earnings
confidence high
sentiment positive
materiality 0.85
Honeywell Q4 adj sales beat; guides 2026 adj EPS $10.35-10.65; aerospace spin-off now Q3 2026
HONEYWELL INTERNATIONAL INC
2025-FY EPS reported
$7.36
revenue$37,442,000,000
- Q4 adj sales $10.1B (+10% YoY), adj EPS $2.59 (+17%); organic orders +23%, backlog >$37B.
- FY25 adj EPS $9.78 (+12% YoY); FY26 guidance: adj EPS $10.35-10.65 (+6-9%), sales $38.8-39.8B.
- Aerospace spin-off now expected Q3 2026 (ahead of prior timing); leadership team announced.
- Segment realignment: new Process Automation & Technology segment; effective Q1 2026.
- GAAP Q4 EPS $0.49 reflects $1.4B one-time impairment and litigation charges; adj segment margin +240bps to 22.8%.