Investor Presentation
POWER & VISION
Segment Financial Performance
Sales
($Billions)
+122%
Adjusted EBIT
($Millions)
$1.3
$2.9
Q2'20
Q2'21
.
•
•
•
•
Higher global light vehicle production (+)
Launch of new programs (+)
Consolidation of Getrag entities: $175M (+)
Foreign currency translation: $170M (+)
Net customer price concessions (-)
$203
•
.
•
•
-$226
Q2'20
Earnings on higher sales (+)
Q2'21
Lower net application engineering costs in ADAS (+)
Cost savings and operating efficiencies, including as a
result of implemented restructuring actions (+)
Lower net warranty costs: $13M (+)
Foreign currency translation: $12M (+)
.
Higher equity income: $10M (+)
.
Consolidation of Getrag entities (+)
Higher employee profit share and incentive comp (-)
.
Higher commodity costs (-)
.
Net customer price concessions (-)
Investor Presentation - September 2021
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