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Honeywell (NASDAQ: HON) outlines 2025 results and new segment structure

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(Moderate)
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Form Type
8-K

Rhea-AI Filing Summary

Honeywell International Inc. furnished an earnings press release announcing its fourth quarter and full year 2025 results and outlined a major realignment of its reporting structure beginning in the first quarter of 2026.

The company will create a new reportable segment, Process Automation and Technology, combining the core process solutions of Honeywell Process Solutions and UOP. Energy and Sustainability Solutions will no longer be reported as a separate segment, following the earlier spin-off of the Advanced Materials business on October 30, 2025. Industrial Automation will be reconfigured to include smart energy, thermal solutions, process measurement and control, Sensing and Safety Technologies, Warehouse and Workflow Solutions, and Productivity Solutions and Services.

After the change, Honeywell’s four reportable segments will be Aerospace Technologies, Building Automation, Process Automation and Technology, and Industrial Automation, with other operations remaining in Corporate and All Other. From 2026 onward, revenue in several segments will also be disaggregated by Products, Projects, Solutions, and Aftermarket. Honeywell states that this realignment will not affect its historical consolidated financial position, results of operations, or cash flows and has provided unaudited supplemental segment information recast under the new structure as Exhibit 99.2, along with the earnings press release as Exhibit 99.1.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
 
Form 8-K

CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934
DATE OF REPORT – January 29, 2026
(Date of earliest event reported)
 
HONEYWELL INTERNATIONAL INC.
(Exact name of Registrant as specified in its Charter)
 
Delaware1-897422-2640650
(State or other jurisdiction of
incorporation)
(Commission File Number)(I.R.S. Employer Identification
Number)

855 S. MINT STREET, CHARLOTTE, NC..................................................28202
......(Address of principal executive offices).................................................(Zip Code)

 Registrant’s telephone number, including area code: (704) 627-6200

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: 
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common Stock, par value $1 per shareHONThe Nasdaq Stock Market LLC
3.500% Senior Notes due 2027HON 27The Nasdaq Stock Market LLC
2.250% Senior Notes due 2028HON 28AThe Nasdaq Stock Market LLC
3.375% Senior Notes due 2030HON 30The Nasdaq Stock Market LLC
0.750% Senior Notes due 2032HON 32The Nasdaq Stock Market LLC
3.750% Senior Notes due 2032HON 32AThe Nasdaq Stock Market LLC
4.125% Senior Notes due 2034HON 34The Nasdaq Stock Market LLC
3.750% Senior Notes due 2036HON 36The Nasdaq Stock Market LLC
 
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging Growth Company
 
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  




Item 2.02    Results of Operations and Financial Condition

On January 29, 2026, Honeywell International Inc. (the “Company”) issued a press release announcing its fourth quarter and full year 2025 earnings, which is furnished herewith as Exhibit 99.1.

As previously announced on October 22, 2025, beginning in the first quarter of 2026, the Company intends to realign its business units comprising its Industrial Automation and Energy and Sustainability Solutions reportable business segments. This realignment will result in the formation of a new reportable business segment, Process Automation and Technology, and also result in a new composition of the Industrial Automation reportable business segment. Process Automation and Technology will include the core process solutions of the Honeywell Process Solutions business, which is currently a part of Industrial Automation, and UOP, which is currently reported in Energy and Sustainability Solutions. As a result, the Company will no longer report results for the Energy and Sustainability Solutions segment (the Advanced Materials business, which was formerly reported in Energy and Sustainability Solutions, was spun off on October 30, 2025). Industrial Automation will continue to include the smart energy, thermal solutions, and process measurement and control businesses, currently included in the Honeywell Process Solutions business, Sensing and Safety Technologies, Warehouse and Workflow Solutions, and Productivity Solutions and Services.

Following the realignment, the Company’s four reportable business segments will be Aerospace Technologies, Building Automation, Process Automation and Technology, and Industrial Automation. Other operations will continue to be presented in Corporate and All Other, which is separately reported but is not a reportable business segment. In addition to the realignment, also beginning in 2026, the Company will report its disaggregation of revenue within its Building Automation, Process Automation and Technology, and Industrial Automation segments based on the business models of Products, Projects, Solutions, and Aftermarket. The Company expects to report its financial performance based on this realignment effective with the first quarter of 2026 and will have no impact on the Company's historical consolidated financial position, results of operations, or cash flows.

Attached as Exhibit 99.2 is a supplemental schedule containing unaudited segment information for the three months and year December 31, 2025, recast on the basis of the proposed realignment of the business segments expected to be effective with the quarter ending March 31, 2026.

To provide supplemental historical information on a basis consistent with its announced new reporting structure, the Company has also furnished in the attached Exhibit 99.2 certain non-GAAP supplemental historical business segment information to conform to the announced new reporting structure.

The supplemental unaudited historical business segment information contained in Exhibit 99.2 does not represent a restatement or reissuance of previously issued financial statements.

The information furnished pursuant to this Item 2.02, including Exhibit 99.1 and Exhibit 99.2 in Item 9.01, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 9.01    Financial Statements and Exhibits

(d) Exhibits

The following exhibits are filed as part of this report:

Exhibit #
Description
99.1
Honeywell International Inc. Earnings Press Release dated January 29, 2026.
99.2
Supplemental unaudited historical business segment information (furnished pursuant to Item 2.02 hereof).
104
Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document).




SIGNATURE
 
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 
Date:January 29, 2026HONEYWELL INTERNATIONAL INC. 
    
 
By: /s/ Su Ping Lu
 Su Ping Lu
 Senior Vice President, General Counsel and Corporate Secretary
    


FAQ

What did Honeywell (HON) disclose in its latest 8-K filing?

Honeywell disclosed its fourth quarter and full year 2025 earnings via a furnished press release and detailed a forthcoming realignment of its business segments, including creating a new Process Automation and Technology segment and updating how it reports revenue across several segments.

How is Honeywell (HON) changing its business segment structure for 2026?

Beginning in the first quarter of 2026, Honeywell will report four segments: Aerospace Technologies, Building Automation, Process Automation and Technology, and Industrial Automation, with other activities in Corporate and All Other under the new realigned reporting structure.

What is Honeywell’s new Process Automation and Technology segment?

Process Automation and Technology will combine the core process solutions of the Honeywell Process Solutions business, currently in Industrial Automation, with UOP, currently in Energy and Sustainability Solutions, forming a distinct reportable segment starting with 2026 financial reporting.

What happens to Honeywell’s Energy and Sustainability Solutions segment?

Honeywell will no longer report Energy and Sustainability Solutions as a separate segment. UOP will move into the new Process Automation and Technology segment, while the Advanced Materials business from this segment was spun off earlier on October 30, 2025.

How will Honeywell (HON) disaggregate revenue under the new structure?

Starting in 2026, Honeywell will disaggregate revenue within its Building Automation, Process Automation and Technology, and Industrial Automation segments by four business models: Products, Projects, Solutions, and Aftermarket, providing more detailed insight into its revenue mix.

Does Honeywell’s segment realignment affect historical financial results?

Honeywell states that the segment realignment will not affect its historical consolidated financial position, results of operations, or cash flows, and it has furnished unaudited supplemental segment information recast on the new basis for 2025 as Exhibit 99.2.

What exhibits did Honeywell attach to this 8-K about 2025 earnings?

Honeywell attached an earnings press release dated January 29, 2026 as Exhibit 99.1 and supplemental unaudited historical business segment information aligned to the new reporting structure as Exhibit 99.2, along with an Inline XBRL cover page data file as Exhibit 104.
Honeywell Intl Inc

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