Te Connectivity Plc · NYSE:TEL
Te Connectivity — Credit Suisse Technology, Media & Telecom Conference 2016
12 slides from Te Connectivity's conference presentation, November 2016
Slide 1: Credit Suisse Technology, Media & Telecom Conference
Credit Suisse Technology, Media & Telecom Conference November, 2016 Terrence Curtin President
Slide 2: Forward-Looking Statements and Non-GAAP Measures
Forward-Looking Statements and Non-GAAP Measures Forward-Looking Statements This presentation contains certain “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management’s current expectations and are subject
Slide 3: TE at a Glance
TE AT A GLANCE INDUSTRIAL TECHNOLOGY COMPANY DRIVING THE CONNECTED FUTURE TE Connectivity is the WORLD LEADER in connectivity and sensor solutions with the broadest range of technologies TE’s highly engineered products and integrated solutions perform in harsh environments where failure is not an op
Slide 4: Our Successful Portfolio Transformation
Our Successful Portfolio Transformation ACQUIRED COMPANIES* HARSH REVENUE HARSH REVENUE UP TO 60% 80% $670M $150M $640M $375M 2010 2011 2012 2013 2014 2015 2016 ADJUSTED ELO Touch Systems FY16 ADJUSTED OPERATING Broadband Network Circuit Protection OPERATING ~16% Transpower Magnetics Solutions MARGI
Slide 5: Electronic Content Growth is a Secular Trend Across Our Businesses
Electronic Content Growth is a Secular Trend Across Our Businesses FISCAL 2016 SALES SECULAR GROWTH DRIVERS ADAS/ Emissions & Sensor TRANSPORTATION Safety Infotainment Expansion AUTO CONTENT SOLUTIONS GROWTH $6.5B 4-6% PER YEAR Smart New Aircraft 2X Medical Components INDUSTRIAL Factory Designs Inte
Slide 6: Driving Integrated Solutions
Driving Integrated Solutions Next Generation Total System TE Expertise to Integrated Transmission Integrated Aerospace create Integrated Assembly Smart Connectivity Minimally Invasive Solutions ADDS $20 CONTENT PER VEHICLE CONTENT PER AVG DEVICE UP 10x $100 40% TO INCREASE IN ELECTRONIC CONTENT 6
Slide 7: Focused Portfolio Positioned for Growth
Focused Portfolio Positioned for Growth Positioned for Strong Track Record of Profitability Revenue Growth & Improvement and Capital Allocation Margin Expansion • World leader in connectivity and sensor solutions Capital Allocation • Benefit from megatrends of safe, green, and connected & Profitabil
Slide 8: Non-GAAP Measures
Non-GAAP Measures “Organic Net Sales Growth,” “Adjusted Operating Income,” “Adjusted Operating Margin,” “Adjusted Other Income, Net,” “Adjusted Income Tax Expense,” “Adjusted Effective Tax Rate,” ”Adjusted Income from Continuing Operations,” “Adjusted Earnings Per Share,” “Adjusted EBITDA,” “Adjuste
Slide 9: Non-GAAP Measures (cont.)
Non-GAAP Measures (cont.) Adjusted Income from Continuing Operations – represents income from continuing operations (the most comparable GAAP measure) before special items including charges or income related to restructuring and other charges, acquisition related charges, impairment charges, tax sha
Slide 10: Reconciliation of Net Income to Adjusted EBITDA
Reconciliation of Net Income to Adjusted EBITDA For the Year Ended September 30, 2016 (in millions) Net income $ 2,009 Income from discontinued operations (68) Income tax expense (benefit) (779) Other (income) expense, net 632 Interest expense 127 Interest income (19) Operating income $ 1,902 Acquis
Slide 11: Reconciliation of Non-GAAP Financial Measures to GAAP for Year Ended September 30, 2016
Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures for the Year Ended September 30, 2016 Adjustments Restructuring Acquisition and O ther Related Charges Tax Adjusted U.S. GAAP Charges (1)(2) (Credits), Net (2) Items (3) (Non-GAAP) (4) ($ in millions, except per share data) Ope
Slide 12: Reconciliation of Non-GAAP Financial Measures for Year Ended September 24, 2010
Reconciliation of Non-GAAP Financial Measures for the Year Ended September 24, 2010 (1) Adjustme nts Re structuring and O the r Tax O the r Ite ms, Adjuste d U.S. GAAP Charge s, Ne t (2) Ite ms (3) Ne t (4) (Non-GAAP) (5) ($ in millions, e xce pt pe r share data) Net Sales $ 12,070 $ - $ - $ - $ 12,
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