Honeywell Aerospace Inc. (HONA) Earnings Call Transcripts

Honeywell Aerospace Inc.'s Latest Earnings Call - September 15, 2026

In the Q3 2026 earnings call for Honeywell Aerospace, the company revised its full-year guidance down to 4-5% revenue growth, citing supply chain challenges and delays in transformation initiatives. Despite these setbacks, management highlighted the resilience of demand, with record levels of order backlog. Revenue for the quarter was reported at $11.2 billion, slightly below expectations, and earnings per share (EPS) came in at $1.85, also missing consensus estimates. The management signaled a focus on improving supply chain efficiency and investing in critical areas to support future growth.

Reported metrics

Guidance from management

Honeywell Aerospace has lowered its 2026 revenue growth guidance to 4-5%, citing supply chain challenges. However, management remains committed to long-term growth targets of 6-8% CAGR through 2030.

What management said

Yes. I think I would anchor it first on 2030 for a moment. We are still committed to our 2030 financial targets that we had set out at Investor Day, which was that 6% to 8% CAGR between 2026 through 2030. Now clearly, with the reset of our guide to 4% to 5% that we've had to do for 2026, what that means is there will be a period of catch up. And that period of catch up will start in 2027 as we get more output from ...

What analysts pressed on

Analysts expressed concerns regarding the supply chain issues and the impact on revenue growth. There were questions about the company's ability to recover and meet demand given the current constraints and the revised guidance.

Main topics on the call

• Revised Guidance — Honeywell Aerospace revised its full-year guidance for 2026 to 4-5% growth due to supply chain issues and delays in transformation initiatives. CEO Jim Currier stated, "the most negative thing that has happened since the...
• Resilient Demand — Despite supply chain challenges, management noted strong demand with record levels of order backlog. Currier mentioned, "the resiliency of that demand, the resiliency of the order book, the resiliency of the backlog that...
• Supply Chain Challenges — The company is experiencing significant supply chain constraints, with 70 suppliers classified as critical or constrained. Currier explained, "we have roughly 10 or so suppliers that we consider to be constrained," which...
• Investment in Supply Chain — Honeywell is focusing on investing in its supply base to improve output and efficiency. Currier stated, "we're not going to continue what we were doing from 2020 to 2022" and emphasized the importance of reinvesting in t...

Read the full Honeywell Aerospace Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 3 Honeywell Aerospace Inc. earnings call transcripts on record, spanning August 5, 2026 to September 15, 2026. Based on this history, Honeywell Aerospace Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HONA

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Aerospace and Defense

Calls on record

3

First call

August 5, 2026

Most recent

September 15, 2026

Reporting cadence

quarterly