Honeywell International Inc. (HON) reported first-quarter 2025 adjusted earnings of $2.51 per share, which surpassed the Zacks Consensus Estimate of $2.21. The bottom line increased 7% year over year on an adjusted basis. On a reported basis, the company’s earnings were $2.22 per share, flat year over year.Total revenues of $9.82 billion beat the consensus estimate of $9.57 billion. The top line increased 8% from the year-ago quarter, driven by strength in the Aerospace Technologies segment. Organic sales i ...

Core Insights - Honeywell International reported first-quarter earnings of $2.51 per share on revenue of $9.8 billion, exceeding Wall Street expectations of $2.21 per share and $9.6 billion in sales [2] - The company raised its full-year profit forecast, reflecting optimism despite challenges from tariffs and economic uncertainty [3][5] Financial Performance - Earnings increased by 7% year over year, while revenue grew by 8%, including contributions from acquisitions [2] - The company's backlog rose by 8%, driven by strong performance in building automation and energy sectors [2] Market Outlook - Honeywell maintains its full-year growth guidance and has slightly raised its earnings outlook, anticipating a net impact of approximately $500 million from tariffs, which it aims to offset through pricing strategies [3][5] - CEO Vimal Kapur acknowledged the uncertain global demand environment but emphasized the company's commitment to delivering results for customers and shareholders [4] Strategic Changes - Honeywell plans to separate into three streamlined businesses by the end of 2026, focusing on aerospace, automation, and advanced materials [6] - This restructuring could present a favorable investment opportunity for those interested in the individual business units [6]

Core Insights - Honeywell International Inc. reported revenue of $9.82 billion for the quarter ended March 2025, reflecting a year-over-year increase of 7.9% and surpassing the Zacks Consensus Estimate by 2.59% [1] - The company's EPS for the quarter was $2.51, up from $2.25 in the same quarter last year, resulting in an EPS surprise of 13.57% compared to the consensus estimate of $2.21 [1] Financial Performance - Net Sales in Building Automation reached $1.69 billion, exceeding the estimated $1.59 billion, marking an 18.7% increase year-over-year [4] - Aerospace Technologies generated $4.17 billion in Net Sales, surpassing the $4.04 billion estimate, with a year-over-year growth of 13.7% [4] - Corporate and All Other segment reported Net Sales of $19 million, significantly higher than the estimated $10.85 million, representing a 171.4% increase compared to the previous year [4] Segment Profit Analysis - Aerospace Technologies segment profit was $1.10 billion, slightly above the average estimate of $1.06 billion [4] - Building Automation segment profit reached $440 million, exceeding the average estimate of $411.37 million [4] - Energy and Sustainability Solutions segment profit was $346 million, close to the estimated $348.48 million [4] - Industrial Automation segment profit was $424 million, slightly below the average estimate of $430.38 million [4] - Corporate and All Other segment reported a loss of $51 million, better than the average estimate of a loss of $74.95 million [4] Stock Performance - Honeywell's shares have returned -5.2% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

FIRST QUARTER 2025 EARNINGS RELEASE FORWARD LOOKING STATEMENTS We describe many of the trends and other factors that drive our business and future results in this presentation. Such discussions contain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the Exchange Act), including statements related to the proposed spin-off of the Company's Advanced Materials business into Solstice Advanced Materials, a standalone, publicly traded company, the pr ...

Group 1: Market Overview - On April 29, US stock market opened with Dow Jones up 0.09%, Nasdaq down 0.54%, and S&P 500 down 0.4% [1] - Honeywell's stock rose over 3% due to better-than-expected Q1 performance [1] - General Motors' stock fell over 2% due to suspension of stock buyback guidance related to Trump tariffs [1] Group 2: Company Performance - Coca-Cola reported a 2% decline in net revenue to $11.1 billion, but comparable EPS exceeded expectations at $0.73 [2] - General Motors' Q1 net sales and revenue reached $44.02 billion, a 2.3% year-over-year increase, with adjusted EPS of $2.78, above market expectations [3] - Honeywell's Q1 sales grew 8% year-over-year, with adjusted EPS of $2.51, a 7% increase compared to the previous year [4]

| UNITED STATES | | --- | | SECURITIES AND EXCHANGE COMMISSION | | Washington, D.C. 20549 | | Form 10-Q | | __________________ | | ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) | | OF THE SECURITIES EXCHANGE ACT OF 1934 | | For the quarterly period ended March 31, 2025 | | OR | | ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) | | OF THE SECURITIES EXCHANGE ACT OF 1934 | | For the transition period from ______ to _____ | | Commission file number 1-8974 | Honeywell International Inc. (Exact name of ...

Honeywell (HON) Q1 2025 Earnings Call April 29, 2025 08:30 AM ET Company Participants Sean Meakim - VP - IRVimal Kapur - Chairman & CEOMike Stepniak - SVP & CFONigel Coe - Managing DirectorSteve Tusa - Managing DirectorAndrew Obin - Managing Director - Equity ResearchSheila Kahyaoglu - Managing DirectorAmit Mehrotra - Managing DirectorJoe Ritchie - Managing DirectorChris Snyder - Executive DirectorAndrew Kaplowitz - Managing Director Conference Call Participants Julian Mitchell - Equity Research AnalystScot ...

分组1 - Honeywell International Inc. reported quarterly earnings of $2.51 per share, exceeding the Zacks Consensus Estimate of $2.21 per share, and showing an increase from $2.25 per share a year ago, resulting in an earnings surprise of 13.57% [1] - The company achieved revenues of $9.82 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.59% and increasing from $9.11 billion year-over-year [2] - Over the last four quarters, Honeywell has consistently surpassed consensus EPS estimates and revenue estimates [2] 分组2 - The stock has underperformed, losing about 11.2% since the beginning of the year, compared to a decline of 6% in the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $2.55 on revenues of $10.1 billion, and for the current fiscal year, it is $10.26 on revenues of $40.2 billion [7] - The Zacks Industry Rank indicates that the Diversified Operations sector is in the top 33% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this category [8]

智通财经4月29日电，霍尼韦尔周二公布了第一季度的业绩，在所有指标上均超过了公司的指导值。该 公司还维持了其全年有机增长指导，提高了调整后每股收益指导范围，并重申了其自由现金流指导范 围。该公司报告称，第一季度销售额同比增长8%，有机销售额销售额增长4%，其中国防和航天以及建 筑解决方案连续第二个季度实现两位数的有机销售额增长。营业利润率收缩30个基点至20.1%，部门利 润率持平于23.0%，高于之前的指引。营业利润增长6%，分部利润1增长8%，达到23亿美元，这得益于 收购的贡献和对卓越商业的持续关注。第一季度每股收益为2.22美元，与去年同期持平，调整后每股收 益为2.51美元，同比增长7%。经营现金流为6亿美元，自由现金流1为3亿美元，同比增长61%。 霍尼韦尔第一季度业绩超预期 调整后每股收益2.51美元同比增长7% ...

Exhibit 99 Contacts: Media Investor Relations Stacey Jones Sean Meakim (980) 378-6258 (704) 627-6200 stacey.jones@honeywell.com sean.meakim@honeywell.com HONEYWELL REPORTS FIRST QUARTER RESULTS; UPDATES 2025 GUIDANCE CHARLOTTE, N.C., April 29, 2025 -- Honeywell (NASDAQ: HON) today announced results for the first quarter that exceeded the company's guidance on all metrics. The company also maintained its full-year organic growth guidance, raised its adjusted earnings per share guidance range, and reiterated ...