Fiscal Year 2003 4th Quarter Earnings Conference Call Larry Yost, Chairman and CEO Terry O'Rourke, President and COO Carl Soderstrom, Senior Vice President and CFO November 13, 2003 |
This presentation contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on currently available competitive, financial and economic data and management's views and assumptions regarding future events. Such forward-looking statements are inherently uncertain, and actual results may differ materially from those projected as a result of certain risks and uncertainties, including but not limited to global economic and market conditions; the demand for commercial, specialty and light vehicles for which the company supplies products; risks inherent in operating abroad, including foreign currency exchange rates; potential increases in raw materials costs; OEM program delays; demand for and market acceptance of new and existing products; successful development of new products; reliance on major OEM customers; labor relations of the company, its customers and suppliers; the outcome of the tender offer for common stock of Dana Corp.; successful integration of acquired or merged businesses; achievement of the expected annual savings and synergies from past and future business combinations; competitive product and pricing pressures; the amount of the company's debt; the ability of the company to access capital markets; the credit ratings of the company's debt; the outcome of existing and any future legal proceedings, including any litigation with respect to environmental or asbestos-related matters; as well as other risks and uncertainties, including but not limited to those detailed herein and from time to time in ArvinMeritor's Securities and Exchange Commission filings. Forward-Looking Statements |
FY 2003 Income Statement |
4th Quarter Income Statement |
4th Quarter Segment Sales |
4th Quarter Segment Operating Income |
Balance Sheet Highlights |
Cash Flow Highlights |
FY 2004 Sales Outlook |
Full Year FY 2004 Outlook |
Previously Announced Facility Closures and Workforce Reduction Costs and Savings |
FY 2004 Cash Flow Outlook |
1st Quarter FY 2004 Sales Outlook |
1st Quarter FY 2004 Outlook |
FY 2004 Commercial Vehicle Production Outlook |
FY 2004 Light Vehicle Production Outlook |
Light Vehicle Systems Net New Business |
Supplemental Information |
FY 2003 Light Vehicle Production |
FY 2003 Commercial Vehicle Production |