Here are the 10-Q quarterly reports from Honeywell Aerospace Inc. (HONA) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow HONA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HONA filings page.
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., newly separated from Honeywell, reported Q2 2026 net sales of $4,522 million, up from $4,289 million a year earlier, driven mainly by Commercial Aftermarket and Defense and Space.
Net income attributable to Aerospace fell to $246 million from $844 million, as the company absorbed $329 million of Spin-off transaction costs, higher inventory charges, and $200 million of interest on about $16.0 billion of new senior notes. A related $15.1 billion distribution to Honeywell and a $375 million Flexjet settlement contributed to a shareholders’ deficit of $5.7 billion at June 27, 2026.
Operating cash flow for the first half was $346 million, down from $1,025 million, while cash rose to $1,057 million. Environmental liabilities totaled $828 million, with potential losses estimated at up to two to three times that amount. Subsequent to quarter end, the board authorized up to $3.5 billion of share repurchases and the company agreed to pay $1,125 million over less than five years for continued use of Honeywell trademarks.