HON · 10-Q/A · 2026Q2

HONEYWELL INTERNATIONAL INC

Filed 2026-07-24 · Automotive · View original filing on EDGAR

Ranked Events

• Net Income and ProfitabilityImportance 96 · Surprise 100
  Net income from continuing operations increased by $3.802 billion year to date to $6.481 billion in 2026. Diluted EPS benefited by $15.78 after tax in Q2 and $15.65 after tax year to date from the Quantinuum…
• Aerospace Spin-OffImportance 75 · Surprise 60
  Honeywell completed the Aerospace Spin-Off on June 29, 2026, distributing one Honeywell Aerospace share for every two Honeywell Technologies shares held as of June 15, 2026. After the transaction, Honeywell…
• Acquisition / Partnership / DivestitureImportance 75 · Surprise 60
  Honeywell completed the Aerospace Spin-Off on June 29, 2026, distributing one Honeywell Aerospace share for every two Honeywell Technologies shares and moving Aerospace Technologies into discontinued operations…
• Interest Rate and Refinancing ExposureImportance 69 · Surprise 50
  Honeywell had total borrowings of $33,988 million as of June 30, 2026, compared with $34,580 million at December 31, 2025, including $28,577 million of fixed-rate notes, $2,477 million of commercial paper, and $2,750…
• Order Backlog and Book-to-BillImportance 66 · Surprise 40
  Honeywell’s backlog increased 12% year over year to $38.0 billion as of June 30, 2026. Aerospace Technologies represented $18.435 billion of backlog, followed by Process Automation and Technology at $9.258 billion,…
• Outstanding IndebtednessImportance 61 · Surprise 32
  Total borrowings were $33.988 billion at June 30, 2026, compared with $34.580 billion at December 31, 2025. Fixed-rate notes increased to $28.577 billion from $25.164 billion, while commercial paper declined to $2.477…
• Cash Flow and Capital AllocationImportance 54 · Surprise 74
  Operating cash flow from continuing operations was $1.916 billion in the first six months of 2026, down $816 million year over year because divestiture-related cash payments increased by approximately $800 million.…
• Income Tax Rate ChangesImportance 54 · Surprise 74
  The effective tax rate increased 670 basis points in Q2 2026 compared with Q2 2025. Foreign-tax accrual changes and transaction-related tax costs, primarily tied to the Quantinuum deconsolidation and Aerospace…
• Liquidity and Cash PositionImportance 53 · Surprise 48
  Cash, cash equivalents, and short-term investments declined to $9.2 billion at June 30, 2026 from $12.9 billion at December 31, 2025. Honeywell held $6.7 billion of cash, cash equivalents, and short-term investments in…
• Research and Development ExpenseImportance 49 · Surprise 32
  Research and development expenses increased as a percentage of net sales in both Q2 and the first six months of 2026. The increase reflected greater investment in new product development within Aerospace Technologies.…
• Macroeconomic Factors ImpactImportance 48 · Surprise 40
  Honeywell reported ongoing Middle East conflict affecting energy markets, trade flows, and shipping, while global growth expectations moderated and inflationary pressures and market volatility remained elevated in…
• End-Market Demand TrendsImportance 48 · Surprise 40
  Building Automation sales increased $176 million in the second quarter and $366 million year to date, with higher demand across both Products and Solutions. Year-to-date organic sales increased $174 million in Products…
• Revenue Performance and MixImportance 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…
• Operating Income and MarginsImportance 31 · Surprise 32
  Consolidated gross margin percentage fell 170 basis points to 37.6% in Q2 2026 and 100 basis points to 38.1% year to date, despite a roughly $100 million year-to-date increase in gross margin dollars. Aerospace…
• Supply Chain ConstraintsImportance 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…

Revenue by Product (in millions)