HON · Automotive
HONEYWELL INTERNATIONAL INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Product Launch and TransitionImportance 46 · Surprise 66Honeywell Aerospace introduced the P40 upgrade for the F-35 Power and Thermal Management System, increasing cooling capacity from 32 to 40 kilowatts, or 25%. The software and liquid-cooling improvements do not require…
- OT Cybersecurity Readiness DemandImportance 17 · Surprise 24Honeywell's 2026 OT Security Benchmark Report identified gaps between organizations' perceived cybersecurity maturity and their actual readiness. The report highlighted weaknesses in operational-technology asset…
News · 2026-09-22
- Litigation and Legal RiskImportance 31 · Surprise 42Honeywell Aerospace, which was recently spun off from Honeywell International, filed separate patent-infringement lawsuits against Rivian and Lucid in federal courts. The suits allege infringement of aircraft-derived…
News · 2026-09-21
- Products and TechnologyImportance 28 · Surprise 42Honeywell Aerospace US LLC filed a lawsuit against electric-vehicle maker Rivian alleging infringement of seven vehicle-safety patents. The patents were originally developed for aircraft and cover safety monitoring,…
- Litigation and Legal RiskImportance 28 · Surprise 42Honeywell Aerospace US LLC, described as a recent Honeywell International spin-off, filed a lawsuit against Rivian on September 21, 2026, alleging infringement of seven vehicle-safety patents. The patents were…
News · 2026-09-16
- Aerospace Spin-OffImportance 71 · Surprise 60Honeywell completed the spins of its aerospace and advanced materials operations, leaving the company focused on automation. Chairman and CEO Vimal Kapur said early-quarter momentum was stronger than expected after the…
- Guidance / OutlookImportance 62 · Surprise 68Honeywell reported stronger-than-expected early-quarter momentum as it operates as a focused automation company following the completed spins of its aerospace and advanced materials operations. Management is targeting…
- Automation Market DemandImportance 20 · Surprise 24Honeywell reported strong order growth and backlog across its building, process, and industrial automation businesses as it operates as a focused automation company. Management is targeting high-growth verticals and…
News · 2026-09-15
- Building Automation TechnologyImportance 31 · Surprise 42Honeywell Technologies deployed its LenelS2 OnGuard access-control platform across U.S. Marine Corps barracks worldwide. The system provides a centralized, scalable platform for securing and managing military housing…
News · 2026-09-08
- Aerospace Spin-OffImportance 65 · Surprise 60Honeywell’s restructuring is separating its advanced materials, aerospace, and automation businesses into three independent companies. Third-party reporting says the remaining Honeywell entity is becoming a pure-play…
News · 2026-09-06
- Revenue Performance and MixImportance 18 · Surprise 14Honeywell reported quarterly revenue of $9.72 billion, up 3.4% year over year. Adjusted EPS was $1.95, exceeding the $1.80 analyst consensus by $0.15. The reported results indicate positive quarterly earnings…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Honeywell pays a quarterly dividend of $0.70 per share. The dividend was reported alongside quarterly revenue of $9.72 billion and adjusted EPS of $1.95. The digest does not state a change in the dividend rate,…
News · 2026-09-05
- Aerospace Spin-OffImportance 65 · Surprise 60Honeywell’s restructuring is separating its advanced materials, aerospace, and automation businesses into three independent companies. Third-party reporting says the remaining Honeywell entity is becoming a pure-play…
News · 2026-09-04
- Aerospace Supply Chain ConstraintsImportance 66 · Surprise 40Honeywell Aerospace was reported to have an $18.2 billion backlog, providing long-cycle revenue visibility. Order momentum was described as double digit, indicating demand remains strong despite near-term execution…
- Aerospace Aftermarket DemandImportance 60 · Surprise 40Honeywell Aerospace is described as an aftermarket-heavy franchise with an $18.2 billion backlog and double-digit order momentum. The reporting indicates that demand remains robust and provides long-cycle visibility,…
News · 2026-09-03
- Aerospace Spin-OffImportance 65 · Surprise 60Honeywell’s restructuring is separating its advanced materials, aerospace, and automation businesses into three independent companies. Third-party reporting says the remaining Honeywell entity is becoming a pure-play…
News · 2026-08-29
- Aerospace Spin-OffImportance 71 · Surprise 60Honeywell completed its aerospace spin-off in 2026, separating the aerospace business from the remaining company. Following the separation, Honeywell is focused on building technologies, performance materials, and…
- Guidance / OutlookImportance 38 · Surprise 60Honeywell reaffirmed or refined its 2026 segment margin outlook after the aerospace spin-off. Management’s reported view indicates confidence that the post-separation portfolio can deliver higher profitability. The…
- Management ChangesImportance 30 · Surprise 42Leadership changes in Honeywell’s automation segment accompanied the 2026 aerospace separation. The reported rationale is to improve execution and support growth in the reshaped industrial-automation-focused portfolio.…
News · 2026-08-28
- Revenue Performance and MixImportance 63 · Surprise 64Honeywell reported Q2 2026 revenue of $5.2 billion, up 4% organically. Building Automation drove recent performance and margin expansion, while Process Automation margins contracted. Industrial Automation remained…
- Order Backlog and Book-to-BillImportance 49 · Surprise 32Honeywell’s backlog stands at $20 billion, representing 9% year-over-year growth. The company also reported strong organic order growth. The backlog expansion indicates solid demand and improved forward visibility…
- Aerospace Spin-OffImportance 38 · Surprise 60Third-party reporting on August 28, 2026, said Honeywell is now a standalone company following completion of its breakup. The report did not provide transaction proceeds, separation costs, or a specific completion…
News · 2026-08-27
- Automation Market DemandImportance 17 · Surprise 24Third-party analysis characterizes Honeywell’s near-term process automation demand as weak. It identifies strong momentum in the company’s Building Automation and Industrial Automation segments. The comparison suggests…
News · 2026-08-26
- Guidance / OutlookImportance 57 · Surprise 76Honeywell reportedly improved its full-year 2026 earnings outlook after second-quarter orders and backlog strengthened. Organic orders increased 16%, while backlog rose 9%, supporting expectations that the company will…
- Aerospace Spin-OffImportance 47 · Surprise 60Honeywell is transforming into three companies following a recent aerospace spin-off. The separation is intended to streamline the portfolio and create distinct entities focused on industrial automation, building…
- Strategic InitiativesImportance 31 · Surprise 42Honeywell is being presented as transforming into three distinct companies following its aerospace spin-off. The stated strategic rationale is to streamline the portfolio and pursue growth in industrial automation and…
- Revenue Performance and MixImportance 30 · Surprise 40Honeywell reported 16% organic order growth in the second quarter of 2026. Backlog increased 9%, indicating stronger forward demand for the remaining portfolio. Industrial automation and building technologies were…
- Order Backlog and Book-to-BillImportance 30 · Surprise 40Honeywell reported 16% organic order growth in the second quarter, indicating stronger demand across its industrial businesses. Backlog increased 9%, supporting visibility into future activity. Industrial automation…
News · 2026-08-25
- Aerospace Spin-OffImportance 71 · Surprise 60Honeywell is proceeding with the spin-off of its aerospace unit, creating a separate Honeywell Aerospace company. The aerospace business had a reported reference price of $164.73 and a consensus price target of $224.17…
- Net Income and ProfitabilityImportance 67 · Surprise 92Honeywell Aerospace reported a 32% year-over-year decline in adjusted earnings per share for the second quarter of 2026. The company lowered its organic growth forecast after the Q2 earnings shortfall. Robbins Geller…
- Securities Fraud InvestigationImportance 56 · Surprise 74Honeywell Aerospace is facing a securities-law investigation by Robbins Geller Rudman & Dowd LLP in the United States. The probe follows the company’s second-quarter 2026 adjusted EPS decline of 32% and a reduction in…
News · 2026-08-24
- Aerospace Spin-OffImportance 71 · Surprise 60Honeywell completed the spin-off of Honeywell Aerospace, which began trading at $164.73 per share. The separation is intended to simplify Honeywell’s portfolio and leave the remaining company focused on industrial…
- Guidance / OutlookImportance 51 · Surprise 60Honeywell raised its full-year adjusted earnings-per-share guidance to $8.20 following a reported second-quarter earnings beat. The updated outlook reflects strong organic order growth, improved segment margins, and an…
- Revenue Performance and MixImportance 39 · Surprise 50Honeywell reported 7% organic orders growth in Q1 2026, led by its Building and Industrial Automation segment and petrochemical and refining verticals. Aerospace revenue and sales growth were negatively affected by the…
- Order Backlog and Book-to-BillImportance 31 · Surprise 32Honeywell reported 7% organic orders growth in the first quarter of 2026, led by its Building and Industrial Automation segment and petrochemical and refining verticals. Third-party reporting also described strong…
News · 2026-08-23
- Aerospace Spin-OffImportance 71 · Surprise 60Honeywell completed the spin-off of Honeywell Aerospace, which began trading at $164.73 per share. The separation is intended to simplify Honeywell’s portfolio and leave the remaining company focused on industrial…
- Guidance / OutlookImportance 51 · Surprise 60Honeywell raised its full-year adjusted earnings-per-share guidance to $8.20 following a reported second-quarter earnings beat. The updated outlook reflects strong organic order growth, improved segment margins, and an…
- Revenue Performance and MixImportance 39 · Surprise 50Honeywell reported 7% organic orders growth in Q1 2026, led by its Building and Industrial Automation segment and petrochemical and refining verticals. Aerospace revenue and sales growth were negatively affected by the…
- Operating Income and MarginsImportance 30 · Surprise 40Honeywell expanded its margin by 90 basis points in Q1 2026. The improvement accompanied 11% adjusted earnings growth and was driven by stronger performance in Building and Industrial Automation and petrochemical and…
- Supply Chain ConstraintsImportance 20 · Surprise 24Temporary supply chain constraints in Aerospace negatively affected Honeywell’s revenue and sales growth during the first quarter of 2026. The reported disruption was concentrated in the Aerospace segment rather than…
News · 2026-08-22
- Aerospace Standalone OutlookImportance 65 · Surprise 60Honeywell Aerospace reset its second-quarter 2026 guidance after disappointing results, triggering a reported 23.16% one-day decline in Honeywell Aerospace shares. The aerospace business retains an $18.2 billion order…
- Aerospace Supply Chain ConstraintsImportance 58 · Surprise 42Honeywell Aerospace has an order backlog of $18.2 billion, indicating continued demand for its aerospace products and services. Supply chain bottlenecks are delaying fulfillment and shifting the delivery mix toward…
- Guidance / OutlookImportance 54 · Surprise 58Third-party analysis reported that Honeywell’s orders increased 16% year over year in the second quarter of 2026, exceeding 4% sales growth and suggesting potential revenue acceleration as backlog converts. The…
- Order Backlog and Book-to-BillImportance 30 · Surprise 40Honeywell Technologies reported Q2 2026 orders growth of 16% year over year, substantially exceeding 4% sales growth. The order acceleration indicates potential revenue growth as backlog converts into sales. The trend…
News · 2026-08-21
- Guidance / OutlookImportance 54 · Surprise 58Third-party analysis reported that Honeywell’s orders increased 16% year over year in the second quarter of 2026, exceeding 4% sales growth and suggesting potential revenue acceleration as backlog converts. The…
- Revenue Performance and MixImportance 50 · Surprise 58Honeywell Technologies’ orders grew 16% year over year in Q2 2026, while sales increased 4%. The 12-percentage-point orders-to-sales growth gap indicates potential revenue acceleration as backlog converts. Structural…
- Management ChangesImportance 31 · Surprise 42Honeywell appointed Billal Hammoud as CEO of Process Technology and Juan Picon as CEO of Building Automation. The appointments take effect October 1, 2026. The leadership changes support Honeywell’s post-Aerospace…
- Order Backlog and Book-to-BillImportance 30 · Surprise 40Honeywell Technologies reported Q2 2026 orders growth of 16% year over year, substantially exceeding 4% sales growth. The order acceleration indicates potential revenue growth as backlog converts into sales. The trend…
8-K · 2026-08-19
- Management ChangesImportance 31 · Surprise 42Billal Hammoud will become President and CEO of Process Technology, within the Process Automation & Technology reportable segment, effective October 1, 2026. Juan Picon will become President and CEO of Building…
- Revenue Performance and MixImportance 30 · Surprise 40Building Automation increased annual organic sales growth from 2% in 2023 to 8% in 2025. Reported Building Automation sales increased 13% in 2025, including a 5% contribution from acquisitions. The business delivered…
- Building Automation DemandImportance 30 · Surprise 40Building Automation increased annual organic growth from 2% in 2023 to 8% in 2025. The business achieved seven consecutive quarters of high-single-digit organic growth and margin expansion. Growth was supported by a…
News · 2026-08-19
- Management ChangesImportance 31 · Surprise 42Honeywell announced that Billal Hammoud will become President and CEO of Process Technology, part of the Process Automation & Technology reportable segment, effective October 1, 2026. Ken West will leave the company to…
- Process Automation Demand WeaknessImportance 20 · Surprise 24Honeywell’s Process Automation and Technology segment is experiencing persistent weakness, with organic revenue declining because of lower refining catalyst shipments and project delays. Process technology LNG demand…
News · 2026-08-17
- Guidance / OutlookImportance 61 · Surprise 68Honeywell’s current-fiscal-year guidance calls for 4%–5% organic sales growth and adjusted EPS of $7.60–$7.90. The outlook remains constructive despite near-term margin pressure and includes continued investment in…
- Free Cash Flow and CapexImportance 52 · Surprise 42Honeywell invested $650 million in capital expenditures. The company linked capital spending to innovation and supply-chain robustness. The reported capex amount exceeds the $292 million materiality threshold based on…
- Revenue Performance and MixImportance 37 · Surprise 32Honeywell reported second-quarter revenue growth of 3.4% year over year. The aerospace segment delivered 5% organic sales growth in the quarter. Aerospace also reported a 1.1 book-to-bill ratio, indicating orders…
- Litigation and Legal RiskImportance 36 · Surprise 74Robbins Geller Rudman & Dowd launched an investigation into potential U.S. federal securities-law violations involving Honeywell Aerospace. The investigation followed a 32% decline in adjusted EPS in Honeywell…
- Securities Fraud InvestigationImportance 36 · Surprise 74Robbins Geller Rudman & Dowd LLP launched an investigation into potential violations of U.S. federal securities laws involving Honeywell Aerospace Inc. The investigation followed a significant decline in Honeywell…
- Order Backlog and Book-to-BillImportance 31 · Surprise 32Honeywell’s aerospace segment recorded 5% organic sales growth in the second quarter of 2026. Its 1.1 book-to-bill ratio indicates that new orders exceeded recognized sales and supported backlog expansion. The reported…
- Process Automation Demand WeaknessImportance 17 · Surprise 24Third-party analysis identified headwinds in Honeywell’s Process Automation and Technology segment. The article contrasted that weakness with strong demand in the Building and Industrial Automation segments. The…