Honeywell (NASDAQ: HON) stock has surged 6.8% over the last trading day and is now priced at $220.67. The recent gains are driven by a stronger than expected set of Q3 results, with adjusted earnings rising 9% to $2.82 per share. The company has also seen its order backlog jump 22%, led by strength in the aerospace technologies and energy and sustainability solutions divisions.391268 07: A Honeywell sign is displayed June 28, 2001 outside their offices in Murray Hill, NJ. (Photo by Spencer Platt/Getty Image ...

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Financial Data and Key Metrics Changes - Revenue for fiscal 2025 was $1.058 billion, marking the third consecutive quarter of sequential growth and approaching the high end of guidance [6][7] - Non-GAAP EPS for fiscal 2025 was $2.14, exceeding guidance due to favorable discrete tax items, with a non-GAAP operating margin of 5.8% [6][25] - Free cash flow for fiscal 2025 was $154 million, significantly exceeding projections, with a total of $495 million generated over the past two fiscal years [7][25] Business Line Data and Key Metrics Changes - Aerospace and Defense sector revenue decreased 6% sequentially in Q4, with flat revenue for fiscal 2025 due to delays in new product launches [16][17] - Healthcare Life Sciences sector revenue increased 1% sequentially in Q4, with a 5% increase for fiscal 2025 driven by imaging and monitoring subsectors [18][19] - Industrial sector revenue was up 11% sequentially in Q4, but flat for fiscal 2025, with strong wins of $165 million in Q4 [20][21] Market Data and Key Metrics Changes - The funnel of qualified manufacturing opportunities increased 2% sequentially to $3.7 billion, with a record high in aerospace and defense sector opportunities [22][23] - The company expects mid-single-digit revenue growth in the Aerospace and Defense sector for Q1, driven by new program ramps [17] - The Healthcare Life Sciences sector is expected to see high single to low double-digit growth in Q1, supported by ongoing program ramps [18] Company Strategy and Development Direction - The company aims for revenue growth in excess of end markets, targeting a 9% to 12% growth goal for fiscal 2026 [6][13] - Investments will continue in talent, technology, and facilities to support long-term operational efficiency and revenue growth [13][28] - The company is focused on diversifying engineering solutions and expanding market share in key sectors [9][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in future growth potential, citing substantial new program ramps and modest improvements in end markets [38][40] - The company is monitoring the impact of government shutdowns but has not seen any indications of slowdown in major market verticals [50][51] - There is optimism regarding the defense sector, with expectations of increased military spending in the U.S. and Europe [141] Other Important Information - The company achieved a 40 basis point expansion in non-GAAP operating margin and 30% non-GAAP EPS growth compared to fiscal 2024 [5][7] - The cash cycle improved to 63 days, the best result in five years, with significant reductions in gross inventory [27][28] - The company plans to maintain capital spending in the range of $90 million to $110 million for fiscal 2026 [32][116] Q&A Session Summary Question: Growth trajectory and confidence in future investments - Management indicated increased confidence in growth trajectory due to substantial new program ramps and modest market improvements [36][38] Question: AI opportunities and new product developments - The company is seeing opportunities in AI, particularly in power generation and thermal management, with new AI-powered products being developed [42][45] Question: Impact of government shutdown on major market verticals - No indications of slowdown due to the government shutdown have been observed, and customer conversations remain stable [50][51] Question: Strength in semicap and energy sectors - The company expects similar growth in semicap for fiscal 2026, with significant share gains anticipated [56][57] Question: Healthcare Life Sciences sector performance - Strength in the Healthcare Life Sciences sector is attributed to both new program ramps and the resolution of inventory overhang [60][62] Question: Customer visibility and market stability - Visibility from customers is stable, with programs ramping well and markets trending upwards [76][78] Question: Margin expansion and investment impacts - Management expects to overcome near-term margin drags from investments and continue driving productivity improvements [125][126]

Steve, great to have you here. Let's start off on the quarter that just was I mean, no surprise here. We kind of know how many vehicles they're producing, how many vehicles they're selling, but we're now on this precipice where here in the U.S. that 70 $500 tax credit that you got is no more.And I do wonder how that changes the value proposition for Tesla and whether that means that their goal, their short term targets can actually be met. Well, that's the big question. I think the results are kind of a tal ...

On a daily, you get a sense that many stocks have indeed gotten ahead of themselves after very strong rally. When you've had major run and companies report terrific quarters, yet their stocks go down. That tells you something is wrong with those stocks, not with the companies themselves.A broken stock and a broken company are two very different things. And there are plenty of stocks today that broke with the Dow tumbling 334 points, SB sinking 0.53% and the NASDAQ losing 0.99% 93% although we did climb out ...

We recently published 10 Firms Crashing Harder Than Wall Street. Fermi Inc. (NASDAQ:FRMI) is one of the worst performers on Tuesday. Fermi fell to an all-time low on Tuesday, as investors continued to unload portfolios on concerns for energy stocks tied to the AI bubble. In intra-day trading, Fermi Inc. (NASDAQ:FRMI) dropped to its lowest 52-week price of $21.26 before slightly recovering to end the day just down by 14.49 percent at $21.71 apiece. A number of analysts posted concerns that the AI bubble ...

Energy company EQT is lower today. The company reported third quarter earnings results beating on the top and bottom lines, but fourth quarter capex and production guidance falling below the streets estimates. Joining us now to break down the quarter and the energy complex is EQT president and CEO Toby Rice.Toby, welcome. Um, so tell me about these strategic curtailments. What is it that's happening in the market that has you pumping the brake a little bit.Yeah, as an energy producer in this era right now, ...

When you try to even look at this company value this company, what are you valuing it at as an EV company or something. Maybe a little bit more lofty. Well, we break it into two parts, really.And we do own still well over about $80 million worth of Tesla stock for our clients. And I personally still own the stock as well. Just a start.But when you look at Tesla, you have your core business, the automotive, energy and such. And what that is worth and what we extrapolate out based off its earnings and its pot ...

Oct 22, 2025 4:30 PM Eastern Daylight Time Everus Construction Group to Hold Third Quarter Results Webcast Nov. 5 Share BISMARCK, N.D.--(BUSINESS WIRE)--Everus Construction Group (NYSE: ECG) will issue third quarter 2025 results after the stock market closes Nov. 4. Company leadership will host a webcast at 10:30 a.m. EST Nov. 5 to review financial results, discuss recent events and conduct a question-and-answer session. The webcast and accompanying presentation materials will be accessible under the "Event ...