Meritor Acquisition and 2022 Financial Results slide image

Meritor Acquisition and 2022 Financial Results

Table of Contents Summarized financial information regarding our reportable operating segments at December 31, is shown in the table below: In millions 2022 Engine Components Distribution Power Systems New Power Total Segments External sales $ 8,199 7,847 $ 8,901 $ 2,951 $ 176 $ 28,074 Intersegment sales 2,746 1,889 28 2,082 22 6,767 Total sales 10,945 9,736 8,929 5,033 198 34,841 Research, development and engineering expenses 506 309 52 240 171 1,278 Equity, royalty and interest income (loss) from investees (1) 166 Interest income 14 72 71 77 43 (8) 349 12 16 7 49 Russian suspension costs (2) (3) 33 5 54 19 111 Segment EBITDA (4) 1,541 1,346 888 596 (340) 4,031 Net assets Depreciation and amortization (5) Investments and advances to equity investees 205 304 114 120 38 781 1,451 7,306 2,698 2,382 1,158 14,995 590 617 352 138 60 1,757 Capital expenditures 368 264 114 96 74 916 2021 External sales Intersegment sales Total sales Research, development and engineering expenses Equity, royalty and interest income (loss) from investees $ 7,589 S 5,932 $ 7,742 $ 2,650 $ 108 $ 24,021 2,365 1,733 30 1,765 8 5,901 9,954 7,665 7,772 4,415 116 29,922 399 307 48 234 102 1,090 340 50 63 56 (3) 506 Interest income Segment EBITDA Depreciation and amortization (5) 8 5 7 5 25 1,411 1,180 731 496 (223) 3,595 205 183 116 131 24 659 Net assets Investments and advances to equity investees 1,554 2,938 2,294 2,251 602 9,639 742 254 329 164 49 1,538 Capital expenditures 341 184 92 80 37 734 2020 External sales $ 5,925 $ 4,650 $ 7,110 $ 2,055 $ 71 $ 19,811 Total sales Intersegment sales Research, development and engineering expenses 2,097 1,374 26 1,576 1 5,074 8,022 6,024 7,136 3,631 72 24,885 290 264 31 212 109 906 Equity, royalty and interest income (loss) from investees Interest income 312 61 62 21 (4) 452 9 4 4 4 21 Segment EBITDA 1,235 961 665 343 (172) 3,032 Depreciation and amortization (5) 208 Capital expenditures 202 192 140 122 130 18 670 89 79 18 528 (1) Includes a $28 million impairment of our joint venture with KAMAZ and $ 3 million of royalty charges as part of our costs associated with the suspension of our Russian operations. See NOTE 23, "RUSSIAN OPERATIONS," to our Consolidated Financial Statements for additional information. (2) See NOTE 23, "RUSSIAN OPERATIONS," to our Consolidated Financial Statements for additional information. (3) Includes $31 million of Russian suspension costs reflected in the equity, royalty and interest income (loss) from investees line above. (4) Includes $83 million of costs related to the acquisition and integration of Meritor and $ 28 million of costs associated with the planned separation of our filtration business. (5) Depreciation and amortization, as shown on a segment basis, excludes the amortization of debt discount and deferred costs included in the Consolidated Statements of Net Income as interest expense. The amortization of debt discount and deferred costs were $3 million, $3 million and $3 million for the years ended 2022, 2021 and 2020, respectively. A portion of depreciation expense is included in research, development and engineering expense. 122
View entire presentation