Oct 22, 6:02 AM ET
Honeywell reported third-quarter 2026 sales of $5.0 billion, up 1% reported and 7% organically, with reported EPS of $2.40, down 20% from a prior-year one-time gain. The company raised its full-year 2026 adjusted EPS guidance to $8.40 to $8.45 from $8.05 to $8.35, which matters to shareholders because it signals higher expected earnings for the year.
- Third-quarter sales were $4,994 million, up 1% reported and 7% organic; operating margin was 14.8%, up 640 basis points.
- Reported EPS fell 20% to $2.40 mainly due to a one-time gain from the Resideo termination agreement in the prior year; adjusted EPS rose 34% to $2.27.
- Full-year 2026 guidance: organic sales growth raised to 4% to 5% from 3% to 4%; adjusted EPS raised to $8.40 to $8.45; free cash flow raised to about $2.1 billion from about $2.0 billion.
- Operating cash flow was $607 million, down 74% from the prior year, which the company attributed to the prior-year Resideo settlement.
Read the filing on SEC.gov ↗
Aug 19, 8:16 AM ET
Honeywell announced leadership changes effective October 1, 2026: Billal Hammoud, currently CEO of Building Automation, will lead Process Technology, and Juan Picon will succeed him at Building Automation. Ken West, current CEO of Process Technology, will leave the company on August 31, 2026, to pursue an external opportunity. The filing contains no financial results or guidance, so the changes are management reshuffles rather than a direct measure of performance.
- Billal Hammoud, age 54, to become President and CEO of Process Technology effective October 1, 2026
- Juan Picon, age 57, to succeed Hammoud as President and CEO of Building Automation effective October 1, 2026
- Ken West, age 49, current Process Technology CEO, departs August 31, 2026
Read the filing on SEC.gov ↗
Jul 23, 6:01 AM ET
Honeywell reported second quarter 2026 results on July 23, with consolidated sales of $9.7 billion, up 4% from a year earlier, while operating income fell 6% and adjusted EPS fell 4% to $4.52. GAAP EPS of $17.83 includes a one-time gain on the deconsolidation of Quantinuum, and Honeywell Technologies raised its adjusted EPS guidance while lowering its full-year sales range.
- Consolidated sales were $9,719 million, up 4% from $9,322 million, and operating income was $1,737 million, down 6%.
- Adjusted EPS was $4.52 versus $4.72 a year earlier; GAAP diluted EPS was $17.83, reflecting a $6,629 million gain on deconsolidation of Quantinuum.
- Honeywell Technologies raised full-year adjusted EPS guidance to $8.05 to $8.35 from $7.90 to $8.30, and lowered full-year sales guidance to $19.8 billion to $20.0 billion from $19.9 billion to $20.2 billion.
- Honeywell Aerospace completed its spin-off on June 29, 2026, and will report its second quarter results on a standalone basis after market close on August 5.
Read the filing on SEC.gov ↗
Jun 29, 6:41 AM ET
Honeywell completed the spin-off of its Aerospace Technologies business, which now operates as Honeywell Aerospace (HONA), effective June 29, 2026. The parent now operates as Honeywell Technologies and continues to trade on Nasdaq as HON, and a 1-for-2 reverse stock split of its common stock took effect the same day. Shareholders should note the parent no longer consolidates Aerospace and that the share count was halved.
- Spin-off effective 12:01 a.m. New York City time on June 29, 2026; Honeywell Aerospace began regular-way trading on Nasdaq as HONA that day.
- Distribution ratio was one Aerospace share for every two Honeywell shares held at the close of business on the June 15, 2026 record date.
- Reverse split reduced shares outstanding from about 634 million (March 31, 2026) to about 317 million; authorized shares cut from 2 billion to 1 billion.
- Exhibit 99.2 recasts results: continuing-operations segment profit was $944 million in Q1 2026 versus $793 million in Q1 2025, and CEO James Currier resigned as an executive officer to lead Honeywell Aerospace.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
