Download - GE Transportation Solving the world’s toughest transportation challenges

GE Transportation Solving the world’s toughest transportation challenges

September 2011

Preliminary 2009 first quarter results/ 2

Overview

• GE perspective

• Five keys to rail progress

• Discussion


~$150B Revenue (2010)

$12.6B earnings

$14.7B cash flow

GE Energy $37.5B GE Capital $47.0B

Home & Business $25.5BSolutions, Media

Healthcare $16.9B

Aviation $17.6B

Transportation $3.4B

Energy Services

Oil & Gas

Power & Water

GE’s Portfolio


GE Transportation• Global HQ: Erie,

Penn.

• Established more than 100 years ago

• Global workforce: ~11,000

• Global supplier network: ~1,600 companies

• Industries: Rail, Signaling, Mining, Marine, Oil Drilling, Stationary Power, Wind, Energy Storage

• Revenue: $3.4 billion (2010)


•$400M investment

•40% lower emissions

•330,000 gallons of fuel savings (20 yrs)

•Moves one ton of freight ~480 miles on one gallon of fuel

Core product … eco locomotive

•Enough power to haul 170 “747” Jumbo Jet airliners

•Introduced in 2005 … 4,100 locos in use worldwide


Egypt

Kazakhstan/CISUK PowerHaul

Australia

Brazil

China

United States

Canada

Mexico

Modernization

Indonesia

Global means to be local everywhere

~17,000 locomotives in more than 50 countries~4,500 Evolution Series locomotives sold since

launch in 2005

S. Africa

Turkey


Much more than locomotives…

Global transportation systems provider with applications for rail,

mining, marine, offshore drilling, power

generation, energy storage & wind

industries

Global transportation systems provider with applications for rail,

mining, marine, offshore drilling, power

generation, energy storage & wind

industries

Locomotive, Modernizations, Parts & Service

Off-Highway VehiclesMining

Marine Propulsion Systems

Drill SystemsOil & Gas

DrivetrainTechnologies

Wind

Energy Storage

Intelligent Control Systems


Dispatch Center

Wayside UnitWayside Unit

GPSSatellites

1.

3.

4.

2.5.

Communication Network

Wayside Communication Network

Michigan ITCS


Investing in our futureMajor investment in

new technologies, products and services: $600MM (2010-11)

Tier 3 and 4 emission standards (rail, marine)

Higher speed rail in the U.S.

Battery and energy storage … $160MM investment … hybrid applications

Globalization & product diversification


Keys to Rail Success

1. Freight Rail is the Core


Exports Critical for U.S. Rail Suppliers

• GE – South Africa launch 2/11 – 10 U.S. locos … 90 assembled in-country with PA high-value kits

• Passage of Pending Free Trade Agreements with Columbia, Panama and South Korea will further boost domestic supplier export opportunities


GE to open locomotive plant in Texas• Expansion of U.S. operational footprint to

Fort Worth, TX … 900,000 sqft facility

• Up to $100 million investment … 500+ high-tech manufacturing jobs … production launch in 3Q 2012

• Facility next to key customer BNSF




2. Push New Technology and Innovation


Thomas Edison patent: “Locomotive for Electric Railways,”

1891

WattStation™ EV Charging Station: building on a century of innovation in designing and manufacturing electrical distribution systems


GE Energy Storage• $160MM investment in battery technology

• Collaboration: GE Global Research, GE Transportation

• Durathon battery benefits:

• High-energy density … fast discharge … small footprint

• Reliability … minimal maintenance … low life cycle cost

• Temperature resistant … -20C to 70C

• Applications: Telecommunications, Utilities, Uninterrupted Power Supply … foundation for electric vehicle apps in rail, marine and mining

Advanced manufacturing facility in Schenectady,

NY





3. Enhance Infrastructure Investment






4. Balance Our Approach


Investment Must Be Balanced






4. Balance Our Approach

5. Drive Common Goals


Thank You