PerkinElmer, Inc. JP Morgan Global Healthcare Conference. Robert Friel, Chairman and CEO January 14, 2015 HUMAN HEALTH ENVIRONMENTAL HEALTH

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1 PerkinElmer, Inc JP Morgan Global Healthcare Conference Robert Friel, Chairman and CEO January 14, 2015 HUMAN HEALTH ENVIRONMENTAL HEALTH 2014 PerkinElmer

2 FACTORS AFFECTING FUTURE PERFORMANCE & NON-GAAP FINANCIAL MEASURES This presentation contains "forward-looking" statements which are statements relating to future events. These statements include those relating to estimates and projections of future earnings per share, cash flow and revenue growth and other financial results, developments relating to our customers and end-markets, and plans concerning business development opportunities. Words such as "believes," "intends," "anticipates," "plans," "expects," "projects," "forecasts," "will" and similar expressions, and references to guidance, are intended to identify forwardlooking statements. Such statements are based on management's current assumptions and expectations and no assurances can be given that our assumptions or expectations will prove to be correct. A number of important risk factors could cause actual results to differ materially from the results described, implied or projected in any forward-looking statements. These uncertainties may cause our actual future results to be materially different than those expressed in our forward looking statements. A detailed description of these risk factors can be found under the caption Risk Factors in our most recent annual report on Form 10-K and in our other filings with the Securities and Exchange Commission. We disclaim any intention or obligation to update any forward-looking statements as a result of developments occurring after the date of this presentation. In addition to financial measures prepared in accordance with generally accepted accounting principles (GAAP), this presentation also contains non-gaap financial measures. The reasons that we use these measures, a reconciliation of these measures to the most directly comparable GAAP measures, and other information relating to these measures are available on the Financial Information section of our website at 2

3 O U R M I S S I O N IMPROVING THE HEALTH AND SAFETY OF PEOPLE AND THE ENVIRONMENT $2.2 BILLION IN SALES 20% EBITDA 7,700 EMPLOYEES 3

4 Business segments ENVIRONMENTAL HEALTH HUMAN HEALTH RESEARCH DIAGNOSTICS $1BN $600M $650M 4

5 Geographic and product split 47% THE AMERICAS 27% EMEA 26% ASIA PACIFIC INSTRUMENTS 40% CONSUMABLES 25% SOFTWARE/SERVICE 35% 5

6 STRONG PORTFOLIO WITH LEADING POSITIONS FOCUSED ON CATEGORY LEADERSHIP 75% Of revenue From Products with Top 3 Market Position 6

7 At PerkinElmer We Provide Answers Environmental Health Human Health Is the water clean? Is my food safe? How healthy is the air I breathe? Is my baby healthy? Is the blood supply safe? Are our drug candidates showing efficacy? 7

8 ENVIRONMENTAL HEALTH 8

9 Environmental Health Food Water Chemical Air Market leading positions: Detection & analytical techniques: Inorganic analysis Protein analysis in grain Materials characterization Global market trends: Growing demand for food supply chain security Inadequate supply of clean water driving increased monitoring Regulatory changes Social Media pressuring increase in air quality Monitoring 9

10 SOLVING CUSTOMER NEEDS A C L E A N E R A N D S A F E R E N V I R O N M E N T Last year, our detection solutions are used to analyze approximately 2.25B AIR, WATER & SOIL SAMPLES, reducing the risk of contaminants. 10

11 Environmental Health Enabling individuals to understand the world around them and connect that knowledge to healthier living Capabilities Expansive detection capabilities Significant application knowledge Strong brand, product quality and service Complete workflow Revenue $742M $67M * $980M * $160M CAGR 6% Growth Strategies Food analysis and safety throughout the supply chain Air monitoring unique ELM sensor network Emerging markets Driving new product innovation $675M $820M 4% 11 Long-Term Organic Growth Rates 4-5% * F OneSource

12 RESEARCH 12

13 Research Pre-Clinical Drug Discovery Translational Research Informatics Market leading position: Optical in vivo imaging Life Science Informatics Multi-vendor lab management High content cellular screening and multi-label detection NGS sample prep automation Global market trends: Pharma stabilizing, biotech continuing to grow Focus shifting from basic to translational research OECD funding declining but shifting to China 13

14 SOLVING CUSTOMER NEEDS M O R E E F F E C T I V E M E D I C I N E S Our technologies and expertise were instrumental in the development of of the NEWEST THERAPUTIC DRUGS 14

15 Research Accelerate translational research to improve patient outcomes Capabilities Growth Strategies Cellular imaging and analysis tools Integrated informatics offering Strong multi-vendor service Intellectual property Add image modalities and expand reagent menu Leverage multi-vendor service and informatics Translational medicine Expand Cloud solutions Revenue $450M $67M $383M * $780M $160M $620M * CAGR 12% 10% 15 Long Term Organic Growth Rates 3-4% * OneSource F

16 DIAGNOSTICS 16

17 Diagnostics Screening Testing Market leading position: Newborn and prenatal screening Cord blood storage Flat panel detectors for digital x-ray system Global market trends: Population growth with expanding middle class Increasing demand for expanded testing in emerging markets Imaging Earlier detection of disease Conversion to digital imaging 17

18 SOLVING CUSTOMER NEEDS HEALTHIER BABIES Our newborn screening technologies have H E L P E D S C R E E N 450M BABIES worldwide to date for a variety of life-threatening diseases. 18

19 Diagnostics Increasing the world s access to high quality healthcare CAGR Strong market positions Channel and infrastructure in Revenue $630M 8% Capabilities China Entrenched customer $428M relationships Expanded menu of tests Growth Strategies Geographic expansion Expanded product portfolio Blood screening Clinical Testing lab in China Long Term Organic Growth Rates 7-9% F 19

20 INNOVATION THAT EXTENDS OUR EXISTENCE Enabling the science of sustaining life Food Quality & Safety Air & Water Monitoring Chemical & Material Analysis Enabling Capabilities Detection Imaging Informatics Services Maternal Health Newborn Screening Diagnostics & Research Drug Discovery 20

21 Significant synergies to leverage across businesses Health Focused Businesses Technical Capabilities Leverage Synergies Global Brand Environmental Human Optics Chemistry Service Automation Algorithms Software Manufacturing Global Logistics Sourcing Financial Talent 21

22 Informatics Strategy DRIVING DATA DRIVEN DECISIONS ENVIRONMENTAL DATA Increase utility and functionality of instruments Provide scientific applications to improve workflows High Content Profiler Analysis & Visualization E-Notebook & Collaboration Platforms Facilitate connectivity of instruments and collaboration of data Improve analysis and visualization of data to improve decisions 22

23 Financial Performance REVENUE Adjusted EPS ~$2.2B CAGR 8% ~$2.40 CAGR 18% $1.55B $ F F 23

24 Strong global company Leading market positions in attractive end markets Dedicated to making a difference 24