Honeywell(US:HON) DT新材料·2025-05-23 14:49Core Viewpoint - Honeywell announced significant acquisitions and divestitures, including the acquisition of Johnson Matthey's catalyst technology business for £1.8 billion (approximately RMB 17.4 billion) and the sale of its personal protective equipment (PPE) business for $1.325 billion (approximately RMB 9.5 billion) [1][3]. Group 1: Acquisitions - Honeywell agreed to acquire Johnson Matthey's catalyst technology business, expected to be completed in the first half of 2026 [1]. - The catalyst business focuses on low-carbon hydrogen production, sustainable aviation fuel (SAF), and carbon capture and utilization (CCUS) [1]. - This acquisition will enhance Honeywell's UOP business, allowing it to provide comprehensive solutions for low-emission fuels [2]. Group 2: Divestitures - Honeywell completed the sale of its PPE business to Protective Industrial Products for $1.325 billion [3]. - This sale marks Honeywell's exit from the PPE sector, following previous divestitures in related areas [3]. - The company also plans to separate its automation and aerospace businesses by the second half of 2026 [3]. Group 3: Financial Performance - Honeywell's projected sales for 2024 are $38.5 billion, reflecting a 5% year-over-year growth [4]. - In Q1 2025, sales reached $9.8 billion, an 8% increase year-over-year, with a consistent growth in backlog orders [4]. - The company anticipates 2025 sales to be between $39.6 billion and $40.5 billion, continuing its growth trajectory [4].