Earnings summary

Honeywell International Inc Q3 2025 results

Reported 2025-10-23Full transcript →

Snapshot

Honeywell International Inc reported $10.41B of revenue in Q3 2025, up 7.0% year over year, with diluted EPS of $2.86 and an operating margin of 24.8%.

Revenue
$10.41B
YoY growth
+7.0%
Diluted EPS
$2.86
Operating margin
24.8%
$10.41B
Revenue
+7.0%
YoY growth
$2.86
Diluted EPS
24.8%
Operating margin
01 Key takeaways

What management said

  • This morning, we will review our financial results for the third quarter, share our guidance for the fourth quarter, and provide an update on full year 2025.
  • Growth in organic sales took another step up and finished ahead of expectations, driven by our commitment to developing new solutions that solve our customers' most challenging problems.
  • Better top-line results translated into earnings well above our guided range, while strong orders across the portfolio demonstrate early results of our focus on innovation.
  • Our excellent third-quarter performance is powering another increase in our full-year guidance.
  • We are raising our 2025 EPS guide for the third time this year, even as we incorporate the impact of impending spin-off of Solstice Advanced Materials.
  • This move is another significant step in our simplification of Honeywell, which will provide the strategic focus, organizational agility, and tailored capital allocation to grow faster and drive value for all our stakeholders.
  • On our slide four, I will go over segment realignment in more detail.
  • I'm pleased to take this next step in evolving Honeywell's streamlined portfolio with the aim of unlocking incremental value and driving long-term growth and margin expansion.
  • We then mine this install base by providing customers with high-value, outcome-based solutions with a combination of software and services.
  • The new structure will allow us to better prioritize R&D efforts, capital expenditure, and go-to-market strategy with a growth mindset.
  • As we continue our journey of transforming the portfolio, I would like to highlight another level of value creation with the recently announced Quantinuum capital raise on slide five.
  • Honeywell delivered exceptional third-quarter results, again exceeding the high end of organic growth and adjusted earnings per share guidance, as we have done each quarter this year.
Read the full Q3 2025 transcript
SourcesCompany financials · earnings call Last updated

See how VectorShift works for your firm

Request Demo