GABELLI AIRCRAFT SUPPLIERS CONFERENCE Tim Mahoney, President & CEO Aerospace
3 Aero Key Messages Unprecedented Program Wins High Win Rate In All Businesses Unmatched 130B+ New Wins Strong HGR Penetration More Favorable Macros Dramatic Replacement Cycle, Flight Hour Growth Well Positioned On Higher…
4 Aerospace Overview Financials Business Mix (B) 23% 18% 17.8 - 19.7 TS Comml OE* 15.7 15.8 21.2% 8% - Intl Defense 19.6% 22.1% 29% 22% Comml AM 18.2% U.S. Defense/Services Sales By Region 2013 2014* 2018T Sales…
5 Commercial Aerospace End Markets Commercial OE Well Positioned On Growing Fleets - Key Fleet Growth Airbus, Boeing, Gulfstream, Dassault - Airbus A350, Gulfstream G280, Embraer Legacy 500/450 Maintaining Strong Win Rates…
6 Defense Returning To Growth US Defense Outlook Well Positioned On Growing Fleets - F-35, F18, Unmanned Aerial Systems And Tanker - Attack And Utility Helicopters - Tactical Missiles & Munitions Strong Installed Base / Service…
7 Honeywell Platform Position Aircraft In Competitor Entry Winning On The Right Development/ Total HON Value Into Mechanical/Avionics/Software/Services Value Platforms With The Right Ramp-up Service Products: Avionics,…
8 Growth: Leading The Connected Aircraft 3.2B Hardware Market Enablement & HON Competitors Full Portfolio Of Size Aircraft Integration Connected Products Across The Aircraft 2B Compelling Innovative Apps & Market…
9 Software Growth Engine Honeywells Large Growing Installed Base - By 2023: 24,000+ APUs (+7K), 32,000+ Engines (+6K), 8,000+ Cockpits (+4K) Core Software Productization Today 350M To - Reuse / Reapplication / Architecture…
10 Aero And TS Unification Legacy Aerospace Transportation Systems Advanced Bearing Design Technology & Electrification Engineering Power + Thermal Management Transfer Sensing Controls Software Development Logistics,…
11 Whats New In Aerospace Launched 3rd GX Satellite Enabling Global Broadband Coverage Connectivity - HON Uniquely Positioned, Sets Stage For Connectivity Evolution A350 Production Ramp-Up Continues Winning On The Right…
12 Summary Confidence In Our 5-Year Plan Large Program Wins More Favorable Macros Differentiated Technology High Growth Region Penetration Gabelli Aircraft Suppliers September 9, 2015 Poised To Outperform: Innovation To…