Honeywell reported a strong quarter with notable organic sales growth, increased guidance, and strategic acquisitions. However, challenges included margin pressures in key segments due to cost inflation and project delays. Despite these lowlights, the company's proactive management and positive outlook for growth indicate a balanced but slightly positive sentiment.

Company Guidance -

Q3 2025

In the second quarter of 2025, Honeywell reported strong financial performance, leading to an upward revision of its full-year sales and earnings guidance. Organic sales grew by 5%, with orders increasing 6% year-over-year to $10.5 billion, driving the backlog to a record $36.6 billion. Adjusted earnings per share rose 10% to $2.75, and free cash flow reached $1 billion despite tariff-related cost pressures. The company anticipates full-year organic sales growth of 4% to 5% and adjusted earnings per share between $10.45 to $10.65. Segment margins are expected to be up 40 to 60 basis points. Honeywell remains focused on executing its strategic transformation, including the planned spin-offs of its Advanced Materials and Aerospace businesses, while continuing to pursue acquisitions and evaluate strategic alternatives for non-core segments.

Strong Organic Sales Growth

The company delivered 5% organic sales growth in Q2, with 3 out of 4 segments performing above this level. Defense and Space and UOP led with double-digit performances.

Increased Full Year Guidance

Due to strong performance, Honeywell raised its full year sales and earnings guidance, projecting organic sales growth of 4% to 5%.

Record Backlog

The company reported a record backlog of $36.6 billion, growing 10% organically year-over-year.

Strategic Acquisitions and Portfolio Optimization

Honeywell announced acquisitions of Johnson Matthey’s Catalyst Technologies and Li-ion Tamer, while pursuing strategic alternatives for its PSS and Warehouse Automation businesses.

Successful Capital Deployment

Capital deployment was balanced with $2.2 billion used for acquisitions and $2.4 billion returned to shareholders.

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	$239.27	$224.48	-6.18%
Apr 29, 2025	$199.64	$210.41	+5.39%
Feb 06, 2025	$220.04	$207.64	-5.64%
Oct 24, 2024	$216.98	$205.92	-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.