HON · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
HONEYWELL INTERNATIONAL INC · 2026-10-22 · Importance 31 · Surprise 32 · From source text
Consolidated net sales increased 1% in the third quarter of 2026 and 2% year to date, with Q3 growth driven by 5% pricing, 3% acquisitions, and 2% volume, partly offset by a 9% divestiture impact. Building Automation sales rose $142 million in Q3 and $508 million year to date, driven by higher demand in Products, Solutions, and Building Solutions. Process Automation and Technology sales increased $261 million in Q3 and $395 million year to date, including $131 million of Q3 sales from Johnson Matthey Catalyst Technologies, while Industrial Automation sales declined $335 million in Q3 and $588 million year to date because of WWS, PSS, and PPE divestitures. Process Automation and Technology’s year-to-date Aftermarket organic sales declined $114 million because of lower catalyst shipments, while Projects organic sales increased $132 million on higher volume.
Key facts
- Process Automation and Technology Q3 2026 net sales were $1,859 million and segment profit was $1,069 million with segment margin 22.2% (decreased 210 basis points from 24.3%); the Johnson Matthey Catalyst acquisition contributed $131 million of inorganic sales in Q3 2026. source
- Building Automation Q3 2026 net sales were $2,020 million and Q3 2026 segment profit was $1,194 million with segment margin of 27.0% (up 30 basis points from 26.7%). source
- Q3 2026 versus Q3 2025 net sales change components: Volume +2%, Price +5%, Foreign currency translation 0%, Acquisitions +3%, Divestitures -9%, Other 0%, Total change +1%. source
- Year-to-date 2026 versus 2025 net sales change components: Volume 0%, Price 4%, Foreign currency translation 1%, Acquisitions 2%, Divestitures -5%, Other 0%, Total change +2%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +2.6% | Process Automation and Technology Q3 2026 net sales were $1,859 million and segment profit was $1,069 million with segment margin 22.2%… |
| margin | negative | realized | -2.1% | Process Automation and Technology Q3 2026 net sales were $1,859 million and segment profit was $1,069 million with segment margin 22.2%… |
| margin | positive | realized | +0.3% | Building Automation Q3 2026 net sales were $2,020 million and Q3 2026 segment profit was $1,194 million with segment margin of 27.0% (up… |