OPPENHEIMER INDUSTRIALS CONFERENCE Patrick Hogan, VP Strategy & Commercial Excellence Performance Materials and Technologies
Honeywell Overview 1,250 sites 40.3B 70 countries in sales 127,000 employees 55% Morristown, NJ, USA sales outside U.S. headquarters Fortune 100 Aerospace Automation and Performance Materials Control Solutions and…
PMT Overview Fluorine Products 10.2B Balanced Portfolio Specialty 1.0B UOP in sales Products 1.2B 3.2B Geographically Diverse 17.8% Resins & 1.7B Chemicals segment margin Aligned To Mega Trends 3.1B HPS UOP Process…
High ROI Investments Ongoing Capital and Revenue 1,250 (M) Substantial 1,100 YoY Growth 1,000 With 2017 Capital for Growth Projects Net Revenue from Growth Projects Inflection 400 250 100 2014 2015 2016 2017 2018 2019…
Revenue Across The Project Lifecycle Asset Lifecycle UOP And HPS Engagement Profile Design Construction Operation Upgrade CapEx Commitment Funding Already Approved For Ongoing Activities Year 1-3 Year 4-6 Year 7-25 Year 26-30…
Mitigating Oil & Gas Impact Current Oil & Gas Dynamic PMT Near Term Implications Average 20%+ Reduction Of Only 10 - 15% PMT Oil & Gas In Upstream Upstream CapEx 2015 vs. 2014* Booked projects holding, some project delays Future…
LGWP Major Environmental Improvements Solstice platform has Sales and Profit Growth a Low Global Solstice LGWP Sales Warming Potential Legacy Business Segment Margin % of 1 or less (equal or better than CO2) OEMs can now achieve…
HOS Gold Driving Breakthrough Results HOS GOLD UPSIDE POTENTIAL Toolkit To Grow Faster And More Profitably Than The Market & Peers 200- Profit () 400M* Velocity Product Development VPD 425 NPI Projects To Refresh Portfolio…
Summary 3B Top Line Growth Through 2018 Growth Inflection 2.6B In Solstice LGWP Contracts 400M From UOP/HPS Sales Synergies 1B High Margin Sales From New Capacity HOS Investments Deliver 3.2B From New Product Innovations GOLD…
11 Oppenheimer Industrial Growth Conference May 13, 2015