JEFFERIES GLOBAL INDUSTRIALS CONFERENCE Mike Madsen President, Defense & Space 0 Jefferies Global Industrials Conference - August 14, 2014
Business Overview Honeywell Overview Aerospace Overview (2014E Sales, Midpoint Of Guidance) (2014E Sales) Other Comml 9% Automation Performance TS OE Asia Aerospace and Control Materials and 24% 17% EMEA 47% 17% 20% Solutions…
Broad And Unique Portfolio Safety & Navigation Crew Information Systems Propulsion Interface Management & Sensors Commercial Crew Interface Cabin Management Systems Civil &D&S Navigation Systems AGT1500 LTS101 & Displays Comm/Nav…
Platforms Fighter/Attack/ F-22, F-35 Fifth Gen Fighters Military Bomber AH-1 Cobra F-15, F-16, F/A-18 Legacy Fighters Helicopters AH-64 Apache Trainer Aircraft Aircraft CH-47 Chinook Eurofighter, Gripen International 3 platforms…
Current Defense Landscape Full Sequester In Place, Unlikely To Be Modified U.S. Environment Slow Growth Economy GDP Growth < 3% Program Award Delays Withdrawal From Afghanistan War Drawdown Contractor Services Cuts Leveling Off…
Defense Returning To Growth 6.0 5.0 HON Outlook International Sales (B) 4.0 3.0 DoD 2.0 1.0 0.0 2013 2014E 2018T Industry Trend Honeywell Position Strong Positions On Priority Platforms (F-35, THAAD) DoD…
D&S Growth Regions Overview Americas ex US: 526B [4%] CEE/CIS: W Europe: [7%] 152B [5%] 1377B [2%] [7%] [15%] Ukraine Crisis Nuclear N Korea Arab Syria AfPak China Def Budget Spring Iran Buildup 5yr CAGR% Egypt Asia:…
Recent Wins And Highlights Over 2.9B In Recent, Traditional Wins - Air Force Satellite Control Network ( 550M) - Enhanced GPS Inertial Navigation Tri-Services (500M) - DLA Multi Year Sole Source Contract (400M) - Orion Development…
9 Jefferies Global Industrials Conference - August 14, 2014
Loading...
