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.

Revenue Y/Y

OpEx Y/Y

Growth

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

Earnings data Q2 2021

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

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

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.

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.

Honeywell's Q3 Earnings Beat Estimates, Aerospace Sales Rise Y/Y

Honeywell International (HON) shares declined Thursday after the aviation and safety equipment manufacturer missed sales estimates and lowered its revenue guidance as demand for its industrial automation products slumped.

Honeywell Stock Falls After Its Revenue, Outlook Disappoint Wall Street

U.S. stocks traded mixed midway through trading, with the Nasdaq Composite gaining around 0.3% on Thursday.

Nasdaq Edges Higher; Honeywell Shares Fall After Q3 Results

A slight earnings beat doesn't mask headwinds impacting the business.

Why Honeywell Stock Is Down Today

Honeywell International Inc. (NASDAQ:HON ) Q3 2024 Earnings Conference Call October 24, 2024 8:30 AM ET Company Participants Sean Meakim - Vice President of Investor Relations Vimal Kapur - Chairman and Chief Executive Officer Greg Lewis - Senior Vice President and Chief Financial Officer Conference Call Participants Julian Mitchell - Barclays Steve Tusa - JPMorgan Nigel Coe - Wolfe Research Scott Davis - Melius Research Chris Snyder - Morgan Stanley Sheila Kahyaoglu - Jefferies Deane Dray - RBC Capital Markets Joe Ritchie - Goldman Sachs Andy Kaplowitz - Citigroup Operator Thank you for standing by, and welcome to the Honeywell Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.

Honeywell International Inc. (HON) Q3 2024 Earnings Call Transcript

Although the revenue and EPS for Honeywell International (HON) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Honeywell International (HON) Q3 Earnings: A Look at Key Metrics

Honeywell Revenue Hurt by Drop in Industrial Automation Sales

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Honeywell International Inc. (HON) came out with quarterly earnings of $2.58 per share, beating the Zacks Consensus Estimate of $2.50 per share. This compares to earnings of $2.27 per share a year ago.

Honeywell International Inc. (HON) Tops Q3 Earnings Estimates

Honeywell International Inc.'s stock fell 2.5% early Thursday, after the aerospace and technology company missed third-quarter sales estimates and lowered its guidance, offsetting a profit beat.

Honeywell's stock falls as sales miss and lowered guidance offsets profit beat

Sales of $9.7 Billion, Reported Sales Up 6%, Organic1 Sales Up 3% Operating Margin of 19.1% and Segment Margin1 of 23.6%, Above High End of Previous Guidance Earnings Per Share of $2.16 and Adjusted Earnings Per Share1 of $2.58, Above High End of Previous Guidance Closed $1.9 Billion Acquisition of CAES Systems and $1.8 Billion Acquisition of Air Products' LNG Business Announced Intention to Spin Off Advanced Materials Business and Exit PPE Business CHARLOTTE, N.C. , Oct. 24, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced results for the third quarter, including segment margin1 and adjusted earnings per share1 that exceeded the company's guidance despite lower revenues in a challenging operating environment.

HONEYWELL REPORTS THIRD QUARTER RESULTS; UPDATES 2024 GUIDANCE

Honeywell reports third-quarter adjusted earnings of $2.58 a share, better than Wall Street estimates of $2.51.

Honeywell Beats Earnings Estimates. Sales Are Another Story.

Fresh off 3M (MMM) and Boeing (BA) earnings today, the struggling  Dow Jones Industrial Average (DJI) barely gets a breather before another blue chip steps into the confessional.

News for Honeywell Stock (HON)