Group 1 - Honeywell International Inc. (HON) has partnered with Verizon Communications Inc. (VZ) to launch a bundled technology solution aimed at optimizing retail operations through the integration of Honeywell's hardware, software, and services with Verizon's 5G connectivity [1][3] - The bundled solution enhances business resiliency for retail and logistics companies, allowing them to maintain sales operations during power outages by utilizing Honeywell's Smart Pay contactless mobile payment software over Verizon's 5G network [3][4] - The solution includes Honeywell's Enterprise Mobility Services for comprehensive lifecycle management of mobile devices, improving operational efficiency by streamlining workflows and reducing downtime [4] Group 2 - Honeywell's commercial aviation and building automation segments are performing well, with the Aerospace segment benefiting from strong demand in the aviation aftermarket, leading to an 8.9% increase in shares over the past year, contrasting with a 10.7% decline in the industry [5] - There are concerns regarding weakness in the Industrial Automation segment due to lower project demand and reduced demand for products in the sensing and safety technologies business [6]

Partnership Overview - Honeywell and Verizon are collaborating to launch a transformative bundled offering for retail and logistics companies, combining Honeywell's hardware, software, and services with Verizon's high-speed 5G connectivity [1] - The partnership aims to streamline the retail lifecycle by simplifying procurement, contracting, and future device and data plan expansions [1] Benefits of the Bundled Solution - Increased business resiliency for retailers and logistics companies, enabling operations to continue during unexpected disruptions such as power outages [2] - Simplified procurement process with a single point of contact for hardware, software, services, and connectivity, reducing complexity [6] - Enhanced connectivity through Verizon's 5G network, providing high-speed and reliable connectivity for critical business applications [6] - Comprehensive device management through Honeywell's Enterprise Mobility Services, offering end-to-end lifecycle management for mobile devices [6] - Improved operational efficiency by streamlining workflows, increasing productivity, and reducing downtime [6] - Scalability to meet the needs of businesses of all sizes, from small and medium-sized businesses to large enterprises [6] Market and Customer Focus - The bundled solution is designed to meet the unique needs of retail and logistics companies of all sizes [3] - Companies are looking to reduce the time and effort required for key technology purchases to quickly get operations up and running [3] - The solution offers a fully managed services package at a single monthly price, allowing customers to focus on ROI and business outcomes [3] Availability and Additional Information - The Honeywell-Verizon bundled managed services solution will be available through Honeywell and its network of resellers in early 2025 [4] - More information about Honeywell's latest solutions in the retail ecosystem and its alignment with automation and other megatrends can be found on their website [4] Company Background - Honeywell is an integrated operating company aligned with megatrends such as automation, the future of aviation, and energy transition, supported by its Honeywell Accelerator operating system and Honeywell Forge IoT platform [5] - Verizon Communications Inc generated revenues of $134 billion in 2023 and serves nearly all Fortune 500 companies, focusing on mobility, reliable network connectivity, and security [8]

CHARLOTTE, N.C., Jan. 13, 2025 /PRNewswire/ -- Honeywell (NASDAQ: HON) will issue its fourth quarter financial results and 2025 outlook before the opening of the Nasdaq Stock Market on Thursday, February 6. The company will also hold a conference call at 8:30 a.m. EST.As previously communicated on December 16, 2024, Honeywell plans to provide an update on its strategic alternatives review with the fourth quarter 2024 earnings release.Presentation Materials / Webcast Details A real-time audio webcast of the ...

Retail Industry AI Adoption - More than 80% of retailers plan to increase the use of automation and AI across their operations to adapt to changing consumer behaviors, enhance employee skills, and improve efficiency [1] - 35% of major retailers plan to significantly increase their AI investment [1] - Retailers are increasingly investing in AI to address pain points such as improved return management, automating customer service, and monitoring product availability [2] AI Impact on Employee Experience - AI is being used to enhance employees' skills and improve their on-the-job experience, which could help fill over 580,000 projected U.S. retail job openings [3] - More than half of retail leaders believe AI improves employee retention and helps employees progress more quickly in their careers [6] - 55% of retail executives said AI tools increase job satisfaction, aligning with the industry's focus on employee satisfaction to support customer experience [6] AI Impact on Customer Experience - AI plays an increasingly important role in improving the customer experience, providing better access to information, speedier transactions, and easier price comparisons [4] - 66% of surveyed consumers have used AI while shopping, with price comparison being the most sought-after use case (53%), followed by checking product availability (41%) and seamless checkout (34%) [6] Survey Methodology - The Honeywell AI in Retail Survey included two Omnibus surveys: the Retail Executives Survey (100 U.S. executives) and the Retail Consumers Survey (1,000 U.S. adults) conducted from December 2 to December 8, 2024 [5]

The industrial conglomerate Honeywell International Inc. (HON) is in the headlines nowadays as it is reportedly considering a strategic restructuring of the business, which includes potential breakups.Last month, news surfaced that the company is considering divestment of key businesses as part of its business transformation strategy that aims to unlock values for its shareholders. The company announced that it has made significant progress on the possible spinoff of its Aerospace business. As part of the s ...

Groundbreaking aviation collaboration designed to expedite development and adoption of enhanced software, large area cockpit displays and autonomy platform Honeywell Anthem cockpit powered by NXP's i.MX 8 applications processors will help improve operational efficiency, safety and unlock value for pilots and operators Vertical Aerospace to leverage latest technology in eVTOL aircraft Aviation expansion builds on companies' progress in building automation LAS VEGAS, Jan. 8, 2025 /PRNewswire/ -- Honeywell ...

Longtime Government Relations Lead Jim Carroll to Retire from Honeywell in 2025 CHARLOTTE, N.C., Jan. 7, 2025 /PRNewswire/ -- Honeywell International Inc. (NASDAQ: HON) today announced that Stacey Bernards, who currently serves as Vice President Government Relations for Honeywell Energy and Sustainability Solutions, will succeed Jim Carroll as Senior Vice President, Head of Global Government Relations effective March 1, 2025. Bernards will report to Anne Madden, Senior Vice President and General Counsel. Ca ...

Industry Overview - The Aerospace Forum focuses on discovering investment opportunities in the aerospace, defense, and airline industries, leveraging data-driven analysis to provide insights into industry developments and their potential impact on investment theses [1] - The aerospace, defense, and airline industry is described as complex with significant growth prospects, requiring specialized analysis to identify opportunities [1] Company Performance - Innovative Solutions and Support (NASDAQ: ISSC) reported its fourth-quarter results on December 19th, with the stock price increasing by 18.9% since May 2024 when coverage was initiated [2] Data and Research Access - The Aerospace Forum offers access to evoX Data Analytics, an in-house developed data analytics platform, providing comprehensive reports, data, and investing ideas for subscribers [2]

Stock Performance - Honeywell International Inc (HON) closed at $226 88 with a +0 01% movement compared to the previous day outperforming the S&P 500's daily loss of 0 09% [1] - Over the past month HON shares appreciated by 0 08% outperforming the Conglomerates sector's loss of 5 11% and the S&P 500's loss of 0 29% [1] Earnings and Revenue Estimates - The company is anticipated to report an EPS of $2 31 for the upcoming quarter marking an 11 15% fall compared to the same quarter of the previous year [2] - Revenue for the upcoming quarter is expected to be $9 88 billion up 4 63% from the prior-year quarter [2] - For the full year analysts expect earnings of $9 73 per share and revenue of $38 46 billion representing changes of +6 22% and +4 92% respectively from last year [3] Analyst Estimate Revisions - Recent modifications to analyst estimates for HON reflect shifting dynamics of short-term business patterns with positive revisions indicating optimism about the company's business and profitability [4] - Estimate changes are directly correlated with near-term stock prices [5] Valuation Metrics - HON is currently trading with a Forward P/E ratio of 23 31 which is a premium compared to its industry's average Forward P/E of 16 79 [7] - The company's PEG ratio is 2 82 higher than the Diversified Operations industry average of 1 97 [7] Industry Context - The Diversified Operations industry part of the Conglomerates sector has a Zacks Industry Rank of 203 placing it in the bottom 20% of all 250+ industries [8] - The Zacks Industry Rank shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Business Transformation Strategy - The company is actively following a business transformation strategy aimed at unlocking value for shareholders, with significant progress on the possible spinoff of its Aerospace business [1] - The company plans to realign its business segments to three megatrends: automation, the future of aviation, and energy transition, which is expected to optimize its business portfolio and deliver sustained growth [2] Strategic Acquisitions - The company acquired Civitanavi Systems S p A for about €200 million ($217 million) to boost its aerospace navigation solutions portfolio [3] - The company acquired CAES Systems Holdings to augment its defense technology offerings across land, sea, air, and space domains [3] - The company acquired Air Products' liquefied natural gas (LNG) process technology and equipment business for $1 81 billion to enhance its energy transition portfolio [4] - The company acquired Carrier's Global Access Solutions business for $4 95 billion to expand its security products portfolio and boost its building automation segment [4] Divestitures and Spin-offs - The company plans to divest its Advanced Materials business and has entered into a deal to spin off its Personal Protective Equipment unit as part of its business portfolio transformation strategy [5] Financial Performance - The company's stock has gained 15% in the past year, outperforming the industry's 9% decline [7] - The company is benefiting from strength in its commercial aviation aftermarket business, driven by solid demand in the air transport and business aviation markets [6] - The company has been witnessing weakness in the warehouse and workflow solutions businesses due to lower demand for projects, affecting the Industrial Automation segment's performance [7] Industry Comparison - Federal Signal Corporation (FSS) carries a Zacks Rank 2 (Buy) and delivered a trailing four-quarter average earnings surprise of 11 8%, with a 3 1% increase in the Zacks Consensus Estimate for 2024 earnings in the past 60 days [8] - Zurn Elkay Water Solutions Corporation (ZWS) carries a Zacks Rank of 2 and delivered a trailing four-quarter average earnings surprise of 8 5%, with a 2 5% increase in the consensus estimate for 2024 earnings in the past 60 days [9][10] - RBC Bearings Incorporated (RBC) carries a Zacks Rank of 2 and delivered a trailing four-quarter average earnings surprise of 2 5%, with a 0 5% increase in the consensus estimate for fiscal 2025 earnings in the past 60 days [10][11]