HON · Full Picture

HONEYWELL INTERNATIONAL INC — the full picture

Earnings window · 2026-07-02 to 2026-09-24 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Guidance / Outlook · Guidance & outlookPriority 86
    -48.7% net_income; 2 sources (news, press_release); 10 forward row(s); quote_verified
    For the twelve months ended December 31, 2026, the expected adjustment is $5,057 million, net of tax expense of $1,572.
  2. Operating Income and Margins · Operating income & profitabilityPriority 71
    +1.4% margin; 3 sources (news, press_release, sec_filing); 1 forward row(s); quote_verified
    Honeywell Technologies now expects full-year 2026 segment margin in the range of 20.1% to 20.5% and segment margin expansion of 250 to 290 basis points year over year.
  3. Net Income and Profitability · Operating income & profitabilityPriority 70
    3 sources (news, press_release, sec_filing); structured_verified
    Honeywell Technologies reported profit of $5.68 billion, or $17.83 per share, for the quarter ending June 30, compared with $1.57 billion, or $4.90 per share, in the same period last year.
  4. Aerospace Supply Chain Constraints · Supply chain & operationsPriority 67
    3 sources (news, press_release, sec_filing); 2 forward row(s); quote_verified
    Honeywell is addressing supply-chain constraints by qualifying new suppliers and increasing tooling investment.
  5. Revenue Performance and Mix · Revenue growth & mixPriority 67
    +6.4% assets (realized); 3 sources (news, press_release, sec_filing); quote_verified
    Honeywell International Inc.'s free cash flow grew from $100M to $500M.
  6. Order Backlog and Book-to-Bill · Demand, orders & backlogPriority 66
    3 sources (news, press_release, sec_filing); 4 forward row(s); quote_verified
    Honeywell Aerospace secured approximately $15 billion in new business wins in 2026.
  7. Cash Flow and Capital Allocation · M&A and divestituresPriority 64
    -21.5% liability (realized); structured_verified
    Net cash used for financing activities was driven by $13,187 million of payments of long-term debt, $3,413 million of net payments of commercial paper, $1,576 million of cash dividends paid, and $1,000 million of repurchases of common stock, partially offset by $15,835 million of pre-separation funding related to the Aerospace Spin-Off.
  8. Process Automation End-Market Demand · Demand, orders & backlogPriority 64
    3 sources (news, press_release, sec_filing); quote_verified
    Honeywell is transforming into a pure-play automation company focused on building, process, and industrial automation.
  9. Aerospace Aftermarket Demand · Demand, orders & backlogPriority 60
    2 sources (news, press_release); 2 forward row(s); quote_verified
    Honeywell Aerospace has a robust backlog of $18.2 billion and is experiencing double-digit order momentum, per the filing.
  10. Strategic Initiatives · Strategic & business-model shiftsPriority 59
    2 sources (news, press_release); quote_verified
    Honeywell Technologies is undergoing a transformation into three distinct entities.
  11. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 58
    +0.1% net_income; 3 sources (news, press_release, sec_filing); 3 forward row(s); quote_verified
    On July 17, 2026, the Company acquired Johnson Matthey’s Catalyst Technologies business segment for total consideration of $1,750 million, net of cash acquired.
  12. Litigation and Legal Risk · Litigation & settlementsPriority 58
    -0.1% net_income; 2 sources (news, press_release); 1 forward row(s); quote_verified
    For the twelve months ended December 31, 2026, the expected adjustment for Russian-related charges was a $6 million expense, net of tax benefit of $2 million, due to the settlement of a contractual dispute associated with the Company’s suspension and wind down activities in Russia.

Threads by pillar

Revenue & Demand Priority 83 · 6 threads

Costs & Margins Priority 89 · 9 threads

Capital & Balance Sheet Priority 69 · 6 threads

Strategy & Portfolio Priority 80 · 7 threads

Legal, Regulatory & Policy Priority 61 · 3 threads

Guidance & Outlook Priority 87 · 2 threads

Macro & Market Conditions Priority 63 · 2 threads

Management & Governance Priority 32 · 2 threads

Unclassified Priority 66 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
net_income-55.8%+55.9%-19.5%
margin+1.4%+1.4%—
revenue+0.7%+0.7%—
operating_income-0.3%+0.3%-11.3%
liability——-17.9%
cash——-9.9%
assets——+9.5%