Johnson Controls International Plc · NYSE:JCI
Johnson Controls International — Tyco International — Tyco Morgan Stanley Conference 2015
13 slides from Johnson Controls International's conference presentation, Sep 17, 2015
Slide 1: Tyco At A Glance
Tyco At A Glance 6HSWHPEHU / 2015
Slide 2: Forward-Looking Statements / Safe Harbor
Forward-Looking Statements / Safe Harbor This presentation contains a number of forward-looking statements. In many cases forward-looking statements are identified by words, and variations of words, such as "anticipate", "estimate", "believe", “commit”, "continue", "could", "intend", "may", "plan",
Slide 3: Diverse Revenue Base Provides Balance
Diverse Revenue Base Provides Balance Suppression systems, sprinklers, Products extinguishers, fire detection & alarm systems 2014 Revenue: Intrusion and access control, video and electronic article surveillance $10.3 Billion Respiratory protection systems, thermal imaging and gas detection 62
Slide 4: Global Footprint With Local Management
Strategic Platforms Installation & Services Global Products *Outside North America Portfolio Of Market Leading Brands 6 Global Footprint With Local Management 2014 Revenue: $10.3 Billion Geographic Mix 47% of our revenue is Europe generated outside of North Asia America 24% 53% 8% North Currentl
Slide 5: We Are Positioned To Grow In A Fragmented Market
We Are Positioned To Grow In A Fragmented Market 9% Achieving Outsized Share Of Industry Growth Poised to capture global macro growth with worldwide direct sales and delivery footprint to a diverse customer base 9% Brand recognition a competitive advantage in a fragmented 4% market 3% 2% 1% Br
Slide 6: Multiple Channels Serve Local, Regional & Global Customers
Multiple Channels Serve Local, Regional & Global Customers Channels To Market Direct Channel 75% 25% Indirect Channel End Users Local Regional Global Customers Customers Customers Proximity to customers Responsiveness to customers Global scope & scale Knowledge of local laws, at multiple loc
Slide 7: We Provide An Extensive Range Of Installation & Service Offerings
We Provide An Extensive Range Of Installation & Service Offerings FY2014 Installation & Services Revenue $7.8 Billion NA Global Installation Products & Services 25% 37% Installation Service 62% of 53% 47% Installation Service is ROW Recurring Installation & Services 38% Installation: $3.7B Revenue S
Slide 8: Profile Of Rest Of World Installation & Services
Profile Of Rest Of World Installation & Services 2014 Revenues: $3.9B Business Drivers Middle Pacific Heavier mix of install vs. service driven East & 17% by geographic composition Africa 5% Europe Subscriber revenue growth Latin America 49% Integrated solutions 12% Asia Integration/back off
Slide 9: Deep Understanding Of Customer Needs Across Multiple End Markets
Deep Understanding Of Customer Needs Across Multiple End Markets North America Rest of World I&S I&S Exposure* Exposure* Commercial 45% 28% Institutional 26% 12% Industrial 15% 29% Retail 8% 13% Customers Governmental 6% 3% Residential & N/A 15% Small Business * Market exposures based on FY2014 reve
Slide 10: Global Products At A Glance
Global Products At A Glance 2014 Revenue: $2.5 Billion Industry leading provider of Fire Fire Protection Security Life Safety Detection and Suppression, Electronic 50% 30% 20% Security and Life Safety Products Revenue Revenue Revenue Attractive industries with long-term growth and profit opportu
Slide 11: Expanding Share In A Highly Fragmented Market
Expanding Share In A Highly Fragmented Market 9% Global Growth Trends Leading Market Position 12.0% 10.0% 10% 8.0% 8% 6.0% ~$35B 5% 4.0% Global 4% 2.0% Products 3% 0.0% Market FY12 FY13 FY14 Global Products Organic Growth % Market Growth % Other Competitors 70% Source: IHS Reports, BMI and Managemen
Slide 12: Varying Demand Drivers Across The Product Platforms
Varying Demand Drivers Across The Product Platforms Demand Closely Correlated With: Evolving and influencing codes and standards Fire Diversity of end market customers Protection Introduction of new products and innovations Products Market conditions in varying end markets Advancement of t
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