Fortive Corporation · NYSE:FTV
Fortive — Barclays Industrial Select Conference 2025
8 slides from Fortive's conference presentation, Feb 19, 2025
Slide 1: Barclays Industrial Select Conference
() FORTIVE Barclays Industrial Select Conference February 19, 2025 Jim Lico, President and CEO Olumide Soroye, President CEO, Intelligent Operating Solutions and Advanced Healthcare Solutions
Slide 2: Forward-Looking Statements and Non-GAAP Financial Measures
Forward-Looking Statements and Non-GAAP Financial Measures Statements in this presentation that are not strictly historical, including statements regarding anticipated financial results, global and regional economic conditions, industry trends, geopolitical events, our plans to separate into two ind
Slide 3: Today's Discussion
Today’s Discussion Building on a Strong Foundation to Enhance Shareholder Value + FTV 5-year track record: +MSD CG, ~600 bps adj. OMX, 18% FCF CAGR + Record margins and FCF in 2024: 60% adj. GM, AOM 27%, +13% FCF growth + FBS driving accelerated NPI velocity Strong Foundation for Growth . *: e tum d
Slide 4: HSD MSD $2.7B
~33% ~80% HSD MSD $2.7B $1.3B 4
Slide 5: Core Growth and Adj. Op. Profit 3-Yr CAGR
+6% Core Growth 3-Yr CAGR +12% Adj. Op. Profit 3-Yr CAGR 5
Slide 6: New Fortive Value Creation Algorithm
New Fortive Value Creation Algorithm Organic growth Disciplined = A strategy + capital allocation a eomae ¢ Durable revenue growth * Focused bolt-ons * Resilient financial profile * FBS-driven innovation * Steady share repurchases * Industry-leading FCF @® FORTIVE _ ss rscements svotei ols for Forte
Slide 7: Bolt-on Deals: Illustrative Success Case
Bolt-on Deals: Illustrative Success Case Clear Playbook for Success with Strong M&A Returns Description Strategic Rationale Aggregate Performance document management Closed 12/8/23 software for as: “Born-in-the-cloud 2024 R $35M * Asuccessful |OS evenue “bolt-ons” executed in YoY 9 the last year Gro
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