15 slides from Agilent Technologies's shareholder meeting presentation, Mar 21, 2012
Slide 1: Agilent Technologies Annual Shareholder Meeting
Agilent Technologies Annual Shareholder Meeting March 21, 2012 Page 1
Slide 2: Jim Cullen, Non-Executive Chairman of the Board
Agilent Technologies Annual Shareholder Meeting March 21, 2012 Jim Cullen Non-Executive Chairman of the Board Page 2
Slide 3: William (Bill) P. Sullivan, President and CEO
Agilent Technologies Annual Shareholder Meeting March 21, 2012 William (Bill) P. Sullivan President Chief Executive Officer Page 3
Slide 4: Safe Harbor
Safe Harbor This presentation contains forward-looking statements (including, without limitation, information and future guidance on our goals, priorities, revenues, demand, growth opportunities, customer service and innovation plans, new product introductions, financial condition, earnings, the con
Slide 5: The World's Premier Measurement Company
The World’s Premier Measurement Company Electronic Chemical Life Measurement Analysis Sciences Group Group Group FY11 Revenue $3.3B FY11 Revenue $1.5B FY11 Revenue $1.8B FY11 Operating Margin 23% FY11 Operating Margin 21% FY11 Operating Margin 13% FY11 Revenue $6.6B, +17% organic growth Y/Y, 20% Ope
Slide 6: Agilent's Record of Operational Excellence
Agilent’s Record of Operational Excellence 2010-2011: 2006-2009: 2005: The new Agilent The world’s premier Transformation measurement company • Divestitures • Best operational • Focus on • Acquisitions performance in measurement • Restructuring 11-year history Agilent’s record of capital allocation:
Slide 7: FY 2011: Best Year in Agilent's History
FY 2011: Best Year in Agilent’s History • Delivered best operational performance in Agilent’s history • Generated 21% revenue growth and 48% EPS growth; $1.1B Free AGILENT* Cash Flow • Achieved 20% operating margin and 25% ROIC • Continued integration of Varian while achieving targeted cost savings
Slide 8: Agilent's Strategic Focus Going Forward
Agilent’s Strategic Focus Going Forward 1. Capitalize on Megatrends in Key Measurement Markets • Food: safety & authenticity • Environmental: emerging markets demand • Energy: growing demand from emerging markets • Communications: increasing mobility • Life Sciences: improvements in human health and
Slide 9: How We Win in Food
How We Win in Food Leading technology, applications 6% of Agilent • Be the “first responder” of choice for Food revenue unknown contaminants • Unique technology and in-country expertise • Cover all application needs • Expand portfolio with leading Triple Quad GC-MS is Agilent’s LC-MS Triple spectros
Slide 10: How We Win in Environmental & Forensics
How We Win in Environmental & Forensics Leading technology, applications Environmental & 10% of Agilent • Introduce breakthrough tools Forensics revenue • Game-changing improvements in productivity, cost of ownership and performance • Broaden portfolio to meet application needs • Provide solutions t
Slide 11: How We Win in Chemical & Energy
How We Win in Chemical & Energy Leading technology, applications Chemical & 13% of Agilent • Focus on research Energy revenue • Develop breakthrough tools • Alternative energy collaborations • Address regulatory compliance needs • Expanded analyzer portfolio via Varian acquisition • Capture growing
Slide 12: How We Win in Communications
How We Win in Communications Chipsets Market Reach, Base 18% of Agilent Customer Trust Stations Devices Communications revenue Networks • China Communications Operation • Leadership in technology standards bodies • Strategic customer relationships through direct field Agilent’s China Communications
Slide 13: How We Win in Life Sciences
How We Win in Life Sciences Market Reach & Customer Trust Pharma & 14% of Agilent Biotech revenue • Expanding our channel in China, India, Korea, Brazil Academia & • Increasing application engineers to support 8% of Agilent Government revenue NBE transitions and technology upgrades Research • World-
Slide 14: Summary
Summary 1. Agilent is Well Positioned in 2012 • Expect to maintain our solid operating model through the economic cycle, raising the bar on operational excellence and leveraging variable cost model • Organizational structure in place to leverage the operational strength across businesses, driving ma
Slide 15: Agilent Technologies Annual Shareholder Meeting
Agilent Technologies Annual Shareholder Meeting March 21, 2012 Page 15