HON · 10-Q · 2026Q3 · Full report
Industrial Automation Demand Weakness
HONEYWELL INTERNATIONAL INC · 2026-10-22 · Importance 47 · Surprise 48 · From source text
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 protective equipment businesses. On an ongoing-business basis, Solutions sales increased $40 million in the third quarter due to project timing and $114 million year to date due to increased demand. The continuing segment’s backlog was $1.6 billion at September 30, 2026.
Key facts
- Industrial Automation Q3 2026 net sales were $1,115 million, down 23% versus prior year; segment profit margin increased 350 basis points to 18.4% from 14.9%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -6.7% | Industrial Automation Q3 2026 net sales were $1,115 million, down 23% versus prior year; segment profit margin increased 350 basis points… |
| margin | positive | realized | +3.5% | Industrial Automation Q3 2026 net sales were $1,115 million, down 23% versus prior year; segment profit margin increased 350 basis points… |