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Honeywell Technologies

HON · Industrials

Last earnings Oct 22, 2026

Key results

Operating incomequarter

6%

Operating income decreased 6% and segment profit 1 increased 5% to $2.4 billion led by growth in Energy and Sustainability Solutions and Building Automation.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

EPSquarter

$2.86

Earnings per share for the third quarter was $2.86, up 32% year over year, and adjusted earnings per share 1 was $2.82, up 9% year over year.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Growthquarter

up 32%

Earnings per share for the third quarter was $2.86, up 32% year over year, and adjusted earnings per share 1 was $2.82, up 9% year over year.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Free cash flowquarter

$1.5 billion

Operating cash flow was $3.3 billion, up 65% year over year, and free cash flow 1 was $1.5 billion, down 16% year over year.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Revenuequarter

$0.4B

4 4Q24 financial results include impact of the Bombardier Agreement (BBD) announced on December 2, 2024, resulting in a reduction to Sales of $0.4B, Net Income of $0.3B, and Cash Flow of $0.5B.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Net incomequarter

$0.3B

4 4Q24 financial results include impact of the Bombardier Agreement (BBD) announced on December 2, 2024, resulting in a reduction to Sales of $0.4B, Net Income of $0.3B, and Cash Flow of $0.5B.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

AI analysis

Q3 2025 · reported Oct 23, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$0.4B
EX-99 · Oct 23, 2025
EPS · Q3 2025
$2.86
EX-99 · Oct 23, 2025
Free cash flow · Q3 2025
$1.5B
EX-99 · Oct 23, 2025
Net income · Q3 2025
$0.3B
EX-99 · Oct 23, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Oct 23, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ3 2025Prior qtrYear ago
Operating income6%——
EPS$2.86——
Growthup 32%——
Free cash flow$1.5 billion——
Revenue$0.4B——
Net income$0.3B——

EX-99 · Oct 23, 2025

Guidance · company-stated

EPS

“The company also raised its full-year organic growth and adjusted earnings per share guidance ranges and updated its free cash flow guidance range, including the impact of spinning off its advanced materials business.”

Revenue$0.7 billion

“Guidance now includes the impact of the Solstice Advanced Materials spin-off, set for completion on October 30, 2025, which is expected to reduce full-year sales compared to the prior year by $0.7 billion, adjusted earnings per share 2,3 by $0.21, and free cash flow 1 by $0.2 billion.”

Midpoint vs latest-quarter revenue+75.0%computed from stated figures

Primary outlook statements conflict; no label forced — evidence preserved.

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Free cash flow$1.5B

Capital allocation

We believe that free cash flow is a non-GAAP measure that is useful to investors and management as a measure of cash generated by operations that will be used to repay scheduled debt maturities and can be used to invest in future growth through new business development activities or acquisitions, pay dividends, repurchase stock, or repay debt obligations prior to their maturities.

We define free cash flow as cash provided by operating activities less cash for capital expenditures and excluding spin-off and separation-related cost payments, the Resideo indemnification and reimbursement agreement termination payment, and the cash payment for settlement of divestiture of asbestos liabilities.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +75.0% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

The company also raised its full-year organic growth and adjusted earnings per share guidance ranges and updated its free cash flow guidance range, including the impact of spinning off its advanced materials business

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

EPS: “The company also raised its full-year organic growth and adjusted earnings per share guidance ranges and updated its free cash flow guidance range, including the impact of spinning off its advanced materials business.”

Revenue: “Guidance now includes the impact of the Solstice Advanced Materials spin-off, set for completion on October 30, 2025, which is expected to reduce full-year sales compared to the prior year by $0.7 billion, adjusted earnings per share 2,3 by $0.21, and free cash flow 1 by $0.2 billion.”

EPS — Raised (“raised”)
“The company also raised its full-year organic growth and adjusted earnings per share guidance ranges and updated its free cash flow guidance range, including the impact of spinning off its advanced materials business.”

EPS — Raised (“raising”)
“Today, we are raising our full-year 2025 adjusted earnings per share guidance even while separating Solstice Advanced Materials at the end of October.”

Revenue — Lowered (“reduce”)
“Guidance now includes the impact of the Solstice Advanced Materials spin-off, set for completion on October 30, 2025, which is expected to reduce full-year sales compared to the prior year by $0.7 billion, adjusted earnings per share 2,3 by $0.21, and free cash flow 1 by $0.2 billion.”

Primary outlook statements conflict; no label forced — evidence preserved.

Capital allocation

We believe that free cash flow is a non-GAAP measure that is useful to investors and management as a measure of cash generated by operations that will be used to repay scheduled debt maturities and can be used to invest in future growth through new business development activities or acquisitions, pay dividends, repurchase stock, or repay debt obligations prior to their maturities.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

We define free cash flow as cash provided by operating activities less cash for capital expenditures and excluding spin-off and separation-related cost payments, the Resideo indemnification and reimbursement agreement termination payment, and the cash payment for settlement of divestiture of asbestos liabilities.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Strategy & priorities

We will remain focused on our compelling opportunities to deliver outcomes-based solutions to customers and are encouraged by the recent execution of our connected offerings through our Honeywell Forge platform, driving increased recurring revenue in our portfolio.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Segment margin 2 is expected to be in the range of 22.9% to 23.0%, with segment margin 2 expansion of 30 to 40 basis points year over year.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

The new segments will be focused on cohesive business models and aligned to the company's post-separation automation pure-play strategy.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

- MORE - Honeywell Q3 25 Results - 3 In July, the company initiated an evaluation of strategic alternatives for its productivity solutions and services and warehouse and workflow solutions businesses as part of its process to simplify its portfolio.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Such discussions contain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, including statements related to the planned spin-off of the Company's Advanced Materials business into Solstice Advanced Materials, a standalone, publicly traded company, the proposed separation of Automation and Aerospace Technologies, and the evaluation of strategic alternatives for the Productivity Solutions and Services and Warehouse and Workflow Solutions businesses.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Risks & headwinds

As a trusted partner, we help organizations solve the world's toughest, most complex challenges, providing actionable solutions and innovations for aerospace, building automation, industrial automation, process automation, and process technology, that help make the world smarter and safer as well as more secure and sustainable.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Our forward-looking statements are also subject to material risks and uncertainties, including ongoing macroeconomic and geopolitical risks, such as changes in or application of trade and tax laws and policies, including the impacts of tariffs and other trade barriers and restrictions, lower GDP growth or recession in the U.

SEC original ↗Honeywell Technologies — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Documents

Earnings deck slides

1 deck with slide view

Honeywell Technologies — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Honeywell Technologies — Q2 2026 Honeywell Technologies Earnings Presentation (company IR deck) — Slide view unavailable — the original PDF could not be retrieved for segmentation (HTTP Error 403: Forbidden).

Honeywell Technologies — Q3 2026 Honeywell Technologies Earnings Presentation (company IR deck) — Slide view unavailable — the original PDF could not be retrieved for segmentation (HTTP Error 403: Forbidden).

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials

Filings

71 documents

Earnings releases

35 documents

Presentations

4 documents

Transcripts

0 documents

No transcripts for Honeywell Technologies are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Honeywell Technologies by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.