Skip to main content BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc. Investor Presentation | Shale Experts
Loading...
Pm

BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc.

Honeywell International Inc. · Feb 19, 2015 · 11 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. BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc. – slide 1
    BARCLAYS INDUSTRIAL SELECT CONFERENCE Tom Szlosek Senior Vice President & CFO
  2. BARCLAYS INDUSTRIAL SELECT 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. BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc. – slide 3
    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%…
  4. BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc. – slide 4
    2015 Financial Guidance Summary (B except per share amounts) 2014 2015E V% Comments Sales 40.3 40.5 - 41.1 1 - 2% Organic Up 4% Segment Profit 6.7 7.1 - 7.4 6 - 10% Margin % 16.6% 17.6 - 17.9% 100 - 130 bps 60-90 bps ex-4Q14 OEM…
  5. BARCLAYS INDUSTRIAL SELECT 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. BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc. – slide 6
    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…
  7. BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc. – slide 7
    7 Barclays Industrial Select Conference February 19, 2015
  8. BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc. – slide 8
    Appendix Reconciliation of non-GAAP Measures to GAAP Measures 8 Barclays Industrial Select Conference February 19, 2015
  9. BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc. – slide 9
    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)…
  10. BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc. – slide 10
    Reconciliation Of Cash Provided By Operating Activities To Free Cash Flow And Calculation Of Cash Flow Conversion % (M ) 2013 2014 Cash Provided by Operating Activities 4,335 5,024 Expenditures for Property, Plant and Equipment…
  11. BARCLAYS INDUSTRIAL SELECT CONFERENCE – Honeywell International Inc. – slide 11
    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…

From the store

Browse maps, data & reports in the Shale Experts store