United Technologies Corp UTX
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1 Page 1 of 6 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ [ % $ bil 1.8 mil 2.9 mil Stock Price XNYS:UTX: % 2017 Morningstar s Take We believe that United Technologies is poised for growth as secular tailwinds support long-term expansion across its four operating segments. In selling the Sikorsky in 2015, United... Key Stats Stock Ind Avg Price/Earnings TTM Price/Book Price/Sales TTM Rev Growth (3 Yr Avg) Net Income Growth (3 Yr Avg) Operating Margin % TTM Net Margin % TTM ROA TTM ROE TTM Debt/Equity Financials Fair Value Estimate $ Consider Buying $ Consider Selling $ Fair Value Uncertainty High Economic Moat Wide Stewardship Standard Growth C Profitability C Morningstar Credit Rating Relative to Industry - Avg + Annual Quarterly Income Statement Revenue 57,244 56,098 65,100 15,062 14,354 Operating Income 8,172 7,291 9,769 2,163 2,251 Net Income 5,055 7,608 6,220 1,330 1,480 Earnings Per Share Shares Outstanding Balance Sheet Current Assets 28,550 26,706 29,758 32,963 28,548 Non Current Assets 61,156 60,778 61,531 63,389 61,514 Total Assets 89,706 87,484 91,289 96,352 90,062 Current Liabilities 21,906 22,618 22,895 25,249 22,541 Total Liabilities 62,127 60,126 60,076 66,471 60,875 Stockholders' Equity 27,579 27,358 31,213 29,881 29,187 Dividends Declared Date 11/10/2017 Ex-Dividend Date 16/11/2017 Latest Indicated Dividend Amount 0.70 Projected Yield 2.19 % Recent Dividends & Type Amount Splits 11/16/2017 Cash Dividends /16/2017 Cash Dividends /17/2017 Cash Dividends /15/2017 Cash Dividends Competitors Name Price % Chg TTM Sales $ mil United Technologies $ [ 58,816 Corp Boeing Co $ [ 91,310 Airbus SE $ [ 79,781 Airbus SE ADR $ [ 79,781 Lockheed Martin Corp $ [ 49,663 General Dynamics Corp $ [ 31,142 Recommendations Current 3.3 Total Analysts: Buy Hold Sell Ownership Fund Owners Star Rating % Shares Held % Total Assets Investors US Large Cap QQ Value A Burgundy Global Equity QQQQ Fiera Capital Global EquityQQQQQ BURGUNDY PARTNERS QQQQ GLOBAL TD Canadian Equity - F QQ Insiders % Change TTM % Shares Outstanding Gregory J. Hayes 13, Robert F. Leduc Charles D. Gill -2, Elizabeth B. Amato Michael R. Dumais Cash Flow Cash From Operations 3,880 6,326 7, ,942 Capital Expenditures -2,087-2,089-2,
2 Morningstar Analyst Rating. Page 2 of 6 Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ [ % $ bil 1.8 mil 2.9 mil Financials Annual Quarterly Free Cash Flow 1,793 4,237 5, ,446 In millions except "EPS". Currency in USD.
3 Page 3 of 6 Industry Classification NAICS Other Aircraft Parts and Auxiliary Equipment Manufacturing (336413) SIC Aircraft and Aircraft Parts Industry (3211);Aircraft Parts and Auxiliary Equipment, Not Elsewhere Classified (3728) ISIC Manufacture of Air and Spacecraft and Related Machinery (3030) Operation Details Fiscal Year Ends CIK Year Established Employees (31/12/2016) Full Time Part Time Auditor (31/12/2016) PricewaterhouseCoopers LLP Legal Advisor (25/06/2010) Cleary Gottlieb Steen & Hamilton Key Executives Gregory J. Hayes/President, Chief Executive Officer and Chairman of the Board; Robert F. Leduc/President, Pratt & Whitney; Charles D. Gill/Executive Vice President and General Counsel; Elizabeth B. Amato/Executive Vice President and Chief Human Resources Officer; Michael R. Dumais/Executive Vice President, Operations & Strategy; Robert J. Mcdonough/President, UTC Climate, Controls & Security; Akhil Johri/Executive Vice President and Chief Financial Officer; David R. Whitehouse/Corporate Vice President and Treasurer; Robert J. Bailey/Corporate Vice President and Controller; David L. Gitlin/President, UTC Aerospace Systems; Nora Lafreniere/Vice President and General Counsel of Otis Elevator Co; Mark George/Vice President, Finance and Chief Financial Officer of Otis Elevator Co Company Profile United Technologies Corp is a diversified industrial conglomerate. It provides high technology products and services to the building systems and aerospace industries. 30-day Avg Volume Market Cap Net Income Sales Sector Industry Stock Style Direct Investment Dividend Reinvestment 3.2Mil 101.9Bil 5.2Bil 58.8Bil Industrials Aerospace & Defense 1 Large Value Yes Yes
4 Page 4 of 6 Industry Peers Morningstar Rating Market Cap $Mil Net Income $Mil P/S P/B P/E Dividend Yield% 5 Yr Rev CAGR% Med Oper. Margin% Interest Coverage United Technologies Corp QQQ 102,312 5, Boeing Co (USD) QQ 176,499 6, Lockheed Martin Corp (USD) QQ 92,357 3, Airbus SE (USD,EUR) 78,549 1, Airbus SE (USD,EUR) 78,549 1, General Dynamics Corp (USD) QQQ 60,869 3, Raytheon Co (USD) QQQ 54,614 2, Northrop Grumman Corp (USD) QQ 53,666 2, Safran SA (USD,EUR) 42,774 3, Safran SA (USD,EUR) 42,774 3, BAE Systems PLC (USD,GBP) 24,295 1, BAE Systems PLC (USD,GBP) QQQ 24,295 1, Thales (USD,EUR) 22, Rockwell Collins Inc (USD) QQQ 22, Rolls-Royce Holdings PLC (USD,GBP) QQQQ 20, Rolls-Royce Holdings PLC (USD,GBP) 20, L3 Technologies Inc (USD) QQQ 15, Textron Inc (USD) QQQ 15, TransDigm Group Inc (USD) QQQ 14, Dassault Aviation SA (USD,EUR) 12, Huntington Ingalls Industries Inc (USD) 10, Spirit AeroSystems Holdings Inc (USD) QQQ 10, MTU Aero Engines AG (USD,EUR) 9, MTU Aero Engines AG (USD,EUR) 9, Zodiac Aerospace (USD,EUR) 8, Zodiac Aerospace (USD,EUR) 8, Orbital ATK Inc (USD) 7, Singapore Technologies Engineering Ltd (USD,SGD) 7, Singapore Technologies Engineering Ltd (USD,SGD) 7, Heico Corp (USD) 7, Heico Corp (USD) 7, Leonardo SpA (USD,EUR) 6, Leonardo SpA (USD,EUR) 6, BWX Technologies Inc (USD) 6, Elbit Systems Ltd (USD) 5, Hexcel Corp (USD) 5, Bombardier Inc (USD) 5, Bombardier Inc (USD) 5, Saab AB (USD,SEK) 5,227 1, Meggitt PLC (USD,GBP) 5, Meggitt PLC (USD,GBP) 5, CAE Inc (USD,CAD) 4, Woodward Inc (USD) 4, Embraer SA (USD) QQQ 4, Yangzijiang Shipbuilding (Holdings) Ltd (USD,CNY) 4,351 2, Cobham PLC (USD,GBP) 3, Cobham PLC (USD,GBP) 3, KLX Inc (USD) 3, AviChina Industry & Technology Co Ltd (USD,CNY) 3,238 1, Moog Inc (USD) 3, Moog Inc (USD) 3, D/E
5 Page 5 of 6 Industry Peers SembCorp Marine Ltd (USD,SGD) 2, SembCorp Marine Ltd (USD,SGD) 2, Lisi SA (USD,EUR) 2, Aerojet Rocketdyne Holdings Inc (USD) 2, Esterline Technologies Corp (USD) 2, Kongsberg Gruppen ASA (USD,NOK) 2, QinetiQ Group PLC (USD,GBP) 1, QinetiQ Group PLC (USD,GBP) 1, Kaman Corp (USD) 1, Cubic Corp (USD) 1, Senior PLC (USD,GBP) 1, Axon Enterprise Inc (USD) 1, Ultra Electronics Holdings PLC (USD,GBP) 1, Ultra Electronics Holdings PLC (USD,GBP) 1, AAR Corp (USD) 1, AeroVironment Inc (USD) 1, Triumph Group Inc (USD) 1, Astronics Corp (USD) 1, Astronics Corp (USD) 1, Sturm Ruger & Co Inc (USD) Magellan Aerospace Corp (USD,CAD) OHB SE (USD,EUR) National Presto Industries Inc (USD) Chemring Group PLC (USD,GBP) Chemring Group PLC (USD,GBP) American Outdoor Brands Corp (USD) Jamco Corp (USD,JPY) 659 3, Latecoere SA (USD,EUR) Avon Rubber PLC (USD,GBP) Austal Ltd (USD,AUD) Austal Ltd (USD,AUD) Heroux-Devtek Inc (USD,CAD) Namura Shipbuilding Co Ltd (USD,JPY) 414-3, Ducommun Inc (USD) Vard Holdings Ltd (USD,NOK) Electro Optic Systems Hldgs Ltd (USD,AUD) Philly Shipyard ASA (USD) Rada Electronics Industries Ltd (USD) TAT Technologies Ltd (USD) CPI Aerostructures Inc (USD) Firan Technology Group Corp (USD,CAD) Innovative Solutions and Support Inc (USD) Coda Octopus Group Inc (USD) Air Industries Group (USD) Quickstep Holdings Ltd (USD,AUD) FLYHT Aerospace Solutions Ltd (USD,CAD) Department 13 International Ltd (USD,AUD) ,140.4 Star Navigation Systems Group Ltd (USD,CAD) PASSUR Aerospace Inc (USD) Delta Drone SA (USD,EUR) Astrotech Corp (USD) , Martin Aircraft Co Ltd (USD,AUD) , , ,476.0 Avcorp Industries Inc (USD,CAD)
6 Page 6 of 6 Industry Peers Micronet Enertec Technologies Inc (USD) Optex Systems Holdings Inc (USD) Tel Instrument Electronics Corp (USD) Security Devices International Inc (USD) , BOS Better Online Solutions Ltd (USD) AS-IP Tech Inc (USD) Seafarer Exploration Corp (USD) Dewey Electronics Corp (USD) Tempus Applied Solutions Holdings Inc (USD) Madison Technologies Inc (USD) , Northstar Electronics Inc (USD) 1 0-1, Moller International Inc (USD) , Trans-Pacific Aerospace Co Inc (USD) ,959.9 Bulova Technologies Group Inc (USD) Oakridge Holdings Inc (USD) Alabama Aircraft Industries Inc (USD) Eviation Aircraft Ltd (USD) -1-7, Ballistic Recovery Systems Inc (USD) E-Prime Aerospace Corp (USD) 0 Applied Science Products Inc (USD) CYIOS Corp (USD) Canadian Aerospace Group Inc Turbine Aviation Inc (USD) 0 International Jet Engine Supply Inc Drone Services USA Inc (USD) Mundus Group Inc VECTr Systems Inc (USD) -45-3,001.0 PM&E Inc Space Propulsion Systems Inc Drone USA Inc Utilicraft Aerospace Industries Inc (USD) Smave Solutions Inc American Defense Systems Inc (USD) Shanrong Biotechnology Corp (USD) Phoenix International Ventures Inc (USD) Lamperd Less Lethal Inc (USD,CAD) Advanced Defense Technologies Inc Green Energy Enterprises Inc OPT Sciences Corp. (USD) Laser Energetics Inc BlackPoll Fleet International Inc (USD) Erickson Inc (USD) Samsung Heavy Industries Co Ltd (USD,KRW) 32, Irkut Corporation (USD,RUB) -2, Suspect Detection Systems Inc (USD) UAS Drone Corp (USD) 0 2, , Bharat Electronics Ltd (USD,INR) 15, Senior PLC (USD,GBP) AviChina Industry & Technology Co Ltd (USD,CNY) 1, Thales (USD,EUR) Industry Average 10,
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 6 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 265.88 ]0.73 0.28 % $ 265.26 264.53-266.57
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 65.46 ]0.14 0.21 % $ 65.35 64.85-66.05
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Morningstar Analyst Rating Page 1 of 5 Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 47.65 [-0.40-0.83 % $ 47.95 47.65-48.65
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Morningstar Analyst Rating Page 1 of 5 Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 52.70 [-0.70-1.31 % $ 53.55 52.10-53.85
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Morningstar Analyst Rating Page 1 of 5 Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 27.08 [-0.88-3.15 % $ 27.71 27.00-27.85
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Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 28.86 [-0.15-0.52 % $ 28.97 28.66-28.97
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Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 57.57 ]0.42 0.73 % $ 57.40 57.21-57.68
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 9.18 [-0.01-0.11 % $ 9.10 9.10-9.22 7.04-10.31
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Morningstar Analyst Rating Page 1 of 5 Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF [ % - 0.00-0.00 mil -- Stock Price 2017-01-02-2017-08-03
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 136.10 ]0.07 0.05 % $ 136.62 135.78-136.63
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Morningstar Analyst Rating Page 1 of 5 Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 22.94 ]0.12 0.53 % $ 22.93 22.26-23.03
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Morningstar Analyst Rating Page 1 of 5 Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 16.13 ]0.21 1.32 % $ 16.15 16.12-16.15
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Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 14.31 [-0.21-1.45 % $ 14.41 14.25-14.52
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 83.76 ]2.11 2.58 % $ 82.16 81.74-83.90
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 50.69 ]1.67 3.41 % $ 49.19 48.87-50.88
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Morningstar Analyst Rating Page 1 of 5 Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 0.03 ]0.00 14.28 % $ 0.02 0.02-0.03 0.00-0.04
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Morningstar Analyst Rating Page 1 of 6 Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 0.02 ]0.00 5.00 % $ 0.02 0.02-0.02 0.01-0.05
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Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 111.76 [-2.34-2.05 % $ 112.82 111.18-112.87
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 169.23 [-1.85-1.08 % $ 170.52 169.22-170.59
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Page 1 of 6 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 85.16 ]1.24 1.48 % $ 84.81 83.67-85.22
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Morningstar Analyst Rating Page 1 of 5 Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 0.72 ]0.02 3.45 % $ 0.70 0.69-0.73 0.46-2.97
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 6 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 43.30 ]0.22 0.51 % $ 43.35 43.11-43.58
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 6 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 66.47 ]0.44 0.67 % $ 66.04 65.50-66.60
Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 5 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 46.23 ]0.23 0.50 % $ 46.00 45.94-46.36
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Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF
Page 1 of 6 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 58.56 [-1.30-2.17 % $ 59.41 58.28-59.97
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Page 1 of 7 Morningstar Analyst Rating. Last Price Day Change Open Price Day Range 52-Week Range Proj. Yield Market Cap Volume Avg Vol. Forward P/E P/B P/S P/CF $ 155.41 ]0.60 0.39 % $ 154.97 154.57-155.89
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