Honeywell Intl Inc Stock Price, News & Analysis

Honeywell (NASDAQ: HON) has announced the acquisition of Johnson Matthey's Catalyst Technologies business for £1.8 billion in an all-cash deal, valued at approximately 11x estimated 2025 EBITDA. The acquisition will integrate with Honeywell's Energy and Sustainability Solutions (ESS) business segment, expanding its UOP business portfolio and installed base across refining and petrochemical catalysts. The deal will enable Honeywell to offer comprehensive solutions for lower emission fuels, including sustainable methanol, aviation fuel, blue hydrogen, and ammonia. Johnson Matthey's Catalyst Technologies has 1,900 employees and operates in the U.S., Europe, and India. The acquisition is expected to be accretive to earnings in the first year and close by 1H 2026. This move is part of Honeywell's broader strategic initiatives, which include $11 billion in recent acquisitions and planned spin-offs of its Aerospace Technologies and Advanced Materials businesses.

Vertical Aerospace (NYSE: EVTL) and Honeywell (NASDAQ: HON) have expanded their partnership to advance the certification and production of the VX4 eVTOL aircraft. The expanded collaboration, with a potential $1 billion contract value over the next decade, focuses on certifying two critical systems: the aircraft management system (including Honeywell Anthem Flight deck) and the flight controls system. These systems will be certified to the highest safety standard of 10-9, equivalent to commercial airliners. Vertical has also selected Honeywell's new inceptors for the VX4's production version, enhancing pilot control and safety. The company aims to certify the VX4 by 2028 and deliver at least 150 aircraft by 2030 as part of its Flightpath 2030 strategy. This builds upon their six-year relationship, with Honeywell being an investor in Vertical since 2021.

Honeywell (NASDAQ: HON) has announced its participation in three major investor conferences in May 2025. CFO Mike Stepniak will present at Bank of America's Industrials Conference on May 13, while Billal Hammoud, President of Building Automation, will speak at Wolfe Research's Transportation Conference on May 20. Dave Shilliday from Advanced Air Mobility will present virtually at Jefferies' eVTOL Summit on May 28.

The company, which focuses on automation, aviation future, and energy transition, will provide real-time audio webcasts of all presentations through their investor relations website. Presentation materials will be available beforehand, with replays accessible for 30 days post-event.

Honeywell's latest AI in the Energy Industry survey reveals that 91% of U.S. energy executives believe artificial intelligence can enhance energy security. The study, surveying 300 industry decision-makers, shows 85% are already using or piloting AI solutions.

With global energy demand projected to rise 32% by 2050 and electricity demand increasing 75%, the survey highlights key AI applications: cybersecurity (57%), predictive maintenance (52%), and operational efficiency (44%). While only 12% currently consider AI critical to operations, 81% expect it to become vital within five years.

The survey also found 53% of respondents use AI to address labor shortages and enhance workplace safety, while 36% employ it for routine task automation. Notably, 94% of participants are either working with or considering AI solution providers, indicating strong industry momentum toward AI adoption.

Honeywell reported strong Q1 2025 results, with sales reaching $9.8 billion, representing 8% reported growth and 4% organic growth. The company's earnings per share hit $2.22, while adjusted earnings per share reached $2.51, exceeding guidance by 26 cents.

Key highlights include:

• Backlog increased 8% excluding acquisitions
• Deployed $2.9 billion in capital for share repurchases, dividends, and capital expenditures
• Announced $2.2 billion acquisition of Sundyne
• Operating margin at 20.1%, segment margin steady at 23.0%

The company maintained its full-year organic growth guidance of 2-5% and raised adjusted earnings per share guidance to $10.20-$10.50. Honeywell is proceeding with planned separations, aiming to split into three public companies by second half of 2026, covering Advanced Materials, Automation, and Aerospace businesses.

Honeywell (NASDAQ: HON) has announced its latest quarterly dividend payment in a recent press release from Charlotte, N.C. The company's Board of Directors has declared a dividend of $1.13 per share on common stock.

Key details of the dividend announcement:

• Payment Date: June 6, 2025
• Record Date: May 16, 2025
• Dividend Amount: $1.13 per share
• Payment Source: Company surplus

This straightforward dividend declaration demonstrates Honeywell's continued commitment to providing regular returns to its shareholders. The announcement maintains transparency in communicating important dates and payment details to investors.

Honeywell (NASDAQ: HON) has announced key leadership changes effective May 5, 2025. Su Ping Lu will be appointed as Senior Vice President, General Counsel and Corporate Secretary, succeeding Anne Madden. Lu, who joined Honeywell in 2009, will lead the company's global legal, government relations and security teams, reporting to CEO Vimal Kapur.

Madden will transition to a new role as Senior Vice President of Portfolio Transformation and Senior Advisor, overseeing the planned separation of Aerospace Technologies and Advanced Materials businesses. During her 16-year tenure as Global Head of M&A, Madden led approximately 100 acquisitions worth $15B in revenue and divested about 70 businesses representing $9B of non-core revenues.

Since December 2023, Honeywell has announced nearly $12 billion in accretive acquisitions, including the Access Solutions business from Carrier Global, Civitanavi Systems, CAES Systems, the LNG business from Air Products, and Sundyne.

Honeywell (NASDAQ: HON) has announced it will release its first quarter financial results before the Nasdaq Stock Market opens on Tuesday, April 29, 2025. The company will host a conference call at 8:30 a.m. EDT on the same day.

A real-time audio webcast of the presentation will be available on the company's investor website, with related materials posted before the presentation. A replay will be accessible for 30 days following the event.

Honeywell operates across multiple industries globally, focusing on three key megatrends: automation, future of aviation, and energy transition. The company's operations are supported by the Honeywell Accelerator operating system and Honeywell Forge IoT platform, with business segments including Aerospace Technologies, Industrial Automation, Building Automation, and Energy and Sustainability Solutions.

Honeywell (NASDAQ: HON) has announced its 2025 Annual Shareowners Meeting, scheduled for May 20, 2025 at 10:30 a.m. EDT. The meeting will be conducted in a virtual format, accessible through www.virtualshareholdermeeting.com/HON2025. Shareholders who are registered as of the record date, April 1, 2025, will be eligible to participate and vote in the meeting.