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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Honeywell International
Honeywell International (HON) investor relations material
Honeywell International Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary22 Oct, 2026
Executive summary
First quarter as a standalone automation business: sales of $4.994B, up 7% organically; segment margin of 21.3%, up 370 bps; adjusted EPS of $2.27, up 34%.
Strong results lifted FY26 guidance; backlog of nearly $19B, up 7% excluding divestitures, supported the 2027 growth setup.
Financial highlights
Q3 reported sales rose 1% to $4.994B, while organic sales grew 7%.
Operating income rose 79% to $740M; segment profit increased 23% to $1.062B.
Free cash flow was $688M, up 15%, with 95% adjusted conversion.
Continuing-operations diluted EPS was $2.40, down 20% YoY, while adjusted EPS rose 34% to $2.27; the comparison reflects a prior-year Resideo gain.
Outlook and guidance
FY26 sales guidance: $20.0B–$20.1B; organic growth 4%–5%; segment margin ~20.5%, with ~290 bps expansion.
FY26 adjusted EPS guidance rose to $8.40–$8.45, growth of 30%–31%; midpoint increased $0.23.
FY26 free cash flow guidance increased to ~$2.1B; Q4 conversion is expected above 100%.
Q4 outlook: sales of $5.0B–$5.1B, organic growth of 5%–6%, segment margin near 22%, and adjusted EPS of $2.42–$2.47.
2027 organic growth is expected at or above the long-term algorithm; the 2029 adjusted EPS target is $12 or higher.
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Latest events from Honeywell International
- Accelerating growth in automation, software, and high-growth verticals drives strong outlook.HON
Morgan Stanley's 14th Annual Laguna Conference - Growth targets, AI-driven innovation, and margin expansion define the next phase of transformation.HONDeutsche Bank’s Chicago Industrials Summit
- Strong growth and margin expansion expected, with robust momentum in automation and aerospace.HONBank of America Global Industrials Conference 2026
- Q2 2026 saw strong growth, margin expansion, and raised guidance after major portfolio moves.HONQ2 2026
- Pure-play automation leader targeting high growth, margin expansion, and strong cash flow.HONCorporate presentation
- 2026 outlook targets 3–6% organic sales growth and 6–9% EPS growth, led by aerospace.HONQ4 2025
- Q2 sales and EPS exceeded guidance, with raised outlook and major portfolio transformation.HONQ2 2025
- Q3 sales up 6% to $9.7B, adjusted EPS up 8%, Advanced Materials spin-off announced.HONQ3 2024
- Q1 sales and adjusted EPS exceeded guidance, with margin expansion and portfolio transformation ongoing.HONQ1 2025
Next Honeywell International earnings date
Q4 202628 Jan, 2027
Honeywell International
Next Honeywell International earnings date
Q4 202628 Jan, 2027
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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.