HON · Automotive

HONEYWELL INTERNATIONAL INC

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Aerospace Spin-OffImportance 47 · Surprise 60
  Honeywell completed the spin-off of Honeywell Aerospace, according to the report. The report says the separation left Honeywell with a smaller dividend and a focus on debt reduction to strengthen its balance sheet. It…
• Strategic InitiativesImportance 23 · Surprise 24
  The article characterizes Honeywell’s investment narrative as automation-first, with software and AI positioned as tools for steady cash generation. It cites Forge Plant Cognition as a recent update supporting that…

News · 2026-11-05

• Aerospace Securities LitigationImportance 34 · Surprise 42
  Robbins Geller announced a November 23, 2026 lead-plaintiff deadline for a class action against Honeywell Aerospace Inc. The lawsuit alleges misleading statements about supply constraints and their effects on sales and…
• Aircraft Computer Market DemandImportance 22 · Surprise 32
  A ResearchAndMarkets report said the global aircraft computers market was valued at $7.2 billion in 2025 and is projected to reach $10.1 billion by 2032, a 4.9% CAGR. Honeywell was listed among the market’s leading…

News · 2026-11-04

• Aerospace Spin-OffImportance 71 · Surprise 60
  Honeywell completed the spin-off of its Aerospace Technologies business on June 29, 2026, shifting to a pure-play automation company. The article identifies Building Automation and Industrial Automation as continuing…
• Revenue Performance and MixImportance 53 · Surprise 60
  Honeywell reported organic sales growth across all segments in Q3 2026. The company raised its full-year outlook following that performance. The report identified Industrial Automation performance as a key metric to…
• Securities Fraud LitigationImportance 34 · Surprise 42
  Third-party reports say securities class actions were announced or filed against Honeywell Aerospace, Inc. concerning investors who purchased securities from June 29 through September 1, 2026. The complaints allege…
• Electric Regional Aircraft DemandImportance 25 · Surprise 30
  The global electric regional aircraft market grew from $0.96 billion in 2025 to $1.20 billion in 2026, a 24.9% CAGR. Demand is rising as airlines, aircraft manufacturers, governments, and airports invest in…
• Building Automation DemandImportance 15 · Surprise 14
  The global Variable Air Volume (VAV) systems market was valued at $16.8 billion in 2025 and is projected to reach $29.7 billion by 2032, an 8.5% CAGR. Demand is supported by energy-efficient HVAC adoption,…
• Helicopter Engine Market DemandImportance 15 · Surprise 14
  The global helicopter turboshaft engine market is projected to grow from $5.46 billion in 2025 to $5.74 billion in 2026, a 5.3% CAGR. Reported demand drivers include military helicopter procurement, commercial…
• Aircraft Cabin Upgrade DemandImportance 15 · Surprise 14
  The global aircraft cabin upgrades market is estimated to increase from $6.75 billion in 2025 to $7.35 billion in 2026, an 8.9% CAGR. Fleet modernization, interior refurbishment, passenger comfort expectations, and…
• Cabin Management Systems DemandImportance 15 · Surprise 14
  The global cabin management system market is projected to grow from $2.27 billion in 2025 to $2.44 billion in 2026, a 7.9% CAGR. Aircraft manufacturers and operators are investing in passenger comfort, connectivity,…

News · 2026-11-03

• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  Honeywell announced it will acquire Compressor Controls Corporation (CCC) for $670 million. The seller is Indicor LLC, which is owned by Clayton, Dubilier & Rice, LLC and Roper Technologies Inc. Honeywell said the…
• AI Data Center Cooling ProductsImportance 31 · Surprise 42
  Honeywell Aerospace developed a Thermal Response Module (TRM) by adapting thermal-management technology from aerospace and defense for AI data centers. The module uses phase-change materials to buffer temperature…
• AI Industrial Automation TechnologyImportance 31 · Surprise 42
  Honeywell launched Forge Plant Cognition, an industrial AI platform developed with NVIDIA and Dell for complex refining and LNG operations. The platform reflects Honeywell's push into software-rich automation and…
• Data Center Expansion StrategyImportance null · Surprise null
  Honeywell Aerospace developed its Thermal Response Module (TRM), adapting aerospace and defense thermal-management technology for AI data centers. Equinix tested and installed the module at its Co-Innovation Facility…
• AI Industrial Automation PartnershipImportance null · Surprise null
  Honeywell launched Forge Plant Cognition, an industrial AI platform developed with NVIDIA and Dell for refining and LNG operations. The platform reflects Honeywell’s strategic expansion of software-enabled automation…

News · 2026-11-02

• Customer DynamicsImportance 17 · Surprise 24
  TAT Technologies said its extended relationship with Honeywell is creating additional opportunities. TAT reported strong demand across its core product lines, but the coverage did not specify Honeywell products,…

News · 2026-11-01

• AI Industrial Automation TechnologyImportance 30 · Surprise 42
  Honeywell launched its Forge Plant Cognition industrial AI platform, positioning the business toward higher-value software and services. The report also cites expanding connected-cabin automation as part of this shift.…
• Securities Fraud LitigationImportance 30 · Surprise 42
  A class action lawsuit was announced against Honeywell Aerospace, Inc., alleging materially false or misleading statements concerning supply constraints affecting sales and profitability and a potential False Claims…

News · 2026-10-30

• India Automation Market ExpansionImportance 56 · Surprise 42
  Honeywell Technologies is pursuing physical AI to drive growth in India, drawing on its hardware and software expertise across building, process and industrial automation. It aims to reach $1 billion in revenue from…
• Geographic Revenue PerformanceImportance null · Surprise null
  Honeywell aims to generate $1 billion in revenue from its Indian operations within the next two to three years. The company plans to pursue that target by applying physical AI to its India business. Its stated approach…
• Strategic InitiativesImportance null · Surprise null
  Honeywell is pursuing physical AI in India, combining its hardware and software capabilities to support growth. The company aims to generate $1 billion in revenue from its Indian operations within the next two to three…

10-Q · 2026-10-22

• Liquidity and Debt PositionImportance 89 · Surprise 82
  Cash and cash equivalents, including short-term investments, declined to $6.2 billion at September 30, 2026, from $12.7 billion at December 31, 2025. Honeywell held $4.5 billion of cash, cash equivalents, and…
• Interest Rate and Refinancing ExposureImportance 88 · Surprise 82
  Honeywell reduced total borrowings from $34,571 million at December 31, 2025 to $16,593 million at September 30, 2026. The Company made $14,688 million of long-term debt payments and $3,469 million of net…
• Portfolio Reshaping (M&A / Divestiture)Importance 71 · Surprise 60
  Honeywell completed the Aerospace Spin-Off on June 29, 2026, distributing one Honeywell Aerospace share for every two Honeywell Technologies shares and moving Aerospace results to discontinued operations. Honeywell…
• Aerospace Spin-OffImportance 71 · Surprise 60
  Honeywell completed the Aerospace Spin-Off on June 29, 2026, distributing one Honeywell Aerospace share for every two Honeywell Technologies shares held as of June 15, 2026. After completion, Honeywell Technologies…
• Quantinuum IPOImportance 71 · Surprise 60
  Quantinuum, formerly a consolidated Honeywell subsidiary, completed its initial public offering on June 4, 2026. Following the IPO, Honeywell retained a 48% noncontrolling ownership interest. Honeywell now accounts for…
• Cash Flow and Capital AllocationImportance 64 · Surprise 42
  Operating cash flow was $5,204 million in the first nine months of 2026, while investing cash flow used $1,221 million for continuing operations. Continuing-operations investing included $1,763 million of acquisition…
• Backlog and Book-to-BillImportance 49 · Surprise 32
  Total backlog increased 1% year over year to $18.8 billion as of September 30, 2026. Building Automation represented $9,194 million, or approximately 49%, of backlog. Process Automation and Technology represented…
• Order Backlog and Book-to-BillImportance 49 · Surprise 32
  Honeywell’s order backlog increased 1% year over year to $18.8 billion as of September 30, 2026. Building Automation represented $9.2 billion of backlog, Process Automation and Technology represented $8.0 billion, and…
• Industrial Automation Demand WeaknessImportance 47 · Surprise 48
  Industrial Automation sales declined 23% in the third quarter and 13% year to date, primarily because of the divestitures of the Warehouse and Workflow Solutions, Productivity Solutions and Services, and personal…
• Gross Margin DriversImportance 42 · Surprise 40
  Third-quarter 2026 gross margin increased approximately $200 million year over year. Third-quarter gross margin percentage expanded 440 basis points to 40.4% from 36.0%. Nine-month gross margin increased approximately…
• Process Automation DemandImportance 38 · Surprise 24
  Process Automation and Technology sales increased $261 million in the third quarter, supported by higher project volume and refining-related aftermarket demand. Projects contributed $98 million of organic sales growth,…
• Operating Income and MarginsImportance 36 · Surprise 40
  Building Automation segment profit increased $44 million in Q3 and $163 million year to date, with margins expanding to 27.0% and 26.8%, respectively. Process Automation and Technology segment profit increased $23…
• Building Automation DemandImportance 32 · Surprise 24
  Building Automation sales increased $142 million in the third quarter and $508 million year to date, driven by higher demand in both Products and Building Solutions. Third-quarter organic growth included $110 million…
• Revenue Performance and MixImportance 31 · Surprise 32
  Consolidated net sales increased 1% in the third quarter of 2026 and 2% year to date, with Q3 growth driven by 5% pricing, 3% acquisitions, and 2% volume, partly offset by a 9% divestiture impact. Building Automation…
• Income Tax Rate ChangesImportance 30 · Surprise 40
  The effective tax rate decreased 660 basis points in Q3 2026 compared with Q3 2025. Changes in U.S. federal, state, and foreign tax matter accruals reduced the Q3 rate by 3,950 basis points, partly offset by…
• Macroeconomic Factors ImpactImportance 23 · Surprise 24
  Honeywell reports a challenging macroeconomic and geopolitical environment for the nine months ended September 30, 2026, including Middle East conflict affecting energy markets, trade flows, and shipping. Global growth…
• Operating Expense TrendsImportance 10 · Surprise 6
  Third-quarter R&D expense declined slightly as a percentage of sales because Industrial Automation reduced investment in new product development. Year-to-date R&D expense remained flat as a percentage of sales because…
• Supply Chain ConstraintsImportance 10 · Surprise 6
  Honeywell continues to manage critical material availability, logistics conditions, and input-cost volatility amid geopolitical conflict, trade-policy changes, and inflationary pressure. Mitigation actions include…

Earnings call · 2026-10-22

• Liquidity and Debt PositionImportance 73 · Surprise 66
  Management targeted reducing gross debt from $18 billion in the second quarter to less than $13 billion by year-end 2026, lowering gross leverage to below 3x. The company expected a year-end cash balance of…
• Order Backlog and Book-to-BillImportance 63 · Surprise 64
  Demand was broad-based, with short-cycle orders up 8% excluding divestitures, led by Industrial and Building Automation. Data center orders increased more than 100%, while Process Automation and Technology (P&T)…
• Headcount / RestructuringImportance 52 · Surprise 42
  Honeywell expected to eliminate all remaining stranded costs by the end of 2026, six months after the aerospace spin-off. Management said it was implementing a cross-functional shared-services model and a simpler, more…
• Data Center ExpansionImportance 51 · Surprise 64
  Data center orders grew more than 100% year to date in Process Automation, and management expects very high growth in 2027 based on pipeline visibility. Honeywell’s data center offering is expanding beyond Building…
• Operating Income and MarginsImportance 47 · Surprise 48
  Third-quarter segment profit increased 23%, and segment margin expanded 370 basis points to 21.3%. Productivity, accelerated stranded-cost elimination, strategic pricing and volume leverage more than offset inflation,…
• Revenue Performance and MixImportance 43 · Surprise 32
  Honeywell Technologies reported third-quarter organic sales growth of 7%, with growth across all segments. Process Automation and Technology (P&T) sales grew 8%, including 14% project growth; Building Automation (BA)…
• Building Automation TechnologyImportance 43 · Surprise 32
  Building Automation’s core business, excluding higher-growth verticals such as data centers, health care, and hospitality, represents 80% of the segment and is growing at mid-single digits. Management attributes this…
• Guidance / OutlookImportance 43 · Surprise 32
  Management said Honeywell entered Q4 with strong momentum and increased confidence in meeting the commitments outlined at Investor Day, citing a strong 2026 outlook. It characterized the first quarter as a standalone…
• Strategic InitiativesImportance 40 · Surprise 42
  Management said disciplined M&A is optional rather than necessary to deliver the company’s all-organic 2029 earnings commitment of $12 or better. The highest M&A priority is adding content in Industrial Automation…
• Industrial Automation Market DemandImportance 37 · Surprise 32
  Industrial Automation’s recovery is being supported by improved on-time delivery, lower past dues, and new products gaining acceptance with channel partners and original-equipment customers. Management expects growth…
• Process Technology DemandImportance 37 · Surprise 32
  Management said Honeywell had received over $1 billion in Process Technology orders since the first quarter of 2026, and that Process Automation and Technology backlog was more than 10% higher year over year. The order…
• Acquisition / Partnership / DivestitureImportance 34 · Surprise 42
  P&T margin was pressured by dilution from the acquisition of Johnson Matthey's Catalyst Technologies business, alongside higher project activity. Management said the integration was expected to be substantially past…
• Inflationary Cost PressuresImportance 32 · Surprise 24
  Management said inflation was elevated and expected it to remain at those levels through year-end 2026 and into the first half of 2027, before starting to abate. The company expects pricing to remain around 3%–4% as…
• Pricing and Input CostsImportance 31 · Surprise 32
  Honeywell’s second-half pricing was expected to be 4.5%, with pricing across businesses in a narrow range of approximately 3.5% to 4.5%. Management said pricing reflects differing inflation inputs, including…
• Fire and Security Product GrowthImportance 26 · Surprise 24
  Management linked sustained Fire and Security growth to frequent new-product introductions, high product vitality, and share gains against competitors. Forge-enabled remote configuration of fire panels saves channel…
• Forge Software and ServicesImportance 26 · Surprise 24
  Honeywell described three Forge sales motions: software attached to service contracts, applications that enhance core products, and standalone software-as-a-service. The connected fire-panel application illustrates how…
• Refinery and Petrochemical DemandImportance 26 · Surprise 24
  Honeywell sees firm refining and petrochemical investment in Africa, including Dangote Refinery’s planned 100% expansion and an additional refinery in Kenya. Management described further African petrochemical…
• U.S. Refinery Maintenance DeferralsImportance 20 · Surprise 24
  Management confirmed that U.S. refiners’ deferral of shutdowns is delaying some maintenance-related activity, including equipment replacement and catalyst refurbishment, but described the demand as deferred rather than…
• Manufacturing Capacity and BacklogImportance 17 · Surprise 24
  Management said labor shortages are not visibly affecting revenue execution, noting that much of the backlog is outside North America. LNG is the exception, with its backlog in North America, but Honeywell manufactures…