amphenol · 2017. 2. 7. · amphenol 2016 highlights sales increased 13% to $6.3 billion growth led...
TRANSCRIPT
Enabling the
Electronics Revolution
Amphenol
Customer Presentation January 2017
Amphenol
A Global Leader in Interconnect Technology
% Sales by Market
2
9%
5%
18%
18%
14%
21%
9%
6%
2016 Sales
$6.3 Billion
Defense
Broadband
Mobile
Networks
IT & Datacom
Mobile
Devices
Automotive
Industrial
Comm Air
Amphenol
2,851
3,236
2,820
3,554
3,940
4,292
4,615
5,346 5,569
6,286
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
.97
1.93
1.17.91
1.35 1.53
1.73
2.25 2.43
2.72
Net Sales ($ in millions)
EPS ($)(1) (2)
Excellent Record of Achievements
(1) Adjusted for stock split effective October 2014
(2) Excluding one-time items
10 Year CAGR
Sales 9.8%
EPS 13.9%
>2X Industry Growth
Industry leading growth
for over a decade
Industry leading
operating profit margins
in all business cycles
Strong cash flow
generation
Successful acquisition
program in consolidating
industry
3
Amphenol
2016 Highlights
● Sales increased 13% to $6.3 Billion
● Growth led by IT Datacom, Mobile Networks, Industrial,
Automotive, Broadband and Military markets
● Emphasis on technology innovation and market
diversification driving performance
● Completed acquisitions of FCI, Auxel, Custom Cable,
SGX Sensortech and All Systems Broadband
● Built on industry-leading financial strength
4
Amphenol
High Performance Strategy
Strength Through All Cycles
Technology Diversity Global Low Cost
Entrepreneurial
Organization
Complementary
Acquisitions
Ind
us
tria
lIT
/ D
ata
Mo
bile
Devic
es
Bro
ad
ba
nd
Au
toM
ob
ile
Infr
aM
il/A
ero
5
Amphenol
Amphenol Enabling the Electronics Revolution
More
Mobility
6
Amphenol
Leading Technology Innovation
Power
Management
Harsh
Environment
Radio
Frequency
High Speed
Bandwidth
7
Fiber
OpticsSensors
Global
Broad
Leading Edge
Pursuing New Markets
8
Alternative
Energy
Next Gen
Commercial Air
New Lighting
TechnologiesNew Mobile
Technologies
Transit
Management
Water
TreatmentUltrabooks
Satellite
Video
Hybrid
Vehicles
Automotive
AntennasSubsea Security
Amphenol
31%
19%
46%
4%
Operations
Sales Locations
CANADA (4)
NL (2) UK (4)
AUSTRALIA
JAPAN (4)
INDIA (7)
GERMANY (8)
FRANCE (8)
ISRAEL
KOREA (5)
HQ
USA
(42)
HONG KONG
ARGENTINA (2)
BRAZIL (3)
MEXICO (5)
ITALY (2)
SPAIN
TAIWAN (5)
SINGAPORE (4)
CHINA (36)
SWEDEN (2)
AUSTRIAESTONIA (3)
CZECH
REPUBLIC (2)
MALAYSIA (4)
SOUTH
AFRICA
TUNISIA (3)
TURKEYRUSSIA
IRELAND
SLOVAKIA (2)
DUBAI
VIETNAM
MOROCCO
62,000 Employees
2016 Sales
$6.3 Billion
N. AmericaAsia
ROW
Europe
% Sales By RegionFINLAND
PUERTO RICO
MACEDONIA
9
Expanding Global Presence
SWITZERLAND (1)
POLAND (1)
INDONESIA
Amphenol
Ongoing Development of
Manufacturing Footprint
10
Haimen, China
Jurong,Singapore
Senai, Malaysia
Dongguan, China
Nantong, China
Cochin, India
Bangalore, India
Monterrey, Mexico
Warrington, UK
Xiamen, China
Ostrov, Czech Rep.
Kocani, Macedonia
Zhuhai, China
Pune, India
Valley Green, PA
Chennai, India
Besancon, France
Tampa, FL
Corcelles, Switzerland Katowice, Poland
Gondecourt, France
Trieberg, Germany
Amphenol11
Accelerating Acquisition Program
Amphenol Acquirer of Choice
Thirty New Companies Since 2008
Market PositionTechnologyManagement
Amphenol
Energized, Experienced Management Team
● Culture of accountability
● Passion for performance
● Deep pool of talent12
Enabling the
Electronics Revolution
Amphenol