Revenue segments as reported by the company.

Aerospace

Honeywell Building Technologies

Performance Materials and Technologies

Safety and Productivity Solutions

Corporate and All Other

Industrial Automation

Energy and Sustainability Solutions

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Research and development

Impairment of assets held for sale

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Honeywell

Honeywell International, Inc. is a software industrial company, which offers industry specific solutions to aerospace and automotive products and services. It specializes in turbochargers control, sensing and security technologies for buildings and homes, specialty chemicals, electronic and advanced materials, process technology for refining and petrochemicals, and energy efficient products and solutions for homes, business, and transportation. It operates through the following segments: Aerospace, Home and Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. The company was founded by Albert M. Butz in 1906 and is headquartered in Charlotte, NC.

Earnings data Q1 2021

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Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

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Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

Honeywell exceeds Q4 expectations, eyes growth amid supply chain challenges

Honeywell's Q4 2022 earnings call highlighted strong performance, financial resilience, and strategic initiatives driving growth. Despite challenges, the company remains confident in its ability to navigate uncertainties and capitalize on opportunities. With a focus on operational efficiency, margin expansion, and leveraging market trends, Honeywell is poised for continued success in 2023 and beyond.

Honeywell reports robust Q1 performance and eyes strategic acquisitions

Honeywell's Q1 2023 earnings call highlighted strong performance, margin expansion, and strategic acquisitions. Despite supply chain challenges, the company remains optimistic about growth opportunities and confident in its leadership under Vimal Kapur.

Honeywell reports strong Q2 earnings, eyes sustainable growth opportunities

Honeywell's Q2 performance was robust, driven by strong financial metrics and strategic acquisitions. The company is focused on accelerating growth, innovation, and sustainability while balancing margins. Challenges include market-specific issues in Europe and managing revenue recognition for certain business segments.

Honeywell reports strong Q3 performance and eyes growth opportunities

Honeywell's Q3 2023 showcased solid financial performance, driven by aerospace and other key segments. Despite challenges in certain regions and segments, the company remains optimistic about growth opportunities in 2024. Strategic wins, backlog growth, and focus on innovation position Honeywell well for the future.

Honeywell posts solid Q4 results, eyes growth through innovation and acquisitions

Honeywell's strong performance in Q4 2023 sets the stage for growth in 2024, driven by new product innovation and strategic acquisitions. Challenges in warehouse business and regional performance require focused strategies. Opportunities lie in high-growth regions and market confidence in automation projects.

Honeywell surpasses Q1 expectations, eyes growth in key sectors

Honeywell's Q1 2024 performance exceeded expectations, driven by strong aerospace and energy segments. Challenges in certain divisions are expected to improve, with opportunities for growth in key areas like commercial OE and high-growth regions. Strategic acquisitions and operational strategies position Honeywell for continued success.

Honeywell exceeds Q2 expectations, focuses on growth and innovation

Honeywell's strong performance in Q2 2024 underscores its commitment to growth and innovation.
Strategic acquisitions and operational transformations are positioning the company for sustained success.
While challenges exist, Honeywell's focus on organic growth and value creation presents promising opportunities.
Maintaining momentum and effectively deploying capital will be key to realizing Honeywell's growth projections.

Honeywell beats Q3 expectations, eyes growth through strategic moves

Honeywell's Q3 performance showcased resilience and strategic focus amidst revenue challenges
Strategic acquisitions and partnerships position Honeywell for growth in key sectors and technology adoption
Challenges in revenue generation and margin expansion require proactive management strategies
Opportunities lie in organic growth acceleration, portfolio optimization, and sustainability-driven initiatives

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Cost of revenue

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SG&A

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EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

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Net PPE

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Free cash flow

Honeywell International, Inc. is a software industrial company, which offers industry specific solutions to aerospace and automotive products and services. It operates through the following segments: Aerospace, Honeywell Building Technologies, Performance Materials and Technologies, Safety and Productivity Solutions, and Corporate and All Other. The company was founded by Albert M. Butz in 1906 and is headquartered in Charlotte, NC.

HON is poised to benefit from strength in its Aerospace Technologies unit, acquired assets and shareholder-friendly policies.

Here's Why You Should Retain Honeywell Stock in Your Portfolio

Honeywell's potential breakup, driven by Elliott Management, could unlock 40%-64% shareholder value by separating aerospace and automation segments. Aerospace strength positions Honeywell for multi-decade growth, boosted by high-margin aftermarket sales and rising commercial and defense demand. Execution risks exist, including management cooperation and delays, while the current P/E ratio of 22.7x appears stretched without spin-off progress.

How Elliott Could Make Honeywell One Of The Hottest Industrial Stocks On The Market

An Activist Investor Wants to Break Up Dow Jones Blue Chip Honeywell. Is It Time to Buy the Stock?

The industrial conglomerate model has hindered Honeywell's ability to innovate and drive shareholder value.

Honeywell Just Hit an All-Time High: Could Breaking Up This Dow Dividend Stock Unlock Even More Value?

Honeywell International Inc (NASDAQ:HON ) Baird Global Industrials Conference November 12, 2024 8:20 AM ET Company Participants Ken West - President and CEO, Energy and Sustainability Solutions Conference Call Participants Peter Arment - Baird Peter Arment Okay. Good morning, everyone.

Honeywell International Inc (HON) Baird Global Industrials Conference (Transcript)

On November 12, 2024, Activist investor Elliott Investment Management LP (Elliott) stated in a letter addressed to Honeywell's Board of Directors that it wants Honeywell International Inc. (NYSE: HON, $233.07, Market Capitalization: $151 billion) to spin-off its Aerospace Technologies (AT) business. In the letter, Elliott revealed that it has acquired a stake worth $5.0 billion in Honeywell, one of its largest investments to date.

Activist Investor Seeks Breakup Of Honeywell

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Stocks were lower and yields were higher on Tuesday, with markets reflecting the uncertain transition from campaign promises to real-world policies.

Stocks Retreat on Renewed Inflation, Interest Rate Questions

A breakup of Honeywell's businesses could result in major upside for the blue chip stock over the next two years, the activist investor says.

Honeywell Is the Best Dow Jones Stock After Elliott Discloses a Stake

Activist investor Elliott Investment Management has taken a more than $5 billion stake in Honeywell International Inc (NYSE:HON, ETR:ALD) and is pushing for the industrial giant to split up its aerospace and automation businesses. In a letter to the company's board on Tuesday, Elliott said Honeywell would benefit from a simplified structure and a separation could create two sector leaders that could perform better and benefit customers, employees and shareholders.

Elliott takes $5B stake in Honeywell, pushes for breakup of aerospace and automation divisions

Honeywell International (HON) shares jumped Tuesday to an all-time high after Elliott Investment Management said it has built a $5 billion-plus position in the industrials conglomerate and is seeking a breakup of the company.

Honeywell Stock Hits All-Time High After Elliott Discloses More Than $5B Stake

Honeywell International Inc. (NASDAQ: HON) is facing pressure from Elliott Management after the activist investor revealed a more than $5 billion stake in the industrial giant. Elliott is urging Honeywell to split its Aerospace and Automation divisions, a move it believes could unlock significant value, projecting up to 75% upside by 2026.

Elliott Management targets Honeywell with $5 billion stake, pushes for major restructuring

Shares of Honeywell International Inc. rallied into record territory Tuesday after activist investor Elliott Investment Management L.P. disclosed a large stake and said it was pushing for a breakup of the company.

Honeywell's stock leaps toward a record after activist investor pushes for a breakup

Activist investor Elliott Management has a $5 billion-plus stake in industrial conglomerate Honeywell and is pushing the company to break itself up into two businesses. Elliott believes that if Honeywell were to separate its Aerospace and Automation businesses, Honeywell shareholders could see 75% upside within two years.

Activist investor Elliott Management has $5 billion Honeywell stake, seeks breakup

The activist investor said the split of the company's aerospace and automation businesses would create separate sector leaders that could thrive operationally and better serve customers and employees.

Elliott Calls for Split at Honeywell, Discloses $5 Billion Stake in Conglomerate

Discloses More Than $5 Billion Investment Calls for Honeywell to Separate Into Two Industry-Leading Independent Companies Sees 51-75% Share-Price Upside Over Next Two Years Full Letter Available at ElliottLetters.com WEST PALM BEACH, Fla. , Nov. 12, 2024 /PRNewswire/ -- Elliott Investment Management L.P.

Elliott Sends Letter to the Board of Directors of Honeywell International Inc.

Activist investor Elliott Investment Management called for a break-up of Honeywell into its aerospace and automation businesses on Tuesday, after saying it had built a stake worth more than $5 billion in the industrial giant.

Elliott calls for Honeywell break up, takes over $5 bln stake

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This week, 17 companies with an average dividend increase of 8.3% are highlighted, emphasizing consistent dividend growth and outperforming benchmarks. My investment strategy focuses on buying, holding, and adding companies with consistent dividend increases and superior performance compared to benchmarks. The list is created using data from the "U.S. Dividend Champions" spreadsheet and NASDAQ, featuring companies with at least five years of dividend growth.

17 Upcoming Dividend Increases

HYDERABAD, India , Nov. 6, 2024 /PRNewswire/ -- Cyient DLM, an integrated partner for design-led manufacturing, announced its partnership with Honeywell Aerospace Technologies for the ground-breaking micro vapor cycle system (Micro VCS), aimed to revolutionize aircraft cooling technology. Cyient DLM has inked a 16-year program forecast to develop liquid cooling loops that will be used in select applications of Micro VCS.

Cyient DLM Wins Long Term Deal with Honeywell Aerospace Technologies to Provide Aircraft Cooling Technology

Honeywell reported better-than-expected profits in Q3 2024 but reduced its full-year sales and profit forecast due to cost pressures and weaker performance in Industrial Automation. Aerospace Technologies and Building Automation segments showed strong double-digit sales growth, helping to offset a 5% sales decline in Industrial Automation. Despite the sell-off, Honeywell remains appealing for passive income investors with a reliable 2% dividend yield and a lower valuation, especially with potential for long-term dividend growth.

Honeywell: Why I Am Buying The Drop

CHARLOTTE, N.C. , Nov. 1, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced its participation at upcoming investor conferences in the fourth quarter.

HONEYWELL ANNOUNCES PARTICIPATION AT UPCOMING INVESTOR CONFERENCES

Honeywell's snazzy growth plans have failed to impress Wall Street.

This Dow Jones Dividend Stock Is Packed With Potential, but Is It a Buy Now?

Honeywell reported its Q3 earnings with strong momentum in Aerospace Technologies, balancing weaker trends from Industrial Automation. The company's efforts to lift margins higher are proving successful, supporting a positive earnings outlook. HON stock could be undervalued assuming top-line growth rebounds into 2025 and beyond.

Honeywell Stock: Plenty Of Bullish Tailwinds Into 2025

Wolfe Research's Nigel Coe downgraded Honeywell stock to Hold from Buy, and removed a $233 price target.

Honeywell Stock Catches Third Downgrade, Loses Another Bull

Honeywell projected annual sales below Wall Street expectations and missed quarterly revenue estimates on Thursday as the industrial giant struggles with persistent supply-chain disruptions and weakness in its industrial automation business.

Honeywell sales projections fall short due to ongoing supply-chain disruptions

HON's third-quarter 2024 results benefit from growth in commercial aviation and defense & space end markets. Persistent softness across the warehouse & workflow solutions business hurts results.

News for Honeywell Stock (HON)