The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Industrial Gas Turbine Growth for A&D Companies April 7, 2016 Keith Flitner Global Accounts Manager KHI HQ - Akashi, Japan Agenda • Energy Market Needs • Industrial Gas Turbine (IGT) Opportunities • Parker Hannifin in the IGT Market • Lessons-learned in Addressing the IGT Market 2 1
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Energy Market Energy Market Energy Market Energy Market 3 Energy is a Top Need of the World 40,000+ projects in progress worth $9+ trillion Food Europe 4,574 Water Projects $1.06 Trillion Infrastructure Asia 9,982 North America Projects Transportation 14,473 $3.76 Trillion Projects Life Sciences $2.08 Trillion Environment Middle America Defense Africa 468 Projects 848 Projects $56.9 Billion Energy South America Oceania $402 Billion 3,728 Projects 992 Projects $955 Billion $738 Billion 4 2
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Energy Market Trends Change is the Climate Natural Gas Usage Global Oil Consumption is Surpassed Coal set to decline in 2016 New Regulations and Expanding Global Compliance are Driving Change 5 Gas Turbine Opportunities Gas Turbine Opportunities Gas Turbine Opportunities Gas Turbine Opportunities 6 3
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Industrial Gas Turbine Applications Driving Electrical Generators Driving Pipeline Compressors (PGEN & O&G apps) (Pipeline Gas Transmission) Ship Propulsion Drives Driving Barrel Compressors Driving Pumps (Oil Transmission) (Oil or Gas Extraction) Page 7 Today’s Combined Cycle Plant CEMS Gas Turbine (Continuous Emission Monitoring Systems) Exhaust HRSG Steam Turbine Air Intake & Generator System Generator Gas Turbine Diffuser Battery Storage Electrical and I&C Container Transmission & Expansion Joints Distribution 8 4
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Major Gas Turbine Systems 9 Gas Turbine Motion & Control Equipment • Fuel nozzles • Hoses • Lube pumps • Manifolds • Guide vane actuators • Power augmentation (water spray) • Starters • Valves 10 5
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 The “Big Three” in Global Energy Global Consolidation and Alignment + + + Bought Alstom ~$14.9B Bought RR Energy ~ $1.3B Gas Turbines Bought Dresser-Rand ~ $7.6B Steam Turbines Aero-D turbines Generators Packaging (Gensets & O&G) Boilers Compressors Wind Turbines Steam Turbines Vast Installed base & Svcs Engines All have complete PGEN portfolios: Large Frame GT’s, Aero-D’s , IGT’s, ST’s, Gen’s, WT’s, Svcs, etc Merger positions them well against GE and Siemens in PGEN Gas Turbines (Frame and Aero-D/Pratt), Steam Turbines, Generators, T&D, Boilers, Wind Turbines, Turnkey Power Plants, Global Services China is also sponsoring Challenges to the “Western Monopoly” 11 GE Aero-Derivative Engines Technology adapted from aircraft engines LM = Land & Marine Aircraft Engines Year 2016 2017 2018 2019 2020 2021 2022 2023 2024 LM 1600 2 2 3 2 1 1 2 1 1 LM 2500/+ 88 87 90 89 87 92 91 93 94 LM 6000 37 37 38 39 40 41 42 42 43 LMS100 10 15 12 15 18 17 18 18 18 Total LM's 137 141 143 145 146 151 153 154 156 12 6
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Commercial Aerospace Equipment Market Most profits from aftermarket with up-front investment 13 Industrial Gas Turbine Equipment Market OEM and MRO profitable with shorter development period 14 7
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Parker Hannifin in the Parker Hannifin in the Parker Hannifin in the Parker Hannifin in the Gas Turbine Market Gas Turbine Market Gas Turbine Market Gas Turbine Market 15 Parker at a Glance The Global Leader in Motion and Control Technologies (NYSE:PH) Centrally Led, Decentralized Company Broad Market Exposure $13 Billion in Sales 55,000 Employees Note: FY15 data 16 8
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 The Broadest Technology Platform Motion Systems Motion Systems Hydraulics Pneumatics Electromechanical Flow & Process Control Fluid & Gas Handling Process Control Climate Control Filtration & Engineered Materials Filtration & Engineered Materials Filtration Sealing & Shielding Aerospace Systems Aerospace 17 Balanced Globally Aerospace and Industrial Portfolio Reporting Segments Global Technology Platforms Aerospa Aerospa Aerospa Aerospa ce ce ce ce Systems Systems Systems Systems Motion Motion 18% 18% 18% 18% Diversifi Diversifi Systems Systems ed ed 28% 28% Filtratio Filtratio Industri Industri n & n & al North al North Diversifi Diversifi Enginee Enginee America America ed ed red red 45% 45% Industri Industri Material Material Flow & Flow & al al s Process Process Internati Internati 22% 22% Control Control onal onal 32% 32% 37% 37% 18 Note: FY15 data 9
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Parker Aerospace • Global Leader in: • Flight Control Systems • Hydraulic Systems • Fuel & Inerting Systems • Engine / Powergen Systems • Conveyance Systems • Key Statistics • $2.3B Sales • 6100 Employees • 18% Engineers • 7 Divisions • 4 Joint Ventures • 27 Facilities Note: FY15 data 19 Aerospace Systems Product Portfolio Motion & Control Systems Provider Flight Controls Engine / Power Gen Flight control Fuel spray nozzles Flight control computers Thrust reverser actuators Manifolds & pigtails Trim actuation Cockpit controls Engine build unit Primary/secondary flight control actuators Heat management Servovalves Pumps Control electronics Control electronics & software & software Surface-position sensors Reservoirs High-lift actuation Pneumatics Fluid Conveyance Hydraulics Fuel & Inerting Ground service equipment Gauging management Reservoirs Accumulators Pumps Wheels & brakes Filters Valves Valves Control electronics Heat exchangers & software Pumps Inerting Control electronics & software 20 - Confidential - 10
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Aerospace Systems Market Segments Fiscal Year 2015 Sales 2% Power Generation 10% 30% Helicopters Large Commercial Transports 10% Regional Transports 14% 18% Business & General Aviation Military Fixed-Wing Aircraft 16% Engines 21 Lessons Lessons-Learned in Addressing Lessons Lessons-Learned in Addressing Learned in Addressing Learned in Addressing the Energy / IGT Market the Energy / IGT Market the Energy / IGT Market the Energy / IGT Market 22 11
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Energy Market Space Definition Energy Oil & Gas, Power Generation, Power Transmission, Power Distribution & Renewables 23 Focus on Growth Platforms We Are Pursuing Key Market Platforms Energy Energy Combined In FY14 Leveraging the Power of Parker 24 12
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 How Have We Won? Driving Global Processes Market-facing teams to break down traditional silos 25 Gas Turbine Fuel Systems Division Dedicated facility provides infrastructure for ind. gas turbine (IGT) market Mentor, Ohio • Division HQ • Aerospace fuel nozzles Clyde, New York (GE JV) • Aerospace fuel nozzles Devens, Massachusetts • Lubrication systems Glendale, Arizona • Repair and overhaul • Repair and overhaul Moncks Corner, South Carolina • Fuel nozzles Kuala Lumpur, Malaysia • Power generation • Repair and overhaul 26 13
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Fuel Nozzle Market Migration Expansion from core aviation engines to aero-derivative and IGTs Aviation Engines Aero-derivative Engines World leader in commercial & military Marine and industrial atomization aerospace fluid metering, delivery, and technology for reduced emissions and atomization devices & systems lower costs Power Generation (Ind. Gas Turbines) Industrial systems World-class provider of fuel atomization and gas-mixing injectors Macrospray™ multi-point injectors for a for small & medium industrial gas turbine engines variety of industrial applications 27 Summary Summary Summary Summary 28 14
The Aerospace & Defense Forum Orange County Chapter April 7, 2016 Summary A&D and Industrial GT Growth (Energy) The Markets are overlapping: • Same global customers • Same products • Same competitors • Growing worldwide recognition for quality • Technology is the path to green 29 15
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