TE Connectivity plc · NYSE:TEL
TE Connectivity — Investor Presentation (2014)
14 slides from TE Connectivity's investor presentation, Apr 23, 2014
Slide 1: TE Connectivity Investor Overview
TE CONNECTIVITY INVESTOR OVERVIEW
Slide 2: Forward-Looking Statements and Non-GAAP Measures
FORWARD-LOOKING STATEMENTS AND NON-GAAP MEASURES Forward-Looking Statements -- This presentation contains certain “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management’s current expectations and are subj
Slide 3: A World Leader in Connectivity
A WORLD LEADER IN CONNECTIVITY Solving connectivity challenges across industries Transportation Solutions Industrial Solutions Network Solutions Consumer Solutions With the broadest range of products Connectors Fiber Optics Circuit Sealing & Wireless Precision Protection Protection Wire & Cable And
Slide 4: Building Our Business Around Trends That Matter
BUILDING OUR BUSINESS AROUND TRENDS THAT MATTER Greener, more efficient energy and transportation Exponentially more data, available anywhere, anytime Devices that do more, in less space Highly automated production $ 100+ BILLION Business Opportunity Improved infrastructure page 4
Slide 5: Investing in Innovation
INVESTING IN INNOVATION ~7,000 engineers 18,000+ patents million RD&E $675 investment in FY13 (5% of revenue) Top 100 Global Innovator three consecutive years(1) Leading the industry in innovation page 5 (1) Source: Thomson Reuters
Slide 6: Global Scale and Strength
GLOBAL SCALE AND STRENGTH $4.4B $2.2B $2.3B $4.4B AMERICAS CHINA ASIA (excluding China) EMEA 10 design centers 3 design centers 3 design centers 5 design centers 38 mfg. sites 16 mfg. sites 12 mfg. sites 33 mfg. sites 2,375 engineers 1,880 engineers 950 engineers 1,700 engineers page 6 $ reflect FY1
Slide 7: Transportation Solutions
TRANSPORTATION SOLUTIONS $5.5 #1billion AUTOMOTIVE AND INDUSTRIAL In sales in FY13 TRANSPORTATION LEADER $17 billion Market TE MARKET 40% SHARE IN CONNECTORS LONG- 6-8% TERM GROWTH RATE page 7
Slide 8: Industrial Solutions
INDUSTRIAL SOLUTIONS $3.1 billion In sales in FY13 Aerospace, Defense, Oil & Gas 33% $35 billion Market ~9% TE MARKET SHARE 4-6% LONG-TERM Industrial Equipment 41% GROWTH RATE Key Trends • Urbanization • Green Energy 26% • Connected • Safe Where failure is not an option page 8
Slide 9: Network Solutions
NETWORK SOLUTIONS $3.1 billion In sales in FY13 Telecom 42% Enterprise 20% $23 billion Market 13% TE MARKET SHARE DataComm 25% Subcom 13% 4-7% LONG-TERM GROWTH RATE page 9
Slide 10: Consumer Solutions
CONSUMER SOLUTIONS $1.6 billion In sales in FY13 Appliances 38% $19 billion Market 9% TE MARKET SHARE Consumer Devices 48% 3-5% LONG-TERM GROWTH RATE Circuit Protection 14% page 10
Slide 11: Investment Highlights
INVESTMENT HIGHLIGHTS • Growth drivers in our markets: Capitalize Vehicle production and increasing electronic content on Revenue Growth Information anywhere Energy – more & greener Opportunities Emerging markets • Strengthen our position via bolt-on M&A • Improve adjusted operating margin to 15%+ D
Slide 12: Appendix
APPENDIX
Slide 13: Non-GAAP Measures
NON-GAAP MEASURES “Adjusted Operating Margin,” “Adjusted Earnings Per Share,” and “Free Cash Flow” (FCF) are non-GAAP measures and should not be considered replacements for GAAP* results. We present operating margin before special items including charges or income related to legal settlements and re
Slide 14: TE Connectivity
TE connectivity