Honeywell Aerospace Inc. (HONA) reported third-quarter net sales of $4.644 billion for the three months ended September 26, 2026, versus $4.533 billion a year earlier. Net income attributable to Aerospace was $726 million, versus $644 million, and diluted earnings per share was $2.29 versus $2.03. For the nine months, sales were $13.518 billion versus $12.896 billion, while attributable net income was $1.606 billion versus $2.265 billion and diluted earnings per share was $5.06 versus $7.15.
Nine-month operating cash flow was $1.014 billion, compared with $1.864 billion. Long-term debt was $15.853 billion as of September 26, 2026. The company issued $16.0 billion of senior unsecured notes and distributed $15.1 billion of net proceeds to Honeywell in connection with its June 29, 2026 spin-off, which distributed 316.9 million shares. The board declared a $0.40-per-share dividend, payable December 4, 2026, to shareholders of record November 13, 2026.
Recorded environmental liabilities were $815 million as of September 26, 2026. Additional reasonably possible losses could make the aggregate environmental liability approximately two to three times higher than current accruals, with potential payments extending beyond two decades.
Honeywell Aerospace Inc. reported third-quarter sales of $4.644 billion, up 2% year over year, and net income of $737 million, up 13%. Adjusted EBIT was $1.161 billion, up 1%, while backlog reached $19.324 billion, up 12%; trailing 12-month orders were up 9%. The company reported $668 million of operating cash flow and $500 million of free cash flow. Engines & Power Systems adjusted EBIT declined 16% to $250 million as unfavorable mix and higher costs more than offset price and tariff refunds.
It raised 2026 pro forma standalone adjusted earnings per share guidance to $7.85–$8.00 and second-half free cash flow guidance to $1.2–$1.4 billion, maintained its 4%–5% organic sales growth outlook, and narrowed full-year pro forma standalone adjusted EBIT guidance to $4.375–$4.425 billion. The board declared its first quarterly cash dividend as an independent public company, $0.40 per share, payable December 4, 2026, to shareholders of record November 13, 2026. The company also announced a $500 million, 300,000-square-foot Tempe facility expected to open in late 2028 and create approximately 600 jobs.
Honeywell Aerospace Inc. (HONA) director Arnold Craig reported an open-market purchase of common stock. On September 1, 2026, he purchased 6,400 shares at $156.00 per share, and now holds 6,400 shares of Honeywell Aerospace common stock directly. No Rule 10b5-1 trading plan is reported for this transaction.
Honeywell Aerospace Inc. director Arnold Craig received a grant of 980 Restricted Stock Units on August 3, 2026. These RSUs convert one-for-one into common stock and vest 33% on August 3, 2027, 33% on August 3, 2028, and 34% on August 3, 2029. Craig also holds adjusted RSU awards covering 602 underlying shares that originated at Honeywell International Inc. and were converted in connection with the spin-off, scheduled to vest on April 15, 2027.
Honeywell Aerospace Inc. reported that VP, Controller & CAO William Michael Lautar received a grant of 1,469 Restricted Stock Units on August 3, 2026. The RSUs convert into common stock on a one-for-one basis and will vest in accordance with the award’s terms. Following this grant, Lautar holds 1,469 RSUs directly.
Honeywell Aerospace Inc. granted Pres. & CEO, E & P Systems David Andrew Marinick equity awards on August 3, 2026. He received 7,344 restricted stock units that convert into common stock on a one-for-one basis and an additional 2,135 restricted stock units; both RSU awards vest in accordance with their terms. He was also granted 5,020 employee stock options for common stock at an exercise price of $208.27 per share, expiring on August 2, 2036, with vesting aligned to the award terms. All awards are reported as directly owned derivative securities referencing the issuer’s common stock.
DeGraff Richard reported acquisition or exercise transactions in this Form 4 filing.
Honeywell Aerospace Inc. granted Pres. & CEO, Control Systems Richard DeGraff multiple equity awards on August 3, 2026.
He received 7,344 restricted stock units and a separate 2,196-unit RSU award, each convertible one-for-one into common stock, plus options for 5,164 shares at $208.27 per share expiring August 2, 2036, all vesting in accordance with the terms of the awards.
Buddecke Robert Conrad Jr. reported acquisition or exercise transactions in this Form 4 filing.
Honeywell Aerospace Inc. reported equity compensation grants to Pres. & CEO, Elec. Solutions Robert Conrad Buddecke Jr. on 2026-08-03. He received 7,344 and 2,926 restricted stock units, each convertible one-for-one into common stock, and 6,879 employee stock options to buy common stock at $208.27 per share expiring 2036-08-02; all awards vest in accordance with their terms.
Honeywell Aerospace Inc. reported that director David L. Goldfein received a grant of 572 Restricted Stock Units on August 3, 2026. These units convert into Common Stock on a one-for-one basis and will vest on April 15, 2027, bringing his directly held RSU position to 572.
Honeywell Aerospace Inc. reported that director Mark L. Reuss received a grant of 572 Restricted Stock Units (RSUs) on August 3, 2026. Each RSU converts into one share of Common Stock on a one-for-one basis. These RSUs are scheduled to vest on April 15, 2027, and following this award Reuss holds 572 RSUs directly.