First Quarter 2016 Conference Call

From this document you will learn the answers to the following questions:

Does the impact of foreign currency translation be included in the statements?

What does the Forward Looking Statement contain statements regarding the expected impact of product line simplification activities?

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Transcription:

Conference Call E. Scott Santi, Chairman & CEO Michael M. Larsen, Senior Vice President & CFO Aaron H. Hoffman, Vice President, Investor Relations April 20,

Forward Looking Statement Safe Harbor Statement This conference call contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 including, without limitation, statements regarding the expected impact of product line simplification activities and enterprise initiatives, future financial performance, operating performance, growth in free cash flow, organic and total revenue growth, operating margin growth, growth in diluted income per share, restructuring expenses and related benefits, tax rates, exchange rates, timing and amount of share repurchases, after-tax return on invested capital, end market economic conditions, and the company s related guidance. These statements are subject to certain risks, uncertainties, and other factors which could cause actual results to differ materially from those anticipated. Important risks that could cause actual results to differ materially from the company s expectations include those that are detailed in ITW s Form 10-K for 2015. Non-GAAP Measures The company uses certain non-gaap measures in discussing the company s performance. The reconciliation of those measures to the most comparable GAAP measures is detailed in ITW s press release for the first quarter of, which is available at www.itw.com, together with this presentation. 2

Strong start to despite a challenging environment meaningful improvement on all performance metrics GAAP EPS of $1.29 up 7% up 10% excluding the impact of foreign currency translation 22.1% operating margin increased 120 basis points 130 basis points of margin improvement from Enterprise Initiatives 1% organic growth 2% excluding Product Line Simplification impact After-tax ROIC* of 21.2% Strong Free Cash Flow 90% conversion* Raising GAAP EPS guidance by $0.05 to $5.40 to $5.60 7% earnings growth at $5.50 mid-point Continued progress toward our long-term target of solid growth with best-in-class margins and returns and solidly on track to deliver on our end of 2017 performance goals Organic growth at 200 bps or more above the market 23%+ operating margin 20%+ after-tax ROIC ITW s unique business model and strong execution position the company for continued differentiated performance in the current environment and over the long term * See ITW s First Quarter press release for the reconciliation from GAAP to non-gaap measurements. 3

Financial Performance Q1 Results EPS +7% $1.29 GAAP EPS up 7%, up 10% excluding $(0.04) currency GAAP EPS $1.21 $1.29 $0.04 above guidance mid-point on strong operational performance 1% organic growth in line with guidance $3.3B $3.3B North America +2%, International (1)% First quarter records for key performance metrics Total Revenue 22.1% operating margin 130 bps from Enterprise Initiatives $722M operating income, prior Q1 record ( 12) had $1.3B higher revenues Operating Margin 20.9% 22.1% +120 bps After-tax ROIC* 19.4% 21.2% +180 bps 21.2% after-tax ROIC* +180 bps $422M Free Cash Flow 90% conversion* $500M share repurchase Solid execution of Enterprise Initiatives drove strong Q1 performance * See ITW s First Quarter press release for the reconciliation from GAAP to non-gaap measurements. 4

Balanced Portfolio % of Revenues Year-over-Year Q1 16 vs. Q1 15 Sequential Q1 16 vs. Q4 15* Consumer Facing ~60% +3% +1% Industrial Facing ~40% (3)% (5)% 100% +1% (1)% *Adjusted for normal seasonality. 5

Organic Revenue Growth Growth by Geography 1% Organic* North America +2% organic growth 2% Consumer +5% e.g. Food Equipment +5%, Automotive +4%, Construction Products Renovation/Remodeling +22% International 1% Asia Pacific Industrial (3)% e.g. Welding (7)%, Test & Measurement and Electronics (1)% North America (1)% EMEA (2)% International (1)% organic growth Consumer +1% e.g. Automotive and Food Equipment +1% Industrial (4)% e.g. Welding (15)%, Test & Measurement and Electronics (3)% 1% organic revenue growth 2% excluding the impact of Product Line Simplification *Ongoing product line simplification reduced organic growth by (1) percentage-point. 6

20.9% 22.1% +120 bps Key Drivers Enterprise Initiatives +130 bps OM% V bps Price/Cost +20 Automotive OEM 26.4% +140 bps Food Equipment 24.5 +190 T&M and Electronics 15.5 +80 Volume +20 Other (50) Welding 23.9 (300) Polymers & Fluids 20.2 +20 Construction Products 21.0 +440 Specialty Products 26.1% +350 bps Margin Expansion +120 bps Strong execution on Enterprise Initiatives 7

Segment Results Progression Automotive OEM 22.1% +520 bps Organic +3% Total Flat +140 bps 16.9% 18.7% 20.9% $653 $656 25.0% 26.4% Operating Margin Q1'13 Q1'14 Q1 13 Q1 16 V bps Automotive OEM 19.8% 26.4% +660 bps Food Equipment 16.7 24.5 +780 T&M and Electronics 13.0 15.5 +250 Welding 26.0 23.9 (210) Polymers & Fluids 14.6 20.2 +560 Construction Products 11.7 21.0 +930 Organic revenue +3% vs. +1% builds slightly lower penetration gains due to last year s significant new program launches in Europe Organic growth by region North America +4% builds +5%, D3 builds +4% Europe +3% (Q1 15 +13%) builds +2% China +6% builds +4%, EU & NA OEM (1)% Specialty Products 19.9% 26.1% +620 bps 8

Segment Results Food Equipment Test & Measurement/Electronics Organic +3% Total +1% +190 bps Organic (2)% Total (4)% +80 bps $495 $499 22.6% 24.5% $483 $464 14.7% 15.5%* Organic revenue +3% North America +5% despite challenging comparison (Q1 15 +7%), International +1% North America Equipment +5%, Service +4% Organic revenue (2)% sluggish demand for capital equipment Test & Measurement (3)% Electronics (1)% International Equipment +3%, Service flat *Includes 420 bps of unfavorable non-cash operating margin impact of amortization from acquisition-related intangible assets. 9

Segment Results Welding Polymers & Fluids Organic (9)% Total (10)% (300) bps Organic +1% Total (5)% +20 bps $433 $389 26.9% 23.9% $441 $418 20.0% 20.2%* Organic revenue (9)% equipment (11)%, consumables (5)% North America (7)% International (15)% Oil & Gas Organic revenue +1% Automotive Aftermarket +2% North America +1% International +1% *Includes 440 bps of unfavorable non-cash operating margin impact of amortization from acquisition-related intangible assets. 10

Segment Results Construction Products Specialty Products Organic +5% Total +1% $384 $381 16.6% +440 bps 21.0% Organic +3% Total +1% $462 $468 22.6% +350 bps 26.1% Organic revenue +5% North America +11% Renovation/Remodeling +22%, Commercial +8%, Residential +2% Organic revenue +3% driven by solid growth in consumer packaging North America +5% International flat Asia Pacific +2%, Europe flat 11

Financial Outlook Guidance EPS +7% Raising guidance by $0.05 to GAAP EPS $5.40 to $5.60 $5.40 - $5.60 7% earnings growth at $5.50 mid-point GAAP EPS $5.13 1 to 3% organic growth in line with prior guidance Total Revenue $13.4B Organic 1 to 3% Total (2)% to flat 22.5%+ operating margin with more than 100 bps of operating margin improvement from Enterprise Initiatives Free Cash Flow 100%+ conversion ~$2 billion share repurchase 2015 Operating Margin 21.4% 22.5%+ After-tax ROIC* 20.4% 20%+ Second quarter guidance 0 to 2% organic growth GAAP EPS $1.34 to $1.44, up 7% at $1.39 mid-point ~22.5% operating margin Delivering solid earnings growth in a challenging environment * See ITW s First Quarter press release for the reconciliation from GAAP to non-gaap measurements. 12

Q&A