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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Honeywell International (HON) investor relations material
Honeywell International Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary3 Dec, 2025
Key achievements and strategic focus
Achieved three consecutive quarters of beating and raising guidance, boosting investor confidence.
Reinvested in R&D and improved connectivity between engineering and product teams, accelerating time to market and driving organic growth.
Simplified company structure, including asbestos liability resolution and progress on Quantinuum.
Strong Q3 orders up 22%, with positive outlook for Q4 and 2026.
Focused on cost reduction and preparing teams for leaner operations post-separation.
Portfolio transformation and business outlook
Separation into three focused companies aims to enhance flexibility and operational efficiency.
Recent segment reorganization supports better investor analysis and internal efficiency.
Automation business to emerge as a pure-play, leveraging scale and engineering resources across buildings, process, and industrial segments.
Strategic review of warehouse and productivity business ongoing, with updates expected at 2026 guidance.
Pricing, tariffs, and margin dynamics
2023 growth driven by 2% volume and 3% price, with pricing offsetting tariff exposure.
Building automation and short-cycle businesses adapted quickly to pricing changes; aerospace lagged but is now catching up.
Pricing and productivity expected to be tailwinds for aerospace margins in 2026, with full margin targets likely by 2028-2029.
Describe the strategic vision for new Honeywell
Aero margin expansion drivers for 2026
Quantinuum monetization event timeline
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Next Honeywell International earnings date
Q4 20255 Feb, 2026
Next Honeywell International earnings date
Q4 20255 Feb, 2026
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Frequently asked questions
A Diverse Conglomorate
Honeywell International Inc. is an American conglomerate operating worldwide. The company operates through 4 different business segments and has a significant presence in aerospace, building technologies, performance materials, and safety. Initially focusing on thermostat and control systems, Honeywell has expanded its offerings over time, providing solutions in automation, advanced materials, and software for both consumer and industrial markets. With a long history and a diverse product portfolio, Honeywell has maintained a steady position in the global business landscape.
History and Notable Mergers
Honeywell International Inc. traces its origins to 1906 when Mark Honeywell founded the Honeywell Heating Specialty Company, specializing in hot water heat generators. Over the decades, the company diversified and expanded, merging with various entities. A significant milestone for the company came in 1927 when Honeywell merged with the Minneapolis Heat Regulator Company, integrating thermostat technologies. This laid the foundation for their venture into control systems. However, the most transformative merger occurred in 1999 when Honeywell (then known as Honeywell Inc.) combined with AlliedSignal, a company with a broader portfolio. Although the name Honeywell was retained due to its superior brand recognition, the post-merger entity was largely driven by the AlliedSignal team.
Aerospace
Honeywell's Aerospace segment is a global provider of integrated avionics, engines, systems, and service solutions for aircraft manufacturers, airlines, business and general aviation, military, space, and airport operations. Their product portfolio encompasses auxiliary power units, cockpit electronics, as well as various control and communications systems. Beyond hardware, Honeywell Aerospace offers software and service solutions that can be applied in various parts of the aviation industry.
Other Business Groups
As previously mentioned, Honeywell does business in four distinct business segments. This also means that they compete with a wide variety of different companies, but some of the more notable ones include GE, Siemens, Lockheed Martin, and several others.
Honeywell Building Technologies offers products, software, solutions, and technologies that help improve energy efficiency, safety, and security in buildings, homes, and cities. Honeywell Performance Materials and Technologies produces advanced materials, process technologies, and automation solutions. It provides a wide range of high-performance products including petrochemicals, refining, gas processing, and advanced materials for a variety of industries. The safety arm of the business caters to a range of industries and manufactures protection equipment, supply chain technology, and warehouse automation solutions.
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