HON · Earnings call · 2026Q3T · Full report

Fire and Security Product Growth

HONEYWELL INTERNATIONAL INC · 2026-10-22 · Importance 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 partners commissioning and inspection time, helping pull through Honeywell’s core products. Honeywell also has differentiated fire-detection products for data centers and lithium-ion battery environments. In security, LNL S2 continues to grow at a double-digit rate, with international growth supported by Honeywell’s efforts to globalize the business.

Key facts

• Honeywell's LNL S2 security business continued to grow at a double-digit rate.
• Building Automation products grew 11% organically in Q3 2026, led by fire and security; solutions grew 4%, driven by services.
• Honeywell has fire products for early detection in data centers and introduced products to detect fires involving lithium-ion batteries.
• Honeywell's Fire and Security growth is supported by frequent new-product introductions, high product vitality, and market-mix changes that help it gain share.
• Honeywell's fire-panel connected solution saves channel partners commissioning and inspection time and improves their P&L.