Group 1 - Honeywell International Inc. is recognized as one of the 12 Best Dow Jones Dividend Stocks to Buy According to Hedge Funds [1] - JPMorgan upgraded Honeywell from Neutral to Overweight and raised its price target from $218 to $255, citing a valuation gap and a disconnect between the share price and the value of Honeywell's assets, particularly in aerospace [2] - Honeywell's majority-owned quantum computing unit, Quantinuum, plans to confidentially file draft IPO papers with US regulators, aiming to capitalize on the growing interest in quantum technology [3][4] Group 2 - Quantinuum raised approximately $600 million from investors, including Nvidia's venture capital arm, at a valuation of $10 billion, and serves notable customers such as Honeywell, Airbus, BMW Group, HSBC, and JPMorgan Chase [4] - Honeywell has restructured its business into three standalone companies focused on automation, aerospace, and advanced materials, divesting smaller units to enhance its automation segment [5] - Honeywell operates as an integrated company across various industries, supported by its Honeywell Accelerator operating system and Honeywell Forge platform [5]

141414141,54 11 CHARLOTTE, N.C., Jan. 29, 2026 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced results for the fourth quarter and full year 2025 and issued its outlook for 2026. The company also provided an update on anticipated timing for the spin-off of Honeywell Aerospace into an independent publicly traded company, now expected to be completed in the third quarter of 2026, ahead of the company's prior expectations. Fourth-quarter sales growth was driven primarily by strong demand in the Aerospac ...

CHARLOTTE, N.C., Jan. 21, 2026 /PRNewswire/ -- Honeywell (Nasdaq: HON) and Flexjet are pleased to have reached a comprehensive agreement to resolve their pending litigation and look forward to rebuilding the parties' commercial partnership. The agreement will resolve in full all pending claims among and between the parties, as well as related litigation involving StandardAero and Duncan Aviation. Simultaneously, and as partial consideration for the resolution of the litigation, Honeywell and Flexjet have a ...

Group 1 - Honeywell International Inc. is recognized as one of the 12 Best DOW Stocks to Buy in 2026 [1] - Mizuho analyst Brett Linzey has lowered Honeywell's price target to $240 from $250 while maintaining an Outperform rating, citing an uneven industry backdrop [2] - Mizuho notes that the "tariff fog" is beginning to lift, indicating potential improvements in the industry environment [3] Group 2 - Honeywell has entered an agreement with Technip Energies to provide integrated LNG pretreatment and liquefaction solutions for Commonwealth LNG's export facility in Louisiana [3] - The project will utilize Honeywell's single-mixed refrigerant liquefaction technology and six modularized coil-wound heat exchangers, aiming to produce approximately 9.5 million tonnes of LNG annually [4] - Honeywell's heat exchangers are designed to enhance efficiency, safety, and reliability while allowing high gas throughput in a compact footprint [4] Group 3 - Honeywell is a diversified industrial company serving various industries and regions, supported by the Honeywell Accelerator operating system and the Honeywell Forge platform [5]

Core Viewpoint - Honeywell is set to release its fourth quarter financial results and 2026 outlook on January 29, 2026, before the Nasdaq Stock Market opens, followed by a conference call at 8:30 a.m. EST [1]. Group 1 - The company operates as an integrated entity serving various industries and regions globally, leveraging its Honeywell Accelerator operating system and Honeywell Forge platform [3]. - Honeywell provides solutions and innovations across multiple sectors, including aerospace, building automation, industrial automation, process automation, and process technology, aimed at enhancing safety, security, and sustainability [3]. - The Investor Relations website is utilized by Honeywell to disclose information of interest to investors and to comply with Regulation FD disclosure obligations [4].

Core Insights - Honeywell has announced an updated business segment structure that will take effect in Q1 2026, which includes the reclassification of its Advanced Materials business unit as discontinued operations starting Q4 2025 [1][2][5] Financial Guidance Adjustments - The company has adjusted its full-year 2025 guidance, reducing adjusted sales from $40.7B - $40.9B to $37.5B - $37.7B due to the impact of the Advanced Materials spin-off [6][7] - The adjusted earnings per share (EPS) guidance has been lowered from $10.60 - $10.70 to $9.70 - $9.80, reflecting a decrease of approximately $0.90 [7][8] - For Q4 2025, adjusted sales guidance has been revised from $10.1B - $10.3B to $9.8B - $10.0B, with adjusted EPS expectations adjusted from $2.52 - $2.62 to $2.48 - $2.58 [8][6] Litigation Matters - Honeywell is involved in ongoing settlement negotiations related to Flexjet litigation, expecting a one-time charge of approximately $310 million in Q4 2025, which will not affect non-GAAP financial metrics [3][10] - Total cash payments related to potential settlements are anticipated to be around $470 million [3][10] Business Segment Structure - The new business segment structure will consist of four reportable segments: Aerospace Technologies, Building Automation, Process Automation and Technology, and Industrial Automation, with the three automation segments further divided into two business units each [5][4] Historical Financial Information - Supplemental financial information has been provided to align with the new business segment structure, including the historical performance of the Advanced Materials business unit now classified as discontinued operations [4][6]

Group 1 - Honeywell International Inc. is recognized as one of the 12 Best Dogs of the Dow to invest in [1] - Evercore ISI analyst Alexander Virgo initiated coverage on Honeywell with an Outperform rating and a price target of $255, highlighting the company's advantageous position in the multi-industrials sector [2] - The analyst expects industrial stocks, including Honeywell, to outperform the broader market as growth becomes more valuable, particularly looking ahead to 2026 [3] Group 2 - Honeywell has entered a multi-year strategic partnership with Hornets Sports & Entertainment, becoming the Official Building Automation Partner of the Charlotte Hornets [4] - As part of this partnership, Honeywell will implement AI-driven technologies to enhance safety and efficiency at the Spectrum Center and Novant Health Performance Center [4] - The Spectrum Center will feature advanced security and building integration systems, with a renovated area named the Honeywell Event Level [5] Group 3 - Honeywell is a diversified operating company with a global presence, serving various industries supported by the Honeywell Accelerator operating system and Honeywell Forge platform [6]

Core Viewpoint - Honeywell has appointed Indra Nooyi, former Chair and CEO of PepsiCo, to its Board of Directors as an Independent Director, effective January 1, 2026 [1][2]. Group 1: Indra Nooyi's Background and Experience - Nooyi served as CEO of PepsiCo from 2006 to 2018 and as Chair of its board from 2007 to 2019, where she was instrumental in the "Performance with Purpose" initiative aimed at sustainable growth [2][3]. - She joined PepsiCo in 1994, holding various roles in finance and corporate strategy, and has prior management experience at ABB, Motorola, and The Boston Consulting Group [3]. - Nooyi currently serves on the board of Amazon, chairing the audit committee, and is a member of the supervisory board of Philips [4]. Group 2: Honeywell's Strategic Direction - Honeywell's Chairman and CEO, Vimal Kapur, expressed that Nooyi's extensive experience and strategic insights will enhance the board's capabilities and support value creation for shareholders [3]. - Honeywell operates across various industries, providing solutions in aerospace, building automation, industrial automation, and process technology, aimed at addressing complex global challenges [5].

Core Points - Honeywell has completed the spin-off of its Advanced Materials business, now known as Solstice Advanced Materials, with shares beginning to trade on Nasdaq under the ticker symbol "SOLS" [1][6] - The spin-off is part of Honeywell's strategy to create three independent companies, each with distinct strategies and growth drivers, aimed at delivering greater long-term value for shareholders [1][6] - Shareholders received one share of Solstice common stock for every four shares of Honeywell common stock held as of October 17, 2025, with cash provided for any fractional shares [1] Company Overview - Honeywell operates as an integrated company across various industries globally, focusing on providing solutions in aerospace, building automation, industrial automation, and process technology [3] - The company emphasizes its Honeywell Accelerator operating system and Honeywell Forge platform as key components of its operational strategy [3] Future Plans - The separation of Honeywell's Automation and Aerospace businesses is on track for completion in the second half of 2026, furthering the company's restructuring efforts [6]

Financial Data and Key Metrics Changes - Honeywell's organic sales grew 6% year-over-year in Q3 2025, with earnings per share reaching $2.86, up 32% from the prior year [17][18] - Adjusted earnings per share increased by 9% year-over-year to $2.82, driven by strong segment profit growth and a lower effective tax rate [18] - Free cash flow for Q3 was $1.5 billion, down 16% from the prior year due to capital expenditure timing and higher working capital [18] Business Line Data and Key Metrics Changes - Aerospace technologies saw a 12% organic growth, with a book-to-bill ratio of 1.2, although segment margin decreased to 26.1% due to cost inflation [19] - Industrial automation returned to growth with a 1% organic increase, but segment margin declined to 18.8% due to inflationary pressures [20] - Building automation achieved a 7% organic sales increase, with margin expanding by 80 basis points year-over-year [21] - Energy and sustainability solutions experienced a 2% organic decline, with segment margin flat at 24.5% [22] Market Data and Key Metrics Changes - Orders grew 22% organically to $11.9 billion, with strong performance across all segments [17] - North America and the Middle East led regional growth in building automation, while Europe saw its fourth consecutive quarter of organic growth [21] Company Strategy and Development Direction - Honeywell is planning to separate its Aerospace segment in 2026, aiming for a simpler organizational structure to enhance focus and agility [7][9] - The company is also realigning its automation business segments to better reflect operational strategies and drive long-term growth [11][12] - Honeywell is committed to leveraging data to address enterprise-level challenges and enhance value creation [36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate economic uncertainties and achieve margin expansion in 2026 [35][36] - The company anticipates that pricing strategies will improve in 2026, contributing to margin growth [78] - Management highlighted strong order momentum and a positive outlook for the aerospace sector, expecting continued growth in defense and space [26][51] Other Important Information - Honeywell is set to spin off Solsys Advanced Materials, which is expected to reduce 2025 sales by $700 million and adjusted EPS by approximately $0.21 [22][23] - The company has completed significant transactions to simplify its balance sheet, including divesting liabilities and receiving $1.6 billion in cash [10] Q&A Session Summary Question: What is the expected margin decline for Energy and Sustainability Solutions (ESS) in Q4? - Management indicated that the decline is primarily due to mix issues and expects ESS margins to normalize in 2026 [40][44] Question: Can you provide insights on the Industrial Automation segment's performance? - Management noted that while Q3 saw growth, Q4 is expected to show a decline due to timing variability in large orders [48][50] Question: What is the status of the aerospace destocking? - Management believes that destocking is largely behind them, with expectations for improved growth rates in commercial OE [51] Question: How is the pricing strategy evolving across the organization? - Management emphasized a focus on preserving margins while maintaining volume, with expectations for improved pricing in 2026 [76][78] Question: What are the implications of the Solsys spin-off on the company's financials? - The spin-off is expected to impact sales and EPS, but management remains optimistic about overall growth and margin expansion [22][23]