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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Honeywell (HON) investor relations material
Honeywell Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary11 Nov, 2025
Leadership and strategic direction
New leadership announced, with Jim Currier as President and CEO and Craig Marwell as Chairman, to lead the aerospace business post-spinoff in the second half of 2026.
The spinoff will create a focused, pure-play aerospace supplier with an investment-grade balance sheet.
Strategic focus will shift to aerospace-only decisions, enhancing capital allocation and operational agility.
Leadership aims to drive innovation and technological advancement, leveraging a talented team.
Portfolio and market positioning
The business serves commercial air transport, business aviation, and defense and space, with a broad, nose-to-tail aircraft portfolio.
Three main business units: Electronic Solutions, Engines and Power Systems, and Control Systems.
Diversification across products and markets provides resilience and growth opportunities.
Operational efficiency and investment
Integrated operating system drives productivity, efficiency, and margin expansion.
Significant investments in supply chain, new products, and technologies support a ten-year growth trajectory.
Margins have improved post-investment, with further expansion expected through 2026.
COVID prompted cost takeouts and reinvestment for supply chain resilience.
Post-spin, how will capital allocation priorities shift?
Detail supply chain investment strategy
What drives international defense margin accretion?
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Goldman Sachs Industrials and Materials Conference 20253 Dec, 2025
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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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