Every material Form 8-K Honeywell Technologies filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Honeywell Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →