Johnson Controls International Plc · NYSE:JCI

Johnson Controls International — Citi's 2021 Global Industrial Virtual Conference

8 slides from Johnson Controls International's conference presentation, Feb 17, 2021

  1. Slide 1: Investor Update

    Investor Update February 17, 2021

  2. Slide 2: Forward Looking & Cautionary Statements / Non-GAAP Financial Information

    Forward Looking & Cautionary Statements / Non-GAAP Financial Information Johnson Controls International plc Cautionary Statement Regarding Forward-Looking Statements Johnson Controls International plc has made statements in this communication that are forward-looking and therefore are subject to ris

  3. Slide 3: Poised For Continued Growth & Valuation Uplift

    Poised For Continued Growth & Valuation Uplift  Portfolio well aligned with strong secular trends - Sustainability – carbon emission reduction - Energy efficiency - Urbanization - Smarter and safer buildings and infrastructure  Uniquely positioned to serve these trends - Most comprehensive product

  4. Slide 4: Continuous Reduction In Our Cost Structure While Driving Productivity

    Continuous Reduction In Our Cost Structure While Driving Productivity Cumulative Net SG&A Cost Reductions1 $300M  Leveraging an established transformation structure $210M  Zero based budgeting to optimize cost structure and deliver profitable growth $60M  Improved processes to simplify and FY21 F

  5. Slide 5: SG&A Opportunities Across Multiple Areas

    SG&A Opportunities Across Multiple Areas SG&A  COE consolidation to low-cost regions; off-shoring Shared Services /  Centralizing product management Footprint  Leveraging COE’s; streamline Rationalization engineering/software development efforts ~$180M  Rationalization of “satellite” offices  S

  6. Slide 6: Raising Fiscal 2021 Full Year Guidance

    Raising Fiscal 2021 Full Year Guidance* Original Revised Guidance FY21 FY21 Organic Revenue +L/MSD +L/MSD Segment EBITA Margin +40 to +60bps +60 to +90bps Tax Rate ~13.5% ~13.5% EPS $2.45 - $2.55 $2.50 - $2.60 (9 to 14% increase yoy) (12 to 16% increase yoy) Weighted-Average Shares ~722M ~722M Free

  7. Slide 7: Significant Runway Ahead

    Significant Runway Ahead 30bps ▪ Unmatched portfolio of products and services with Annual run- enhanced digital capability rate productivity ▪ Underlying fundamentals continue to improve ▪ Significant cost actions identified to reduce cost structure ▪ Simplified structure will drive enhanced SG&A Si

  8. Slide 8: Appendix

    Appendix • IR CONTACTS • Antonella Franzen • Chief Investor Relations & Communications Officer • antonella.franzen@jci.com • Ryan Edelman • Executive Director, Investor Relations • ryan.edelman@jci.com

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