Honeywell Intl Inc Stock Price, News & Analysis

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).

Honeywell (NASDAQ: HON) announced an updated business segment structure ahead of the planned separation of its Aerospace Technologies business and the completed spin-off of Solstice Advanced Materials.

Key dates: Solstice Advanced Materials separation expected on October 30, 2025; new reporting segmentation effective January 1, 2026; segment reporting beginning with Q1 2026 earnings; and the Aerospace spin-off on track for the second half of 2026.

Post-spin-off Honeywell will report three segments: Building Automation, Industrial Automation, and Process Automation and Technology, while Aerospace Technologies will continue reporting as a Honeywell segment until separation. Leadership for each post-spin-off business and ongoing reporting lines were named.

Honeywell (NASDAQ: HON) published its 34th Global Business Aviation Outlook forecasting 8,500 new business jet deliveries worth $283 billion over the next decade, a record in the report's history and a 3% average annual growth rate. The firm expects 2026 deliveries to be 5% higher than 2025. Survey highlights show 91% of operators plan to fly the same or more in 2026, 20% of operators globally have a firm order (up from 17%), and fractional fleets have grown 65% since 2019 to ~1,300 aircraft. Regional forecasts allocate roughly 70% of near-term deliveries to North America, 14% to Europe, 7% to Latin America, and smaller shares to Asia-Pacific and MEA. Sustainability actions emphasize fuel-efficient aircraft and SAF adoption, with cost and availability cited as barriers.

Solstice Advanced Materials (expected NASDAQ: SOLS) will host an Investor Day on Oct 8, 2025 and is planning a spin-off from Honeywell (NASDAQ: HON) with an anticipated Nasdaq listing on Oct 30, 2025. The company will present its independent strategy, showcase product lines (Solstice® LGWP refrigerants, Spectra® fibers, Hydranal® reagents, Aclar® packaging) and provide full-year 2025 guidance plus a medium-term financial outlook at the event. Honeywell shareowners of record on Oct 17, 2025 are expected to receive one Solstice share for every four Honeywell shares. Completion of the spin-off remains subject to customary conditions and board actions.

Honeywell (NASDAQ: HON) and LS ELECTRIC announced a global strategic collaboration on Oct 8, 2025 to develop and market integrated power and control solutions for data centers and commercial/industrial buildings.

Planned offerings include integrated switchgear, AI-enabled electrical power monitoring built on Honeywell Forge, and a modular grid- and building-aware BESS that combines LS ELECTRIC storage hardware with Honeywell dynamic energy control software to optimize source and cost using utility and weather data.

The partners aim to improve resiliency, reduce power-quality issues and downtime, and position Honeywell as a one-stop supplier for building automation, power distribution and energy storage for large data centers and critical facilities.