Honeywell International posts Q2 sales $9.72B, adjusted EPS $4.52; technologies unit sales $5.19B

Honeywell International reported second-quarter 2026 consolidated sales of $9.72 billion and adjusted diluted earnings per share of $4.52. The company recorded consolidated operating income of $1.737 billion and reported EPS from continuing operations (diluted) of $17.83, which included a one-time gain on deconsolidation of Quantinuum; Honeywell Technologies (post‑spin adjustments) posted sales of $5.187 billion and adjusted EPS of $1.95. Management highlighted the June 29 separation of Honeywell Aerospace and updated full-year guidance for Honeywell Technologies with adjusted EPS of $8.05–$8.35 and organic sales growth guidance of 3%–4%.

Financial Highlights

• Revenue (consolidated net sales): $9,719 million for Q2 2026 (up 4% year-over-year).
• Honeywell Technologies net sales (ex‑Aerospace): $5,187 million for Q2 2026 (reported up 3%; organic growth 4%).
• Operating income (consolidated): $1,737 million for Q2 2026; operating income margin 17.9%.
• Segment profit (consolidated): $2,240 million for Q2 2026; segment margin 23.1%.
• Adjusted diluted earnings per share (consolidated): $4.52 for Q2 2026; Adjusted diluted EPS (Honeywell Technologies): $1.95 for Q2 2026.

Business Highlights

• Completed spin-off of Honeywell Aerospace on June 29, 2026; Aerospace now reports separately and will issue standalone Q2 results on August 5.
• Order growth: consolidated orders increased 4% with backlog near $38 billion; Honeywell Technologies orders up 16% with backlog near $20 billion.
• Segment performance within Honeywell Technologies: Building Automation organic sales growth 9% with margin expansion; Process Automation and Technology saw projects growth but aftermarket softness and a 180 bps margin contraction; Industrial Automation delivered organic growth led by solutions and improved margin.
• Strategic activity: guidance and outlook incorporate the July 17 close of Johnson Matthey’s Catalyst Technologies acquisition and anticipated divestitures of Productivity Solutions and Services and Warehouse and Workflow Solutions by early August.

Original SEC Filing:

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