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10-K Filing

PENTAIR PLC CIK: 77360 FY 2013
Filing Information
Form Type 10-K
Accession Number 0000077360-14-000010
Period End Date 20131231
Filing Date 20140225
Fiscal Year 2013
Fiscal Period FY
XBRL Instance pnr-20131231.xml
Balance Sheet 75 line items
Line Item Tag Value Unit Period
Accounts and notes receivable, allowances AllowanceForDoubtfulAccountsReceivableCurrent $37.50M USD Point-in-time
Accounts and notes receivable, allowances AllowanceForDoubtfulAccountsReceivableCurrent $115.10M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $50.10M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $261.30M USD Point-in-time
Common stock, shares authorized CommonStockSharesAuthorized 213.00M shares Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $265.10M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $46.10M USD Point-in-time
Common stock, shares authorized CommonStockSharesAuthorized 213.00M shares Point-in-time
Common stock, shares issued CommonStockSharesIssued 213.00M shares Point-in-time
Accounts and notes receivable, net of allowances of $115.1 and $37.5, respectively AccountsAndNotesReceivableNet $1.33B USD Point-in-time
Common stock, shares issued CommonStockSharesIssued 213.00M shares Point-in-time
Accounts and notes receivable, net of allowances of $115.1 and $37.5, respectively AccountsAndNotesReceivableNet $1.27B USD Point-in-time
Inventories InventoryNet $1.24B USD Point-in-time
Inventories InventoryNet $1.33B USD Point-in-time
Treasury stock, shares TreasuryStockShares 6.90M shares Point-in-time
Treasury stock, shares TreasuryStockShares 15.60M shares Point-in-time
Other current assets OtherAssetsCurrent $334.50M USD Point-in-time
Other current assets OtherAssetsCurrent $389.40M USD Point-in-time
Total current assets AssetsCurrent $3.20B USD Point-in-time
Total current assets AssetsCurrent $3.23B USD Point-in-time
Property, plant and equipment, net PropertyPlantAndEquipmentNet $1.17B USD Point-in-time
Property, plant and equipment, net PropertyPlantAndEquipmentNet $387.50M USD Point-in-time
Property, plant and equipment, net PropertyPlantAndEquipmentNet $1.19B USD Point-in-time
Goodwill Goodwill $5.11B USD Point-in-time
Goodwill Goodwill $2.27B USD Point-in-time
Goodwill Goodwill $5.13B USD Point-in-time
Intangibles, net IntangibleAssetsNetExcludingGoodwill $1.78B USD Point-in-time
Intangibles, net IntangibleAssetsNetExcludingGoodwill $1.93B USD Point-in-time
Other non-current assets OtherAssetsNoncurrent $452.30M USD Point-in-time
Other non-current assets OtherAssetsNoncurrent $430.90M USD Point-in-time
Total other assets TotalOtherAssets $7.34B USD Point-in-time
Total other assets TotalOtherAssets $7.49B USD Point-in-time
Total assets Assets $11.74B USD Point-in-time
Total assets Assets $4.59B USD Point-in-time
Total assets Assets $11.88B USD Point-in-time
Current maturities of long-term debt and short-term borrowings DebtCurrent $3.10M USD Point-in-time
Current maturities of long-term debt and short-term borrowings DebtCurrent $2.50M USD Point-in-time
Accounts payable AccountsPayableCurrent $567.00M USD Point-in-time
Accounts payable AccountsPayableCurrent $596.60M USD Point-in-time
Employee compensation and benefits EmployeeRelatedLiabilitiesCurrent $347.10M USD Point-in-time
Employee compensation and benefits EmployeeRelatedLiabilitiesCurrent $296.70M USD Point-in-time
Other current liabilities OtherAccruedLiabilitiesCurrent $664.00M USD Point-in-time
Other current liabilities OtherAccruedLiabilitiesCurrent $778.30M USD Point-in-time
Total current liabilities LiabilitiesCurrent $1.65B USD Point-in-time
Total current liabilities LiabilitiesCurrent $1.61B USD Point-in-time
Long-term debt LongTermDebtNoncurrent $2.55B USD Point-in-time
Long-term debt LongTermDebtNoncurrent $2.45B USD Point-in-time
Pension and other post-retirement compensation and benefits PensionAndOtherPostretirementDefinedBenefitPlansLiabilitiesNoncurrent $324.80M USD Point-in-time
Pension and other post-retirement compensation and benefits PensionAndOtherPostretirementDefinedBenefitPlansLiabilitiesNoncurrent $378.80M USD Point-in-time
Deferred tax liabilities DeferredTaxLiabilitiesNoncurrent $580.60M USD Point-in-time
Deferred tax liabilities DeferredTaxLiabilitiesNoncurrent $421.90M USD Point-in-time
Other non-current liabilities OtherLiabilitiesNoncurrent $457.40M USD Point-in-time
Other non-current liabilities OtherLiabilitiesNoncurrent $495.10M USD Point-in-time
Total liabilities Liabilities $5.53B USD Point-in-time
Total liabilities Liabilities $5.40B USD Point-in-time
Common shares CHF 0.50 par value, 213.0 authorized and issued at December 31, 2013 and December 31,2012, respectively CommonStockValueOutstanding $113.50M USD Point-in-time
Common shares CHF 0.50 par value, 213.0 authorized and issued at December 31, 2013 and December 31,2012, respectively CommonStockValueOutstanding $113.50M USD Point-in-time
Common shares held in treasury, 15.6 and 6.9 shares at December 31, 2013 and December 31, 2012, respectively TreasuryStockValue $875.10M USD Point-in-time
Common shares held in treasury, 15.6 and 6.9 shares at December 31, 2013 and December 31, 2012, respectively TreasuryStockValue $315.50M USD Point-in-time
Capital contribution reserve AdditionalPaidInCapital $5.07B USD Point-in-time
Capital contribution reserve AdditionalPaidInCapital $5.29B USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $1.29B USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $1.83B USD Point-in-time
Accumulated other comprehensive income (loss) AccumulatedOtherComprehensiveIncomeLossNetOfTax $-43.60M USD Point-in-time
Accumulated other comprehensive income (loss) AccumulatedOtherComprehensiveIncomeLossNetOfTax $-11.60M USD Point-in-time
Shareholders equity attributable to Pentair Ltd. StockholdersEquity $6.10B USD Point-in-time
Shareholders equity attributable to Pentair Ltd. StockholdersEquity $6.37B USD Point-in-time
Noncontrolling interest MinorityInterest $122.40M USD Point-in-time
Noncontrolling interest MinorityInterest $116.40M USD Point-in-time
Total equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $6.22B USD Point-in-time
Total equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $6.49B USD Point-in-time
Total equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.21B USD Point-in-time
Total equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.05B USD Point-in-time
Total liabilities and equity LiabilitiesAndStockholdersEquity $11.74B USD Point-in-time
Total liabilities and equity LiabilitiesAndStockholdersEquity $11.88B USD Point-in-time
Income Statement 149 line items
Line Item Tag Value Unit Period
Net sales SalesRevenueNet $1.96B USD 1 Quarter
Net sales SalesRevenueNet $4.42B USD Annual
Net sales SalesRevenueNet $7.48B USD Annual
Net sales SalesRevenueNet $865.50M USD 1 Quarter
Net sales SalesRevenueNet $858.20M USD 1 Quarter
Net sales SalesRevenueNet $1.75B USD 1 Quarter
Net sales SalesRevenueNet $1.77B USD 1 Quarter
Net sales SalesRevenueNet $1.92B USD 1 Quarter
Net sales SalesRevenueNet $941.50M USD 1 Quarter
Net sales SalesRevenueNet $3.46B USD Annual
Net sales SalesRevenueNet $1.82B USD 1 Quarter
Cost of goods sold CostOfGoodsSold $5.01B USD Annual
Cost of goods sold CostOfGoodsSold $3.15B USD Annual
Cost of goods sold CostOfGoodsSold $2.38B USD Annual
Gross profit GrossProfit $398.70M USD 1 Quarter
Gross profit GrossProfit $280.70M USD 1 Quarter
Gross profit GrossProfit $644.10M USD 1 Quarter
Gross profit GrossProfit $523.80M USD 1 Quarter
Gross profit GrossProfit $278.10M USD 1 Quarter
Gross profit GrossProfit $312.10M USD 1 Quarter
Gross profit GrossProfit $667.40M USD 1 Quarter
Gross profit GrossProfit $2.47B USD Annual
Gross profit GrossProfit $637.60M USD 1 Quarter
Gross profit GrossProfit $1.27B USD Annual
Gross profit GrossProfit $1.07B USD Annual
Selling, general and administrative SellingGeneralAndAdministrativeExpense $694.80M USD Annual
Selling, general and administrative SellingGeneralAndAdministrativeExpense $1.16B USD Annual
Selling, general and administrative SellingGeneralAndAdministrativeExpense $1.56B USD Annual
Research and development ResearchAndDevelopmentExpense $93.60M USD Annual
Research and development ResearchAndDevelopmentExpense $125.80M USD Annual
Research and development ResearchAndDevelopmentExpense $78.20M USD Annual
Impairment of trade names and goodwill AssetImpairmentCharges $11.00M USD Annual
Impairment of trade names and goodwill AssetImpairmentCharges $200.50M USD Annual
Impairment of trade names and goodwill AssetImpairmentCharges $60.70M USD Annual
Operating income (loss) OperatingIncomeLoss $100.20M USD Annual
Operating income (loss) OperatingIncomeLoss $225.90M USD 1 Quarter
Operating income (loss) OperatingIncomeLoss $-304.10M USD 1 Quarter
Operating income (loss) OperatingIncomeLoss $-43.10M USD Annual
Operating income (loss) OperatingIncomeLoss $86.50M USD 1 Quarter
Operating income (loss) OperatingIncomeLoss $233.80M USD 1 Quarter
Operating income (loss) OperatingIncomeLoss $74.30M USD 1 Quarter
Operating income (loss) OperatingIncomeLoss $55.20M USD 1 Quarter
Operating income (loss) OperatingIncomeLoss $774.00M USD Annual
Operating income (loss) OperatingIncomeLoss $119.30M USD 1 Quarter
Operating income (loss) OperatingIncomeLoss $240.00M USD 1 Quarter
Gain on sale of businesses, net GainLossOnSaleOfBusiness - USD Annual
Gain on sale of businesses, net GainLossOnSaleOfBusiness $19.70M USD Annual
Gain on sale of businesses, net GainLossOnSaleOfBusiness - USD Annual
Loss on early extinguishment of debt GainsLossesOnExtinguishmentOfDebt $-75.40M USD 1 Quarter
Loss on early extinguishment of debt GainsLossesOnExtinguishmentOfDebt - USD Annual
Loss on early extinguishment of debt GainsLossesOnExtinguishmentOfDebt - USD Annual
Loss on early extinguishment of debt GainsLossesOnExtinguishmentOfDebt $-75.40M USD Annual
Equity income of unconsolidated subsidiaries IncomeLossFromEquityMethodInvestments $2.10M USD Annual
Equity income of unconsolidated subsidiaries IncomeLossFromEquityMethodInvestments $1.80M USD Annual
Equity income of unconsolidated subsidiaries IncomeLossFromEquityMethodInvestments $1.90M USD Annual
Interest income InvestmentIncomeInterest $2.90M USD Annual
Interest income InvestmentIncomeInterest $1.40M USD Annual
Interest income InvestmentIncomeInterest $7.60M USD Annual
Interest expense InterestExpense $60.30M USD Annual
Interest expense InterestExpense $70.50M USD Annual
Interest expense InterestExpense $76.70M USD Annual
Income (loss) before income taxes and noncontrolling interest IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $726.40M USD Annual
Income (loss) before income taxes and noncontrolling interest IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $-184.00M USD Annual
Income (loss) before income taxes and noncontrolling interest IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $43.20M USD Annual
Provision (benefit) for income taxes IncomeTaxExpenseBenefit $-79.40M USD Annual
Provision (benefit) for income taxes IncomeTaxExpenseBenefit $46.40M USD Annual
Provision (benefit) for income taxes IncomeTaxExpenseBenefit $183.80M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $-274.70M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $74.40M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $63.10M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $174.20M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $155.40M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $32.60M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $53.30M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $-3.20M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $542.60M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $-104.60M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $159.70M USD 1 Quarter
Noncontrolling interest NetIncomeLossAttributableToNoncontrollingInterest $2.60M USD Annual
Noncontrolling interest NetIncomeLossAttributableToNoncontrollingInterest $5.80M USD Annual
Noncontrolling interest NetIncomeLossAttributableToNoncontrollingInterest $4.30M USD Annual
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $51.70M USD 1 Quarter
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $72.80M USD 1 Quarter
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $158.20M USD 1 Quarter
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $536.80M USD Annual
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $154.10M USD 1 Quarter
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $-273.10M USD 1 Quarter
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $61.70M USD 1 Quarter
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $172.80M USD 1 Quarter
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $31.40M USD 1 Quarter
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $-107.20M USD Annual
Net income (loss) attributable to Pentair Ltd. NetIncomeLoss $-7.50M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $-274.70M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $74.40M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $63.10M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $174.20M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $155.40M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $32.60M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $53.30M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $-3.20M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $542.60M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $-104.60M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $159.70M USD 1 Quarter
Changes in cumulative translation adjustment OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $31.40M USD Annual
Changes in cumulative translation adjustment OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-29.10M USD Annual
Changes in cumulative translation adjustment OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-93.70M USD Annual
Amortization of pension and other post-retirement prior service cost, net of $0.2, $0.2 and $0 tax, respectively OtherComprehensiveIncomeLossAmortizationPensionAndOtherPostretirementBenefitPlansNetPriorServiceCostRecognizedInNetPeriodicPensionCostNetOfTax $400.00K USD Annual
Amortization of pension and other post-retirement prior service cost, net of $0.2, $0.2 and $0 tax, respectively OtherComprehensiveIncomeLossAmortizationPensionAndOtherPostretirementBenefitPlansNetPriorServiceCostRecognizedInNetPeriodicPensionCostNetOfTax - USD Annual
Amortization of pension and other post-retirement prior service cost, net of $0.2, $0.2 and $0 tax, respectively OtherComprehensiveIncomeLossAmortizationPensionAndOtherPostretirementBenefitPlansNetPriorServiceCostRecognizedInNetPeriodicPensionCostNetOfTax $300.00K USD Annual
Changes in market value of derivative financial instruments, net of $0.7, $3.7 and $2.9 tax, respectively OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-3.60M USD Annual
Changes in market value of derivative financial instruments, net of $0.7, $3.7 and $2.9 tax, respectively OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-300.00K USD Annual
Changes in market value of derivative financial instruments, net of $0.7, $3.7 and $2.9 tax, respectively OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $4.40M USD Annual
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-77.10M USD Annual
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-92.50M USD Annual
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $512.80M USD Annual
Less: Comprehensive income (loss) attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $2.20M USD Annual
Less: Comprehensive income (loss) attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $4.00M USD Annual
Less: Comprehensive income (loss) attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $8.00M USD Annual
Comprehensive income (loss) attributable to Pentair Ltd. ComprehensiveIncomeNetOfTax $-94.70M USD Annual
Comprehensive income (loss) attributable to Pentair Ltd. ComprehensiveIncomeNetOfTax $504.80M USD Annual
Comprehensive income (loss) attributable to Pentair Ltd. ComprehensiveIncomeNetOfTax $-81.10M USD Annual
Basic EarningsPerShareBasic $0.87 USD 1 Quarter
Basic EarningsPerShareBasic $-1.31 USD 1 Quarter
Basic EarningsPerShareBasic $-0.08 USD Annual
Basic EarningsPerShareBasic $0.80 USD 1 Quarter
Basic EarningsPerShareBasic $0.63 USD 1 Quarter
Basic EarningsPerShareBasic $0.73 USD 1 Quarter
Basic EarningsPerShareBasic $0.25 USD 1 Quarter
Basic EarningsPerShareBasic $-0.84 USD Annual
Basic EarningsPerShareBasic $0.31 USD 1 Quarter
Basic EarningsPerShareBasic $2.67 USD Annual
Basic EarningsPerShareBasic $0.76 USD 1 Quarter
Diluted EarningsPerShareDiluted $0.78 USD 1 Quarter
Diluted EarningsPerShareDiluted $-0.08 USD Annual
Diluted EarningsPerShareDiluted $0.85 USD 1 Quarter
Diluted EarningsPerShareDiluted $-0.84 USD Annual
Diluted EarningsPerShareDiluted $0.72 USD 1 Quarter
Diluted EarningsPerShareDiluted $0.31 USD 1 Quarter
Diluted EarningsPerShareDiluted $0.25 USD 1 Quarter
Diluted EarningsPerShareDiluted $0.62 USD 1 Quarter
Diluted EarningsPerShareDiluted $-1.31 USD 1 Quarter
Diluted EarningsPerShareDiluted $0.75 USD 1 Quarter
Diluted EarningsPerShareDiluted $2.62 USD Annual
Basic (shares) WeightedAverageNumberOfSharesOutstandingBasic 98.20M shares Annual
Basic (shares) WeightedAverageNumberOfSharesOutstandingBasic 127.40M shares Annual
Basic (shares) WeightedAverageNumberOfSharesOutstandingBasic 201.10M shares Annual
Diluted (shares) WeightedAverageNumberOfDilutedSharesOutstanding 98.20M shares Annual
Diluted (shares) WeightedAverageNumberOfDilutedSharesOutstanding 127.40M shares Annual
Diluted (shares) WeightedAverageNumberOfDilutedSharesOutstanding 204.60M shares Annual
Cash Flow Statement 140 line items
Line Item Tag Value Unit Period
Net income (loss) before noncontrolling interest ProfitLoss $-274.70M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $74.40M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $63.10M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $174.20M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $155.40M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $32.60M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $53.30M USD 1 Quarter
Net income (loss) before noncontrolling interest ProfitLoss $-3.20M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $542.60M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $-104.60M USD Annual
Net income (loss) before noncontrolling interest ProfitLoss $159.70M USD 1 Quarter
Equity income of unconsolidated subsidiaries IncomeLossFromEquityMethodInvestments $2.10M USD Annual
Equity income of unconsolidated subsidiaries IncomeLossFromEquityMethodInvestments $1.80M USD Annual
Equity income of unconsolidated subsidiaries IncomeLossFromEquityMethodInvestments $1.90M USD Annual
Depreciation Depreciation $66.20M USD Annual
Depreciation Depreciation $148.90M USD Annual
Depreciation Depreciation $87.80M USD Annual
Amortization AmortizationOfIntangibleAssets $41.90M USD Annual
Amortization AmortizationOfIntangibleAssets $137.20M USD Annual
Amortization AmortizationOfIntangibleAssets $76.00M USD Annual
Gain on sale of businesses, net GainLossOnSaleOfBusiness - USD Annual
Gain on sale of businesses, net GainLossOnSaleOfBusiness $19.70M USD Annual
Gain on sale of businesses, net GainLossOnSaleOfBusiness - USD Annual
Deferred income taxes DeferredIncomeTaxesAndTaxCredits $55.20M USD Annual
Deferred income taxes DeferredIncomeTaxesAndTaxCredits $-5.60M USD Annual
Deferred income taxes DeferredIncomeTaxesAndTaxCredits $-146.90M USD Annual
Share-based compensation ShareBasedCompensation $31.10M USD Annual
Share-based compensation ShareBasedCompensation $35.80M USD Annual
Share-based compensation ShareBasedCompensation $19.50M USD Annual
Impairment of trade names and goodwill AssetImpairmentCharges $11.00M USD Annual
Impairment of trade names and goodwill AssetImpairmentCharges $200.50M USD Annual
Impairment of trade names and goodwill AssetImpairmentCharges $60.70M USD Annual
Loss on early extinguishment of debt GainsLossesOnExtinguishmentOfDebt $-75.40M USD 1 Quarter
Loss on early extinguishment of debt GainsLossesOnExtinguishmentOfDebt - USD Annual
Loss on early extinguishment of debt GainsLossesOnExtinguishmentOfDebt - USD Annual
Loss on early extinguishment of debt GainsLossesOnExtinguishmentOfDebt $-75.40M USD Annual
Excess tax benefits from share-based compensation ExcessTaxBenefitFromShareBasedCompensationOperatingActivities $5.00M USD Annual
Excess tax benefits from share-based compensation ExcessTaxBenefitFromShareBasedCompensationOperatingActivities $16.80M USD Annual
Excess tax benefits from share-based compensation ExcessTaxBenefitFromShareBasedCompensationOperatingActivities $3.30M USD Annual
Pension and other post-retirement expense (income) PensionAndOtherPostretirementBenefitExpense $-31.30M USD Annual
Pension and other post-retirement expense (income) PensionAndOtherPostretirementBenefitExpense $167.50M USD Annual
Pension and other post-retirement expense (income) PensionAndOtherPostretirementBenefitExpense $84.30M USD Annual
Pension and other post-retirement contributions PensionAndOtherPostretirementBenefitContributions $238.00M USD Annual
Pension and other post-retirement contributions PensionAndOtherPostretirementBenefitContributions $34.00M USD Annual
Pension and other post-retirement contributions PensionAndOtherPostretirementBenefitContributions $40.30M USD Annual
Loss (gain) on sale of assets GainLossOnSaleOfOtherAssets $-3.40M USD Annual
Loss (gain) on sale of assets GainLossOnSaleOfOtherAssets $2.30M USD Annual
Loss (gain) on sale of assets GainLossOnSaleOfOtherAssets $-900.00K USD Annual
Accounts and notes receivable IncreaseDecreaseInAccountsReceivable $-1.30M USD Annual
Accounts and notes receivable IncreaseDecreaseInAccountsReceivable $91.10M USD Annual
Accounts and notes receivable IncreaseDecreaseInAccountsReceivable $-55.70M USD Annual
Inventories IncreaseDecreaseInInventories $-67.70M USD Annual
Inventories IncreaseDecreaseInInventories $-18.30M USD Annual
Inventories IncreaseDecreaseInInventories $-125.10M USD Annual
Other current assets IncreaseDecreaseInOtherCurrentAssets $-10.00M USD Annual
Other current assets IncreaseDecreaseInOtherCurrentAssets $6.70M USD Annual
Other current assets IncreaseDecreaseInOtherCurrentAssets $5.40M USD Annual
Accounts payable IncreaseDecreaseInAccountsPayable $-24.30M USD Annual
Accounts payable IncreaseDecreaseInAccountsPayable $-62.00M USD Annual
Accounts payable IncreaseDecreaseInAccountsPayable $36.40M USD Annual
Employee compensation and benefits IncreaseDecreaseInOtherEmployeeRelatedLiabilities $-20.50M USD Annual
Employee compensation and benefits IncreaseDecreaseInOtherEmployeeRelatedLiabilities $56.70M USD Annual
Employee compensation and benefits IncreaseDecreaseInOtherEmployeeRelatedLiabilities $-81.30M USD Annual
Other current liabilities IncreaseDecreaseInOtherCurrentLiabilities $-8.00M USD Annual
Other current liabilities IncreaseDecreaseInOtherCurrentLiabilities $27.20M USD Annual
Other current liabilities IncreaseDecreaseInOtherCurrentLiabilities $-13.30M USD Annual
Other non-current assets and liabilities IncreaseDecreaseInOtherNoncurrentAssetsAndLiabilitiesNet $-38.50M USD Annual
Other non-current assets and liabilities IncreaseDecreaseInOtherNoncurrentAssetsAndLiabilitiesNet $15.60M USD Annual
Other non-current assets and liabilities IncreaseDecreaseInOtherNoncurrentAssetsAndLiabilitiesNet $-5.70M USD Annual
Net cash provided by (used for) operating activities NetCashProvidedByUsedInOperatingActivities $320.20M USD Annual
Net cash provided by (used for) operating activities NetCashProvidedByUsedInOperatingActivities $68.00M USD Annual
Net cash provided by (used for) operating activities NetCashProvidedByUsedInOperatingActivities $915.30M USD Annual
Capital expenditures PaymentsToAcquirePropertyPlantAndEquipment $73.30M USD Annual
Capital expenditures PaymentsToAcquirePropertyPlantAndEquipment $170.00M USD Annual
Capital expenditures PaymentsToAcquirePropertyPlantAndEquipment $94.50M USD Annual
Proceeds from sale of property and equipment ProceedsFromSaleOfPropertyPlantAndEquipment $6.00M USD Annual
Proceeds from sale of property and equipment ProceedsFromSaleOfPropertyPlantAndEquipment $5.50M USD Annual
Proceeds from sale of property and equipment ProceedsFromSaleOfPropertyPlantAndEquipment $1.30M USD Annual
Proceeds from sale of businesses, net ProceedsFromDivestitureOfBusinesses - USD Annual
Proceeds from sale of businesses, net ProceedsFromDivestitureOfBusinesses $43.50M USD Annual
Proceeds from sale of businesses, net ProceedsFromDivestitureOfBusinesses - USD Annual
Acquisitions, net of cash acquired PaymentsToAcquireBusinessesNetOfCashAcquired $92.40M USD Annual
Acquisitions, net of cash acquired PaymentsToAcquireBusinessesNetOfCashAcquired $733.10M USD Annual
Acquisitions, net of cash acquired PaymentsToAcquireBusinessesNetOfCashAcquired $-470.50M USD Annual
Other PaymentsForProceedsFromOtherInvestingActivities $-1.70M USD Annual
Other PaymentsForProceedsFromOtherInvestingActivities $3.00M USD Annual
Other PaymentsForProceedsFromOtherInvestingActivities $5.90M USD Annual
Net cash provided by (used for) investing activities NetCashProvidedByUsedInInvestingActivities $-211.20M USD Annual
Net cash provided by (used for) investing activities NetCashProvidedByUsedInInvestingActivities $375.60M USD Annual
Net cash provided by (used for) investing activities NetCashProvidedByUsedInInvestingActivities $-808.10M USD Annual
Net receipts (repayments) of short-term borrowings ProceedsFromRepaymentsOfShortTermDebt $-1.20M USD Annual
Net receipts (repayments) of short-term borrowings ProceedsFromRepaymentsOfShortTermDebt - USD Annual
Net receipts (repayments) of short-term borrowings ProceedsFromRepaymentsOfShortTermDebt $-3.70M USD Annual
Net receipts of commercial paper and revolving long-term debt ProceedsFromLongTermLinesOfCredit $74.50M USD Annual
Net receipts of commercial paper and revolving long-term debt ProceedsFromLongTermLinesOfCredit $104.20M USD Annual
Net receipts of commercial paper and revolving long-term debt ProceedsFromLongTermLinesOfCredit $253.80M USD Annual
Proceeds from long-term debt ProceedsFromIssuanceOfLongTermDebt $594.30M USD Annual
Proceeds from long-term debt ProceedsFromIssuanceOfLongTermDebt $700.00K USD Annual
Proceeds from long-term debt ProceedsFromIssuanceOfLongTermDebt $515.30M USD Annual
Repayment of long-term debt RepaymentsOfLongTermDebt $7.40M USD Annual
Repayment of long-term debt RepaymentsOfLongTermDebt $300.00K USD Annual
Repayment of long-term debt RepaymentsOfLongTermDebt $617.20M USD Annual
Debt issuance costs PaymentsOfDebtIssuanceCosts $1.40M USD Annual
Debt issuance costs PaymentsOfDebtIssuanceCosts $9.70M USD Annual
Debt issuance costs PaymentsOfDebtIssuanceCosts $9.00M USD Annual
Debt extinguishment costs PaymentsOfDebtExtinguishmentCosts - USD Annual
Debt extinguishment costs PaymentsOfDebtExtinguishmentCosts - USD Annual
Debt extinguishment costs PaymentsOfDebtExtinguishmentCosts $74.80M USD Annual
Excess tax benefits from share-based compensation ExcessTaxBenefitFromShareBasedCompensationFinancingActivities $5.00M USD Annual
Excess tax benefits from share-based compensation ExcessTaxBenefitFromShareBasedCompensationFinancingActivities $16.80M USD Annual
Excess tax benefits from share-based compensation ExcessTaxBenefitFromShareBasedCompensationFinancingActivities $3.30M USD Annual
Shares issued to employees, net of shares withheld EmployeeServiceSharebasedCompensationCashReceivedFromExerciseOfStockOptionsNetOfSharesWithheld $13.30M USD Annual
Shares issued to employees, net of shares withheld EmployeeServiceSharebasedCompensationCashReceivedFromExerciseOfStockOptionsNetOfSharesWithheld $80.00M USD Annual
Shares issued to employees, net of shares withheld EmployeeServiceSharebasedCompensationCashReceivedFromExerciseOfStockOptionsNetOfSharesWithheld $68.20M USD Annual
Repurchases of common shares PaymentsForRepurchaseOfCommonStock $715.80M USD Annual
Repurchases of common shares PaymentsForRepurchaseOfCommonStock $334.20M USD Annual
Repurchases of common shares PaymentsForRepurchaseOfCommonStock $12.80M USD Annual
Dividends paid PaymentsOfDividendsCommonStock $79.50M USD Annual
Dividends paid PaymentsOfDividendsCommonStock $194.20M USD Annual
Dividends paid PaymentsOfDividendsCommonStock $112.40M USD Annual
Distribution to noncontrolling interest PaymentsToMinorityShareholders $2.00M USD Annual
Distribution to noncontrolling interest PaymentsToMinorityShareholders $1.60M USD Annual
Distribution to noncontrolling interest PaymentsToMinorityShareholders - USD Annual
Net cash provided by (used for) financing activities NetCashProvidedByUsedInFinancingActivities $-232.30M USD Annual
Net cash provided by (used for) financing activities NetCashProvidedByUsedInFinancingActivities $-719.10M USD Annual
Net cash provided by (used for) financing activities NetCashProvidedByUsedInFinancingActivities $503.60M USD Annual
Effect of exchange rate changes on cash and cash equivalents EffectOfExchangeRateOnCashAndCashEquivalents $-11.70M USD Annual
Effect of exchange rate changes on cash and cash equivalents EffectOfExchangeRateOnCashAndCashEquivalents $18.80M USD Annual
Effect of exchange rate changes on cash and cash equivalents EffectOfExchangeRateOnCashAndCashEquivalents $-100.00K USD Annual
Change in cash and cash equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $3.80M USD Annual
Change in cash and cash equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $4.00M USD Annual
Change in cash and cash equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $211.20M USD Annual
Cash and cash equivalents, beginning of year CashAndCashEquivalentsAtCarryingValue $50.10M USD Point-in-time
Cash and cash equivalents, beginning of year CashAndCashEquivalentsAtCarryingValue $261.30M USD Point-in-time
Cash and cash equivalents, beginning of year CashAndCashEquivalentsAtCarryingValue $265.10M USD Point-in-time
Cash and cash equivalents, beginning of year CashAndCashEquivalentsAtCarryingValue $46.10M USD Point-in-time
Cash and cash equivalents, end of year CashAndCashEquivalentsAtCarryingValue $50.10M USD Point-in-time
Cash and cash equivalents, end of year CashAndCashEquivalentsAtCarryingValue $261.30M USD Point-in-time
Cash and cash equivalents, end of year CashAndCashEquivalentsAtCarryingValue $265.10M USD Point-in-time
Cash and cash equivalents, end of year CashAndCashEquivalentsAtCarryingValue $46.10M USD Point-in-time
Stockholders Equity 47 line items
Line Item Tag Value Unit Period
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $6.22B USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $6.49B USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.21B USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.05B USD Point-in-time
Net income (loss) ProfitLoss $-274.70M USD 1 Quarter
Net income (loss) ProfitLoss $74.40M USD 1 Quarter
Net income (loss) ProfitLoss $63.10M USD 1 Quarter
Net income (loss) ProfitLoss $174.20M USD 1 Quarter
Net income (loss) ProfitLoss $155.40M USD 1 Quarter
Net income (loss) ProfitLoss $32.60M USD 1 Quarter
Net income (loss) ProfitLoss $53.30M USD 1 Quarter
Net income (loss) ProfitLoss $-3.20M USD Annual
Net income (loss) ProfitLoss $542.60M USD Annual
Net income (loss) ProfitLoss $-104.60M USD Annual
Net income (loss) ProfitLoss $159.70M USD 1 Quarter
Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $-89.30M USD Annual
Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $27.50M USD Annual
Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $-29.80M USD Annual
Tax benefit of share-based compensation AdjustmentsToAdditionalPaidInCapitalTaxEffectFromShareBasedCompensation $22.60M USD Annual
Tax benefit of share-based compensation AdjustmentsToAdditionalPaidInCapitalTaxEffectFromShareBasedCompensation $3.90M USD Annual
Tax benefit of share-based compensation AdjustmentsToAdditionalPaidInCapitalTaxEffectFromShareBasedCompensation $5.60M USD Annual
Dividends declared DividendsCommonStock $198.50M USD Annual
Dividends declared DividendsCommonStock $207.40M USD Annual
Dividends declared DividendsCommonStock $79.50M USD Annual
Distribution to noncontrolling interest MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders $1.60M USD Annual
Distribution to noncontrolling interest MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders $2.00M USD Annual
Issuance of shares related to the Merger ConversionOfStockAmountIssued1 $4.93B USD Annual
Share repurchase StockRepurchasedDuringPeriodValue $12.80M USD Annual
Share repurchase StockRepurchasedDuringPeriodValue $334.20M USD Annual
Share repurchase StockRepurchasedDuringPeriodValue $715.80M USD Annual
Exercise of options, net of shares tendered for payment (in shares) StockIssuedDuringPeriodSharesStockOptionsExercised 2.90M shares Annual
Exercise of options, net of shares tendered for payment StockIssuedDuringPeriodValueStockOptionsExercised $14.70M USD Annual
Exercise of options, net of shares tendered for payment StockIssuedDuringPeriodValueStockOptionsExercised $96.20M USD Annual
Exercise of options, net of shares tendered for payment StockIssuedDuringPeriodValueStockOptionsExercised $90.20M USD Annual
Issuance of restricted shares, net of cancellations StockIssuedDuringPeriodValueRestrictedStockAwardNetOfForfeitures $19.00M USD Annual
Issuance of restricted shares, net of cancellations StockIssuedDuringPeriodValueRestrictedStockAwardNetOfForfeitures $1.50M USD Annual
Issuance of restricted shares, net of cancellations StockIssuedDuringPeriodValueRestrictedStockAwardNetOfForfeitures - USD Annual
Shares surrendered by employees to pay taxes SharesSurrenderedByEmployees $2.80M USD Annual
Shares surrendered by employees to pay taxes SharesSurrenderedByEmployees $21.90M USD Annual
Shares surrendered by employees to pay taxes SharesSurrenderedByEmployees $16.20M USD Annual
Share-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $35.80M USD Annual
Share-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $9.90M USD Annual
Share-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $31.10M USD Annual
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $6.22B USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $6.49B USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.21B USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.05B USD Point-in-time
Comprehensive Income 6 line items
Line Item Tag Value Unit Period
Amortization of pension and other post-retirement prior service cost, tax OtherComprehensiveIncomeLossReclassificationPensionAndOtherPostretirementBenefitPlansNetGainLossRecognizedInNetPeriodicBenefitCostTax $200.00K USD Annual
Amortization of pension and other post-retirement prior service cost, tax OtherComprehensiveIncomeLossReclassificationPensionAndOtherPostretirementBenefitPlansNetGainLossRecognizedInNetPeriodicBenefitCostTax $200.00K USD Annual
Amortization of pension and other post-retirement prior service cost, tax OtherComprehensiveIncomeLossReclassificationPensionAndOtherPostretirementBenefitPlansNetGainLossRecognizedInNetPeriodicBenefitCostTax - USD Annual
Changes in market value of derivative financial instruments, tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesTax $700.00K USD Annual
Changes in market value of derivative financial instruments, tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesTax $2.90M USD Annual
Changes in market value of derivative financial instruments, tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesTax $3.70M USD Annual

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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