Agilent Technologies, Inc. · NYSE:A
Agilent Technologies — Shareholder Meeting (March 2011)
15 slides from Agilent Technologies's shareholder meeting presentation, Mar 1, 2011
Slide 1: Agilent Technologies Annual Shareholder Meeting
AGILENT TECHNOLOGIES ANNUAL S HAREHOLDER MEETING
Slide 2: Jim Cullen, Non-Executive Chairman of the Board
AGILENT TECHNOLOGIES ANNUAL S HAREHOLDER MEETING JIM CULLEN NON-EXECUTIVE CHAIRMAN OF THE BOARD
Slide 3: William (Bill) P. Sullivan, President and CEO
AGILENT TECHNOLOGIES ANNUAL S HAREHOLDER MEETING WILLIAM (BILL) P. SULLIVAN PRESIDENT CHIEF EXECUTIVE OFFICER
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
T H E W O R L D ’ S P R E M I E R M E A S U R E M E N T C O M PA N Y Electronic Chemical Life LTM Revenue* LTM Revenue* LTM Revenue* Measurement $2.7B Analysis $1.1B Sciences $1.0B Group Group Group FY10 Revenue: $2.8B FY10 Revenue: $1.2B FY10 Revenue: $1.5B FY10 Operating Margin* 16% FY10 Operating
Slide 6: 2010 Highlights
2010 H IGHLIGHTS Operational • Completed transformation of Agilent • Completed the acquisition of Varian to strengthen our Bioanalytical businesses • Generated 19% organic revenue* growth, $597M Free Cash Flow* • Achieved 17% operating margin* and 21% ROIC* Product Groups • Electronic Measurement Gr
Slide 7: Q1 FY2011 Highlights
Q1 FY2011 HIGHLIGHTS • Orders of $1.63B; up 33% YoY, up 22% organically (EMG +30%, LSG +12%, CAG + 16%) • Revenues of $1.52B; up 26% YoY, up 19% organically* (EMG +30%, LSG +7%, CAG +9%) • Operating margins of 17.7%* • EPS of 60 cents*; 58% above Q1 FY10 EPS of 38 cents* • Operating Cash Flow of $12
Slide 8: Agilent Stock Price versus S&P
A G I L E N T S TO C K P R I C E V E R S U S S & P 5 0 0 January 2010 through February 2011 Agilent stock price reached a Agilent 10-year high in February 2011 S&P 500 S&P 500 14.2 Price/Earnings as of 2/25/2011*: A 15.5 *Based on stock prices on 2/25/2011 (Agilent’s closing price $42.36 per share)
Slide 9: Agilent Revenue by End Market
A G I L E N T R E V E N U E BY E N D M A R K E T Average % of LTM* Q1'11 Agilent Market Market Agilent YoY Organic End Markets Growth Size Market Drivers Revenue Growth Life Sciences Academia and 8% $10B Govt. & private/foundation investment in 7% 10% Government major institutions around the world.
Slide 10: How We Win
H OW W E W IN • Market reach and customer trust • No. 1 customer loyalty ranking in every major product category • 6,100 sales and marketing employees with speed to opportunity • 43,000 customers in 110 countries • 37% of Agilent revenue from Asia Pacific • Technology leadership • 10% of revenue inv
Slide 11: Electronic Measurement Technology
E LECTRONIC M EASUREMENT T ECHNOLOGY Record oscilloscopes growth opportunities High performance innovation New introduction, Feb. 2011 32 GHz high-performance family High-volume, 26 model numbers (90000-X) (2000-X, 3000-X) • Introduced April 2010 • 4-instruments-in-1, 70-500 MHz • 10 model numbers:
Slide 12: Chemical Analysis Technology
C H E M I C A L A N A LY S I S T E C H N O L O G Y Broaden GC-MS portfolio and sample prep solutions • 7696 Sample Prep Workbench • Transportable GC-MS for high performance out-of-lab analysis • 5975E Mid-range GC-MS • 7000B GC-MS Triple Quad • 7697 Headspace Sampler Transportable GC-MSD Micro GC He
Slide 13: Life Sciences Technology
L IFE S CIENCES T ECHNOLOGY Accelerate workflows through technology leadership 1200 Infinity Liquid Chromatography Series • Includes new Agilent 1220 Infinity LC, new Agilent 1260 Infinity LC and enhanced Agilent 1290 Infinity LC • 1290 offers industry’s largest power range (0-1200 bar, up to 5ml/mi
Slide 14: Summary
S UMMARY 1. Revenue momentum expected to continue into 2011. 2. Agilent is well positioned in each of its three businesses. 3. Varian integration is going well. Cost synergies are ahead of plan. We’re confident in driving revenue synergies. 4. We will utilize our cash carefully. • Create value organ
Slide 15: Agilent Technologies Annual Shareholder Meeting
AGILENT TECHNOLOGIES ANNUAL S HAREHOLDER MEETING
Agilent Technologies — Shareholder Meeting (March 2011) on 6ix