Earnings summary

Honeywell International Inc Q2 2025 results

Reported 2025-07-24Full transcript →

Snapshot

Honeywell International Inc reported $10.35B of revenue in Q2 2025, up 8.1% year over year, with diluted EPS of $2.45 and an operating margin of 21.3%.

Revenue
$10.35B
YoY growth
+8.1%
Diluted EPS
$2.45
Operating margin
21.3%
$10.35B
Revenue
+8.1%
YoY growth
$2.45
Diluted EPS
21.3%
Operating margin
01 Key takeaways

What management said

  • This morning, we will review our financial results for the second quarter, share our guidance for the third quarter, and provide an update on full year 2025.
  • Our organic sales and orders growth both accelerated during this quarter, as we are seeing the benefit of our consistent spending and execution on new product development across our businesses.
  • Given the strong first-star performance, we are raising sales and earnings guidance for the full year while incorporating into our outlook all currently known tariffs and the uncertain business conditions going forward.
  • As independent entities with clear alignment and purpose, increased organization agility, and customized capital allocation priorities, each will be better positioned to accelerate future growth opportunities.
  • Yet, we are not waiting for the separation to reshape our portfolio for future growth.
  • We continue to selectively deploy capital towards acquisition, announcing two new deals in the past couple of months.
  • We are also looking to recycle capital, as I discussed earlier, by pursuing alternatives for businesses that do not fit our future.
  • The transaction is expected to close in the first half of 2026 and will enhance our growth and margin profile over time while providing a strong financial return.
  • In early July, we also announced the technology tuck-in acquisition of Li-ion Tamer that enhances our building automation capability in high-growth energy storage and data center end markets.
  • While such smaller deals do not often get much investor attention, in aggregate, they can accelerate our strategic roadmap and boost growth with a lower risk profile.
  • In the second quarter, we build upon a strong start to the year as we again exceeded our guidance for organic sales growth and adjusted earnings per share.
  • At the same time, we remain committed not to compromise on our investment and growth initiatives, as we are beginning to see evidence of our progress.
Read the full Q2 2025 transcript
SourcesCompany financials · earnings call Last updated

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