other material
confidence high
sentiment positive
materiality 0.85
Honeywell to split into three companies; Q4 adj EPS $2.47 beats guidance
HONEYWELL INTERNATIONAL INC
- Q4 sales $10.1B (+7% reported, +2% organic); adj EPS $2.47 (-8% YoY) exceeds prior guidance.
- FY2025 guidance: sales $39.6-40.6B, adj EPS $10.10-10.50 (2-6% growth), OCF $6.7-7.1B.
- Board approved full separation of Automation and Aerospace, creating three standalone public companies targeted for H2 2026, tax-free.
- Automation 2024 rev $18B; Aerospace $15B; Advanced Materials ~$4B (previously announced spin).
- Record capital deployment of $14.6B in 2024, including $8.9B in acquisitions.