Morgan Stanley China Summit Stephen Shang, President & CEO, China
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…
Portfolio Great Positions In Good Industries Institutional & Residential Infrstruct. Sensing & Control Scanning & Mobility Advanced Materials Industrial Commercial Industrial Safety U.S. New Equipment non-res 21% Homes &…
5-Year TSR Performance (Indexed) Total Shareholder Return 350 Honeywell Peer Average S&P 500 300 187% 250 109% 200 105% 150 100 2010 2011 2012 2013 2014 Peer Average Calculated Using Eight Industry Peers (COL,…
HGR Core Strategy Priority High Growth Regions East-For-East (E4E) R&D Manufacturing Sales & Dist. East-To-Rest (E2R) Follow-The-Growth (FTG) Energy & Efficiency Cities & Buildings Transportation & Infra. Health & Safety…
Honeywell China 12,000+ Employees In 30+ Cities 2,000+ Scientists And Engineers 2.4B 500+ Patent Application Since in sales for 2014 2007 Shanghai Became APAC HQ Since 2003 HONs First Sales Franchise In China Was Established…
The New Normal 1 New GDP Contributor Incremental GDP, Nominal B China 1,000 US Germany 0 Japan 60+ Cities Growing Above National GDP -1,000 '07 '09 '11 '13 '15 '17 '19 Urbanizing 100M People By 2020 Source: IMF…
Core Technologies To Address Macro Trends Air / Water Environment Reduce Carbon Emission Commercial/ Adsorbents Adsorbents For Residential Air Emission Controls Cleaner IoT Indoor Location Connected Cloud Service Behavior-…
Becoming THE Chinese Competitor (BCC) Delivering Real Benefits Institutionalizing BCC Gen2 Micro Gas Turbo 50% Cycle Time Integrated Become Marketing Reduction Supply Chain THE Chinese Competitor 17% VOC In…
HON Growth Drivers In China Highlights Outlook Executing Big Wins On C919 Widebody Opportunity Consistent Growth In Flight Low Cost Carriers (LCC) Growth Aero Hours & Services Air Traffic Mgmt (ATM) Upgrade Strong Wins In Turbo…
Summary Driving Superior Performance New Normal Creating New Opportunities Core Technologies In Energy And Environment Building A New DNA For Globalization Well Positioned To Outperform Consistently Executed Strategy =…