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COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc.

Honeywell International Inc. · Feb 5, 2015 · 13 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. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 1
    COWEN AERO & DEFENSE CONFERENCE Roger Fradin Vice Chairman
  2. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 2
    Overview 2014 Another Year Of Outperformance - Set High Expectations And Delivered - Achieved Record Margins While Investing For Growth - Short- And Long-Cycle Order Trends Improving, Backlog Remains Strong Multi-Year Tailwinds -…
  3. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 3
    HON Business Model One Honeywell Culture Great Positions In Good Industries 5 Initiatives / 12 Behaviors Acquisitions Are Incremental - Bolt On Or Consistent Business Model Portfolio Management Resource Review Balance -…
  4. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 4
    2014 Summary Sales Segment Margin EPS FCF Up 3% Reported Up 30 bps 3% Organic 70 bps ex-OEM Incentives Up 12% Up 16% 4Q14 OEM Incentives 40.5B 4Q14 OEM Incentives 17.0% 184M 5.56 40.3B 16.6% 4.97 3.9B 39.1B 16.3%…
  5. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 5
    2018 Organic Growth Targets Sales Segment Profit / Margin (B) Segment Profit Segment Margin +220-370 Bps Adding 7-12B Of Sales 18.5 - 46 20.0% - 51 39.1 40.3 16.6% 16.3% 2013 2014 2018T 2013 2014 2018T More…
  6. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 6
    2018 Targets + M&A Sales Segment Profit / Margin (B) Segment Profit Segment Margin 1.00 EPS +5-8B From M&A 18.5 - 20.0% 46 - 51 40.3 16.6% 39.1 16.3% 2013 2014 2018T 2013 16.3% 2014 2018T Targeting Attractive…
  7. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 7
    Accretive M&A Strategy What You Should Expect Key Focus Areas Strong Pipeline Of Potential Targets Aerospace - Constant Screening, Relentless Discipline - Connectivity - Differentiated Technologies High Growth New Adjacencies -…
  8. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 8
    Why Own HON 1 Focus On HGR Penetration Organic Growth Accelerates Seed Planting NPI, VPDTM, And CapEx HUE And Technology Differentiation 2 HOS/OEF/FT Leverage Improvement More Margin Expansion Execute Restructuring Pipeline…
  9. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 9
    9 Cowen Aero & Defense Conference February 5, 2015
  10. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 10
    Appendix Reconciliation of non-GAAP Measures to GAAP Measures 10 Cowen Aero & Defense Conference February 5, 2015
  11. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 11
    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)…
  12. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 12
    Reconciliation Of Cash Provided By Operating Activities To Free Cash Flow (M ) 2013 2014 Cash Provided by Operating Activities 4,335 5,024 Expenditures for Property, Plant and Equipment (947) (1,094) Free Cash Flow 3,388 3,930…
  13. COWEN AERO & DEFENSE CONFERENCE – Honeywell International Inc. – slide 13
    Reconciliation Of EPS To EPS, Excluding Pension Mark-to-Market Adjustment 2013(1) 2014(2) EPS 4.92 5.33 Pension Mark-to-Market Adjustment 0.05 0.23 EPS, Excluding Pension Mark-to-Market Adjustment 4.97 5.56 (1) Utilizes weighted…

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