The earnings call highlighted Honeywell's strong organic sales growth, increased guidance, and strategic portfolio optimization efforts. However, there were challenges with margin contraction in certain segments due to cost inflation and project delays.

Company Guidance -

Q3 2025

During the Honeywell Second Quarter 2025 Earnings Conference Call, the company provided several key metrics and updates. Honeywell delivered strong performance with organic sales growth of 5% in the second quarter, and an adjusted earnings per share of $2.75, a 10% increase from the previous year. Orders increased by 6%, leading to a record backlog of $36.6 billion. Free cash flow was reported at $1 billion, slightly down from the previous year due to tariff-related cost inflation and increased capital project spending. The company raised its full-year organic sales growth guidance to 4%-5% and adjusted EPS to $10.45-$10.65. For the third quarter, Honeywell anticipates organic sales growth of 2%-4% and EPS between $2.50 and $2.60. The company is also advancing its portfolio transformation with strategic alternatives for its Productivity Solutions and Services, and Warehouse and Workflow Solutions businesses, while planning spin-offs in Advanced Materials and Aerospace.

Strong Organic Sales Growth

Second quarter sales grew 5% organically, with 3 out of 4 segments surpassing this level. Defense and Space and UOP led growth with double-digit performances.

Increased Sales and Earnings Guidance

Due to strong first half performance, Honeywell is raising sales and earnings guidance for the full year 2025, projecting full year organic sales growth of 4% to 5%.

Record Order Backlog

Order backlog grew 10% organically from the prior year to a new record of $36.6 billion.

Strategic Portfolio Optimization

Honeywell plans to separate into three independent companies to maximize long-term value, with significant progress made in the spin-off of the Advanced Materials and Aerospace segments.

Acquisitions to Enhance Growth

Honeywell announced acquisitions of Johnson Matthey's Catalyst Technologies and Li-ion Tamer to strengthen offerings in sustainable energy and building automation.

Honeywell International (HON) Earnings, Revenues Date & History

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HON Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	2.56 / -	2.58	―	―	―
Jul 24, 2025	2025 (Q2)	2.66 / 2.75	2.49	10.44% (+0.26)
Apr 29, 2025	2025 (Q1)	2.21 / 2.51	2.25	11.56% (+0.26)
Feb 06, 2025	2024 (Q4)	2.32 / 2.47	2.6	-5.00% (-0.13)
Oct 24, 2024	2024 (Q3)	2.51 / 2.58	2.27	13.66% (+0.31)
Jul 25, 2024	2024 (Q2)	2.42 / 2.49	2.23	11.66% (+0.26)
Apr 25, 2024	2024 (Q1)	2.17 / 2.25	2.07	8.70% (+0.18)
Feb 01, 2024	2023 (Q4)	2.59 / 2.60	2.52	3.17% (+0.08)
Oct 26, 2023	2023 (Q3)	2.23 / 2.27	2.25	0.89% (+0.02)
Jul 27, 2023	2023 (Q2)	2.21 / 2.23	2.1	6.19% (+0.13)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HON Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$238.03	$223.32	-6.18%
Apr 29, 2025	$198.61	$209.32	+5.39%
Feb 06, 2025	$218.90	$206.57	-5.63%
Oct 24, 2024	$215.86	$204.85	-5.10%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.