## Contents 

Management’s Discussion and Analysis of Financial Condition and Results of Operations 9 

Overview 9 

Results of Operations 10 

Financial Condition and Liquidity 17 

Critical Accounting Policies 20 

Quantitative and Qualitative Disclosures About Market Risk and Other Matters 26 

Consolidated Statements of Operations 31 

Consolidated Balance Sheets 32 

Consolidated Statements of Cash Flows 33 

Consolidated Statements of Stockholders’ Equity 34 

Report of Ernst & Young LLP, Independent Auditors 35 

Notes to Consolidated Financial Statements 36 

Note 1. Summary of Significant Accounting Policies 36 

Note 2. Inventories 40 

Note 3. Debt 41 

Note 4. Supplemental Financial Statement Information 42 

Note 5. Accumulated Other Comprehensive Income (Loss) 43 

Note 6. Stockholders’ Equity 44 

Note 7. Income Taxes 46 

Note 8. Pension Plans and Other Postretirement Benefits 48 

Note 9. Acquisitions and Divestitures 51 

Note 10. Business Segments 52 

Note 11. Restructuring and Other Charges 54 

Note 12. Financial Information for Subsidiary Guarantors 55 

Note 13. Earnings Per Share Information 61 

Note 14. Commitments and Contingencies 61 

Note 15. Selected Quarterly Financial Data (Unaudited) 64 

Note 16. Subsequent Event 65 

Management’s Report 66 

Common Stock Prices 67 

Selected Financial Data 67 

