Honeywell International Inc

Latest Results (22.10.2025):

Honeywell International Inc. reported its second-quarter 2025 financial results, meeting or exceeding company guidance. The company experienced robust sales growth, particularly in its Defense and Space and UOP segments, and raised its full-year organic growth and adjusted earnings per share guidance.

Sales Growth

Honeywell achieved an 8% year-over-year increase in sales for Q2 2025, with organic sales growth of 5%. This growth was driven by double-digit increases in the Defense and Space and UOP segments, as well as strong performance in Building Automation.

Operating Income and Margin

Operating income rose by 7% to $2.4 billion, while segment profit increased by 8%. Despite this growth, the operating margin slightly contracted by 30 basis points to 20.4%, and the segment margin decreased by 10 basis points to 22.9%, aligning with previous guidance.

Earnings Per Share

Earnings per share for the second quarter were $2.45, marking a 4% increase year-over-year. Adjusted earnings per share rose by 10% to $2.75, reflecting strong financial performance.

Full-Year Guidance Update

Honeywell raised its full-year sales guidance to a range of $40.8 billion to $41.3 billion and increased its organic sales growth outlook to 4% to 5%. Additionally, adjusted earnings per share guidance was elevated to $10.45 to $10.65, up 20 cents from the previous range.

Strategic Portfolio Transformation

The company continued its portfolio optimization efforts, including the acquisition of Johnson Matthey's Catalyst Technologies and the strategic tuck-in of Li-ion Tamer. Honeywell also announced the separation of its Automation and Aerospace businesses, aiming to create three publicly-listed industry leaders by the second half of 2026.