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VERTICAL RESEARCH PARTNERS INDUSTRIAL CONFERENCE – Emerson Electric Co.

Emerson Electric Co. · Sep 4, 2014 · 9 slides

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Slides

  1. VERTICAL RESEARCH PARTNERS INDUSTRIAL CONFERENCE – Emerson Electric Co. – slide 1
    Vertical Research Partners Industrial Conference Edward L. Monser President and Chief Operating Officer September 4, 2014 Safe Harbor Statement Our commentary and responses to your questions may contain forward-looking statements…
  2. VERTICAL RESEARCH PARTNERS INDUSTRIAL CONFERENCE – Emerson Electric Co. – slide 2
    Underlying Order Trends Trailing 3-Month Average vs. Prior Year This slide has been omitted 2
  3. VERTICAL RESEARCH PARTNERS INDUSTRIAL CONFERENCE – Emerson Electric Co. – slide 3
    Magnitude of Backlog Growth Year-To-Date Has Been Unusual +20% 7.5 7.1 +9% 7.0 7.0 Backlog (in B) 6.5 6.4 6.4 6.4 6.3 6.0 5.9 5.9 5.5 5.0 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2012 2013 2013 2013 2013 2014 2014 2014 Cautious…
  4. VERTICAL RESEARCH PARTNERS INDUSTRIAL CONFERENCE – Emerson Electric Co. – slide 4
    Impacted by Increased Large Project Execution Capabilities that Drive Growth and Installed Base 400 of large projects 24 350 Large Project Orders (in M) 315 300 24 25 253 Network 250 250 Power 200 150 6 10 Process…
  5. VERTICAL RESEARCH PARTNERS INDUSTRIAL CONFERENCE – Emerson Electric Co. – slide 5
    Improvement in Mature Markets, Especially the U.S., Offset by Slower Emerging Markets 15% Underlying Sales % Change 10% Emerging 5% Mature 0% (5%) Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2012 2012 2012 2013 2013 2013 2013…
  6. VERTICAL RESEARCH PARTNERS INDUSTRIAL CONFERENCE – Emerson Electric Co. – slide 6
    Underlying Sales* by Region Planning for Modest Improvement Next Year 2014 Expectations Preliminary February May August 2015 Outlook U.S. 3-5% 3-5% 4-6% Solid Canada 2-4% 2-4% 0-2% Better Europe 0-2% 1-3% 1-3% Mixed China 6-8%…
  7. VERTICAL RESEARCH PARTNERS INDUSTRIAL CONFERENCE – Emerson Electric Co. – slide 7
    Capital Deployment Focused on Strong Return of Cash to Shareholders 4.5 2.2B 2.2B 2.3B 3.5B 3.5-4.8B 100% Payout % of Operating Cash Flow 4.0 90% Capital Deployment (in B) 3.5 Acquisitions 80% 3.0 Target payout range…
  8. VERTICAL RESEARCH PARTNERS INDUSTRIAL CONFERENCE – Emerson Electric Co. – slide 8
    Reconciliation of Non-GAAP Measures This information reconciles non-GAAP measures (denoted with a *) with the most directly comparable GAAP measure (M except per share amounts). Sales growth 2012 2013 2014E Emerging 6% 7% 4-6% Mature…
  9. VERTICAL RESEARCH PARTNERS INDUSTRIAL CONFERENCE – Emerson Electric Co. – slide 9

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