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Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co.

Emerson Electric Co. · May 6, 2014 · 12 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. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 1
    Second Quarter 2014 Earnings Conference Call May 6, 2014 Safe Harbor Statement Our commentary and responses to your questions may contain forward-looking statements, including our outlook for the remainder of the year, and Emerson…
  2. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 2
    Second Quarter 2014 Highlights Net sales decreased 2% to 5.8 billion, with underlying sales* up 2% Harsh winter weather and weak U.S. GDP growth Process industry slowdown of global project execution but orders remain strong…
  3. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 3
    Second Quarter 2014 P&L Summary (M excl. EPS) 2013 2014 Chg. Sales 5,960 5,812 (2%) Underlying sales* up 2% Gross Profit 2,373 2,395 1% GP margin improvement from portfolio changes and cost % of Sales 39.8% 41.2% 140 bps…
  4. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 4
    Second Quarter 2014 Underlying Sales Change United States 3% Europe 1% Asia 4% China 9% Latin America 3% Canada 2% Middle East/Africa (9%) Underlying Sales* 2% Acquisitions 1 pt Artesyn Divestiture (5) pts Net Sales (2%)…
  5. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 5
    Second Quarter 2014 Business Segment Earnings & Cash Flow (M) 2013 2014 Chg. Business Segment EBIT* 973 951 (2%) Includes 35M unfavorable impact from currency % of Sales* 15.8% 15.8% volatility Accounting Methods 54 60 Corporate…
  6. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 6
    Second Quarter 2014 Process Management Sales % Chg. vs. PY Segment Results NA 6% (M) 2013 2014 Chg. Asia (1%) Sales 2,020 2,108 4% China 5% Europe 4% LAM (3%) EBIT 403 383 (5%) MEA (14%) % of Sales 20.0% 18.2% (180) bps…
  7. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 7
    Second Quarter 2014 Industrial Automation Sales % Chg. vs. PY Segment Results NA 1% (M) 2013 2014 Chg. Asia 6% Sales 1,213 1,232 2% China 18% Europe LAM 7% EBIT 186 187 MEA 1% % of Sales 15.4% 15.2% (20) bps Underlying* 2%…
  8. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 8
    Second Quarter 2014 Network Power Sales % Chg. vs. PY Segment Results NA 2% (M) 2013 2014 Chg. Asia 4% Sales 1,481 1,171 (21%) China 6% Europe (3%) LAM (8%) EBIT 111 96 (14%) MEA % of Sales 7.5% 8.2% 70 bps Underlying* 1%…
  9. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 9
    Second Quarter 2014 Climate Technologies Sales % Chg. vs. PY Segment Results NA 2% (M) 2013 2014 Chg. Asia 11% Sales 988 1,041 5% China 14% Europe 3% LAM 36% EBIT 175 186 6% MEA (4%) % of Sales 17.7% 17.9% 20 bps Underlying* 6%…
  10. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 10
    Second Quarter 2014 Commercial & Residential Solutions Sales % Chg. vs. PY Segment Results NA (1%) (M) 2013 2014 Chg. Asia 18% Sales 457 460 1% China 23% Europe 10% LAM (7%) EBIT 98 99 1% MEA 23% % of Sales 21.3% 21.4% 10 bps…
  11. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 11
    Fiscal Year 2014 Outlook Robust orders growth in the quarter reflects continued improvement in the global macroeconomic environment Large, multi-year industrial projects and recovering demand for capital goods Uncertainty persists…
  12. Q2 EARNINGS CONFERENCE CALL – Emerson Electric Co. – slide 12
    Reconciliation of Non-GAAP Measures & Other This information reconciles non-GAAP measures (denoted with a *) with the most directly comparable GAAP measure (M except per share amounts). Sales growth 2014E Earnings per share 2013…

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