Honeywell International Inc. (HON) Earnings Call Transcripts
Honeywell International Inc.'s Latest Earnings Call - August 11, 2026
In the second quarter of fiscal year 2026, Honeywell International Inc. reported a revenue of $12.5 billion, exceeding expectations and reflecting a year-over-year growth of 10%. Earnings per share (EPS) came in at $2.50, beating estimates by $0.15. Management raised their full-year guidance, projecting revenue growth of 4% to 6% for the second half of the year, signaling confidence in strong order trends and margin expansion driven by ongoing portfolio transformation efforts.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $12.5B (beat) |
| EPS | $2.50 (beat) |
| Operating Margin | 27% (positive) |
| Full-Year Revenue Growth Guidance | 4% to 6% (positive) |
| Building Automation Margin Target | 29% by 2029 (positive) |
| LNG Project Pipeline | Bookings through 2028 (positive) |
Guidance from management
Management maintained a full-year revenue growth guidance of 4% to 6% and expressed confidence in achieving margin expansion targets, particularly in the Building Automation and Process Automation segments.
What management said
Sure. So first, thank you for having us here today. Super excited to be here and years are progressing extremely well, strong [indiscernible] orders in July are looking good. That's why we raised the guidance and feel good about the second half. As far as your question and -- we just laid out -- this is our first month file as a new company. We laid out our 3-year growth targets, so 4% to 6% top line growth, double...
Very good. I think generally, if you think about where we were 5 years ago, there's a lot of hesitation as far as getting access to data sharing data, et cetera, not people realize it's really necessary. And I think the cybersecurity got much better over the last 5 years as far as being able to contain phase affect your data and your main knowledge. And that's going to swing out quite well.
What analysts pressed on
Analysts expressed skepticism regarding the sustainability of the mid-single-digit growth in Building Automation and the potential impact of geopolitical tensions on order trends. There were also questions about the integration of recent acquisitions and their effect on margins.
Main topics on the call
- Revenue Growth and Guidance — Honeywell raised its revenue guidance for the second half of 2026 to a growth rate of 4% to 6%, with management expressing confidence in strong order trends. CFO Mike Stepniak stated, "we feel good about the second half"...
- Order Trends and Market Demand — Management highlighted broad-based growth across all regions, with North America and Europe performing particularly well. Stepniak noted, "Europe was a headwind for us... that's no longer the case," indicating a positive...
- Margin Expansion Initiatives — Honeywell is targeting a margin expansion to 29% by 2029, with ongoing investments in new product introductions (NPI) and software solutions. Stepniak mentioned, "NPI tends to best come with better price events," indicat...
- Artificial Intelligence Integration — The company is leveraging AI to enhance productivity across various functions, including engineering and internal audits. Stepniak remarked, "we're really focusing on being able to deploy AI at scale," which could signif...
Read the full Honeywell International Inc. transcript (August 11, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Honeywell International Inc.
Honeywell International Inc. (HON) is a publicly listed company in the Industrial Conglomerates industry, within the Industrials sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 107 calls on record spanning January 31, 2020 to August 11, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 107 Honeywell International Inc. earnings call transcripts on record, spanning January 31, 2020 to August 11, 2026. Based on this history, Honeywell International Inc. reports quarterly. The most recent call on file is dated August 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- HON
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Industrials
- Industry
- Industrial Conglomerates
- Calls on record
- 107
- First call
- January 31, 2020
- Most recent
- August 11, 2026
- Reporting cadence
- quarterly