Paul HumphriesPresident, High Reliability Solutions (HRS)

Beyond Hardware to Solutions

Global megatrends shape the face of the world

1

2

Aging Society

By 2030, the median

age will increase by 5 years to

35 years

Explosion of Connected

Devices

By 2020, the Intelligence of Things will

bring 50 billion connected

devices

Increasing Urbanization

By 2030, 59% of the world's

population will live in cities

Growing World Population

By 2030, 8.3 billion people will live on earth

Roland Berger (2011), IDC (2015

Our Strategy is Uniquely Positioned

» Focus on mega trends and high growth vectors

» Combine innovation, disruption, collaboration and deep industry expertise to drive differentiation

» Leverage The Flex Platform to develop unique Sketch-to-ScaleTM solutions

» Build capabilities to navigate the transition from products to “intelligent” systems and solutions

Automotive

Megatrends Are Driving Major Changes

Safety and security

Infotainment embedded and

smartphone integration

Software and data management

SAE level 5 Fully Autonomous

Context intelligent services conditional

automation, 5G

2010 2015 2020 2025

Our Approach is Deliberate

PlatformLeverage the Flex Platform to innovate new Sketch-to-Scale and unique solutions

Design and Buildfootprint to support low cost solutions, regional expansion and capacity growth

150+ yearsof combined automotive product design and build experience, with hundreds of products brought to market

Top 100Global Automotive Supplier according to Automotive News’s 2016 Rankings

Saturn Electronics (2012)Advanced Solenoids and Specialty Harnesses

Acquiring Capabilities and Product Solutions

Changing The Game

Securing Strategic Innovation Partnerships

MCI International (2015)Smart Actuators

AGM Automotive (2017)Interior Lighting and Electronics Systems, Textiles

Aito Touch (2016)Haptic Touch HMI Systems

Caruma Technologies (2017)Computer Vision, Deep Learning and Big Data Analytics

Savari (2017)V2X Solutions

Autonomous Connectivity Clean Tech Vehicle ElectrificationWing cameras Server compute

podsInnovative HMI Wearables Smart sensors AGS actuators Battery cables Wireless

chargingAmbient lighting

Smart textiles / Floor mats

ADAS modules Video radar decision units

Cloud services V2X modules Active surfaces DC-DC converters

Energy recuperation

Mirror actuators Lift gates Projection lighting

Sensor fusion boxes

Smart gatewaymodules

Infotainment and displays

Interior cameras

Solenoids Wire harnesses Overhead consoles

Dome lights

Increasing The Sketch-to-Scale Portfolio

Accelerating Automotive Growth

FY12 FY13 FY14 FY15 FY16 FY17

Estimated Annual Revenue

$500M run rate

Levers of Automotive Growth

98

180

450 500

FY11 FY14 FY17 FY18E

# of vehicle models $ content per vehicle

43

88

118 134

148

185

FY11 FY14 FY17 FY18E FY19E FY20E

$83M

$1.0B

FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18E FY19E FY20E

Revenue

Sustaining Double Digit Automotive Growth

+35%11 yearCAGR

>10%3-yearCAGR

$2.3B

Medical

Megatrends Are Driving Major Changes

Traditional hospital setting dominates delivery of care

Doctor-centric provision of care, regardless of

point of care

Proliferation of retail clinic points of care;

leverage basic EMR systems

Care providers leverage advanced algorithms in clinical decision makingHealthcare delivered

in a home setting

2010 2015 2020 2025

Our Approach is Deliberate

PlatformLeveraging the Flex Platform to innovate new Sketch-to-Scale and unique solutions

Industry Leadingsolutions for connected medical devices to facilitate patient adherence and remote monitoring

100+ yearsof medical device design experience and75 products brought to market

Design and Mfg.footprint to support low cost solutions, regional expansion and capacity growth

Connectivity is the Bridge to Digital Health

Phase III: Insight GenerationMedical grade connectivity platform converts raw data into actionable insight

Phase II: Integration and ScalingScalable platform broadly supports digital health solutions, with clinical workflow and impacts patient management

Phase I: Data GenerationSmart devices enable data collection

Hospital BasedAcute and critical careNew therapies for patients

To Home BasedMobile disease management and monitoringPharma companies need home based technologies to deliver drugs

Added ConnectivityHome based connectivityIncreases safety and compliance in homes based therapy

$500M run rate

Medical Bookings Recovering

FY12 FY13 FY14 FY15 FY16 FY17

Estimated Annual Revenue

Back on Double Digit Trajectory

$242M

$1.0B

FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18E FY19E FY20E

Revenue+20%11 yearCAGR

10%3-yearCAGR

$1.8B

HRS Has Our Pedal to the Metal and Our Finger on the Pulse

» Thoughtfully positioned across the important megatrends

» Powered by deep industry expertise

» Unique competitive position created

» Long term structural growth is intact

Revenue OP$ OP%

3,557

3,899

4,149

FY15 FY16 FY17

228

295 334

FY15 FY16 FY17

6.4%

7.6%8.1%

FY15 FY16 FY17