Revenue segments as reported by the company.

Aerospace

Honeywell Building Technologies

Performance Materials and Technologies

Safety and Productivity Solutions

Corporate and All Other

Industrial Automation

Energy and Sustainability Solutions

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Research and development

Impairment of assets held for sale

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Honeywell

Honeywell International, Inc. is a software industrial company, which offers industry specific solutions to aerospace and automotive products and services. It specializes in turbochargers control, sensing and security technologies for buildings and homes, specialty chemicals, electronic and advanced materials, process technology for refining and petrochemicals, and energy efficient products and solutions for homes, business, and transportation. It operates through the following segments: Aerospace, Home and Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. The company was founded by Albert M. Butz in 1906 and is headquartered in Charlotte, NC.

Earnings data Q1 2021

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Honeywell exceeds Q4 expectations, eyes growth amid supply chain challenges

Honeywell's Q4 2022 earnings call highlighted strong performance, financial resilience, and strategic initiatives driving growth. Despite challenges, the company remains confident in its ability to navigate uncertainties and capitalize on opportunities. With a focus on operational efficiency, margin expansion, and leveraging market trends, Honeywell is poised for continued success in 2023 and beyond.

Honeywell reports robust Q1 performance and eyes strategic acquisitions

Honeywell's Q1 2023 earnings call highlighted strong performance, margin expansion, and strategic acquisitions. Despite supply chain challenges, the company remains optimistic about growth opportunities and confident in its leadership under Vimal Kapur.

Honeywell reports strong Q2 earnings, eyes sustainable growth opportunities

Honeywell's Q2 performance was robust, driven by strong financial metrics and strategic acquisitions. The company is focused on accelerating growth, innovation, and sustainability while balancing margins. Challenges include market-specific issues in Europe and managing revenue recognition for certain business segments.

Honeywell reports strong Q3 performance and eyes growth opportunities

Honeywell's Q3 2023 showcased solid financial performance, driven by aerospace and other key segments. Despite challenges in certain regions and segments, the company remains optimistic about growth opportunities in 2024. Strategic wins, backlog growth, and focus on innovation position Honeywell well for the future.

Honeywell posts solid Q4 results, eyes growth through innovation and acquisitions

Honeywell's strong performance in Q4 2023 sets the stage for growth in 2024, driven by new product innovation and strategic acquisitions. Challenges in warehouse business and regional performance require focused strategies. Opportunities lie in high-growth regions and market confidence in automation projects.

Honeywell surpasses Q1 expectations, eyes growth in key sectors

Honeywell's Q1 2024 performance exceeded expectations, driven by strong aerospace and energy segments. Challenges in certain divisions are expected to improve, with opportunities for growth in key areas like commercial OE and high-growth regions. Strategic acquisitions and operational strategies position Honeywell for continued success.

Honeywell exceeds Q2 expectations, focuses on growth and innovation

Honeywell's strong performance in Q2 2024 underscores its commitment to growth and innovation.
Strategic acquisitions and operational transformations are positioning the company for sustained success.
While challenges exist, Honeywell's focus on organic growth and value creation presents promising opportunities.
Maintaining momentum and effectively deploying capital will be key to realizing Honeywell's growth projections.

Honeywell beats Q3 expectations, eyes growth through strategic moves

Honeywell's Q3 performance showcased resilience and strategic focus amidst revenue challenges
Strategic acquisitions and partnerships position Honeywell for growth in key sectors and technology adoption
Challenges in revenue generation and margin expansion require proactive management strategies
Opportunities lie in organic growth acceleration, portfolio optimization, and sustainability-driven initiatives

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Cost of revenue

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Operating expenses

SG&A

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Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

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Net PPE

Intangibles

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Stockholders equity

Minority interest

Total liabilities & equity

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Book value per share

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Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

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Change in stock

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Cash from other sources

Net change in cash

Free cash flow

Honeywell International, Inc. is a software industrial company, which offers industry specific solutions to aerospace and automotive products and services. It operates through the following segments: Aerospace, Honeywell Building Technologies, Performance Materials and Technologies, Safety and Productivity Solutions, and Corporate and All Other. The company was founded by Albert M. Butz in 1906 and is headquartered in Charlotte, NC.

Honeywell International (HON) cut its full-year sales and earnings outlook following an aviation technology partnership the conglomerate struck with Canada's Bombardier.

Honeywell Cuts Sales, Profit Outlook After Bombardier Deal

Bombardier Inc.

Honeywell on Monday cut its profit and sales forecasts for the fourth quarter and the full year to take into account investments associated with an agreement to provide aviation-related technology for Bombardier's aircraft.

Honeywell lowers sales, profit forecasts after Bombardier agreement

Shares of Honeywell International Inc. fell in extended trading Monday after the conglomerate cut its outlook for the months ahead, citing the costs of investing in a new tech-focused collaboration with jet maker Bombardier announced earlier in the day.

Honeywell announces a new collaboration with Bombardier. But it'll weigh on this year's profit.

Agreement includes collaborative research and development centered on Honeywell Anthem avionics, selection of more powerful engines, and next-generation satellite communications technologies for Bombardier aircraft Aftermarket offerings and new technologies provide Honeywell revenue potential of up to $17 billion over life of agreement  All legacy pending litigation between the companies has been resolved CHARLOTTE, N.C. , Dec. 2, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) announced the signing of a strategic agreement with Bombardier, a global leader in aviation and manufacturer of world-class business jets, to provide advanced technology for current and future Bombardier aircraft in avionics, propulsion and satellite communications technologies.

HONEYWELL AND BOMBARDIER SIGN LANDMARK AGREEMENT TO DELIVER THE NEXT GENERATION OF AVIATION TECHNOLOGY; HONEYWELL UPDATES 2024 OUTLOOK

Salesforce

MicroStrategy Incorporated

Super Micro Computer

Tesla

Stocks soared to record highs in November as Wall Street looked ahead to a second term for President-elect Donald Trump.

5 Stocks To Watch in December—And What To Watch For

GXO Logistics

It makes sense to try and get ahead of the crowd, and that's why stocks like GXO Logistics (GXO -1.75%) and Honeywell (HON -0.09%) should be high on investors' lists of stocks to look at. Both companies look set to benefit from a pickup in growth in e-commerce spending that will encourage capital spending in the future.

E-Commerce Growth Is Back: 2 Smart Stocks to Buy

CHARLOTTE, N.C. , Nov. 26, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced an update to the company's participation at the upcoming Goldman Sachs Industrials and Materials Conference.

HONEYWELL UPDATES PARTICIPATION AT UPCOMING INVESTOR CONFERENCE

HON's divestment of the PPE business will enable it to focus more on its core business and generate strong cash flow.

Honeywell Enters Into Agreement to Divest PPE Unit for $1.33B in Cash

Canadian National Railway Company

Warren Buffett's cautious approach reveals his skepticism about today's market. He's stockpiling cash, signaling uncertainty and opportunity ahead. Amid volatile markets, dividend stocks shine as consistent income sources. They offer stability and growth, even in unpredictable conditions. These dividend picks are resilient, high-quality investments. They balance income with long-term potential, which is ideal for navigating the current market uncertainty.

Forget The S&P 500, Buy These Dividend Stocks Instead

Honeywell International has agreed to sell its personal-protective-equipment business to a private-equity firm's portfolio company for $1.33 billion in cash.

Honeywell to Sell Personal Protective Equipment Unit for $1.33 Billion

Honeywell said on Friday it would sell its personal protective equipment business to Protective Industrial Products for about $1.33 billion in cash.

Honeywell to sell personal protective equipment business for $1.33 billion

LATHAM, N.Y.--(BUSINESS WIRE)--Protective Industrial Products, Inc. (“PIP®”) today announced it has entered into a definitive agreement to acquire the Personal Protective Equipment Business (“PPE Business”) of Honeywell (NASDAQ: HON), along with its leading brands Fendall, Fibre-Metal, Howard Leight, KCL, Miller, Morning Pride, North, Oliver, Salisbury, UVEX, and others. PIP is a portfolio company of Odyssey Investment Partners, LLC. The PPE Business offers a comprehensive portfolio of world-cl.

Protective Industrial Products, Inc. to Acquire Honeywell's Personal Protective Equipment Business

Sale  enables Honeywell to further simplify and optimize its businesses in alignment with three powerful megatrends: automation, the future of aviation and energy transition Positions Honeywell to continue to deliver profitable growth and strong cash generation, creating compelling long-term value for shareowners. CHARLOTTE, N.C.

HONEYWELL TO SELL PERSONAL PROTECTIVE EQUIPMENT BUSINESS TO PROTECTIVE INDUSTRIAL PRODUCTS

Given its better valuation and prospects, we believe Honeywell stock (NYSE: HON) is currently a better pick than its sector peer, 3M stock (NYSE: MMM). HON stock trades at 22x forward expected earnings, versus 18x for MMM, and we think that this gap in valuation multiple will likely remain in favor of Honeywell, given its better revenue growth and profitability.

Pick Honeywell Over 3M Stock?

HON is poised to benefit from strength in its Aerospace Technologies unit, acquired assets and shareholder-friendly policies.

Here's Why You Should Retain Honeywell Stock in Your Portfolio

Honeywell's potential breakup, driven by Elliott Management, could unlock 40%-64% shareholder value by separating aerospace and automation segments. Aerospace strength positions Honeywell for multi-decade growth, boosted by high-margin aftermarket sales and rising commercial and defense demand. Execution risks exist, including management cooperation and delays, while the current P/E ratio of 22.7x appears stretched without spin-off progress.

How Elliott Could Make Honeywell One Of The Hottest Industrial Stocks On The Market

An Activist Investor Wants to Break Up Dow Jones Blue Chip Honeywell. Is It Time to Buy the Stock?

The industrial conglomerate model has hindered Honeywell's ability to innovate and drive shareholder value.

Honeywell Just Hit an All-Time High: Could Breaking Up This Dow Dividend Stock Unlock Even More Value?

Honeywell International Inc (NASDAQ:HON ) Baird Global Industrials Conference November 12, 2024 8:20 AM ET Company Participants Ken West - President and CEO, Energy and Sustainability Solutions Conference Call Participants Peter Arment - Baird Peter Arment Okay. Good morning, everyone.

Honeywell International Inc (HON) Baird Global Industrials Conference (Transcript)

On November 12, 2024, Activist investor Elliott Investment Management LP (Elliott) stated in a letter addressed to Honeywell's Board of Directors that it wants Honeywell International Inc. (NYSE: HON, $233.07, Market Capitalization: $151 billion) to spin-off its Aerospace Technologies (AT) business. In the letter, Elliott revealed that it has acquired a stake worth $5.0 billion in Honeywell, one of its largest investments to date.

Activist Investor Seeks Breakup Of Honeywell

Home Depot

Shopify

Stocks were lower and yields were higher on Tuesday, with markets reflecting the uncertain transition from campaign promises to real-world policies.

Stocks Retreat on Renewed Inflation, Interest Rate Questions

A breakup of Honeywell's businesses could result in major upside for the blue chip stock over the next two years, the activist investor says.

Honeywell Is the Best Dow Jones Stock After Elliott Discloses a Stake

Activist investor Elliott Investment Management has taken a more than $5 billion stake in Honeywell International Inc (NYSE:HON, ETR:ALD) and is pushing for the industrial giant to split up its aerospace and automation businesses. In a letter to the company's board on Tuesday, Elliott said Honeywell would benefit from a simplified structure and a separation could create two sector leaders that could perform better and benefit customers, employees and shareholders.

Elliott takes $5B stake in Honeywell, pushes for breakup of aerospace and automation divisions

Honeywell International (HON) shares jumped Tuesday to an all-time high after Elliott Investment Management said it has built a $5 billion-plus position in the industrials conglomerate and is seeking a breakup of the company.

Honeywell Stock Hits All-Time High After Elliott Discloses More Than $5B Stake

Honeywell International Inc. (NASDAQ: HON) is facing pressure from Elliott Management after the activist investor revealed a more than $5 billion stake in the industrial giant. Elliott is urging Honeywell to split its Aerospace and Automation divisions, a move it believes could unlock significant value, projecting up to 75% upside by 2026.

News for Honeywell Stock (HON)