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Honeywell (HON) investor relations material
Honeywell Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley’s 13th Annual Laguna Conference summary10 Sep, 2025
Separation and portfolio strategy
Solstice business spin-off scheduled for Q4, with ERO spin targeted for the second half of next year; both progressing on schedule.
Separation enables sharper focus and capital structuring for each business, with aerospace and automation each positioned at roughly $20 billion in revenue.
Portfolio work is being executed in parallel with the spin, focusing on driving common outcomes like energy efficiency, productivity, and safety.
Six acquisitions completed this year (four in automation, two in aerospace), with further additions possible but not required for earnings growth.
Quantum business completed a $600 million fundraise, targeting $700 million, with focus on onboarding customers in research, life sciences, banking, and government for quantum applications.
Automation and technology opportunities
Automation opportunity set has expanded significantly due to the confluence of cloud, data, and AI, enabling broader customer connectivity and new service models.
Over 20,000 customers are now connected, leveraging data science and ontology to deliver new outcomes and efficiencies.
Portfolio strategy in automation is outcome-driven, focusing on high-replication verticals and leveraging data for greater impact.
Bolt-on and tuck-in acquisitions remain the preferred approach, with recent deals strengthening security and LNG verticals.
Aerospace (AERO) business outlook
Aerospace business is expected to reach $30 billion in revenue organically within 8–9 years, with long-term growth driven by OE, defense, and advanced air mobility.
Margins have been stable at 25–26% due to transitionary factors like recent acquisitions, OE mix, and tariffs, but are expected to improve as these factors normalize.
R&D spend is up to support a $70 billion backlog, with investments in supply chain expected to yield future volume leverage.
Management team for Aerospace spin to be announced within 90 days, balancing internal and external candidates for key roles.
Automation AI/Cloud opportunity: What surprised you?
Aero margin expansion to 29% target?
Automation M&A strategy and shareholder value.
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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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