Honeywell International Inc. (HON) Earnings Call Transcripts

Honeywell International Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Honeywell Technologies reported a strong performance with organic sales growth of 4% and adjusted EPS of $1.95, up 10% year-over-year. Management raised its full-year guidance for organic growth to 3%-4%, up from 2%-3%, and adjusted EPS to $8.20, reflecting a $0.10 increase at the midpoint. The results were driven by robust demand across segments, particularly in Building Automation and Process Automation Technologies, with a notable 16% organic growth in orders.

Reported metrics

Guidance from management

Honeywell raised its full-year organic sales growth outlook to 3%-4% and adjusted EPS to $8.20, reflecting a positive outlook for the second half driven by strong order growth and improved operational performance.

What management said

And Deane, I might just add that majority of our collection issues happened in March and April in Middle East. That started to normalize. We still expect the revenue in Middle East to be about high single digits this year and orders should be about 40%. So we look really forward to seeing Middle East perform in the second half and next year.

Yes. Only thing I'll add, Nigel, is that I think Pete and his team are executing quicker than we anticipated how the business recovery will occur. And as we reported, the orders growth for Industrial Automation business is about 10%, which signals our performance in the second half. We are -- we have the right momentum, and that was the reason behind raising the guide of the business to low single digit in the second...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical tensions in the Middle East on future revenues and potential collection issues. Additionally, there were inquiries about the sustainability of growth in Industrial Automation and the implications of the recent acquisition on overall performance.

Main topics on the call

• Revenue Growth Acceleration — Honeywell Technologies achieved 4% organic sales growth in Q2 2026, driven by strong performance in Building Automation and a better-than-expected showing in Process Automation. Management stated, "Orders grew 16% organi...
• Guidance Increase — The company raised its full-year organic growth outlook to 3%-4% and adjusted EPS to $8.20, up from $8.10. This was attributed to strong Q2 performance and improved expectations for the second half, with management notin...
• Acquisition of Johnson Matthey — Honeywell completed the acquisition of Johnson Matthey's Catalyst Technologies, enhancing its Process Automation portfolio. CEO Vimal Kapur expressed excitement, stating, "We add a differentiated technology portfolio tha...
• Segment Margin Expansion — Segment margins expanded by 100 basis points to 19%, driven by productivity and volume leverage. Management highlighted, "We expanded segment margin by 100 basis points, overcoming significant cost inflation headwinds," ...

Read the full Honeywell International Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 106 Honeywell International Inc. earnings call transcripts on record, spanning January 31, 2020 to July 23, 2026. Based on this history, Honeywell International Inc. reports quarterly. The most recent call on file is dated July 23, 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

106

First call

January 31, 2020

Most recent

July 23, 2026

Reporting cadence

quarterly