, not to forget, COVID, which clearly hasn't gone away in light of the announcements and closures in China over the last couple of days. So developing stories.

The conference has a bit of a track record in terms of companies seeing

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