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Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc.

Honeywell International Inc. · Jun 4, 2015 · 18 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 1
    DEUTSCHE BANK GLOBAL INDUSTRIALS AND BASIC MATERIALS CONFERENCE Andreas Kramvis, Vice Chairman
  2. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 2
    Todays Discussion Outperformance Continues - 1Q15 EPS Up 10%; Raised Low-End Of Full Year EPS Guidance Businesses Well Positioned To Grow - Aero: Significant Wins Ramp, Inflection Point For Growth - ACS: Well Positioned In…
  3. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 3
    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,…
  4. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 4
    1Q 2015 Financial Summary (M except per share amounts) 1Q14 1Q15 Sales 9,679 9,213 (5%) Decrease Core Organic (1) Up 2% Segment Profit 1,596 1,721 8% Increase 220 bps Margin Expansion Margin % 16.5% 18.7% Net Income 1,017…
  5. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 5
    HON Growth Factors: Next 5 Years Unmatched Significant Platform Wins: 737MAX, 777X, C919 130B+ New Wins Upgrades Expand Growing Installed Base Aerospace Leading Aircraft Connectivity Revolution Global Turbo Penetration Up 10 pts…
  6. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 6
    Aerospace: Growth Accelerates Unprecedented Program Wins Honeywell Platform Position High Win Rate In All Businesses Aircraft In Total HON Value Entry Competitor Development/ Mechanical/Avionics/ Into Value Unmatched 130B+ New Wins…
  7. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 7
    Golden Age Of Turbos Industry Wide Adoption 20B+ Industry At Maturity Turbo Market Regulations Driving Turbo Pen Up 10pts To 43% By 2019 Growth Limited Oil Price Impact Macro Puts And Takes Aero Technology Advantage 100…
  8. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 8
    ACS: Great Positions In Good Industries Great Positions Automation And Good Industries Industry Position Control Solutions Env. & Combustion Controls ECC Building Automation, Room & 1 Buildings Combustion Controls, Elec.…
  9. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 9
    PMT: Investments Drive Future Growth 3B Top Line Growth Through 2018 Growth Inflection 2.6B Solstice LGWP Long-Term Contracts Incremental UOP/HPS Sales Synergies High Margin Sales From New Capacity Adds HOS Investments Deliver…
  10. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 10
    HOS Gold Growth And Productivity What Is It Company Analytically Broken Into 74 Gold Enterprises Brings All Best Practices Together To Focus On Total Enterprise X-Matrix Implementation Breakthrough Goals Established Monthly…
  11. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 11
    2018 Targets + M&A Sales Segment Profit / Margin (B) Segment Profit Segment Margin +5-8B 1 EPS From M&A 46 18.5% 39.0 - - 18.3% 20.0% 39.1 40.3 - 51 - 39.6 18.6% 16.6% 16.3% 2013 2014 2015E 2018T 2013 2014 2015E…
  12. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 12
    Why HON Making Big Commitments Meeting/Exceeding Commitments Strong 2015 Outlook Positive Early View On 2016 On Track To Aggressive Long-Term Targets Capital Deployment Upside Consistently Executed Strategy = Terrific…
  13. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 13
    13 Deutsche Bank Global Industrials And Basic Materials Conference June 4, 2015
  14. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 14
    Appendix Reconciliation of non-GAAP Measures to GAAP Measures 14 Deutsche Bank Global Industrials And Basic Materials Conference June 4, 2015
  15. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 15
    Reconciliation Of Segment Profit To Operating Income And Calculation Of Segment Profit And Operating Income Margins (M ) 2013 2014 Segment Profit 6,351 6,696 (1) Stock Based Compensation (170) (187) Repositioning and Other (1, 2)…
  16. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 16
    Reconciliation Of Segment Profit To Operating Income And Calculation Of Segment Profit And Operating Income Margins (M ) 1Q14 1Q15 Segment Profit 1,596 1,721 Stock Based Compensation (1) (52) (52) Repositioning and Other (1, 2)…
  17. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 17
    Reconciliation Of Cash Provided By Operating Activities To Free Cash Flow (M ) 1Q14 1Q15 Cash Provided by Operating Activities 688 421 Expenditures for Property, Plant and Equipment (192) (165) Free Cash Flow 496 256 17…
  18. Deutsche Bank Global Industrials and Basic Materials Conference – Honeywell International Inc. – slide 18
    Core Organic Sales Growth Reconciliations Honeywell 1Q 2015 Organic sales growth 1% Raw Materials Pricing in R&C 1% Core organic sales growth 2% PMT 1Q 2015 Organic sales growth (1%) Raw Materials Pricing in R&C 4% Core…

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