Enovis Corporation · NYSE:ENOV

Enovis — Colfax — Investor Presentation (December 2016)

9 slides from Enovis's investor presentation, Dec 16, 2016

  1. Slide 1: Path Forward Into 2017

    December 16, 2016 Path Forward Into 2017

  2. Slide 2: Forward-looking Statements

    2 Forward-looking Statements These slides and accompanying oral presentation contain forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, stat

  3. Slide 3: Colfax Strategy – A Winning Model

    3 Colfax Strategy – A Winning Model Focus and Empower Top Talent Acquire Good Companies Use CBS to Make Them Great  Attractive markets  Strong brands and solutions  Opportunities to improve and expand  Values  Tools and processes  Way of working  Independent businesses  Great leaders, strong

  4. Slide 4: Executing in 2016

    4 Executing in 2016  Achieving target of $50 million restructuring cost savings  Affirming 2016 guidance of $1.50 to $1.55 Adj. EPS  Strengthening position in key welding markets like Europe, Russia, India, and South America  Improving service levels  Success on key projects and aftermarket ini

  5. Slide 5: Driving Shareholder Value: 3-5 Year Objectives

    5 Driving Shareholder Value Mid-teen segment margins GDP +1-2% organic growth Acquire to compound returns Strengthen the foundation − Deeper, empowered talent accelerating performance − Colfax Business System – delivering results − Cost realignment to simplify and leverage scale Pivot to growth − Af

  6. Slide 6: Markets Near Bottom of Cycle

    6 Markets Near Bottom of Cycle Current Environment • Sluggish as customers minimize expenses • Lower power utilization rates in the US and China • NA welding stabilizing sequentially; Europe flat • Environmental spend starting in China • Lower capex spending YOY • Current projects progressing but fe

  7. Slide 7: 2017 Expectations

    7 2017 Expectations  Flat to down (2)% organic revenue  Sales quarterly seasonality: 22-23%, 25-26%, 24-25%, 27-28%  +7% adjusted EPS growth at mid-point  Driven by $50 million of structural cost reductions  Partially offset by $5 to $10 million of growth investments and inflation, net of produ

  8. Slide 8: Financial Schedule

    FINANCIAL SCHEDULE

  9. Slide 9: Non-GAAP Reconciliation (Unaudited)

    9 Non-GAAP Reconciliation (Unaudited) Note: Guidance as of 12/16/16. 2017 EPS Range Projected net income per share – diluted $1.29 $1.44 Restructuring costs 0.36 0.36 Tax Adjustment (0.10) (0.10) Projected adjusted net income per share - diluted $1.55 $1.70 Colfax has provided financial information

Colfax — Investor Presentation (December 2016) on 6ix