Amphenol Corporation · NYSE:APH
Amphenol — Jefferies 2020 Industrials Conference
15 slides from Amphenol's conference presentation, Aug 5, 2020
Slide 1: Amphenol: Enabling the Electronics Revolution
Investor Presentation Amphenol Enabling the Electronics Revolution August 2020
Slide 2: Disclosures
Disclosures Forward Looking Statements This presentation contains statements that are intended to be “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements
Slide 3: Amphenol: Enabling Electronics Everywhere
Amphenol: Enabling Electronics Everywhere 2019 Sales By Market Leading provider of Industrial ~74,000 employees worldwide high-technology interconnect, Commercial Aerospace 20% 5% antenna and sensor solutions Military 12% Automotive 19% Broadband 4% $8.2B Sales Mobile Networks 8% IT Datacom Mobile D
Slide 4: Delivering superior performance in a highly uncertain 2020
Delivering superior performance in a highly uncertain 2020 Prioritizing safety and health amidst COVID-19 pandemic • Committed to protecting our 74,000 employees Supporting our local communities • Providing extensive resources to our communities around the world Quick recovery • Proud of our organiz
Slide 5: 88-Year History of Innovation and Success
88-Year History of Innovation and Success Privately Owned Foundation Subsidiary APH Publicly Listed on NYSE $8B KKR Investment (1997-2004) $6B 1991: APH IPOs on the NYSE Revenue 1932: Arthur Schmitt founds American Phenolic Corp. in Chicago, Illinois $4B 1942: Incorporated as 2016: APH celebrates Am
Slide 6: Delivering Long-Term Industry-Leading Results
Delivering Long-Term Industry-Leading Results $3.77 $3.74 10-year Sales CAGR 11% $8,202 $8,225 10-year EPS CAGR 15% $7,011 $3.12 $6,286 $2.72 $5,569 $2.43 $5,346 $2.25 $4,615 $4,292 $1.93 $3,940 $1.73 $3,554 $1.53 $1.35 $2,820 $0.91 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2009 2010 20
Slide 7: Superior Shareholder Returns Through All Cycles
Superior Shareholder Returns Through All Cycles Share Price Performance $120 $100 20-year CAGR 17% $80 $60 $40 $20 $0 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 7 Bloomberg share price data. CAGR calculated from 12/31/1999 to 6/30/2020. A
Slide 8: Consistent High-Performance Strategy
Consistent High-Performance Strategy Mobile Networks Complementary Mobile Devices Acquisitions IT / Datacom Technology Diversity Global Low Cost Broadband Auto Entrepreneurial Organization Industrial Military / Aerospace Strength through all cycles 8 Amphenol
Slide 9: Enabling the Electronics Revolution
Enabling the Electronics Revolution Clean and Efficient • Environmentally friendly • More power efficient Harsh environment • Ruggedized • Extreme vibration, temperature, pressure Connected and Mobile • Always on • Available anywhere Increased complexity • Multiple connections • Next-generation appl
Slide 10: Balanced and Broad Market Position
Balanced and Broad Market Position End-market diversification provides: Longer-cycle markets • Less volatility • Broad technology visibility Industrial Commercial 20% • Proliferation of our know-how Aerospace 5% Military 12% Automotive 19% Broadband 4% Mobile Networks Our high-technology solutions 8
Slide 11: Leading Interconnect Technologies
Leading Interconnect Technologies Extending the reach of the interconnect system Connectors Antennas Sensors Flex PCB Cables Value-add Core pillars of technology innovation Harsh Environment High Speed Power Sensors Radio Frequency Fiber Optics 11 Amphenol
Slide 12: Disciplined Acquisition Program Creating Consistent Value
Disciplined Acquisition Program Creating Consistent Value • Acquirer of choice Management • Successful acquisition program in a fragmented but Approximately 45 consolidating industry companies acquired in the last 10 years Technology • Focused on high-quality management teams with complementary tech
Slide 13: Unique Entrepreneurial Culture
Unique Entrepreneurial Culture HQ Agile Passionate Accountable Operating Groups Talented General Managers 13 Empowered and Accountable Amphenol
Slide 14: Creating Sustained Long-Term Value
Creating Sustained Long-Term Value Unique entrepreneurial culture Our long-term goals • High-performance culture • Agile, empowered and accountable Grow sales faster Balanced market diversification than our markets • No market more than ~20% of sales • Ideal balance of long- and short-cycle markets
Slide 15: Amphenol
Amphenol Enabling the Electronics Revolution