Honeywell International Inc. (HON) Presents at JPMorgan Industrials Conference 2026 Transcript

Core Viewpoint - The company has a significant but manageable exposure to the Middle East, contributing high single-digit percentage to annual revenue, and currently does not foresee any major impact from regional conflicts [2][3]. Group 1: Revenue Impact - The company generates approximately 10% of its annual revenue from the Middle East [2]. - Despite the ongoing situation in Iran, the company anticipates minimal revenue pressure of about $20 million to $30 million for the current quarter [3]. - The company has contingency plans in place to offset any minor disruptions within its overall cost structure [3].