Slide 1: Aptiv Overview
APTIV OVERVIEW David Sherbin SVP, General Counsel, Chief Compliance Officer & Secretary Elena Rosman VP, Investor Relations
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation, as well as other statements made by Aptiv PLC (the “Company”), contain forward-looking statements that reflect, when made, the Company’s current views with respect to current events, certain investments and acquisitions and financial performance. Such fo
Slide 3: We are a global technology company enabling the future of mobility
We are a global technology company that develops safer, greener and more connected solutions, which enable the future of mobility.
Slide 4: Aptiv Today
Aptiv Today GLOBAL FOOTPRINT AND CAPABILITIES POSITIONED TO WIN 150 THOUSAND EMPLOYEES IN 45 COUNTRIES 2017 FINANCIAL PERFORMANCE $ billions, except per share amounts 22 THOUSAND SALARIED EMPLOYEES $19.3 BOOKINGS $12.9 REVENUE MANUFACTURING OPERATING 16,000 ENGINEERS 109 SITES $1.6 INCOME EARNINGS 6
Slide 5: Aptiv Business Segments
Aptiv Business Segments APTIV UNIQUELY POSITIONED AS THE ONLY PROVIDER OF INTEGRATED BRAIN AND NERVOUS SYSTEM ADVANCED SAFETY & USER EXPERIENCE SIGNAL & POWER SOLUTIONS INFOTAINMENT & USER EXPERIENCE Cockpit compute, interface, V2X / gateways ENGINEERED COMPONENTS GROUP CONNECTIVITY & SECURITY Conne
Slide 6: Strong Execution Track Record
Strong Execution Track Record SOLID FINANCIAL PERFORMANCE AND GROWTH Revenue EBITDA Margin Cash Flow $ billions % of sales 1 Operating cash flow, $ billions 8% CAGR1 190 bps increase 45% $14.5B increase 17.0% 15.1% $1.6B $10.6B $1.1B 2015 2018E 2 2015 2018E 2 2015 2018E 2 1. Adjusted for restructuri
Slide 7: Shareholder Return Outperformance
Shareholder Return Outperformance OUTPERFORMING PEER GROUP AND CREATING SIGNIFICANT VALUE FOR SHAREHOLDERS YTD 3 Year Since IPO Total Shareholder Return 2 10% 42% 423% 25% 139% 175% 2% (21%) 3% S&P 500 Peers 1 APTV S&P 500 Peers1 APTV S&P 500 Peers 1 APTV 1. Peer group includes – Continental, Denso,
Slide 8: Corporate Governance
Corporate Governance BOARD OF DIRECTORS AND MANAGEMENT RELATIONSHIP SHIFTING FROM ‘OVERSIGHT’ TO ‘PARTNERSHIP’ NOMINATING & INVESTOR SUSTAINABILITY ETHICS & STRATEGY FINANCIAL GOVERANCE SENTIMENT REVIEW COMPLIANCE REVIEW REVIEW COMMITTEE REVIEW Once a year Every meeting Twice a year, with Once a yea
Slide 9: Board And Committee Overview
Board And Committee Overview CONTINUOUSLY FOCUSED ON BOARD DIVERSITY • Composition: 12 prominent business leaders Board • Independent Chairman of the Board: Raj Gupta Key Characteristics • Chairman: Zimmerman • Elections Audit • Current members: Cooper, Dellaquila, Pinczuk Held Annually • Leadership
Slide 10: Performance Based Executive Compensation
Performance Based Executive Compensation REWARD PERFORMANCE ON LONG-TERM METRICS AND ATTRACT, RETAIN AND MOTIVATE PARTICIPANTS Incentives align to generating long term value CEO COMMITMENT TO PAY-FOR-PERFORMANCE 90% Performance • Executive compensation targets are established at peer group median Ba
Slide 11: Corporate Social Responsibility
Corporate Social Responsibility Our Commitments Create Sustainable Products Protect the Environment • Aligned with safe, green and connected megatrends • Long term targets for waste, water, and GHG emissions • Autonomous Driving, Safety, Electrification consistent with the UN’s Sustainable Developme
Slide 12: Corporate Social Responsibility: Product
Corporate Social Responsibility: Product PRODUCT PORTFOLIO ALIGNED WITH SAFE, GREEN AND CONNECTED MEGATRENDS INCREASING LEVELS OF ACTIVE SAFETY …ALONG WITH INCREASING • Automatic emergency braking (AED) LEVELS OF SOFTWARE AND SAFE • Lane departure warning systems (LDWS) CONNECTIVITY ENABLE AUTOMATED
Slide 13: Corporate Social Responsibility: Planet
Corporate Social Responsibility: Planet CONTINUOUSLY IMPROVING OUR SUSTAINABILITY AND CARBON FOOTPRINT of Aptiv’s manufacturing GHG Scope 1+2 Global Water Global Waste sites with environmental 100% Emissions Consumption Disposal ISO14001 certification CO2 emission in tons per employee Thousand liter
Slide 14: Corporate Social Responsibility: People
Corporate Social Responsibility: People 98% 30% FEMALE SALARIED EMPLOYEES OF EMPLOYEES COMPLETED CONTINUOUSLY FOCUSED ETHICS TRAINING IN 2017 ON DIVERSITY AND EQUALITY 100% OF SALARY EMPLOYEES EMPLOYEE ENGAGEMENT RECEIVE INCENTIVE THROUGH QUARTERLY TOWN COMPENSATION HALL, DIAGONAL SLICE AND LEADERSH
Slide 15: Summary
Summary • Track record of delivering on commitments STRONG ETHICAL COMPANY AND LEADER IN PRODUCT INNOVATION • Board of Directors actively engaged on strategy and risk assessment NAMED ONE OF WORLD’S MOST ETHICAL COMPANIES FOR THE • Executive pay is aligned with shareholder interest SIXTH STRAIGHT YE
Slide 16: Aptiv
“APTIV:
Slide 17: Board of Directors
Board of Directors Rajiv L. Gupta Sean O. Mahoney Chairman of the Board • Former Partner and Head of Financial Sponsors Group at Goldman Sachs & Co • Former Chairman and CEO of Rohm and Haas Company • Other Directorships: Arconic, Post-bankruptcy Board of Lehman Brothers Holdings • Other Directorshi
Slide 18: Senior Leadership
Senior Leadership Michael Gassen Matthew Peterson Kevin P. Clark Senior Vice President, Sales and President, President and Chief Executive Officer Senior Vice President and Europe, Middle East, Africa and Russia Chief Information Officer Majdi B. Abulaban William H. Guggina Senior Vice President and