let's look with sandy cutler the chairman and ceo of eaton and a straight shooter who consistently comesn the show to talk about the result, good or bad. welcome back to "mad money." >> good evening, jim, good to be back tonight. >> thank you, sandy. two big segments electrical products and electrical systems and as much as. they both had fabulous margins. we have heard a lot of companies didn't have a good march. what is your company doing different than the other guys? >> well you know i think as many companies and we too experienced a pretty slow january and february particularly here in the u.s. and we were really pleased to see it recover in the third quarter. excuse me n the third month of the quarter. we have been completing the integration of cooper and we're really delighted with the front end synergies, a positive response from our customers and i think that was evidenced as we saw march come together, up some 12% in bookings in the month of march over last year in the electrical businesses. >> sandy, a lot of industrial companies after they reported took down numbers pretty bi

they said we disagree, we're now going to start hitting the numbers and sandy cutler said we'll holdanagement team accountable and you should hold us accountable for now hitting our numbers. and of course in 2014 they announced they would miss materially at which point we solid sandy and said, the way to solve this we could by passive any longer we'll take one seat on the board. we have a long track record of being constructive as board members. >> originally that was you, and became mr. pelse. >> they told us to go away when i broached the subject of i would go on no one has to get off the board, they said no. at which point we said what about nelson? and they said we want anybody but nelson. that's how we ended up where we are. >> we're going to run out of time quickly so let me fast forward. they had bill george most recently, he's quoted "new york times" says the proposal is troubling because it mirrors a trend that -- is your plan going to gut the ability to do research? >> completely flawed. the reality is trian, we typically are spending significant amounts of money to build t

. >> sandy cutler. director of dupont. >> yeah.over that. >> doesn't want to talk dupont? he's the director there. >> i figured you will talk dupont. >> we will talk dupont shortly. >> i need kevlar on that one. >> there are big decliners. we covered yelp which our viewer said should change their ticker to "help." >> harmon i have on tonight. i was surprised. it sounded like it was currency but obviously it was a big miss. that's the company that makes the infotainment system in your car. >> marriott beats by three cents. revenue on the light side. they back the view but the stock is going to have trouble. >> the stock went up because the statement from starwood. then people feel marriott will buy that. marriott is doing quite well. the one that shocked people yesterday was spirit which some people are defending today. there is this hey, listen this travel situation is cooling. i'm not seeing that. spirit did have a weak texas number. competition has come back into airways. which i thought was shocking. >> you'll probably get to so

when you buy a accompany and i like eaton, sandy cutler.mpanies selling numbers and you have go pro, they show you come companies can trumpet. microsoft is the pc accompany. >> my favorite tweet of the morning, a guy tweeted a picture of you drawn by his 6-year-old daughter who said she's one of your biggest fans. >> i thought that was great. we went to the children's hospital and i looked inside my brain. i think the 6-year-old captured what my brain is thinking right now on the nine hour sleep we've had the last five days. >> we'll see you tonight and back home tomorrow. jim cramer mad money 6:00 p.m. pending homes up next. don't goway. female announcer: get three years interest-free financing on brand name mattress sets. plus, get free delivery, and sleep train's 100-day low price guarantee. sleep train's interest free for 3 event ends sunday. ♪ your ticket to a better night's sleep ♪ >>> good wednesday morning. welcome back to squawk on the street. one market near san francisco. sarah and simon live from post nine back in new york. take