Honeywell International Inc. (HON) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript
Separation Journey - The spin-off of the Solstice business is on schedule for Q4 this year, with an Investor Day planned for October 8 [1] - The Aero spin-off is expected to occur in the second half of next year, approximately one year from now [1] Complexity and Opportunities - The previous spin-off experience with AM provided a preparatory phase for the more complex Aero spin-off, which is being managed by a dedicated project team [2] - The CEO of RemainCo Automation has identified a significantly larger opportunity set in automation, driven by the convergence of cloud, data, and AI, than initially anticipated during the separation decision [2]