HON · 10-Q/A · 2026Q2 · Full report

Revenue Performance and Mix

HONEYWELL INTERNATIONAL INC · 2026-07-24 · Importance 37 · Surprise 32

Consolidated net sales increased 4% in Q2 2026 and 3% year to date versus the comparable 2025 periods, driven primarily by 4% pricing, 1% foreign-currency translation, and 1% acquisition contributions. Industrial Automation revenue declined 5% in Q2 and 8% year to date, including a $145 million and $381 million reduction, respectively, from the 2025 PPE divestiture. Building Automation revenue increased $176 million in Q2 and $366 million year to date, while Process Automation and Technology revenue increased $66 million and $134 million, respectively. Aerospace Technologies revenue increased $225 million in Q2 and $375 million year to date, supported by Commercial Aviation Aftermarket and Original Equipment demand.

Key facts

• Aerospace Technologies Q2 2026 net sales were $4,532 million and segment profit was $1,126 million, with segment margin percentage decreasing 70 basis points to 24.8% from 25.5% year-over-year. source
• Building Automation Q2 2026 net sales were $2,002 million and segment profit was $1,038 million, with segment margin percentage increasing 90 basis points to 27.1% from 26.2% year-over-year. source
• Process Automation and Technology Q2 2026 net sales were $1,679 million and segment profit margin percentage decreased 180 basis points to 22.1% from 23.9% year-over-year; sales increased $66 million including inorganic sales of $78 million in Sundyne and higher organic Projects sales of $54 million, partially offset by lower Aftermarket organic sales of $77 million. source
• Industrial Automation Q2 2026 net sales were $1,501 million (down 5% vs prior year) and segment margin percentage increased 90 basis points to 17.2% from 16.3%; sales decreased $73 million due to lower sales of $145 million driven by the sale of the PPE business on May 21, 2025, partially offset by higher organic sales of $47 million in Solutions. source
• Net sales total percentage change was 4% for Q2 2026 vs Q2 2025 and 3% year-to-date 2026 vs year-to-date 2025; price contributed 4% for both periods, foreign currency translation 1% for both periods, acquisitions 1% for both periods, and divestitures (2%) for both periods. source