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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Honeywell International Inc. (HON) is 5/10.
Honeywell delivered Q1 organic sales growth of 2% with adjusted EPS of $2.45, up 11% year-over-year, as margin expansion of 90 basis points to over 23% compensated for below-trend revenue growth caused by temporary aerospace supply chain constraints and Middle East conflict disruptions. Building Automation delivered its eighth straight quarter of strong growth, and process technology orders surged on LNG and refining wins. Management maintained full-year organic growth guidance of 3-6% and confirmed the Aerospace spinoff remained on track for June 29 completion.
Scored from Honeywell International Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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On August 19, 2026, Honeywell appointed Billal Hammoud as President and CEO of Process Technology, effective October 1, 2026, moving from President and CEO of Building Automation (BA). Juan Picon, President of BA in the Americas, was named to succeed Hammoud as President and CEO of BA, also effective October 1, 2026. Both remain executive officers reporting to Chairman and CEO Vimal Kapur.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.09B | +6.9% | $3.92 | +2.6% | 36.4% | 18.2% | 12.7% | $2.18B |
| FY2025 Q1 | $9.82B | +7.9% | $4.44 | -0.4% | 38.5% | 20.2% | 14.8% | $346M |
| FY2025 Q2 | $10.35B | +8.1% | $4.90 | +3.8% | 38.9% | 20.4% | 15.2% | $955M |
| FY2025 Q3 | $10.41B | +7.0% | $5.72 | +32.4% | 34.1% | 16.9% | 17.5% | $2.91B |
| FY2025 Q4 | $6.86B | -32.0% | $0.92 | -76.5% | 36.1% | 10.4% | -1.7% | $1.12B |
| FY2026 Q1 | $9.14B | -6.9% | $2.58 | -41.9% | 38.7% | 9.7% | 9.0% | $-873M |
| FY2026 Q2 | $9.72B | -6.1% | $17.81 | +263.5% | 37.6% | 17.9% | 58.5% | $98M |