业绩总结 - 2022年第一季度收入为13.77亿美元，同比增长9.3%[49] - 调整后毛利率为57.6%，较2021年第一季度的57.0%增长60个基点[78] - 调整后每股收益为0.70美元，同比增长11%[54] - 自由现金流为1.96亿美元，同比增长36%[54] - 2022年第一季度调整后的营业利润为3.166亿美元，较2021年第一季度的2.864亿美元增长10.5%[80] - 净收益为1.669亿美元，较2021年第一季度的1.117亿美元增长50.5%[84] - 2022年第一季度的GAAP每股收益为0.45美元，较2021年第一季度的0.31美元增长45.2%[87] 用户数据 - 硬件订单增长14%，软件收入增长13%[6] - 2022年第一季度软件收入增长13%，主要来自北美市场[49] - 2022年第一季度的智能运营解决方案总收入增长为15.0%[97] - 2022年第一季度的精密技术总收入增长为3.4%[97] - 2022年第一季度的高级医疗解决方案总收入增长为8.5%[97] 未来展望 - 预计2022年第二季度收入为57.65亿至58.75亿美元，全年预计收入为138.5亿至142.5亿美元[70] - 预计未来五年并购回报将近翻倍，推动可持续的长期价值创造[8] - 2022年第二季度和全年预计的核心增长率分别为4%至7%和8.5%至11.5%[76] - 预计2022年7月1日结束的三个月中，持续运营的调整后稀释每股净收益为0.44至0.47美元[92] - 预计2022年12月31日结束的十二个月中调整后每股净收益为2.07至2.16美元[92] 新产品和新技术研发 - 由于电子元件限制，供应链和物流挑战将持续[7] 负面信息 - 由于上海封锁，第一季度收入受到2000万美元的影响，预计第二季度将受到4000万美元的影响[7] 其他新策略 - 2022年第一季度的收购相关费用为770万美元，较2021年第一季度的580万美元有所增加[84] - 2022年第一季度的摊销费用为9630万美元，较2021年第一季度的7750万美元增加24.5%[84]

| --- | --- | --- | |-------|-------|-------| | | | | | | | | FORWARD LOOKING STATEMENTS & NON-GAAP FINANCIAL MEASURES Statements in this presentation that are not strictly historical, including statements regarding anticipated financial results, economic conditions, future prospects, impact of supply chain constraints, anticipated market opportunities, anticipated impact of geopolitical events, business and acquisition opportunities, timing of acquisitions and other transactions, scope and timing of any sh ...

| --- | --- | --- | |-------------------------------|-------|-------| | | | | | | | | | CITI GLOBAL INDUSTRIAL TECH & | | | FORWARD LOOKING STATEMENTS & NON-GAAP FINANCIAL MEASURES Statements in this presentation that are not strictly historical, including statements regarding impact of supply chain constraints, anticipated financial results, economic conditions, future prospects, anticipated market opportunities, anticipated impact of geopolitical events, business and acquisition opportunities, timing of a ...

| --- | --- | --- | |----------------------------|-------|-------| | | | | | BARCLAYS INDUSTRIAL SELECT | | | FORWARD LOOKING STATEMENTS & NON-GAAP FINANCIAL MEASURES Statements in this presentation that are not strictly historical, including statements regarding impact of supply chain constraints, anticipated financial results, economic conditions, future prospects, anticipated market opportunities, anticipated impact of geopolitical events, business and acquisition opportunities, timing of acquisitions an ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-37654 ____________ FORTIVE CORPORATION (Exact name of registrant as specified in its c ...

1 Fourth Quarter & Full-Year 2021 Earnings Release February 3, 2022 FORWARD LOOKING STATEMENTS & NON-GAAP FINANCIAL MEASURES Statements in this presentation that are not strictly historical, including statements regarding the future impact of supply chain constraints, the COVID-19 pandemic, the Company's anticipated financial results, business, investment and acquisition opportunities, economic conditions, future prospects, anticipated impact of geopolitical events, pending tax and fiscal policies, and any ...

Fortive Corporation (NYSE:FTV) Q4 2021 Earnings Conference Call February 3, 2022 12:00 PM ET Company Participants Elena Rosman - VP of IR James Lico - President and CEO Charles McLaughlin - SVP and CFO Conference Call Participants Julian Mitchell - Barclays Steve Tusa - JPMorgan Andrew Obin - Bank of America Nigel Coe - Wolfe Research Deane Dray - RBC Capital Markets Scott Davis - Melius Research Jeff Sprague - Vertical Research Partners Andy Kaplowitz - Citigroup John Walsh - Credit Suisse Operator Hello. ...

Fortive Corp Brands, Inc. (NYSE:FTV) Q3 2021 Earnings Conference Call October 28, 2021 5:00 PM ET Company Participants Griffin Whitney - VP, IR James Lico - President, CEO & Director Charles McLaughlin - SVP & CFO Conference Call Participants Scott Davis - Melius Research Deane Dray - RBC Capital Markets Jeffrey Sprague - Vertical Research Partners Andrew Obin - Bank of America Merrill Lynch Julian Mitchell - Barclays Bank Nigel Coe - Wolfe Research Joshua Pokrzywinski - Morgan Stanley Markus Mittermaier - ...

| --- | --- | --- | --- | |------------------------------------------------------------------------|-------|-------|-------| | | | | | | | | | | | MORGAN STANLEY VIRTUAL 9TH ANNUAL LAGUNA CONFERENCE SEPTEMBER 15, 2021 | | | | FORWARD LOOKING STATEMENTS & NON-GAAP FINANCIAL MEASURES Statements in this presentation that are not strictly historical, including statements regarding business and acquisition opportunities, timing of acquisitions and other transactions, anticipated financial results, economic condi ...

Second Quarter 2021 Earnings Release July 29, 2021 1 FORWARD LOOKING STATEMENTS & NON-GAAP FINANCIAL MEASURES Statements in this presentation that are not strictly historical, including statements regarding the future impact of the COVID-19 pandemic, the Company's anticipated financial results, business, investment and acquisition opportunities, timing of acquisitions, dispositions and other transactions, anticipated revenue, anticipated operating margin, anticipated cash flow, economic conditions, future p ...