HON · 10-Q/A · 2026Q2 · Full report

Supply Chain Constraints

HONEYWELL INTERNATIONAL INC · 2026-07-24 · Importance 29 · Surprise 24

Honeywell is managing critical-material availability, logistics conditions, and input-cost volatility amid geopolitical conflict, trade-flow disruption, and elevated market volatility. Its mitigation actions include supply-chain simplification, alignment with local and regional sources, dual sourcing, direct supplier engagement, new supplier development, longer-term constrained-material strategies, and design modifications where appropriate. The company maintains primary and secondary suppliers to support sourcing continuity and says stringent qualification controls have not affected product quality or reliability.

Key facts

• Company mitigation strategies for supply chain risks include portfolio and supply chain simplification, alignment to local and regional supply sources, pricing actions, dual-source strategies, longer-term approaches for constrained materials, direct engagement with key suppliers, new supplier development, and design modifications. source
• Cost of products and services sold in Q2 2026 increased due to higher direct and indirect material costs and higher labor costs. source