Owens Corning Inc · NYSE:OC
Owens Corning — Investor Day (November 2017)
11 slides from Owens Corning's investor day presentation, November 2017
Slide 1: Welcome to Owens Corning Investor Day 2017
Welcome to Owens Corning Investor Day 2017
Slide 2: Welcome to Owens Corning Investor Day 2017
Welcome to Owens Corning Investor Day 2017 Thierry Denis Vice President, Investor Relations
Slide 3: Forward-looking statements and non-GAAP measures
Forward-looking statements and non-GAAP measures This presentation and the associated remarks and comments contain forward-looking statements. We caution you against relying on these statements as they involve risks and uncertainties that are difficult to predict and the Company's actual results may
Slide 4: Owens Corning: focused on shareholder value
Owens Corning: focused on shareholder value Mike Thaman Chairman and Chief Executive Officer
Slide 5: Owens Corning at a glance
Owens Corning at a glance 1938 2016 fees 7 17k 33 63 g0./b Founded Strong Employees Countries Consecutive Sales in 2016 79 years ago businesses worldwide around years on the | the world Fortune 500” | Source: Owens Coming SEC filings, Fortune Magazine
Slide 6: What you will hear today
What you will hear today 1. 2. 3. Track record of Compelling Demonstrated performance investment earnings opportunity power 4. oD. Growth trajectory Shareholder- and strong sustainable financial performance friendly capital allocation strategy
Slide 7: We make great businesses better
We make great businesses better 8$8 Improved competitive position, > earnings & cash flow * Implement sustainable cost improvements * Drive organic growth through market leading positions with customers * Acquire businesses with stable and attractive margins, and strong synergy opportunities
Slide 8: Proven track record of financial improvement
Proven track record of financial improvement Adjusted EBIT Return on capital $mm Percent 1.9% 12.1% 844 9.3% 550 a geo ie 416 42 Se “aE HEE 2012 2013 2014 2015 2016 2017 2012 2013 2014 2015 2016 2017 Consensus Consensus Free cash flow Operating working capital / net sales $mm Percent 17.5% 17.3% 18.
Slide 9: Performance is recognized by investors
Performance is recognized by investors Total shareholder return 1-year average 65% 3-year average 5-year average 10-year average 22% 19% 17% 14% 10% 10% 36% =m OC m S&P 500 (1%) OC percentile rank vs. S&P 500 Total shareholder return combines share price appreciation and dividends paid to shareholde
Slide 10: Our pillars and strategies enable us to create a sustainable enterprise
Our pillars and strategies enable us to create a sustainable enterprise Financial strength High-performance people eee Sam CUSTOMERS INVESTORS EMPLOYEES COMMUNITIES World-class sustainability Customer-inspired innovation Operational excellence 10
Slide 11: Agenda
Agenda Composites Arnaud Genis, President Nicolas Del Monaco, Vice President Non-Wovens Roofing Brian Chambers, President Liz Higgins, Vice President Components Break Insulation Julian Francis, President Todd Fister, Vice President and Managing Director Financial Michael McMurray, Chief Financial Of