Every material Form 8-K Honeywell Technologies has filed with the SEC since July 24, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
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.
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.
Honeywell's board formally approved the spin-off of its Aerospace business, and the company declared a distribution of Honeywell Aerospace shares to holders of record on June 15, 2026. The distribution is scheduled to take effect at 12:01 a.m. New York City time on June 29, 2026, and four directors will leave the board when the spin-off is completed, with one director resigning immediately.
Shareholders of record on June 15, 2026 will receive one Honeywell Aerospace share for every two Honeywell shares held, with cash paid in place of fractional shares.
The distribution is expected to take effect on June 29, 2026, and Honeywell Aerospace is expected to begin regular-way trading under the ticker HONA that day.
Messrs. Craig Arnold, William Ayer and D. Scott Davis and Ms. Deborah Flint will resign from the board effective upon completion of the spin-off.
Ms. Jillian Evanko resigned from the board effective immediately, citing other professional commitments and activities.
Honeywell's Board of Directors appointed Jillian (Jill) Evanko, 48, chief executive officer of Duravant LLC, as an Independent Director and Audit Committee member, effective June 1, 2026. The filing says the appointment comes ahead of the Aerospace spin-off expected on June 29, 2026, after which Craig Arnold, Bill Ayer, Scott Davis and Deborah Flint are anticipated to join the board of Honeywell Aerospace.
Evanko has been CEO of Duravant since January 2026 and previously was president and CEO of Chart Industries, Inc.
Her appointment is effective June 1, 2026, and she will stand for election at the 2027 Annual Meeting of Shareowners.
The Aerospace business spin-off is expected on June 29, 2026.
Honeywell reported first-quarter 2026 sales of $9.1 billion, up 2%, and GAAP earnings per share of $1.29, down 35%, mainly due to debt restructuring and impairment charges. Adjusted EPS rose 11% to $2.45, and the company kept its full-year adjusted EPS outlook of $10.35 to $10.65 while lowering its operating cash flow outlook to $4.4 billion to $4.7 billion. It also agreed to sell its Warehouse and Workflow Solutions business to American Industrial Partners and set the Honeywell Aerospace spin-off for June 29, 2026.
Q1 2026 sales were $9.1 billion, up 2% from $8.9 billion a year earlier; orders rose 7% and backlog reached $38.3 billion.
GAAP EPS was $1.29 versus $1.97 a year earlier; adjusted EPS was $2.45, up 11% from $2.21.
Full-year 2026 operating cash flow outlook was lowered to $4.4 billion to $4.7 billion from $4.7 billion to $5.0 billion; sales and adjusted EPS guidance were unchanged.
Warehouse and Workflow Solutions sale to American Industrial Partners is expected to close in the second half of 2026; the Aerospace spin-off is expected June 29, 2026.
Honeywell said its Aerospace unit began a private offering of up to $16 billion of senior notes, tied to the planned spin-off of Honeywell Aerospace expected in the third quarter of 2026. Honeywell also launched tender offers for up to $3.75 billion of U.S. dollar debt and €1.25 billion of euro debt, called for redemption of several note series, and terminated its $3.0 billion 364-day and $4.0 billion five-year credit agreements in favor of new facilities. For shareholders, the filing describes debt restructuring ahead of the separation, with no earnings or guidance figures included.
Aerospace offering of up to $16 billion in senior notes; Honeywell is to receive a cash distribution from the proceeds and is released from its guarantees when the spin-off is completed.
Honeywell entered a $6.0 billion term loan dated March 2, 2026, which must be repaid by March 31, 2026.
Tender offers have an early participation date of March 19, 2026 and an expiration of April 7, 2026, with the tender offers subject to a financing condition.
Honeywell expects to redeem about $3.9 billion of U.S. dollar notes and €1.4 billion of euro notes, with most redemptions set for March 16, 2026 and the 3.500% euro notes set for April 10, 2026.
Honeywell reported fourth-quarter 2025 sales of $9.8 billion, up 6%, and adjusted sales of $10.1 billion, up 10%. GAAP earnings per share fell 72% to $0.49, mainly due to one-time charges including an impairment tied to assets held for sale and a charge related to Flexjet litigation, while adjusted EPS rose 17% to $2.59. The company expects 2026 adjusted EPS of $10.35 to $10.65 and now expects the Honeywell Aerospace spin-off in the third quarter of 2026.
Q4 2025 sales were $9,758 million, up 6%; adjusted sales were $10,070 million, up 10%.
Q4 2025 operating income fell 35% to $996 million; operating margin was 10.2%, down 640 basis points.
2026 outlook: adjusted EPS of $10.35 to $10.65, up 6% to 9%, and sales of $38.8 billion to $39.8 billion.
The Honeywell Aerospace spin-off is now expected in the third quarter of 2026, ahead of prior expectations.
Honeywell said it expects a one-time charge of about $370 million to operating income and about $310 million to GAAP sales in the fourth quarter of 2025 tied to Flexjet litigation, with settlement talks ongoing. The company also said any comprehensive settlements could involve cash payments of about $470 million in total, and that the figures may change. Shareholders face a sizable near-term hit, and the filing also details a segment realignment effective the first quarter of 2026 and the October 30, 2025 spin-off of Advanced Materials.
Expected one-time charge in Aerospace Technologies: about $370 million to operating income and about $310 million to GAAP sales, fourth quarter 2025
Possible one-time cash payments to Flexjet and other parties totaling about $470 million in aggregate, subject to final settlement terms
Advanced Materials spun off October 30, 2025 as Solstice Advanced Materials (NASDAQ: SOLS); 2024 discontinued operations sales were about $3.8 billion
Four reportable segments from the first quarter of 2026: Aerospace Technologies, Building Automation, Process Automation and Technology, and Industrial Automation
Honeywell said its Board of Directors has appointed Indra Nooyi, 70, former Chair and Chief Executive Officer of PepsiCo, as an Independent Director, effective January 1, 2026. She will stand for election at the company's 2026 Annual Meeting of Shareowners, and the filing says the appointment is tied to her board role rather than any operating role at Honeywell.
Appointment effective January 1, 2026, as an Independent Director
Nooyi was PepsiCo CEO from 2006 through 2018 and Chair of its board from 2007 to 2019
She currently chairs the audit committee of Amazon's board and sits on the supervisory board of Philips
She will stand for election at the 2026 Annual Meeting of Shareowners and receive non-employee director compensation
Honeywell said Jim Currier, currently President and CEO of its Aerospace Technologies segment, has been selected to lead Honeywell Aerospace after its planned spin-off, and Craig Arnold has been selected as non-executive Chairman of that company's board. Arnold has also joined Honeywell's own Board of Directors effective immediately, pending election at the 2026 Annual Meeting of Shareowners. The spin-off is expected to be completed in the second half of 2026.
Jim Currier, 59, selected as President and CEO of Honeywell Aerospace, which will be an independent public company after the spin-off
Craig Arnold, 65, retired Chairman and CEO of Eaton Corporation, selected as non-executive Chairman of Honeywell Aerospace's board; he becomes Board Chair on completion of the spin-off
Arnold appointed to Honeywell's Board of Directors effective immediately and will stand for election at the 2026 Annual Meeting of Shareowners
Honeywell Aerospace had more than $15 billion in 2024 sales; spin-off expected in the second half of 2026
Honeywell reported third-quarter 2025 sales of $10.4 billion, up 7% from a year earlier, and GAAP earnings per share of $2.86, up 32%. The company raised its full-year 2025 adjusted earnings per share guidance to $10.60 to $10.70, which includes the expected $0.21 reduction from the October 30, 2025 spin-off of Solstice Advanced Materials.
Q3 sales were $10.4 billion, up 7% reported and 6% organic; operating income fell 6% to $1,754 million.
Adjusted EPS was $2.82, up 9%; GAAP EPS was $2.86, up 32% from $2.16.
Full-year adjusted EPS guidance is now $10.60 to $10.70, up 10 cents at the midpoint; full-year sales guidance is $40.7 billion to $40.9 billion.
Free cash flow was $1.5 billion in Q3, down 16%, and full-year free cash flow guidance is $5.2 billion to $5.6 billion.
Honeywell's Board of Directors approved the spin-off of its Advanced Materials business into Solstice Advanced Materials Inc. and declared a pro rata distribution of Solstice shares to Honeywell shareholders. Shareholders of record on October 17, 2025 will receive one Solstice share for every four Honeywell shares held, with the distribution effective October 30, 2025, subject to certain conditions. Director Rose Lee will resign from Honeywell's board effective immediately before the spin-off, in connection with her planned role on the Solstice board.
Record date is October 17, 2025; distribution effective 12:01 a.m. Eastern Time on October 30, 2025
Ratio is one Solstice common share for every four Honeywell common shares; cash is paid in lieu of fractional shares
Solstice is expected to trade when-issued under SOLSV on or about October 20, 2025, and regular-way under SOLS on October 30, 2025
Director Rose Lee will resign from the Honeywell board effective immediately before the spin-off is completed
Honeywell said Peter Lau will become President and CEO of its Industrial Automation segment effective October 15, 2025, and will be an executive officer reporting to Chairman and CEO Vimal Kapur. The current segment head, Lucian Boldea, will leave the company on August 31, 2025. The change sets new leadership for one of Honeywell's business segments, but the filing does not discuss financial effects.
Peter Lau, age 46, becomes President and CEO of Industrial Automation effective October 15, 2025
Lucian Boldea, age 54, departs Honeywell on August 31, 2025
Lau most recently served as President and CEO of FARO Technologies and previously led Honeywell's Security, Fire and Electrical Products businesses from January 2018 to August 2020
Honeywell reported second-quarter 2025 sales of $10.4 billion, up 8% from a year earlier, with adjusted earnings per share of $2.75, up 10%. The company raised its full-year organic growth and adjusted EPS guidance, but lowered its segment margin guidance, and said it will evaluate strategic alternatives for two businesses.
Q2 sales of $10.4 billion rose 8% reported and 5% organic; GAAP EPS was $2.45, up 4%
Full-year adjusted EPS guidance is now $10.45 to $10.65, up from $10.20 to $10.50
Full-year sales guidance is $40.8 billion to $41.3 billion, up from $39.6 billion to $40.5 billion; segment margin guidance is 23.0% to 23.2%, down from 23.2% to 23.5%
Announced strategic alternatives review for Productivity Solutions and Services and Warehouse and Workflow Solutions; Advanced Materials spin targeted for Q4 2025
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