Fearon DBConference 2019

Eaton
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

44
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
04
The slide uses a map background to contextualize regional economic performance data.establish_context
Open slide detailBeat · Attention
05
The slide uses dual line charts to illustrate macroeconomic indicators.analyze_data
Open slide detailBeat · Attention
06
The charts use a 2012=100 index base. The U.S. chart shows a steady upward trend, while the EU chart shows more volatility.analyze_data
Open slide detailBeat · Attention
07
The chart uses a dual-axis style layout with a central data table for 2018 and YTD figures.analyze_data
Open slide detailBeat · Attention
08
The chart shows a clear divergence between official data and the Eaton alternative index, particularly in the 2010-2014 period.analyze_data
Open slide detailBeat · Attention
09
establish_context
Open slide detailBeat · Attention
10
The slide uses dual-axis charts to compare different construction sectors in two major regions.analyze_data
Open slide detailBeat · Attention
11
The chart displays a clear upward trend in construction spending, particularly accelerating from 2018 onwards.analyze_data
Open slide detailBeat · Attention
12
The chart highlights a divergence between passenger and freight growth in recent periods.analyze_data
Open slide detailBeat · Attention
13
The chart includes a small embedded table summarizing Y/Y growth for 2018 and YTD 2019.analyze_data
Open slide detailBeat · Attention
14
The slide uses three line charts to illustrate divergent production trends across different geographic and vehicle segments.analyze_data
Open slide detailBeat · Attention
15
front_matter
Open slide detailBeat · Need
16
establish_context
Open slide detailBeat · Need
17
establish_context
Open slide detailBeat · Need
18
summarize
Open slide detailBeat · Need
19
establish_context
Open slide detailBeat · Need
20
Slide uses a grid layout to present four key market statistics alongside relevant imagery.establish_context
Open slide detailBeat · Need
21
Uses a past-present-future framework to illustrate strategic transformation.transition
Open slide detailBeat · Satisfaction
22
front_matter
Open slide detailBeat · Satisfaction
23
establish_context
Open slide detailBeat · Satisfaction
24
The slide uses a 'before and after' structure to demonstrate corporate transformation.illustrate_case
Open slide detailBeat · Satisfaction
25
The slide uses a combination of a bar chart for aggregate margin trends and a series of dual-axis combo charts (bar for sales, dot for margin) for segment-levelquantify_impact
Open slide detailBeat · Satisfaction
26
The chart includes a significant dip in 2009. Footnote explains adjustments to EPS.quantify_impact
Open slide detailBeat · Satisfaction
27
Peer Index is for the average of ABB, EMR, LR, ROK, SU, SIE, PH, DOV, HON, ITW, IR, UTX. Cumulative shareholder returns CAGR is calculated using end-point methocompare_peers
Open slide detailBeat · Satisfaction
28
summarize
Open slide detailBeat · Satisfaction
29
present_framework
Open slide detailBeat · Satisfaction
30
The slide uses a 2x2 grid layout to present four distinct business actions.illustrate_case
Open slide detailBeat · Satisfaction
31
present_solution
Open slide detailBeat · Satisfaction
32
Includes a pie chart showing the allocation of the 'Next 3 Years' cash.quantify_impact
Open slide detailBeat · Satisfaction
33
Includes detailed footnotes regarding adjustments for specific financial events (Cummins JV, tax reform, etc.).summarize
Open slide detailBeat · Satisfaction
34
summarize
Open slide detailBeat · Action
35
The cartoon uses the panda as a symbol for China and Uncle Sam for the US, implying a discussion on US-China trade relations or economic interdependence.transition
Open slide detailBeat · ActionLoop · Why Now
36
The slide uses a comparative framework to explain geopolitical tensions.compare_options
Open slide detailBeat · ActionLoop · Why Now
37
Charts show 3-month moving average (3MMA) of Y/Y % change.analyze_data
Open slide detailBeat · ActionLoop · Why Now
38
The slide uses a consistent 2008-2018 timeframe across all three charts to demonstrate the shift in economic drivers.analyze_data
Open slide detailBeat · ActionLoop · Why Now
39
summarize
Open slide detailBeat · ActionLoop · Why Now
40
front_matter
Open slide detailBeat · Action
42
This is a standard financial disclosure slide found in investor presentations, detailing adjustments for items like acquisition integration charges, divestituresummarize
43
The slide contains six distinct financial reconciliation tables for different business segments: Electrical Products, Electrical Systems & Services, Hydraulics,summarize
44
The slide lists formulas for ROE, ROS, Total Return, Net Debt to Total Capital, Cash Flow Coverage, Working Capital, DSO, DOH, DPO, Cash Conversion Cycle, Adjuspresent_framework