Honeywell Q3 sales $5.0B, +7% organic; adj EPS $2.27 (+34%), FY26 adj EPS guidance raised to $8.40-$8.45

HONEYWELL INTERNATIONAL INC

Sales $4,994M up 1% reported, 7% organic; operating income $740M (+79%), operating margin 14.8% (+640 bps), segment margin 21.3% (+370 bps).
Adjusted EPS $2.27 up 34%; GAAP EPS $2.40 down 20% on prior-year one-time Resideo termination gain; free cash flow $688M, 95% conversion, operating cash $607M (-74%).
Building Automation sales $2,020M +8% organic, margin 27.0%; Process Automation $1,859M +8% organic but margin fell 210 bps to 22.2% on project mix and Johnson Matthey Catalyst acquisition dilution.
Industrial Automation sales $1,115M down 23% reported on divestitures but +4% organic, margin up 350 bps to 18.4%; backlog rose 7% YoY to nearly $19B ex-WWS and PSS divestitures.
FY26 outlook raised: adj EPS $8.40-$8.45 (prior $8.05-$8.35), organic growth 4-5%, sales $20.0B-$20.1B, segment margin ~20.5% (+290 bps), free cash flow ~$2.1B.

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