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BAML Global Industrials Conference London – Parker Hannifin

Parker Hannifin · Mar 18, 2015 · 44 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. BAML Global Industrials Conference London – Parker Hannifin – slide 1
    The Global Leader in Motion and Control Technologies BAML Global Industrials Conference London Jon P. Marten EVP, Finance & Adminstration and CFO March 18, 2015
  2. BAML Global Industrials Conference London – Parker Hannifin – slide 2
    Parker at a Glance The Global Leader in Motion and Control Technologies (NYSE:PH) Centrally Led, Decentralized Company Broad Market Exposure 13 Billion in Sales 57,000 Employees 3
  3. BAML Global Industrials Conference London – Parker Hannifin – slide 3
    Why Invest in Parker Winning Culture & Values Strong Competitive Advantages Clear Strategy and Goals Consistent Execution and Performance Opportunities for Growth 4
  4. BAML Global Industrials Conference London – Parker Hannifin – slide 4
    Parkers Culture & Values The Foundation of Our Success Our success is founded on fair dealing, hard work, coordination of effort and quality of products. - Arthur L. Parker Founder Winning Culture Passionate People Valued…
  5. BAML Global Industrials Conference London – Parker Hannifin – slide 5
    Why Invest in Parker Winning Culture & Values Strong Competitive Advantages Clear Strategy and Goals Consistent Execution and Performance Opportunities for Growth 6
  6. BAML Global Industrials Conference London – Parker Hannifin – slide 6
    1 Position in Motion & Control Industry Ample Opportunity for Growth in a 120 Billion Global Market Top All Other Competitors 7
  7. BAML Global Industrials Conference London – Parker Hannifin – slide 7
    The Broadest Technology Platform Yields Higher Market Share and Margins Motion Systems Hydraulics Pneumatics Electromechanical Flow & Process Control Fluid & Gas Handling Process Control Climate Control Filtration &…
  8. BAML Global Industrials Conference London – Parker Hannifin – slide 8
    A Unique Competitive Advantage How We Win Premier Customer Service Global Distribution, Service & Support Patent Protection & Proprietary Systems Operational Excellence 9
  9. BAML Global Industrials Conference London – Parker Hannifin – slide 9
    Solving the Worlds Greatest Engineering Challenges Our focus on solving some of the worlds greatest engineering challenges sparks our passion for innovation and secures future growth. Food Water Energy Transportation Defense…
  10. BAML Global Industrials Conference London – Parker Hannifin – slide 10
    Balanced Globally Benefit from Growth Anywhere in the World Reporting Segments Global Technology Platforms Aerospace Aerospace Systems Systems Motion 17% 17% Systems Diversified 30% Industrial North America Filtration & 43%…
  11. BAML Global Industrials Conference London – Parker Hannifin – slide 11
    Powerful Aftermarket Exposure Half of Industrial Sales from High Margin Channel Parker Distributors Close to the Customer Independent Partners 50% 50% Technical Expertise OEM Aftermarket Value Added Services ParkerStores…
  12. BAML Global Industrials Conference London – Parker Hannifin – slide 12
    Why Invest in Parker Winning Culture & Values Strong Competitive Advantages Clear Strategy and Goals Consistent Execution and Performance Opportunities for Growth 13
  13. BAML Global Industrials Conference London – Parker Hannifin – slide 13
    Clear Vision and Goals Vision Vision The 1 Motion & Control Company 1 Premier Customer Service Goals Financial Performance Profitable Growth 14
  14. BAML Global Industrials Conference London – Parker Hannifin – slide 14
    The Win Strategy 57,000 Employees All on the Same Page 15
  15. BAML Global Industrials Conference London – Parker Hannifin – slide 15
    Strategic Margin Drivers Our Goal is to Consistently Improve Margins 50 bps 50 bps 50 bps Innovation Europe System Solutions Higher Margin Revenue Aerospace Optimize Footprint Increased Content 25B Wins DAT Model Normalized…
  16. BAML Global Industrials Conference London – Parker Hannifin – slide 16
    Raising the Floor and Ceiling on Margins Our Long Term Actions Are Producing Record Margins 18.0% 9.00 15.7% 16.0% 14.8% 15.2% 14.3% 8.00 13.8% 14.1% 13.8% 12.5% 13.4% Segment Operating Margin % 14.0% 7.00 11.3% 11.4%…
  17. BAML Global Industrials Conference London – Parker Hannifin – slide 17
    Why Invest in Parker Winning Culture & Values Strong Competitive Advantages Clear Strategy and Goals Consistent Execution and Performance Opportunities for Growth 18
  18. BAML Global Industrials Conference London – Parker Hannifin – slide 18
    Driving Free Cash Flow Free Cash Flow Net Income in m illions 1,400 1,200 1,000 800 600 400 200 0 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 Free Cash Flow Net Income * Free Cash Flow =…
  19. BAML Global Industrials Conference London – Parker Hannifin – slide 19
    Consistent Cash Generation 13 Years of 10% as a Percentage of Sales 14.0% 12.0% 10.0% 8.0% 6.0% 4.0% 2.0% 0.0% FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 * Cash Flow from Operations % = (Cash…
  20. BAML Global Industrials Conference London – Parker Hannifin – slide 20
    58 Fiscal Years of Increasing Dividends Among the Top 5 Longest Records in the S&P 500 FY15 2.52 Run Rate 2.50 152% Increase Last Five 2.00 Years 1.50 1.00 0.50 0.00 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12…
  21. BAML Global Industrials Conference London – Parker Hannifin – slide 21
    Why Invest in Parker Winning Culture & Values Strong Competitive Advantages Clear Strategy and Goals Consistent Execution and Performance Opportunities for Growth 22
  22. BAML Global Industrials Conference London – Parker Hannifin – slide 22
    Parkers Growth Strategy Driven by Global Reach & Technology Synergies Emerging Markets Expanded Distribution Systems Solutions Innovation Value Added Acquisitions 23
  23. BAML Global Industrials Conference London – Parker Hannifin – slide 23
    Continued Emerging Market Expansion Proven Method of Expansion in Fast Growing Markets Establish Sales Build Position and Engineering and Presence Market Share Sales Support Follow the Customer Grow Distribution Serve Local…
  24. BAML Global Industrials Conference London – Parker Hannifin – slide 24
    Expanding Distribution Network Innovative Service Points with Outlets in 83 Countries 2,300 8,000 700 Technology Center 90 1,100 Tags Deployed in 50 Countries 25
  25. BAML Global Industrials Conference London – Parker Hannifin – slide 25
    Distribution Value Streams Service is a Key Differentiator Motion & Control Breadman Tech Services Training Systems Kitting & Sub-assemblies Vendor Managed Strategic Hose Assembly Power Units Inventory Account Manager 26
  26. BAML Global Industrials Conference London – Parker Hannifin – slide 26
    Increasing Systems Sales Our Changing Mix of Revenues Drive Higher Margins Systems Sales 45% 40% 35% 30% 25% 20% 15% 10% 5% 0% Past Today Future 27
  27. BAML Global Industrials Conference London – Parker Hannifin – slide 27
    Total Systems Solutions Capabilities Material Handling Example: Reach Stacker Hydraulics Systems 28
  28. BAML Global Industrials Conference London – Parker Hannifin – slide 28
    Total Systems Solutions Capabilities Material Handling Example: Reach Stacker Electronic Control Systems 29
  29. BAML Global Industrials Conference London – Parker Hannifin – slide 29
    Total Systems Solutions Capabilities Material Handling Example: Reach Stacker Engine Cooling Systems 30
  30. BAML Global Industrials Conference London – Parker Hannifin – slide 30
    Driving Systems Solutions Transportation Example Bus & Coach Pneumatics Systems 31
  31. BAML Global Industrials Conference London – Parker Hannifin – slide 31
    Driving Systems Solutions Transportation Example Bus & Coach Power Conversion Systems 32
  32. BAML Global Industrials Conference London – Parker Hannifin – slide 32
    Driving Systems Solutions Transportation Example Bus & Coach Engine Cooling Systems 33
  33. BAML Global Industrials Conference London – Parker Hannifin – slide 33
    Driving Systems Solutions Transportation Example Bus & Coach Electronic Control Systems 34
  34. BAML Global Industrials Conference London – Parker Hannifin – slide 34
    Aerospace Systems Solutions Parkers Expertise from Nose to Tail Hydraulics Systems Ground service equipment Reservoirs Accumulators Filters Valves Heat exchangers Pumps Control electronics & software 35
  35. BAML Global Industrials Conference London – Parker Hannifin – slide 35
    Aerospace Systems Solutions Parkers Expertise from Nose to Tail Engine Systems Fuel spray nozzles Thrust reverser actuators Manifolds & pigtails Engine build unit Heat management Oil pumps Oil reservoirs Pneumatics 36
  36. BAML Global Industrials Conference London – Parker Hannifin – slide 36
    Aerospace Systems Solutions Parkers Expertise from Nose to Tail Flight Control Systems Trim actuation Cockpit controls Primary/secondary flight control actuators Servovalves Control electronics & software Surface-position…
  37. BAML Global Industrials Conference London – Parker Hannifin – slide 37
    Aerospace Systems Solutions Parkers Expertise from Nose to Tail Fuel & Inerting Systems Gauging management Pumps Valves Control electronics & software Inerting 38
  38. BAML Global Industrials Conference London – Parker Hannifin – slide 38
    A Rigorous Approach to Innovation Protected by our growing patent portfolio New to the Market, New to the World 39
  39. BAML Global Industrials Conference London – Parker Hannifin – slide 39
    IndegoTM Exoskeleton Human Motion & Control 40
  40. BAML Global Industrials Conference London – Parker Hannifin – slide 40
    Dissolvable Sealing System For Hydraulic Fracturing Parkers Dissolvable Sealing System makes wells with long horizontal segments possible. Frac balls Natural Gas McPherson, Kansas, U.S.A. are used as hydraulic seals to isolate the…
  41. BAML Global Industrials Conference London – Parker Hannifin – slide 41
    Aerospace Systems Portfolio 25 Billion in Lifetime-of-Program Wins Flight Controls = 7B Engine = 7B Flight control Flight control Trim actuation Fuel spray nozzles Thrust reverser actuators Manifolds & pigtails Cockpit controls…
  42. BAML Global Industrials Conference London – Parker Hannifin – slide 42
    Value Added Acquisition Strategy Proven Record of Acquiring, Integrating and Improving Objectives Technology & Product Expansion FY01- FY15 Access to New Markets 102 Acquisitions Geographic Expansion Aftermarket Exposure +5…
  43. BAML Global Industrials Conference London – Parker Hannifin – slide 43
    Why Invest in Parker Winning Culture & Values Strong Competitive Advantages Clear Strategy and Goals Consistent Execution and Performance Opportunities for Growth 44
  44. BAML Global Industrials Conference London – Parker Hannifin – slide 44
    45

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