Honeywell International Inc. (HON) Earnings Call Transcripts

Honeywell International Inc.'s Latest Earnings Call - Q3 FY2026

In the third quarter of 2026, Honeywell Technologies reported strong financial results, achieving $10.5 billion in revenue, a 7% increase year-over-year, and adjusted EPS of $2.27, up 34% from the previous year. Management raised their full-year guidance for organic growth to 4-5%, up from 3-4%, and adjusted EPS expectations to a range of $8.40 to $8.45, reflecting a $0.23 improvement at the midpoint. The strong performance was attributed to broad-based organic growth across all segments, particularly in Process Automation and Technology, which grew 8% organically, and significant margin expansion driven by productivity and pricing actions.

Reported metrics

Guidance from management

Honeywell raised its full-year organic growth guidance to 4-5% and adjusted EPS guidance to $8.40 to $8.45, reflecting strong execution and momentum heading into Q4.

What management said

Yes. So far, Nigel, the first 3 weeks of October has been trending on and above expectations. So that certainly is a good data point. And we look at our statistical performance against pipeline, our win rates when we forecasted. We also provisioned for some adequate contingency for things which cannot happen as projected. So overall, our confidence to what we are stating on high single-digit orders growth in quarter ...

Right. So it's a little bit early yet, but -- and we'll talk about it in February. But for next year, just like we talked about, I think before, we plan for our corporate cost to be about $400 million. And then we're instrumenting the teams, obviously, to productivity, margin expansion north of 60 bps like we talked about. So I feel we have a really good setup. Like you said, we're ahead and that has implications as ...

What analysts pressed on

Analysts raised concerns about the Industrial Automation segment's growth trajectory and potential headwinds from inflation. There were questions regarding the sustainability of product sales growth and the impact of labor shortages on project timelines.

Main topics on the call

• Organic Sales Growth — Honeywell achieved 7% organic sales growth in Q3 2026, exceeding management's expectations. CEO Vimal Kapur stated, "Demand across the portfolio was broad-based, which drove short-cycle orders growth of 8%."
• Margin Expansion — The company expanded its margins by 370 basis points to over 21%, driven by strategic pricing and productivity actions. CFO Mike Stepniak noted, "Segment profit grew 23% and segment margin expanded 370 basis points to 21...
• Increased Guidance — Honeywell raised its full-year guidance for organic growth and adjusted EPS, now expecting 4-5% growth and EPS of $8.40 to $8.45. Stepniak commented, "We expect free cash flow conversion to be above 100% in the fourth qu...
• Strong Backlog — The company's backlog reached nearly $19 billion, up 7% year-over-year, indicating strong future demand. Kapur emphasized, "We have strong position in growing end markets, differentiated offerings and clear competitive a...

Read the full Honeywell International Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 109 Honeywell International Inc. earnings call transcripts on record, spanning January 31, 2020 to October 22, 2026. Based on this history, Honeywell International Inc. reports quarterly. The most recent call on file is dated October 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HON

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Industrial Conglomerates

Calls on record

109

First call

January 31, 2020

Most recent

October 22, 2026

Reporting cadence

quarterly