ArvinMeritor Corporate Overview
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  • Now that we’ve divested most of our Light Vehicle businesses and our transformation is solidly underway, we’ve revised our reporting segments. In place of our two previous operating segments, LVS and CVS, we’ll now report through the following four segments within continuing operations: - Commercial Truck - Industrial - Aftermarket and Trailer, and - Light Vehicle Systems We refer to the first three segments as our “Core Business”.
  • Our key goal is to invest in and focus on growing product segments in our core businesses that offer favorable margins and the highest returns. In the Commercial Truck segment our strategy is to grow this business by: - Further expanding our global brake leadership position; - Investing in advanced technologies that will improve fuel efficiency and vehicle safety, and - Strengthening our electronics and controls capabilities We also will be focusing on growing our Commercial Truck share in the markets we serve, primarily expanding our customer base in regions outside of North America.
  • In the Industrial segment we’ll focus on: - Successfully growing our global off-highway, industrial and defense businesses, by expanding our product portfolio and customer base; - Growing market share in Asia Pacific, and - Investing in new engineering and technology capabilities in China and India
  • With the Aftermarket & Trailer segment, we’ll concentrate on: Growth by: - Further expanding our product portfolio and our remanufacturing business; - Capturing additional opportunities in emerging markets, primarily in the BRIC countries, and - Continuing to expand our global distribution network and systems infrastructure
  • For the Light Vehicle Systems segment, our plans are to continue to evaluate alternatives on how best to exit for the remaining LVS businesses. At the same time, we remain committed to making the necessary investments to support the needs and requirements of our light vehicle customers.
  • Meritor ® Q Plus™ Cam Brake Brake Systems: ELSA195 Air Disc Brake Meritor ® Quadraulic Hydraulic Disc Brake Meritor Automatic Slack Adjuster Meritor ® Lite TP Hub, European Products: Brake Disc & Drum
  • Meritor ® Q Plus™ Cam Brake Brake Systems: ELSA195 Air Disc Brake Meritor ® Quadraulic Hydraulic Disc Brake Meritor Automatic Slack Adjuster Meritor ® Lite TP Hub, European Products: Brake Disc & Drum
  • I’m proud of the many accomplishments we made during the year despite the challenges we faced. We never lost sight of our overarching strategy to transform the company with a focus on the global commercial vehicle and industrial markets. We’re now a leaner and more efficient company and we’re well-positioned for growth. I’m very proud of how quickly our people adapted to the downturn. It was through the aggressive cost cutting initiatives we implemented as well as the tremendous performance we achieved in working capital that we were able to successfully manage through this unprecedented challenging time. We streamlined our core Commercial and Industrial business by eliminating approximately $195 million of total cost for our fiscal year. What’s important to note is that we’ve taken out about $136 million on our overall structural cost on a run-rate basis. We remained committed to continue to invest in our future by making investments in engineering, research and development and in the necessary capital expenditures to maintain our high standards. We recently announced the completion of the sale of our Light Vehicle Wheels business and that we’ve substantially completed the divestiture of the Light Vehicle Chassis business.
  • I’m proud of the many accomplishments we made during the year despite the challenges we faced. We never lost sight of our overarching strategy to transform the company with a focus on the global commercial vehicle and industrial markets. We’re now a leaner and more efficient company and we’re well-positioned for growth. I’m very proud of how quickly our people adapted to the downturn. It was through the aggressive cost cutting initiatives we implemented as well as the tremendous performance we achieved in working capital that we were able to successfully manage through this unprecedented challenging time. We streamlined our core Commercial and Industrial business by eliminating approximately $195 million of total cost for our fiscal year. What’s important to note is that we’ve taken out about $136 million on our overall structural cost on a run-rate basis. We remained committed to continue to invest in our future by making investments in engineering, research and development and in the necessary capital expenditures to maintain our high standards. We recently announced the completion of the sale of our Light Vehicle Wheels business and that we’ve substantially completed the divestiture of the Light Vehicle Chassis business.
  • I’m proud of the many accomplishments we made during the year despite the challenges we faced. We never lost sight of our overarching strategy to transform the company with a focus on the global commercial vehicle and industrial markets. We’re now a leaner and more efficient company and we’re well-positioned for growth. I’m very proud of how quickly our people adapted to the downturn. It was through the aggressive cost cutting initiatives we implemented as well as the tremendous performance we achieved in working capital that we were able to successfully manage through this unprecedented challenging time. We streamlined our core Commercial and Industrial business by eliminating approximately $195 million of total cost for our fiscal year. What’s important to note is that we’ve taken out about $136 million on our overall structural cost on a run-rate basis. We remained committed to continue to invest in our future by making investments in engineering, research and development and in the necessary capital expenditures to maintain our high standards. We recently announced the completion of the sale of our Light Vehicle Wheels business and that we’ve substantially completed the divestiture of the Light Vehicle Chassis business.

ArvinMeritor Corporate Overview Presentation Transcript

  • 1. Company Profile
    • Premier global supplier of a broad range of integrated systems, modules and components to the motor vehicle industry
    • Serves commercial truck, trailer and specialty original equipment manufacturers and certain aftermarkets, and light vehicle manufacturers
    • $4.1 billion global supplier to the motor vehicle industry
    • Approximately 13,200 employees around the world
    • Headquarters in Troy, Mich.
    • New York Stock Exchange symbol: ARM
    • www.arvinmeritor.com
  • 2. Segments Commercial Truck Industrial Aftermarket & Trailer Light Vehicle Systems
  • 3. Commercial Truck
    • Maintain leadership position in delivering advanced drivetrain solutions
    • Expand global brake leadership positions
    • Invest in advanced technologies to improve vehicle efficiency
    • Strengthen electronics and controls capability
    Strategic Priorities
  • 4. Industrial
    • Grow global off-highway, specialty and defense business
    • Expand product and customer portfolio
    • Grow market share in Asia Pacific
    • Accelerate investments in engineering and technology capabilities in China and India
    Strategic Priorities
  • 5. Aftermarket & Trailer
    • Grow aftermarket through expansion of product portfolio and remanufacturing business
    • Continue to expand aftermarket global distribution network and systems infrastructure
    • Expand into emerging markets
    • Increase global share of the growing trailer market
    Strategic Priorities
  • 6. Light Vehicle Systems
    • Continue commitment to LVS divestiture strategy
    • Continue to invest and support customers
    • Limit costs to carry the business
    Strategic Priorities
  • 7. Regional and Segment Mix – Core Business 2009 Sales: $3.1 billion Commercial Truck, Industrial, Aftermarket & Trailer
  • 8. Market Leadership Positions (1)
  • 9. Global Manufacturing Investment 2007-2009 Investment continues through all cycles
  • 10. Truck Markets and Customers Top Truck Customers 2009 Based on FY09 Sales North America 33% Europe 43% Asia Pacific 10% South America 14% Customer North America South America Europe √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ √
  • 11.
    • Well-positioned to benefit from rebound in global commercial truck markets in North America and Europe
    • Well-established position in South America
    • Strong product portfolio and customer relationships
    • Building on strong position to diversify customer mix
    • Aggressive product launch cadence in 2010/2011/2012
    • Designing products for vehicle efficiency
    Commercial Truck Based on FY09 Sales North America 33% Europe 43% Asia Pacific 10% South America 14%
  • 12. Next Generation Technology
    • New design addresses customer needs
      • Improved vehicle efficiency
      • Lowest weight in industry
      • Optimized driveline angularity
      • Higher torque/HP capability
      • Faster axle ratios
    MT-14X Tandem Axle
  • 13. Next Generation Technology
  • 14. Global Off-Highway Market Target Launch Market of $1.9B
    • Demand expected to grow through 2014; AP major growth market
    • Leveraging China installed base and commercial vehicle products
      • More than 50 new axle models
    • Robust global product plans
      • New axle families from 35,000 lb-300,000 lb capacity
    • Significant investment planned for Xuzhou Meritor Axle Co. joint venture
      • Targeting 20% increase in capacity
    AT Crane Housing Brake Steering Wheel end Carrier
  • 15. Defense Programs MXT FMTV JLTV Future Programs Booked Business
    • FMTV
      • On-contract through 2010
      • Re-buy contract starts in 2011
    • MXT
      • Production contract with British MoD
      • Meritor TACTX ™ High Mobility Independent Suspension
    • Heavy Tactical Trucks
      • Freightliner on contract through 2010
    • Aftermarket Service for All Models
    • Joint Light Tactical Vehicle (JLTV)
      • HMMWV replacement, production SOP 2013
      • ArvinMeritor partnered with 2/3 current OEM’s
    • Marine Personnel Carrier (MPC)
      • Next Generation LAV
      • ArvinMeritor on team to build a demonstrator, production 2014
      • DEFENSE STRATEGY
      • Secure North America position
      • Expand in selective markets
  • 16. Aftermarket & Trailer Segment
    • Global Aftermarket Business
    • Well-known brand portfolio and product life-cycle service and support
    • World-class packaging and distribution
    • Remanufacturing global enterprise
    • Extensive product portfolio and “all makes” competitor product lines
    • Industry-wide leader in customer service
    • Global Trailer Business
    • Full-line axle, wheel-end and suspension supplier
    • Established footprint in North America and Europe
    • Leading market position with joint venture in South America
    • Distribution in Asia Pacific region
    Based on FY09 Sales
  • 17. Aftermarket & Trailer North American Trailer Production U.S. Truck Freight Ton Miles Seasonally Adjusted Source: FTR Associates Source: FTR Associates Source: 2004-08 CLEAR data; 2009-12 blended data Europe Trailer Production Based on FY09 Sales