1 automation and control solutions. 2 honeywell aerospace automation and control solutions...
Post on 28-Dec-2015
219 Views
Preview:
TRANSCRIPT
1
AUTOMATION AND CONTROL SOLUTIONS
2
Honeywell
Aerospace
Automation and Control Solutions
$38.8-39.3Bin sales*
*2013 guidance, April 2013
54%sales outside U.S.
Performance Materials and Technologies
Transportation Systems
• 1,300 sites, 70 countries
• 132,000 employees
• Morristown, NJ headquarters
• Fortune 100
3
Honeywell’s Businesses
AerospacePerformance Materials and Technologies
Transportation Systems
Automation and Control Solutions
Phoenix, AZ headquarters
$12.1-12.3 billion sales*
Minneapolis, MN headquarters
$16.4-16.6 billion sales*
Morristown, NJ headquarters
$6.9-7.0 billion sales*
Rolle, Switzerland headquarters
$3.6-3.7 billion sales*
*2013 guidance
4
Automation and Control Solutions (ACS)
PRODUCTS
BUILDINGS
18% 18%
22%
4%
4%19%
15%
Scanning& Mobility
BuildingSolutions
Security Group
Sensing and Control
Life Safety
SOLUTIONS Environmental andCombustion Controls
ProcessSolutions
BUILDINGSACS 2012
Sales $15.9B
19%17%
20% 3%
5%
20%
16%
• Diverse Portfolio Aligned to Key Macro Trends
• Leading with NewProduct Innovation
• Demonstrated Ability to Beat Competition
• Strong Momentum, Winning in Market
>75,000 Employees Serving 1 Million Customers
5
Impressive ACS Growth Story
2003 2012
$7.5
$15.9
2003 2012
$0.8
$2.2
2003 2012
($B) ($B) (% of Sales)
ACS Performs In Good And Bad Times
~3X Growth
~2XGrowth
+280 bps
Sales Segment MarginSegment Profit
11.3%
14.1%
6
What We Do Go To Market Key Drivers
Honeywell Life Safety
• Fire Alarm Systems
• Gas Detection
• Personal Protection
• Life Care
• Dealers/Integrators
• HBS and HPS
• Distribution,
including: ADI
• Personal Safety
• Codes and Regulations
• Increasing Cost of Incidents
Multi-Brand, Multi-Channel
Mark Levy
President
Leading Provider Of Safety Solutions
7
What We Do Go To Market Key Drivers
• Sensors− Pressure− Temperature− Flow− Position
• Safety and Limit Switches
• Designed into:− Medical− Aerospace− Transportation− Industrial− Test & Measurement
• Channels− Direct to OEM− Distributors
• Reliability
• Value/Performance
• Innovation
Tony SugalskiPresident
Honeywell Sensing and Control
Leading Supplier Of Sensors & Switches For Mission-Critical Applications
8
Honeywell Scanning & Mobility
What We Do Go To Market Key Drivers
• Auto Identification and Data Collection
• Field Computing
• Global Tracking
• Retail
• Transportation and Logistics
• Health Care
• Field Service
• Ports
• Government
• Productivity
• Safety
• Security
John WaldronPresident
Complete Player In AIDC, Addressing All Major Markets
9
Honeywell Security Group
What We Do Go To Market Key Drivers
• Residential and Commercial Intrusion Systems
• Access Control / Video
• Remote Access Solutions
• Low Voltage Distribution (ADI)
• National Security Companies
• Local Dealers/ Contractors
• System Integrators– HBS / HPS
• ADI
• New Technology Adoption
• Peace Of Mind
• Loss Prevention
• Productivity
ADI Is A Unique Competitive Advantage
Ron RothmanPresident
Leading Provider Of Security Solutions
10
Environmental and Combustion Controls
What We Do Go To Market Key Drivers
• Home Comfort
• Building Controls− Combustion− Home Furnaces
• Industrial Process
• Wiring Devices
• Lighting Controls
• Dealers, System Integrators
• Retail
• Distributors
• HBS
• OEM
• Comfort
• Energy Efficiency
• Safety
• Cost Performance
Multi-Brand Strategy
Beth WozniakPresident
Leading Position In Comfort & Energy Efficiency
11
Honeywell Building Solutions
What We Do Go To Market Key Drivers
• Airports
• Education
• Health Care
• Transportation
• Government
• Military
• Energy Efficiency
• Increasing Energy Prices
• Integration to Lower Cost and Increase Functionality
Paul OrzeskePresident
• Install and Service Building Control Systems
− HVAC, Fire, Security
• Large, Complex, Integrated Projects
• Energy Service Performance Contracting
• Demand Response/Smart Grid
Outstanding Position In Energy Efficiency
12
What We Do Go To Market Key Drivers
• Control systems for continuous process industries− Design− Install− Service
• Advanced Solutions − Simulation− Optimization
• Refining / Petrochemical
• Pulp & Paper
• Oil and Gas
• Chemical
• Mining, Life Sciences
• Safety
• Productivity
• Energy Efficiency
• Increasing Regulation
Darius Adamczyk President
Honeywell Process Solutions
Leading The Way For One Honeywell Solutions
13
Great Positions in Good Industries
Growth Culture / Sales Excellence
Innovation Through Technology and NPI; With Focus on Human Factors
Emerging Region Expansion and Globalization
Leverage Core Initiatives & Processes to Improve Margins
Continue to Grow Through Strategic Acquisitions
ACS Core Strategies Unchanged
Proven Formula: Consistent Strategy And Execution Driving Growth
14
Great Positions In Good Industries
Segment Position Market Drivers
Home Comfort Controls 1 Energy Savings, Productivity
Building Controls 1 Energy Efficiency, Emissions Legislation, Safety
Residential Combustion 1 Energy Savings, Comfort, IAQ
Security 1 Security, Productivity, New Technology Adoption
Fire Systems 1 Safety, Codes and Regulations, Comm. Construction
Personal Protective Equipment 1 Safety, Codes and Regulations, Cost of Incidents
Gas Detection 1 Safety, Codes and Regulations, Industrial Production
AIDC – Scanning and Mobility 2 Productivity, New Technology Evolution
Process Solutions 2 Safety, Security &Energy Efficiency, Installed Base
Building Solutions 2 Energy Efficiency, Sustainability, IT Convergence
Sensing 3 Safety, Construction, Healthcare Innovations
Growing Leadership Positions
15
1
P
T
+
- Z
A1
A2
5Live
1 2 3 4
Life Safety - #1 Security - #1
Productivity - #2Energy Efficiency - #1 Wireless
ACS Aligned To Global Macro Trends
16
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012E3,000
6,000
9,000
12,000
15,000
18,000
100
200
300
400
500
600
700
Innovation: Lifeblood For ACS GrowthS
ale
s /
HC
Ne
w P
rod
uc
ts
SalesNew ProductsR&D Headcount
Accelerating Scale And Speed Of New Product Introductions
Powerof VPD™
• R&D Investment Up 90%• Resources Up 125%
• Cycle Times Reduced 40%• NPI Up ~3X
New Products - #1 Driver Of Honeywell Growth And Profitability
17
Growth Driver: Acquisitions
Acquisitions
BuildingControls
Energy/Smart Grid
Position Before
Position Today
EV/EBITDAHeadline
EV/EBITDAExpectation
#1 #1 ~12x ~5x
New Market #1 ~15x ~2x
PersonalProtection
Gas Detection
IndustrialCombustion
AIDC
Building Great Positions In $50B High Growth Industries
None #1 ~11x ~6x
None #1 ~12x ~4x
None #2 ~7x ~5x
None #2 ~13x ~5xpending
En
han
ced
Co
reN
ew A
dja
cen
cies
18
ACS On the Road To Success
• Diversified, Balanced Portfolio
• Aligned to Key Global Macro Trends
• Investing for Growth and Profitability
• Focused on Our Customers and Execution
• Strong Momentum, Winning in the Market
Positioned For Long-Term Growth
top related