FY 2017 First Quarter Earnings Call slide image

FY 2017 First Quarter Earnings Call

Non-GAAP reconciliations EBIT, Pro-forma Adjusted EBIT, Pro-forma Adjusted EBITDA (in $ millions) FY16 Actual Last Twelve Months Ended Q4 FY15 Q1 FY16 Q2 FY16 Q3 FY16 Q4 FY16 Actual Q1 FY17 Actual Jun '16 Actual Sep '16 Actual Dec '16 Net income attributable to Adient $ (116) $ 137 $ (779) $ (14) $ (877) $ 149 $ (772) $ (1,533) $ (1,521) Income attributable to noncontrolling interests Income Tax Provision 13 17 23 21 23 22 74 84 89 284 53 838 136 812 28 1,311 1,839 1,814 Financing Charges 1 2 4 2 14 35 9 22 55 Earnings before interest and income taxes $ 182 $ 209 $ 86 $ 145 $ (28) $ 234 $ 622 $ 412 $ 437 Becoming Adient/separation costs (1) 60 60 72 122 115 41 254 369 350 (2) Purchase accounting amortization 9 9 10 9 9 10 37 37 38 Restructuring related charges (3) 4 4 3 3 4 5 14 14 15 (4) Other items (7) (21) (35) (22) (1) . (85) (79) (58) (6) Restructuring and impairment costs 182 169 1 75 88 426 332 332 (7) Pension mark-to-market 60 110 6 110 110 Gain on business divestiture Adjusted EBIT (137) (137) $ 239 $ 261 $ 305 $ 332 $ 297 $ 290 1,137 1,195 1,224 Pro-forma IT dis-synergies (5) (6) (6) (7) (6) (7) (25 (26) (20) Pro-forma adjusted EBIT $ 233 $ 255 $ 298 $ 326 $ 290 $ 290 $ 1,112 $ 1,169 $ 1,204 Stock based compensation Depreciation (4) 77 1 5 14 8 4 16 28 31 82 81 77 87 83 317 327 328 Pro-forma adjusted EBITDA $ 306 $ 338 $ 384 $ 417 $ 385 $ 377 $ 1,445 $ 1,524 $ 1,563 1. Reflects incremental/non-recurring expenses associated with becoming an independent company and expenses associated with the separation from JCI. 2. Reflects amortization of intangible assets including those related to the YFAI joint venture recorded within equity income. ADIENT 3. Reflects restructuring related charges for costs that are directly attributable to restructuring activities, but do not meet the definition of restructuring under ASC 420. 4. Reflects a first quarter 2016 $13 million favorable commercial settlement, second quarter 2016 $22 million favorable settlements from prior year business divestitures and a $6 million favorable legal settlement, and a third quarter 2016 $14 million favorable legal settlement. Also reflected is a multi- employer pension credit associated with the removal of costs for pension plans that remained with JCI in the amount of $8 million, $7 million, $8 million and $1 million in the first, second, third and fourth quarters of 2016. 5. Pro-forma amounts include IT dis-synergies as a result of higher stand-alone IT costs as compared to allocated IT costs under JCI, interest expense that Adient would have incurred had it been a stand-alone company and the impact of the tax rate had Adient been operating as a stand-alone company domiciled in its current jurisdiction. 6. Reflects qualified restructuring charges for costs that are directly attributable to restructuring activities and meet the definition of restructuring under ASC 420. 7. Reflects net mark-to-market adjustments on pension and postretirement plans. 17
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