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Investor Story

Investors

Investment Case

Investment Case

Track Record

Strategic Vision

Key Drivers

Cash Flow Generation

Experience

  • Growth outlook continues to outpace market
  • Expect continued margin improvement
  • Balanced market segment, customer and platform mix
  • Large and growing global footprint
  • Robust operational and engineering capabilities

Three key drivers to outgrow end market:

  • Increasing regulation of criteria pollutant emissions
  • Increasing demand for advanced ride performance technology
  • Increasing demand for aftermarket products, especially in growing markets

Demonstrated commitment to generating cash flow for growth investment, balance sheet strength and shareholder returns.

A strong, experienced executive team.

Strategic Overview

Commitments
Markets
Strategic Imperatives
Common Foundation
Customers' Success
Shareholder Value
Employee Engagement
Sustainability
Light Vehicle
Commercial Vehicle
Aftermarket
Locomotive
Marine
Stationary
Shared Values
Financial Strength
Operational Excellence

Strategic Value Drivers

Emissions

Recognized Expertise

Investment

Investing in Growth

Leading Position

Tightening emissions regulations driving content growth

  • All internal combustion engines
  • All geographic regions

Recognized expertise in addressing criteria pollutant emissions, vehicle dynamics, and noise vibration and harshness.

Significant investment in technology development.

Generating cash to invest in growth, strategic opportunities and shareholder returns.

Leading position in countercyclical aftermarket.

Investment Case

Track Record

  • Growth outlook continues to outpace market
  • Expect continued margin improvement

Strategic Vision

  • Balanced market segment, customer and platform mix
  • Large and growing global footprint
  • Robust operational and engineering capabilities

Key Drivers

Three key drivers to outgrow end market:

  • Increasing regulation of criteria pollutant emissions
  • Increasing demand for advanced ride performance technology
  • Increasing demand for aftermarket products, especially in growing markets

Cash Flow Generation

Demonstrated commitment to generating cash flow for growth investment, balance sheet strength and shareholder returns.

Experience

A strong, experienced executive team.

Strategic Overview

Commitments
Customers' Success
Shareholder Value
Employee Engagement
Sustainability
Markets
Light Vehicle
Commercial Vehicle
Aftermarket
Locomotive
Marine
Stationary
Strategic Imperatives
Common Foundation
Shared Values
Financial Strength
Operational Excellence

Strategic Value Drivers

Emissions

Tightening emissions regulations driving content growth

  • All internal combustion engines
  • All geographic regions

Recognized Expertise

Recognized expertise in addressing criteria pollutant emissions, vehicle dynamics, and noise vibration and harshness.

Investment

Significant investment in technology development.

Investing in Growth

Generating cash to invest in growth, strategic opportunities and shareholder returns.

Leading Position

Leading position in countercyclical aftermarket.