Honeywell

Strategic intent

Honeywell is a diversified technology and manufacturing company that operates in four main segments: aerospace, building automation, industrial automation, and energy/sustainability solutions, with a strategic focus on automation, the future of aviation, and energy transition. [1, 4, 24]

Key market signals

• 2026-04: Announced the sale of its Warehouse and Workflow Solutions (WWS) business to American Industrial Partners, expected to close in H2 2026. This follows the announced sale of its Productivity Solutions and Services (PSS) business. [42]
• 2026-04: Reaffirmed plans for the spin-off of its Aerospace business, planned for June 29, 2026, which will trade under the ticker 'HONA'. [14, 35]
• 2025-03: Acquired Sundyne, a manufacturer of industrial pumps and compressors, for $2.16 billion. [34]
• 2024-06: Acquired CAES Systems, a provider of aerospace and defense electronics, for $1.9 billion to bolster its defense technology offerings. [30, 38]
• 2024-06: Completed the acquisition of Carrier's Global Access Solutions business for approximately $4.95 billion, significantly expanding its security and building solutions portfolio. [41]

Financial health

• FY 2025 Revenue: $37.44 billion, up 8% from 2024. [12, 36]
• FY 2025 Adjusted EPS: $9.78, up 12% year-over-year. [25, 36]
• Q1 2026 Revenue: $9.14 billion. [2, 16]

Impact & compliance

Legal & risks

In the last 24 months, Honeywell has faced a few legal issues. In February 2024, a proposed class-action lawsuit was filed alleging the company mishandled 401(k) plan forfeitures by using them to reduce its own contributions instead of covering plan expenses. [32] In December 2025, the company discl

Classifications

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