Form 8-K

8-K — HONEYWELL INTERNATIONAL INC

Accession: 0000773840-26-000120

Filed: 2026-07-23

Period: 2026-07-23

CIK: 0000773840

SIC: 3724 (AIRCRAFT ENGINES & ENGINE PARTS)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — hon-20260723.htm (Primary)

EX-99 (exhibit99-q22026earningsre.htm)

GRAPHIC (honeywelltechnologieslogo.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: hon-20260723.htm · Sequence: 1

hon-20260723

FALSE000077384000007738402026-07-232026-07-230000773840us-gaap:CommonStockMember2026-07-232026-07-230000773840hon:Euro3.375SeniorNotesDue2030Member2026-07-232026-07-230000773840hon:Euro75TermLoanDue2032Member2026-07-232026-07-230000773840hon:A3.750SeniorNotesDue2032Member2026-07-232026-07-230000773840hon:Euro4125SeniorNotesDue2034Member2026-07-232026-07-230000773840hon:Euro3.75SeniorNotesDue2036Member2026-07-232026-07-23

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

Form 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934

DATE OF REPORT – July 23, 2026

(Date of earliest event reported)

HONEYWELL INTERNATIONAL INC.

(Exact name of Registrant as specified in its Charter)

Delaware 1-8974 22-2640650

(State or other jurisdiction of

incorporation) (Commission File Number) (I.R.S. Employer Identification

Number)

855 S. MINT STREET, CHARLOTTE, NC..................................................28202

......(Address of principal executive offices).................................................(Zip Code)

Registrant’s telephone number, including area code: (704) 627-6200

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, par value $1 per share HON The Nasdaq Stock Market LLC

3.375% Senior Notes due 2030 HON 30 The Nasdaq Stock Market LLC

0.750% Senior Notes due 2032 HON 32 The Nasdaq Stock Market LLC

3.750% Senior Notes due 2032 HON 32A The Nasdaq Stock Market LLC

4.125% Senior Notes due 2034 HON 34 The Nasdaq Stock Market LLC

3.750% Senior Notes due 2036 HON 36 The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition

On July 23, 2026, Honeywell International Inc. (the “Company”) issued a press release announcing its second quarter 2026 earnings, which is furnished herewith as Exhibit 99. The information furnished pursuant to this Item 2.02, including Exhibit 99, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933 or the Exchange Act.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits

The following exhibits are filed as part of this report:

Exhibit #

Description

Honeywell International Inc. Earnings Press Release dated July 23, 2026.

104

Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: July 23, 2026 HONEYWELL INTERNATIONAL INC.

By: /s/ Su Ping Lu

Su Ping Lu

Senior Vice President, General Counsel and Corporate Secretary

EX-99

Filename: exhibit99-q22026earningsre.htm · Sequence: 2

Document

Exhibit 99

Contacts:

Media Investor Relations

Stacey Jones Mark Macaluso

(980) 378-6258 (704) 627-6118

stacey.jones@honeywell.com mark.macaluso@honeywell.com

HONEYWELL TECHNOLOGIES REPORTS SECOND QUARTER RESULTS

CHARLOTTE, N.C., July 23, 2026 -- Honeywell Technologies (NASDAQ: HON) today announced results for the second quarter of 2026. The consolidated results include the operations of Honeywell Aerospace (NASDAQ: HONA), which successfully separated in a spin-off from Honeywell Technologies on June 29, 2026 (third quarter 2026).

Second Quarter 2026 Consolidated Results (including legacy Aerospace Technologies segment):

•Orders up 4% leading to ~$38 billion backlog

•Sales of $9.7 billion, reported sales up 4% and organic1 sales up 4%

•Operating margin of 17.9% and segment margin1 of 23.1%

•Earnings per share (EPS) of $17.83, which reflects the impact of a one-time gain on deconsolidation of Quantinuum, and adjusted EPS1 of $4.52

Second Quarter 2026 Honeywell Technologies Results (excluding Aerospace Technologies):

•Orders up 16% leading to ~$20 billion backlog

•Sales of $5.2 billion, up 3% reported and up 4% organic1

•Operating margin of 12.8% and segment margin1 of 19.0%

•EPS of $16.65 and adjusted EPS1 of $1.95

Management Commentary

"The second quarter marked a historic milestone for Honeywell Technologies as we completed the separation of Honeywell Aerospace and began a new era as a leading pure-play automation company. The results we delivered this quarter are the outcome of a year-plus long process to simplify our business, and we are already seeing the benefits of this transformation today. Honeywell Technologies delivered strong organic orders and sales growth, and 100 basis points of segment margin expansion, leading to double digit earnings growth in the second quarter and reinforcing our confidence in the long-term targets that we shared at our recent investor day. As a simplified company, Honeywell Technologies is now positioned to further accelerate profitable growth as we leverage our deep domain expertise and vast installed base to create enduring value for our shareowners," said Vimal Kapur, chairman and chief executive officer of Honeywell Technologies.

- MORE -

Honeywell Technologies Q2’26 Results - 2

Table 1: Summary of Consolidated Financial Results

Including Honeywell Technologies and Honeywell Aerospace business

(Dollars in millions, except per share amounts)

2Q 2026 2Q 2025 Change

Sales $9,719 $9,322 4%

Organic1 Growth

Operating Income $1,737 $1,843 (6%)

Operating Income Margin 17.9% 19.8% (190 bps)

Segment Profit1

$2,240 $2,128 5%

Segment Margin1

23.1% 22.8% 30 bps

Earnings Per Share - Continuing Operations $17.83 $4.33 312%

Adjusted Earnings Per Share1

$4.52 $4.72 (4%)

Cash Flow from Operations - Continuing Operations $1,276 $1,064 20%

Free Cash Flow1,4

$1,252 $878 43%

The information in Tables 2, 3 and 4 and all subsequent commentary (other than under the heading “Honeywell Aerospace”) refers to Honeywell Technologies only*. Please refer to our quarterly report on Form 10-Q for the second quarter of 2026 for additional information.

Table 2: Summary of Honeywell Technologies Financial Results

(Dollars in millions, except per share amounts)

2Q 2026 2Q 2025 Change

Sales $5,187 $5,018 3%

Organic1 Growth

Operating Income $662 $666 (1%)

Operating Income Margin 12.8% 13.3% (50 bps)

Segment Profit1

$985 $904 9%

Segment Margin1

19.0% 18.0% 100 bps

Earnings Per Share - Continuing Operations $16.65 $1.21 1,276%

Adjusted Earnings Per Share1

$1.95 $1.77 10%

Cash Flow from Operations - Continuing Operations $563 $187 201%

Free Cash Flow1,4

$456 $114 300%

* Results refer to Honeywell Technologies only, excluding results attributable to the Honeywell Aerospace business, including adjustments related to the perimeter of the Aerospace spin-off, allocation of Honeywell Technologies corporate costs, and treatment of intracompany transactions, among other items.

- MORE -

Honeywell Technologies Q2’26 Results - 3

Table 3: Summary of Honeywell Technologies Segment Financial Results

(Dollars in millions)

BUILDING AUTOMATION 2Q 2026 2Q 2025 Change

Sales $2,002 $1,826 10%

Organic1 Growth

Segment Profit $542 $479 13%

Segment Margin 27.1% 26.2% 90 bps

PROCESS AUTOMATION AND TECHNOLOGY

Sales $1,679 $1,613 4%

Organic1 Growth

(1%)

Segment Profit $371 $386 (4%)

Segment Margin 22.1% 23.9% (180) bps

INDUSTRIAL AUTOMATION

Sales $1,501 $1,577 (5%)

Organic1 Growth

Segment Profit $258 $257 —%

Segment Margin 17.2% 16.3% 90 bps

Building Automation sales for the second quarter grew 9% organically1 year over year. Building products grew 10% led by continued double-digit growth in the fire business, and building solutions grew 7%, driven by services. Orders increased 13% year over year led by robust growth in data center and hospitality verticals. Segment margin expanded 90 basis points to 27.1% driven by volume leverage and pricing, partially offset by inflation.

Process Automation and Technology sales for the second quarter decreased 1% organically1 year over year. Projects sales increased 5% organically, led by continued strength in LNG and a return to growth in automation projects. This was offset by a 6% decline in aftermarket sales driven by higher catalyst shipments in the prior year. Orders were up 24% led by demand in LNG. Segment margin contracted 180 basis points to 22.1% driven by lower catalyst volumes and unfavorable product mix.

Industrial Automation sales for the second quarter grew 4% organically1 year over year led by 10% growth in solutions, driven by strength in utilities projects and strong backlog conversion in the warehouse business. Products grew 1% led by demand in sensing and industrial measurement. Segment margin expanded 90 basis points year over year to 17.2% driven by pricing and productivity, partially offset by inflation.

- MORE -

Honeywell Technologies Q2’26 Results - 4

Table 4: Honeywell Technologies Full-Year 2026 Guidance1

Previous Guidance Current Guidance

Sales $19.9B - $20.2B $19.8B - $20.0B

Organic Growth 2% - 3% 3% - 4%

Segment Margin2

19.8% - 20.3% 20.1% - 20.5%

Expansion Up 220 - 270 bps Up 250 - 290 bps

Adjusted Earnings Per Share2,3

$7.90 - $8.30 $8.05 - $8.35

Adjusted Earnings Growth3

22% - 28% 25% - 29%

Operating Cash Flow ~$2.1B ~$2.1B

Free Cash Flow4

~$2.0B ~$2.0B

See additional information at the end of this release regarding non-GAAP financial measures.

Segment margin and adjusted EPS are non-GAAP financial measures. Management cannot reliably predict or estimate, without unreasonable effort, the impact and timing on future operating results arising from items excluded from segment margin and adjusted EPS. We therefore, do not present a guidance range, or a reconciliation to, the nearest GAAP financial measures of operating margin or EPS.

Adjusted EPS and adjusted EPS V% guidance excludes items identified in the non-GAAP reconciliation of adjusted EPS at the end of this release, and any potential future one-time items that we cannot reliably predict or estimate.

4 With respect to historical periods, free cash flow adjusts for capital expenditures, spin-off and separation-related cost payments, Resideo indemnification and reimbursement agreement termination payment, cash payment for settlement of the divestiture of asbestos liabilities, and cash flows attributable to Quantinuum. With respect to the company’s outlook for 2026, free cash flow adjusts for capital expenditures, spin-off and separation-related cost payments, and cash flows attributable to Quantinuum.

2026 Outlook

Honeywell Technologies is updating its full-year outlook after a strong second quarter and improved organic growth fundamentals for process and industrial in the second half. The company now expects full-year sales of $19.8 billion to $20.0 billion with organic1 sales growth of 3% to 4%, and 4% to 6% organic1 growth in the second half. The company now expects segment margin1 in the range of 20.1% to 20.5% with segment margin1 expansion of 250 to 290 basis points year over year; and adjusted earnings per share1 in the range of $8.05 to $8.35, up 25% to 29%. Operating cash flow is expected to be approximately $2.1 billion, while free cash flow1 expectations are unchanged at approximately $2.0 billion for the full year. Guidance incorporates expected results for the acquisition of Johnson Matthey's Catalyst Technologies business, which closed on July 17, 2026, and the expected close of the Productivity Solutions and Services (PSS) and Warehouse and Workflow Solutions (WWS) business divestitures by early August.

Honeywell Aerospace

The former Aerospace Technologies segment now operates independently as Honeywell Aerospace and trades under the ticker symbol "HONA" following its spin-off from Honeywell Technologies on June 29. Consistent with precedent spin-off transactions, Honeywell Aerospace's financial results may differ from Aerospace Technologies financial information for the former segment due to the perimeter of the transaction, allocation of Honeywell Technologies corporate costs, and treatment of intracompany transactions, among other items, for both current and prior reporting periods. Because the creation of carve-out financial statements requires a lengthier closing process, Honeywell Aerospace announced that it will issue its second quarter results on a standalone basis after market close on August 5.

The information below represents results for the former Aerospace Technologies segment on a basis consistent with Honeywell Technologies on a consolidated basis. Please refer to Honeywell Technologies' quarterly

- MORE -

Honeywell Technologies Q2’26 Results - 5

report on Form 10-Q for the second quarter of 2026 for information on results for or including the former Aerospace Technologies segment.

In the second quarter, Aerospace Technologies segment sales of $4.5 billion grew 5% organically year over year. Mechanical supply chain showed sequential improvement during the quarter though material supply continued to limit sales growth across end markets. Sales growth was led by a 17% increase in Commercial aviation original equipment due to shipments recoupling to build schedules, particularly in commercial air transport, and a 7% increase in Commercial aviation aftermarket driven by increasing demand from the installed base. Defense and space sales were flat as continued strong demand was constrained by output and program timing. Segment profit grew 2% from the prior year to $1.1 billion, which included approximately $40 million of inventory obsolescence charges related to lower demand for pockets of existing inventory stock driven by emerging repair technologies extending product lives.

Conference Call Details

Honeywell Technologies will discuss its second-quarter results and full-year 2026 guidance for during an investor conference call starting at 8:30 a.m. Eastern Daylight Time today. A live webcast of the investor call as well as related presentation materials will be available through the Investor Relations section of the company's website (www.honeywell.com/investor). A replay of the webcast will be available for 30 days following the presentation.

About Honeywell Technologies

Honeywell Technologies is a global, pure-play automation company with a legacy of innovating to help solve the world's most mission-critical challenges, enhancing the quality of life for people and communities around the world. We serve the building, industrial, and process sectors with a broad portfolio of services, solutions, and products, underpinned by our Honeywell Technologies Accelerator operating system and Honeywell Technologies Forge intelligence layer. By combining the deep domain expertise of our more than 50,000 employees with decades of data from our global installed base, we are uniquely positioned to lead the industrial sector's transition from automation to autonomy. For more news and information on Honeywell Technologies, please visit Honeywell Technologies Newsroom.

Additional Information

Honeywell Technologies uses our Investor Relations website, investor.honeywell.com, as a means of disclosing information which may be of interest or material to our investors and for complying with disclosure obligations under Regulation FD. Accordingly, investors should monitor our Investor Relations website, in addition to following our press releases, SEC filings, public conference calls, webcasts, and social media.

- MORE -

Honeywell Technologies Q2’26 Results - 6

Forward Looking Statements

We describe many of the trends and other factors that drive our business and future results in this release. Such discussions contain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the Exchange Act), including statements related to the planned sales of the Productivity Solutions and Services and Warehouse and Workflow Solutions businesses. Forward-looking statements are those that address activities, events, or developments that we or our management intend, expect, project, believe, or anticipate will or may occur in the future. They are based on management's assumptions and assessments in light of past experience and trends, current economic and industry conditions, expected future developments, and other relevant factors, many of which are difficult to predict and outside of our control, including Honeywell Technologies' current expectations, estimates, and projections regarding the planned sales of the Productivity Solutions and Services and Warehouse and Workflow Solutions businesses. They are not guarantees of future performance, and actual results, developments, and business decisions may differ significantly from those envisaged by our forward-looking statements, including the planned sales of the Productivity Solutions and Services and Warehouse and Workflow Solutions businesses, and the anticipated benefits of each. We do not undertake to update or revise any of our forward-looking statements, except as required by applicable securities law. Our forward-looking statements are also subject to material risks and uncertainties, including ongoing macroeconomic and geopolitical risks, such as changes in or application of trade and tax laws and policies, including the impacts of tariffs and other trade barriers and restrictions, lower GDP growth or recession in the U.S. or globally, supply chain disruptions, capital markets volatility, inflation, and certain regional conflicts, including ongoing conflicts in the Middle East, that can affect our performance in both the near- and long-term. In addition, no assurance can be given that any plan, initiative, projection, goal, commitment, expectation, or prospect set forth in this release can or will be achieved. These forward-looking statements should be considered in light of the information included in this release, our Form 10-K, and our other filings with the Securities and Exchange Commission. Any forward-looking plans described herein are not final and may be modified or abandoned at any time.

This release contains financial measures presented on a non-GAAP basis. Honeywell's and Honeywell Technologies' non-GAAP financial measures used in this release are as follows:

•Segment profit, on an overall Honeywell and Honeywell Technologies basis;

•Segment profit margin, on an overall Honeywell and Honeywell Technologies basis;

•Organic sales growth;

•Free cash flow; and

•Adjusted earnings per share.

Management believes that, when considered together with reported amounts, these measures are useful to investors and management in understanding our ongoing operations and in the analysis of ongoing operating trends. These measures should be considered in addition to, and not as replacements for, the most comparable GAAP measure. Certain measures presented on a non-GAAP basis represent the impact of adjusting items net of tax. The tax-effect for adjusting items is determined individually and on a case-by-case basis. Refer to the Appendix attached to this release for reconciliations of non-GAAP financial measures to the most directly comparable GAAP measures.

- MORE -

Honeywell Technologies Q2’26 Results - 7

Honeywell International Inc.

Consolidated Statement of Operations (Unaudited)

(Dollars in millions, except per share amounts)

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 2026 2025

Product sales $ 6,374 $ 6,177 $ 12,241 $ 11,984

Service sales 3,345 3,145 6,621 6,263

Net sales 9,719 9,322 18,862 18,247

Costs, expenses and other

Cost of products sold 4,205 3,947 8,068 7,670

Cost of services sold 1,861 1,711 3,602 3,451

Total Cost of products and services sold 6,066 5,658 11,670 11,121

Research and development expenses 524 459 1,016 875

Selling, general and administrative expenses 1,344 1,362 2,654 2,672

Impairment of assets held for sale 48 — 311 15

Loss on debt extinguishment 2 — 241 —

Gain on deconsolidation of subsidiary (6,629) — (6,629) —

Other (income) expense 472 (113) 465 (342)

Interest and other financial charges 363 329 719 614

Total costs, expenses and other 2,190 7,695 10,447 14,955

Income from continuing operations before taxes and equity losses 7,529 1,627 8,415 3,292

Tax expense 1,578 244 1,669 613

Equity loss 265 — 265 —

Net income from continuing operations 5,686 1,383 6,481 2,679

Net income from discontinued operations — 186 — 357

Net income 5,686 1,569 6,481 3,036

Less: Net (loss) income attributable to noncontrolling interest 4 (1) (22) 17

Net income attributable to Honeywell Technologies $ 5,682 $ 1,570 $ 6,503 $ 3,019

Earnings per share of common stock—basic:

Earnings per share of common stock from continuing operations—basic $ 17.92 $ 4.35 $ 20.50 $ 8.31

Earnings per share of common stock from discontinued operations—basic — 0.57 — 1.08

Total earnings per share of common stock—basic $ 17.92 $ 4.92 $ 20.50 $ 9.39

Earnings per share of common stock—assuming dilution:

Earnings per share of common stock from continuing operations—assuming dilution $ 17.83 $ 4.33 $ 20.39 $ 8.26

Earnings per share of common stock from discontinued operations—assuming dilution — 0.57 — 1.08

Total earnings per share of common stock—assuming dilution $ 17.83 $ 4.90 $ 20.39 $ 9.34

Weighted average number of shares outstanding - basic 317.1 318.8 317.2 321.4

Weighted average number of shares outstanding - assuming dilution 318.6 320.5 319.0 323.2

- MORE -

Honeywell Technologies Q2’26 Results - 8

Honeywell International Inc.

Segment Data (Unaudited)

(Dollars in millions)

Three Months Ended June 30, Six Months Ended June 30,

Net sales 2026 2025 2026 2025

Aerospace Technologies $ 4,532 $ 4,307 $ 8,854 $ 8,479

Building Automation 2,002 1,826 3,884 3,518

Process Automation and Technology 1,679 1,613 3,192 3,058

Industrial Automation 1,501 1,574 2,922 3,171

Total Segment sales 9,714 9,320 18,852 18,226

Quantinuum 5 2 10 21

Total Net sales $ 9,719 $ 9,322 $ 18,862 $ 18,247

Reconciliation of Segment Profit to Income Before Taxes

Three Months Ended June 30, Six Months Ended June 30,

Segment profit 2026 2025 2026 2025

Aerospace Technologies $ 1,126 $ 1,098 $ 2,270 $ 2,197

Building Automation 542 479 1,038 919

Process Automation and Technology 371 386 730 699

Industrial Automation 258 256 499 486

Corporate and All Other (57) (91) (105) (144)

Total Segment profit 2,240 2,128 4,432 4,157

Interest and other financial charges (363) (329) (719) (614)

Interest income1

79 79 169 170

Amortization of acquisition-related intangibles2

(116) (132) (269) (267)

Impairment of assets held for sale (48) — (311) (15)

Stock compensation expense3

(51) (55) (108) (114)

Pension ongoing income4

168 85 332 225

Other postretirement income4

2 4 4 8

Repositioning and other gains (charges)5

(91) (30) (159) (78)

Loss on debt extinguishment (2) — (241) —

Divestiture-related costs6

(820) (56) (1,134) (67)

Gain on deconsolidation of subsidiary 6,629 — 6,629 —

Equity loss (265) — (265) —

Other expense7

(30) (16) (70) (33)

Quantinuum Loss8

(68) (51) (140) (80)

Income before taxes $ 7,264 $ 1,627 $ 8,150 $ 3,292

1 Amounts included in Other (income) expense.

2 Amounts included in Cost of products and services sold.

3 Amounts included in Selling, general and administrative expenses.

4 Amounts included in Cost of products and services sold (service cost component), Selling, general and administrative expenses (service cost component), Research and development expenses (service cost component), and Other (income) expense (non-service cost component).

5 Amounts included in Cost of products and services sold, Selling, general and administrative expenses, repositioning, asbestos, and environmental gains (expenses).

6 Amounts included in Selling, general and administrative expenses, Research and development expenses, and Other (income) expense.

Amounts include the other components of Selling, general and administrative expenses and Other (income) expense not included within other categories in this reconciliation. Equity income of affiliated companies from strategically aligned investments is included in segment profit.

8 Includes consolidated losses of Quantinuum prior to the deconsolidation of the Company’s investment in Quantinuum, which does not meet the definition of an operating segment. Included in Net sales, Cost of products and services sold, Research and development expenses, Selling, general and administrative expenses, and Other (income) expense.

- MORE -

Honeywell Technologies Q2’26 Results - 9

Honeywell International Inc.

Consolidated Balance Sheet (Unaudited)

(Dollars in millions)

June 30, 2026 December 31, 2025

ASSETS

Current assets

Cash and cash equivalents $ 8,751 $ 12,487

Short-term investments 445 443

Accounts receivable, less allowances of $172 and $202, respectively

8,337 7,621

Inventories 6,401 6,162

Assets held for sale 2,366 2,492

Other current assets 1,779 1,182

Total current assets 28,079 30,387

Equity method investments 7,459 206

Long-term receivables and other investments 1,167 1,198

Property, plant and equipment—net 4,594 4,629

Goodwill 19,967 21,079

Other intangible assets—net 6,413 6,736

Deferred income taxes 199 199

Other assets 9,466 9,247

Total assets $ 77,344 $ 73,681

LIABILITIES

Current liabilities

Accounts payable $ 6,390 $ 6,315

Commercial paper and other short-term borrowings 2,478 5,893

Current maturities of long-term debt 5,282 1,546

Accrued liabilities 7,769 8,462

Liabilities held for sale 1,275 1,198

Total current liabilities 23,194 23,414

Long-term debt 26,228 27,141

Deferred income taxes 2,695 1,577

Postretirement benefit obligations other than pensions 106 111

Other liabilities 6,264 6,408

Shareowners' equity 18,857 15,030

Total liabilities and shareowners’ equity

$ 77,344 $ 73,681

- MORE -

Honeywell Technologies Q2’26 Results - 10

Honeywell International Inc.

Consolidated Statement of Cash Flows (Unaudited)

(Dollars in millions)

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 2026 2025

Cash flows from operating activities

Net income $ 5,686 $ 1,569 $ 6,481 $ 3,036

Less: Net income from discontinued operations — 186 — 357

Net income from continuing operations

5,686 1,383 6,481 2,679

Adjustments to reconcile net income from continuing operations to net cash (used for) provided by operating activities

Depreciation 156 143 290 269

Amortization 156 205 379 404

Gain on deconsolidation of subsidiary (6,629) — (6,629) —

Equity loss income of affiliated companies 256 (12) 240 (23)

(Gain) loss on sale of non-strategic businesses and assets — 30 (6) 29

Impairment of assets held for sale 48 — 311 15

Loss on debt extinguishment

2 — 241 —

Repositioning and other charges 91 41 159 84

Net payments for repositioning and other charges (82) (91) (145) (195)

Pension and other postretirement income (169) (89) (336) (233)

Pension and other postretirement benefit payments (6) (7) (11) (12)

Stock compensation expense 51 55 108 114

Deferred income taxes 1,079 (12) 962 (31)

Other 203 (107) 252 (317)

Changes in assets and liabilities, net of the effects of acquisitions and divestitures:

Accounts receivable (271) (429) (718) (853)

Inventories (31) (291) (234) (438)

Other current assets (314) (183) (449) (154)

Accounts payable 378 244 89 112

Accrued liabilities 895 554 70 412

Income taxes

(223) (370) (428) (420)

Net cash provided by operating activities from continuing operations 1,276 1,064 626 1,442

Net cash provided by operating activities from discontinued operations — 255 — 474

Net cash provided by operating activities 1,276 1,319 626 1,916

Cash flows from investing activities

Capital expenditures (315) (226) (538) (416)

Increase in investments (311) (330) (505) (681)

Decrease in investments 301 415 513 753

Receipts (payments) from settlements of derivative contracts

42 (290) 127 (415)

Cash paid for acquisitions, net of cash acquired (23) (2,158) (28) (2,163)

Deconsolidation of subsidiary cash (623) — (623) —

Proceeds from sale of business, net of cash transferred — 1,157 6 1,157

Net cash used for investing activities from continuing operations (929) (1,432) (1,048) (1,765)

Net cash used for investing activities from discontinued operations — (77) — (115)

Net cash used for investing activities (929) (1,509) (1,048) (1,880)

- MORE -

Honeywell Technologies Q2’26 Results - 11

Cash flows from financing activities

Proceeds from issuance of commercial paper and other short-term borrowings 3,153 7,008 7,911 11,863

Payments of commercial paper and other short-term borrowings (5,306) (6,577) (11,324) (9,990)

Proceeds from issuance of common stock 29 56 199 98

Proceeds from issuance of long-term debt — 3,989 — 4,035

Payments of long-term debt (582) (1,265) (13,187) (1,309)

Repurchases of common stock — (1,702) (1,000) (3,604)

Cash dividends paid (795) (747) (1,576) (1,479)

Pre-separation funding — — 15,835 —

Other (12) (3) (104) (35)

Net cash provided by (used for) financing activities (3,513) 759 (3,246) (421)

Effect of foreign exchange rate changes on cash and cash equivalents (60) 123 (68) 167

Net decrease in cash and cash equivalents

(3,226) 692 (3,736) (218)

Cash and cash equivalents at beginning of period 11,977 9,657 12,487 10,567

Cash and cash equivalents at end of period $ 8,751 $ 10,349 $ 8,751 $ 10,349

- MORE -

Honeywell Technologies Q2’26 Results - 12

Appendix

Non-GAAP Financial Measures

The following information provides definitions and reconciliations of certain non-GAAP financial measures presented in this press release to which reconciliations are attached to the most directly comparable financial measures calculated and presented in accordance with generally accepted accounting principles (GAAP). The reconciliations include the financial measures on a consolidated Honeywell basis and include adjustments related to the separation of Honeywell Aerospace (the Separation Adjustments). The amounts shown as Separation Adjustments are unaudited and represent our best estimates.

Management believes that, when considered together with reported amounts, these measures are useful to investors and management in understanding our ongoing operations and in the analysis of ongoing operating trends. These measures should be considered in addition to, and not as replacements for, the most comparable GAAP measure. Certain measures presented on a non-GAAP basis represent the impact of adjusting items net of tax. The tax-effect for adjusting items is determined individually and on a case-by-case basis. Other companies may calculate these non-GAAP measures differently, limiting the usefulness of these measures for comparative purposes.

Management does not consider these non-GAAP measures in isolation or as an alternative to financial measures determined in accordance with GAAP. The principal limitations of these non-GAAP financial measures are that they exclude significant expenses and income that are required by GAAP to be recognized in the consolidated financial statements. In addition, they are subject to inherent limitations as they reflect the exercise of judgments by management about which expenses and income are excluded or included in determining these non-GAAP financial measures. Investors are urged to review the reconciliation of the non-GAAP financial measures to the comparable GAAP financial measures and not to rely on any single financial measure to evaluate Honeywell's and Honeywell Technologies’ businesses.

As indicated herein, certain forward-looking non-GAAP financial measures are not reconciled because management cannot reliably predict or estimate certain items for the reasons specified herein with respect to each non-GAAP financial measure.

- MORE -

Honeywell Technologies Q2’26 Results - 13

Honeywell International Inc.

Reconciliation of Organic Sales Percent Change

(Unaudited)

Three Months Ended June 30, 2026

Honeywell

Reported sales percent change 4%

Less: Impact of divestitures to the prior period (2)%

Reported sales percent change, adjusted for impact of divestitures 6%

Less: Foreign currency translation 1%

Less: Acquisitions 1%

Less: Other —%

Organic sales percent change 4%

Less: Separation Adjustments1

—%

Organic sales percent change (Honeywell Technologies) 4%

Building Automation

Reported sales percent change 10%

Less: Impact of divestitures to the prior period —%

Reported sales percent change, adjusted for impact of divestitures 10%

Less: Foreign currency translation 1%

Less: Acquisitions —%

Less: Other —%

Organic sales percent change 9%

Process Automation and Technology

Reported sales percent change 4%

Less: Impact of divestitures to the prior period —%

Reported sales percent change, adjusted for impact of divestitures 4%

Less: Foreign currency translation —%

Less: Acquisitions 5%

Less: Other —%

Organic sales percent change (1)%

Industrial Automation

Reported sales percent change (5)%

Less: Impact of divestitures to the prior period (9)%

Reported sales percent change, adjusted for impact of divestitures 4%

Less: Foreign currency translation —%

Less: Acquisitions —%

Less: Other —%

Organic sales percent change 4%

- MORE -

Honeywell Technologies Q2’26 Results - 14

Aerospace Technologies

Reported sales percent change 5%

Less: Impact of divestitures to the prior period —%

Reported sales percent change, adjusted for impact of divestitures 5%

Less: Foreign currency translation —%

Less: Acquisitions —%

Less: Other —%

Organic sales percent change 5%

Includes the financial results of the Honeywell Aerospace business which will be reflected as discontinued operations in the third quarter. These financial results may differ from Aerospace Technologies financial information due to the perimeter of the transaction, allocation of Honeywell Technologies corporate costs, and treatment of intracompany transactions, among other items, for both current and prior reporting periods.

We define organic sales percentage as the year-over-year change in reported sales relative to the comparable period, adjusted for the impact of divestitures to the prior period, and excluding the impact on sales from foreign currency translation, acquisitions for the first 12 months following the transaction date, and certain other items that are unusual or non-recurring in nature. We believe this measure is useful to investors and management in understanding our ongoing operations and in analysis of ongoing operating trends.

A quantitative reconciliation of reported sales percent change to organic sales percent change has not been provided for the forward-looking measure of organic sales percent change because management cannot reliably predict or estimate, without unreasonable effort, the fluctuations in global currency markets that impact foreign currency translation, nor is it reasonable for management to predict the timing, occurrence and impact of acquisition and divestiture transactions, all of which could significantly impact our reported sales percent change.

- MORE -

Honeywell Technologies Q2’26 Results - 15

Honeywell International Inc.

Reconciliation of Net Sales to Honeywell Technologies Net Sales

(Unaudited)

(Dollars in millions)

Three Months Ended June 30,

2026 2025

Honeywell

Less: Separation Adjustments1

Honeywell Technologies Honeywell

Less: Separation Adjustments1

Honeywell Technologies

Honeywell

Net sales $ 9,719 $ 4,532 $ 5,187 $ 9,322 $ 4,304 $ 5,018

Less: Quantinuum 5 — 5 2 — 2

Segment sales $ 9,714 $ 5,182 $ 9,320 $ 5,016

1 Includes the financial results of the Honeywell Aerospace business which will be reflected as discontinued operations in the third quarter. These financial results may differ from Aerospace Technologies financial information due to the perimeter of the transaction, allocation of Honeywell Technologies corporate costs, and treatment of intracompany transactions, among other items, for both current and prior reporting periods.

Twelve Months Ended December 31, 2025

Honeywell

Less: Separation Adjustments1

Honeywell Technologies

Honeywell

Net sales $ 37,442 $ 17,497 $ 19,945

Less: Quantinuum

30 — 30

Segment sales

$ 37,412 $ 19,915

Honeywell Technologies Segment sales represent reported net sales from continuing operations, adjusted for the separation impacts, less sales attributable to the Aerospace Technologies business, due to the spin-off on June 29, 2026. We believe this measure is useful to investors and management in understanding our ongoing operations and in analysis of ongoing operating trends.

- MORE -

Honeywell Technologies Q2’26 Results - 16

Honeywell International Inc.

Reconciliation of Operating Income to Segment Profit, Calculation of Operating Income and Segment Profit Margins

(Unaudited)

(Dollars in millions)

Three Months Ended June 30,

2026 2025

Honeywell

Less: Separation Adjustments1

Honeywell Technologies Honeywell

Less: Separation Adjustments1

Honeywell Technologies

Operating income $ 1,737 $ 1,075 $ 662 $ 1,843 $ 1,177 $ 666

Stock compensation expense2

51 15 36 55 10 45

Repositioning, Other3,4

100 26 74 42 14 28

Pension and other postretirement service costs5

13 3 10 14 4 10

Amortization of acquisition-related intangibles6

116 24 92 132 19 113

Acquisition-related costs7

3 — 3 (7) — (7)

Divestiture-related costs8

112 112 — — — —

ERP implementation costs2

5 — 5 — — —

Impairment of assets held for sale 48 — 48 — — —

Loss on Quantinuum8

55 — 55 49 — 49

Segment profit $ 2,240 $ 985 $ 2,128 $ 904

Operating income $ 1,737 $ 662 $ 1,843 $ 666

÷ Segment sales 9,714 5,182 9,320 5,016

Operating income margin % 17.9 % 12.8 % 19.8 % 13.3 %

Segment profit $ 2,240 $ 985 $ 2,128 $ 904

÷ Segment sales 9,714 5,182 9,320 5,016

Segment profit margin % 23.1 % 19.0 % 22.8 % 18.0 %

2 Included in Selling, general and administrative expenses.

Includes repositioning, asbestos, environmental expenses, equity income adjustment, and other charges.

4 Included in Cost of products and services sold and Selling, general and administrative expenses.

5 Included in Cost of products and services sold, Research and development expenses, and Selling, general and administrative expenses.

6 Included in Cost of products and services sold.

7 Included in Cost of products and services sold. Includes acquisition-related fair value adjustments to inventory.

8 Included in Research and development expenses and Selling, general and administrative expenses.

9 Includes consolidated losses of Quantinuum prior to the deconsolidation of the Company’s investment in Quantinuum, which does not meet the definition of an operating segment. Included in Net sales, Cost of products and services sold, Research and development expenses, and Selling, general and administrative expenses.

- MORE -

Honeywell Technologies Q2’26 Results - 17

Twelve Months Ended

December 31,

2025

Honeywell

Less: Separation Adjustments1

Honeywell Technologies

Operating income $ 5,573 $ 4,402 $ 1,171

Stock compensation expense2

196 43 153

Repositioning, Other3,4

675 285 390

Pension and other postretirement service costs5

73 16 57

Amortization of acquisition-related intangibles6

570 61 509

Acquisition-related costs7

2 — 2

Indefinite-lived intangible asset impairment2

44 — 44

Impairment of goodwill 724 — 724

Impairment of assets held for sale 270 — 270

Loss on Quantinuum8

187 — 187

Segment profit $ 8,314 $ 3,507

Operating income $ 5,573 $ 1,171

÷ Segment sales 37,412 19,915

Operating income margin % 14.9 % 5.9 %

Segment profit $ 8,314 $ 3,507

÷ Segment sales 37,412 19,915

Segment profit margin % 22.2 % 17.6 %

2 Included in Selling, general and administrative expenses.

Includes repositioning, asbestos, environmental expenses, equity income adjustment, and other charges.

4 Included in Cost of products and services sold and Selling, general and administrative expenses.

5 Included in Cost of products and services sold, Research and development expenses, and Selling, general and administrative expenses.

6 Included in Cost of products and services sold.

7 Included in Cost of products and services sold. Includes acquisition-related fair value adjustments to inventory.

We define operating income as segment sales less total cost of products and services sold, research and development expenses, selling, general and administrative expenses, impairment of goodwill, and impairment of assets held for sale. We define segment profit, on an overall Honeywell and Honeywell Technologies basis, as operating income, excluding stock compensation expense, pension and other postretirement service costs, amortization of acquisition-related intangibles, certain acquisition- and divestiture-related costs and impairments, repositioning and other charges and the results of Quantinuum. We define segment profit margin, on an overall Honeywell and Honeywell Technologies basis, as segment profit divided by net sales. We believe these measures are useful to investors and management in understanding our ongoing operations and in analysis of ongoing operating trends.

A quantitative reconciliation of operating income to segment profit, on an overall company basis, has not been provided for all forward-looking measures of segment profit and segment profit margin included herein. Management cannot reliably predict or estimate, without unreasonable effort, the impact and timing on future operating results arising from items excluded from segment profit. The information that is unavailable to provide a quantitative reconciliation could have a significant impact on our reported financial results. To the extent quantitative information becomes available without unreasonable effort in the future, and closer to the period to which the forward-looking measures pertain, a reconciliation of operating income to segment profit will be included within future filings.

- MORE -

Honeywell Technologies Q2’26 Results - 18

future acquisitions or divestitures may occur. We believe excluding these costs provides investors with a more meaningful comparison of operating performance over time and with both acquisitive and other peer companies.

- MORE -

Honeywell Technologies Q2’26 Results - 19

Honeywell International Inc.

Reconciliation of Earnings per Share to Adjusted Earnings per Share

(Unaudited)

Three Months Ended June 30,

2026 2025

Honeywell

Less: Separation Adjustments1

Honeywell Technologies

Honeywell

Less: Separation Adjustments1

Honeywell Technologies

Earnings per share of common stock from continuing operations - diluted2

$ 17.83 $ 1.18 $ 16.65 $ 4.33 $ 3.12 $ 1.21

Pension income3

(0.40) (0.19) (0.21) (0.21) (0.18) (0.03)

Amortization of acquisition-related intangibles4

0.28 0.06 0.22 0.31 0.04 0.27

Acquisition-related costs5

0.02 — 0.02 — — —

Divestiture-related costs6

1.69 1.43 0.26 0.14 (0.03) 0.17

Debt restructuring costs7

0.10 0.09 0.01 — — —

ERP implementation costs8

0.01 — 0.01 — — —

Impairment of assets held for sale9

0.11 — 0.11 — — —

Loss on sale of business10

— — — 0.09 — 0.09

Impact of Russia-Ukraine conflict11

0.02 — 0.02 — — —

Gain on deconsolidation of Quantinuum12

(15.87) — (15.87) — — —

Equity loss of Quantinuum13

0.65 — 0.65 — — —

Loss on Quantinuum14

0.08 — 0.08 0.06 — 0.06

Adjusted earnings per share of common stock from continuing operations - diluted $ 4.52 $ 1.95 $ 4.72 $ 1.77

For the three months ended June 30, 2026 and 2025, adjusted earnings per share utilizes weighted average shares of 318.6 million and 320.5 million, respectively. Per share amounts have been adjusted to reflect the reverse stock split, which took effect June 29, 2026.

For the three months ended June 30, 2026 and 2025, pension income was $129 million and $65 million, net of tax expense of $39 million and $20 million, respectively. For the three months ended June 30, 2026 and 2025, pension income for Honeywell Technologies was $68 million and $8 million, net of tax expense of $21 million and $3 million, respectively.

For the three months ended June 30, 2026 and 2025, acquisition-related intangibles amortization includes $89 million and $100 million, net of tax benefit of $27 million and $32 million, respectively. For the three months ended June 30, 2026 and 2025, acquisition-related intangibles amortization for Honeywell Technologies includes $71 million and $86 million, net of tax benefit of $21 million and $27 million, respectively.

For the three months ended June 30, 2026, the adjustment for acquisition-related costs, which is principally comprised of third-party transaction and integration costs was $6 million, net of tax benefit of $2 million.

For the three months ended June 30, 2026 and 2025, the adjustment for divestiture-related costs, which is principally comprised of third-party transaction, separation and simplification costs, was $537 million and $44 million, net of tax benefit of $296 million and $14 million, respectively. For the three months ended June 30, 2026 and 2025, the adjustment for divestiture-related costs for Honeywell Technologies, was $82 million and $54 million, net of tax benefit of $213 million and tax expense of $14 million, respectively.

7 For the three months ended June 30, 2026, the adjustment for debt restructuring costs was $31 million, net of tax benefit of $10 million. For the three months ended June 30, 2026, the adjustment for debt restructuring costs for Honeywell Technologies was $2 million, without tax benefit.

8 For the three months ended June 30, 2026, the adjustment for ERP implementation costs was $4 million, net of tax benefit of $1 million.

9 For the three months ended June 30, 2026, the impairment charge of assets held for sale was $36 million, net of tax benefit of $12 million.

10 For the three months ended June 30, 2025, the loss on sale of personal protection equipment business was $28 million, net of tax benefit of $2 million.

11 For the three months ended June 30, 2026, the adjustment for Russian-related charges was a $6 million expense, net of tax benefit of $2 million, due to the settlement of a contractual dispute associated with the Company’s suspension and wind down activities in Russia.

12 For the three months ended June 30, 2026, the adjustment is $5,057 million, net of tax expense of $1,572.

13 For the three months ended June 30, 2026, the adjustment for equity losses on Quantinuum is $207 million, net of tax benefit of $58 million.

14 Includes consolidated losses of Quantinuum prior to the deconsolidation of the Company’s investment in Quantinuum, which does not meet the definition of an operating segment. For the three months ended June 30, 2026 and 2025, the net income adjustment for Quantinuum was $52 million and $40 million, net of tax benefit of $16 million and $11 million, respectively. The net adjustment also reflects an adjustment to NCI of $25 million and $20 million, respectively, for the three months ended June 30, 2026 and 2025.

- MORE -

Honeywell Technologies Q2’26 Results - 20

Twelve Months Ended December 31,

2025 2026(E)

Honeywell

Less: Separation Adjustments1

Honeywell Technologies Honeywell Technologies

Earnings per share of common stock from continuing operations - diluted2

$ 13.88 $ 10.64 $ 3.24 $21.05 - $21.35

Pension income3

(0.91) (0.78) (0.13) No Forecast

Amortization of acquisition-related intangibles4

1.34 0.14 1.20 1.10

Acquisition-related costs5

0.11 — 0.11 0.06

Divestiture-related costs6

1.43 0.62 0.81 No Forecast

Debt restructuring costs7

— — — 0.72

ERP implementation costs8

— — — 0.06

Impairment of assets held for sale9

0.65 — 0.65 0.74

Indefinite-lived intangible asset impairment10

0.14 — 0.14 —

Impairment of goodwill11

2.25 — 2.25 —

(Gain) loss on sale of business12

0.09 — 0.09 (0.02)

Gain related to Resideo indemnification and reimbursement agreement termination13

(2.50) — (2.50) —

Adjustment to estimated future environmental liabilities14

0.50 0.43 0.07 —

Loss on settlement of divestiture of asbestos liabilities15

0.35 — 0.35 —

Flexjet-related litigation matters16

0.95 0.95 — —

Impact of Russia-Ukraine conflict17

— — — 0.02

Gain on deconsolidation of Quantinuum18

— — — (15.85)

Equity loss of Quantinuum19

— — — No Forecast

Loss on Quantinuum20

0.18 — 0.18 0.17

Adjusted earnings per share of common stock from continuing operations - diluted $ 18.46 $ 6.46 $8.05 - 8.35

2 For the twelve months ended December 31, 2025, adjusted earnings per share utilizes weighted average shares of 321.4 million. For the twelve months ended December 31, 2026, expected earnings per share utilizes weighted average shares of approximately 319 million. Per share amounts have been adjusted to reflect the reverse stock split, which took effect June 29, 2026.

3 For the twelve months ended December 31, 2025, pension income was $291 million, net of tax expense of $89 million. For the twelve months ended December 31, 2025, pension income for Honeywell Technologies was $40 million, net of tax expense of $25 million.

4 For the twelve months ended December 31, 2025, acquisition-related intangibles amortization includes $432 million, net of tax benefit of $138 million. For the twelve months ended December 31, 2025, acquisition-related intangibles amortization for Honeywell Technologies includes $386 million, net of tax benefit of $123 million. For the twelve months ended December 31, 2026, the expected adjustment for acquisition-related intangibles amortization includes approximately $315 million, net of tax benefit of approximately $70 million.

5 For the twelve months ended December 31, 2025, the adjustment for acquisition-related costs, which is principally comprised of third-party transaction and integration costs and acquisition-related fair value adjustments to inventory, was $35 million, net of tax benefit of $10 million. For the twelve months ended December 31, 2026, the expected adjustment for acquisition-related costs, which is principally comprised of third-party transaction and integration costs, is approximately $20 million, net of tax benefit of approximately $5 million.

6 For the twelve months ended December 31, 2025, the adjustment for divestiture-related costs, which is principally comprised of third-party transaction costs, was $460 million, net of tax benefit of $61 million. For the twelve months ended December 31, 2025, the adjustment for divestiture-related costs for Honeywell Technologies was $262 million, net of tax expense of $31 million.

7 For the twelve months ended December 31, 2026, the expected adjustment for debt restructuring costs is $257 million, net of tax benefit of $80 million. For the twelve months ended December 31, 2026, the expected adjustment for debt restructuring costs excluding spin-off impact is $228 million, net of tax benefit of $70 million.

8 For the twelve months ended December 31, 2026, the expected adjustment for ERP implementation costs is approximately $20 million, net of tax benefit of approximately $5 million.

9 For the twelve months ended December 31, 2025, the impairment charge of assets held for sale was $209 million, net of tax benefit of $61 million. For the twelve months ended December 31, 2026, the expected impairment charge of assets held for sale is $236 million, net of tax benefit of $75 million.

10 For the twelve months ended December 31, 2025, the impairment charge of indefinite-lived intangible assets associated with the Industrial Automation reportable segment was $44 million, without tax benefit.

11 For the twelve months ended December 31, 2025, the impairment charge of goodwill associated with the Industrial Automation reportable segment was $724 million, without tax benefit.

- MORE -

Honeywell Technologies Q2’26 Results - 21

12 For the twelve months ended December 31, 2025, the adjustment for loss on sale of the personal protective equipment business was $28 million, net of tax benefit of $2 million. For the twelve months ended December 31, 2026, the expected gain on sale of personal protection equipment business is $5 million, net of tax expense of $1 million.

13 For the twelve months ended December 31, 2025, the gain related to the Resideo indemnification and reimbursement agreement termination was $802 million, without tax expense.

14 In the twelve months ended December 31, 2025, the Company enhanced its process for estimating environmental liabilities at sites undergoing active remediation, which led to earlier recognition of the estimated probable liabilities and an increase to estimated environmental liabilities. For the twelve months ended December 31, 2025, the adjustment to increase environmental liabilities was $161 million, net of tax benefit of $50 million. For the twelve months ended December 31, 2025, the adjustment to increase environmental liabilities for Honeywell Technologies was $22 million, net of tax benefit of $7 million.

15 For the twelve months ended December 31, 2025, the adjustment for loss on settlement of divestiture of asbestos liabilities was $112 million, net of tax benefit of $36 million.

16 For the twelve months ended December 31, 2025, the adjustment for the Flexjet-related litigation matters was $302 million, net of tax benefit of $71 million. Management considers the nature and significance of these litigation matters to be unusual and not indicative of the Company's ongoing performance.

17 For the twelve months ended December 31, 2026, the expected adjustment for Russian-related charges was a $6 million expense, net of tax benefit of $2 million, due to the settlement of a contractual dispute associated with the Company’s suspension and wind down activities in Russia.

18 For the twelve months ended December 31, 2026, the expected adjustment is $5,057 million, net of tax expense of $1,572.

19 The equity losses of Quantinuum are based on our proportionate share of Quantinuum's earnings or losses, which are outside of the Company's control. We therefore do not include an estimate for these amounts.

20 Includes consolidated losses of Quantinuum prior to the deconsolidation of the Company’s investment in Quantinuum, which does not meet the definition of an operating segment. For the twelve months ended December 31, 2025, the net income adjustment for Quantinuum was $135 million, net of tax benefit of $43 million. The net adjustment also reflects an adjustment to NCI of $78 million for the twelve months ended December 31, 2025.

We define adjusted earnings per share as diluted earnings per share from continuing operations adjusted to exclude various charges as listed above. We believe adjusted earnings per share is a measure that is useful to investors and management in understanding our ongoing operations and in analysis of ongoing operating trends. For forward-looking information, management cannot reliably predict or estimate, without unreasonable effort, pension income or the divestiture-related costs. The pension income is dependent on macroeconomic factors, such as interest rates and the return generated on invested pension plan assets. The divestiture-related costs are subject to detailed development and execution of separation restructuring and simplification plans for the recently completed separation of Honeywell Technologies and Honeywell Aerospace. The equity losses of Quantinuum are based on our proportionate share of Quantinuum's earnings or losses, which are outside of the Company's control. We therefore do not include an estimate for these amounts. Based on economic and industry conditions, future developments, and other relevant factors, these assumptions are subject to change.

Acquisition amortization and acquisition- and divestiture-related costs are significantly impacted by the timing, size, and number of acquisitions or divestitures we complete and are not on a predictable cycle and we make no comment as to when or whether any future acquisitions or divestitures may occur. We believe excluding these costs provides investors with a more meaningful comparison of operating performance over time and with both acquisitive and other peer companies.

- MORE -

Honeywell Technologies Q2’26 Results - 22

Honeywell International Inc.

Reconciliation of Cash Provided by Operating Activities to Free Cash Flow

(Unaudited)

(Dollars in millions)

Three Months Ended

June 30, 2026 Three Months Ended

June 30, 2025 Twelve Months Ended December 31, 2026(E)

Honeywell

Less: Separation Adjustments1

Honeywell Technologies

Honeywell

Less: Separation Adjustments1

Honeywell Technologies

Cash provided by operating activities from continuing operations $ 1,276 $ 713 $ 563 $ 1,064 $ 877 $ 187

$1.9 - $2.2

Capital expenditures (315) (128) (187) (226) (118) (108)

~(0.6)

Spin-off and separation-related cost payments 260 211 49 7 5 2

~0.4

Quantinuum 31 — 31 33 — 33

~0.1

Free cash flow $ 1,252 $ 456 $ 878 $ 114 ~1.8 - $2.1

We define free cash flow as cash provided by operating activities from continuing operations less cash for capital expenditures and excluding spin-off and separation-related cost payments, the Resideo indemnification and reimbursement agreement termination payment, the cash payment for settlement of divestiture of asbestos liabilities, the cash payment for settlement of Flexjet-related litigation matters, and cash flows attributable to Quantinuum.

We believe that free cash flow is a non-GAAP measure that is useful to investors and management as a measure of cash generated by operations that will be used to repay scheduled debt maturities and can be used to invest in future growth through new business development activities or acquisitions, pay dividends, repurchase stock, or repay debt obligations prior to their maturities. This measure can also be used to evaluate our ability to generate cash flow from operations and the impact that this cash flow has on our liquidity.

GRAPHIC

Filename: honeywelltechnologieslogo.jpg · Sequence: 7

Binary file (1143166 bytes)

Download honeywelltechnologieslogo.jpg

XML — IDEA: XBRL DOCUMENT

XML

Filename: R1.htm · Sequence: 9

v3.26.1

DOCUMENT AND ENTITY INFORMATION

Jul. 23, 2026

Cover [Abstract]

Document Type

8-K

Document Period End Date

Jul. 23, 2026

Entity Registrant Name

HONEYWELL INTERNATIONAL INC

Entity Incorporation, State or Country Code

Entity File Number

1-8974

Entity Tax Identification Number

22-2640650

Entity Address, Address Line One

855 S. MINT STREET

Entity Address, City or Town

CHARLOTTE

Entity Address, State or Province

Entity Address, Postal Zip Code

28202

City Area Code

704

Local Phone Number

627-6200

Written Communications

false

Soliciting Material

false

Pre-commencement Tender Offer

false

Pre-commencement Issuer Tender Offer

false

Entity Emerging Growth Company

false

Amendment Flag

false

Entity Central Index Key

0000773840

Common Stock [Member]

Entity Listings [Line Items]

Title of 12(b) Security

Common Stock, par value $1 per share

Trading Symbol

HON

The NASDAQ Stock Market LLC

NASDAQ

0.750% Senior Notes due 2032 [Member]

Entity Listings [Line Items]

Title of 12(b) Security

0.750% Senior Notes due 2032

Trading Symbol

HON 32

The NASDAQ Stock Market LLC

NASDAQ

3.750% Senior Notes due 2032

Entity Listings [Line Items]

Title of 12(b) Security

3.750% Senior Notes due 2032

Trading Symbol

HON 32A

The NASDAQ Stock Market LLC

NASDAQ

Euro 4.125% Senior Notes Due 2034

Entity Listings [Line Items]

Title of 12(b) Security

4.125% Senior Notes due 2034

Trading Symbol

HON 34

The NASDAQ Stock Market LLC

NASDAQ

Euro 3.375% Senior Notes due 2030

Entity Listings [Line Items]

Title of 12(b) Security

3.375% Senior Notes due 2030

Trading Symbol

HON 30

The NASDAQ Stock Market LLC

NASDAQ

Euro 3.75% Senior Notes due 2036

Entity Listings [Line Items]

Title of 12(b) Security

3.750% Senior Notes due 2036

Trading Symbol

HON 36

The NASDAQ Stock Market LLC

NASDAQ

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

+ References

No definition available.

+ Details

Name:

dei_AmendmentFlag

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Area code of city

+ References

No definition available.

+ Details

Name:

dei_CityAreaCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Cover page.

+ References

No definition available.

+ Details

Name:

dei_CoverAbstract

Namespace Prefix:

dei_

Data Type:

xbrli:stringItemType

Balance Type:

Period Type:

duration

- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

+ References

No definition available.

+ Details

Name:

dei_DocumentPeriodEndDate

Namespace Prefix:

dei_

Data Type:

xbrli:dateItemType

Balance Type:

Period Type:

duration

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the City or Town

+ References

No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

Period Type:

duration

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

dei_

Data Type:

dei:centralIndexKeyItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

Period Type:

duration

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

Period Type:

duration

- Definition

Line items represent financial concepts included in a table. These concepts are used to disclose reportable information associated with domain members defined in one or many axes to the table.

+ References

No definition available.

+ Details

Name:

dei_EntityListingsLineItems

Namespace Prefix:

dei_

Data Type:

xbrli:stringItemType

Balance Type:

Period Type:

duration

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

Period Type:

duration

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

Period Type:

duration

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Details

Name:

us-gaap_StatementClassOfStockAxis=us-gaap_CommonStockMember

Namespace Prefix:

Data Type:

Balance Type:

Period Type:

- Details

Name:

us-gaap_StatementClassOfStockAxis=hon_Euro75TermLoanDue2032Member

Namespace Prefix:

Data Type:

Balance Type:

Period Type:

- Details

Name:

us-gaap_StatementClassOfStockAxis=hon_A3.750SeniorNotesDue2032Member

Namespace Prefix:

Data Type:

Balance Type:

Period Type:

- Details

Name:

us-gaap_StatementClassOfStockAxis=hon_Euro4125SeniorNotesDue2034Member

Namespace Prefix:

Data Type:

Balance Type:

Period Type:

- Details

Name:

us-gaap_StatementClassOfStockAxis=hon_Euro3.375SeniorNotesDue2030Member

Namespace Prefix:

Data Type:

Balance Type:

Period Type:

- Details

Name:

us-gaap_StatementClassOfStockAxis=hon_Euro3.75SeniorNotesDue2036Member

Namespace Prefix:

Data Type:

Balance Type:

Period Type: