Honeywell Intl Inc Stock Price, News & Analysis

Honeywell (NASDAQ: HON) released supplemental 2024 and year-to-date 2025 financials to reflect a new four-segment reporting structure effective Q1 2026 and will report its Advanced Materials business as discontinued operations beginning Q4 2025 following the Solstice Advanced Materials spin on Oct 30, 2025.

The company adjusted 2025 guidance to exclude Advanced Materials, lowering full-year adjusted sales by ~$3.2B to $37.5B–$37.7B and adjusted EPS by ~$0.90 to $9.70–$9.80; free cash flow guidance was reduced by ~$0.4B to $4.8B–$5.2B.

Honeywell expects a Q4 2025 one-time GAAP charge of approximately $310M (sales contra) and $370M to operating income related to ongoing Flexjet litigation negotiations, and anticipates aggregate one-time cash settlement payments of about $470M.

Honeywell (NASDAQ: HON) appointed Indra Nooyi to its Board of Directors as an Independent Director, effective January 1, 2026. Nooyi, 70, is the former CEO of PepsiCo (2006–2018) and served as PepsiCo board chair (2007–2019).

Her background includes roles as PepsiCo CFO and president, earlier management positions at ABB, Motorola and Boston Consulting Group, and current board service at Amazon (chairs audit committee) and Philips. Honeywell's CEO Vimal Kapur highlighted Nooyi's strategic, financial and operational experience as complementary to the board and supportive of long-term shareholder value creation.

Honeywell (NYSE: HON) will integrate Digimarc on-scanner software across its handheld retail scanners by early 2026 to help retailers detect tampered gift cards and speed checkout. Digimarc released the latest software in November 2025, and Honeywell has already configured the Xenon XP 1950 with the prior on-scanner build. The partnership targets rising gift card fraud amid a global gift card market valued at $1.24 trillion in 2024 and projected to reach $2.31 trillion by 2030. Retailers using the solution report fewer fraud incidents and faster first-pass reads; Honeywell will demo the solution at NRF January 2026 (Booth 3538).

Honeywell (NASDAQ: HON) on Nov 11, 2025 announced a collaboration with TotalEnergies to pilot its AI-assisted Experion Operations Assistant at TotalEnergies' Port Arthur Refinery in Texas.

The pilot, deployed at the Port Arthur Delayed Coking Unit (DCU), produced preliminary results that forecasted five potential events and issued predictions an average of 12 minutes before alarm incidents, helping operators reduce downtime and lower emissions from flaring. The solution integrates operational analytics with real-time predictive insights to support control-room decision making and advance operational autonomy.

Honeywell (NASDAQ: HON) announced that Jim Currier will serve as President and CEO and Craig Arnold will serve as Board Chair of the planned Honeywell Aerospace spin-off.

The independent aerospace company will be headquartered in Phoenix, Arizona, will be one of the largest pure-play aerospace suppliers, and reported more than $15 billion in 2024 sales. The separation remains on track for completion in H2 2026, subject to customary SEC filings, tax confirmation, regulatory approvals and final board approval.

Honeywell (NASDAQ: HON) completed the spin-off of its Advanced Materials business today, which will operate as Solstice Advanced Materials (NASDAQ: SOLS) and begin regular-way trading on Nasdaq at market open on October 30, 2025.

The spin-off was effected by a distribution of Solstice shares to Honeywell shareowners of record on the basis of one share of Solstice for every four shares of Honeywell held as of the close of business on October 17, 2025, with cash paid in lieu of fractional shares. Honeywell will continue to trade under HON. The company said the separation of its Automation and Aerospace businesses remains on track for completion in the second half of 2026.

Honeywell (NASDAQ: HON) announced participation in two investor conferences in Q4 2025 with senior executives presenting live and via webcast.

Presenters & schedule: Jim Currier, president and CEO of Honeywell Aerospace Technologies, will speak at the Baird Global Industrial Conference in Chicago on Nov 11, 2025, 7:55–8:25 a.m. CT (8:55–9:25 a.m. ET). Mike Stepniak, senior vice president and CFO, will speak at the Goldman Sachs Industrials and Materials Conference in New York on Dec 3, 2025, 8:00–8:35 a.m. ET.

Access: Real-time audio webcasts and presentation materials will be available at www.honeywell.com/investor, with replays accessible for 30 days after each presentation. Investors are advised to monitor the investor site for disclosures and materials.

Honeywell (NASDAQ: HON) on October 28, 2025 introduced Biocrude Upgrading, a modular process technology that converts agricultural and forestry waste into ready-to-use renewable fuels including lower-carbon marine fuel, gasoline and sustainable aviation fuel (SAF).

The technology produces biocrude at feedstock collection sites to cut transport costs, supports refining at major facilities, and offers higher energy density fuels that can extend vessel range without engine upgrades. Honeywell positions the process as complementary to its existing renewable fuels portfolio.

Honeywell (NASDAQ: HON) reported 3Q 2025 sales of $10.4B (reported +7%, organic +6%), EPS $2.86 (+32% YoY) and adjusted EPS $2.82 (+9% YoY). Orders rose 22% and operating cash flow was $3.3B (+65% YoY) while free cash flow was $1.45B (‑16% YoY). Segment margin was 23.1% and operating margin contracted 220 bps to 16.9%. The company raised full‑year guidance to $40.7B–$40.9B sales with organic growth ~6% and adjusted EPS $10.60–$10.70, and noted the Solstice Advanced Materials spin‑off effective Oct 30, 2025 (impact: ≈$0.7B sales, $0.21 adjusted EPS, $0.2B FCF).