Snapshot
Honeywell International Inc reported $6.86B of revenue in Q4 2025, up -32.0% year over year, with diluted EPS of $0.46 and an operating margin of 12.6%.
- Revenue
- $6.86B
- YoY growth
- +-32.0%
- Diluted EPS
- $0.46
- Operating margin
- 12.6%
$6.86B
Revenue
+-32.0%
YoY growth
$0.46
Diluted EPS
12.6%
Operating margin
01 Key takeaways
What management said
- •This morning, we'll review our financial results for the fourth quarter and full year 2025 and discuss our guidance for the first quarter and full year 2026.
- •Honeywell delivered a strong fourth quarter to close 2025, exceeding our expectations for both adjusted sales and adjusted EPS, with orders up 23%, driving our backlog to over $37 billion.
- •This gives us conviction in another year of meaningful top and bottom-line growth of 2026.
- •Looking ahead, we expect to once again drive strong organic growth, fueled by conversion of our record backlog, disciplined price execution, and momentum in new product introductions.
- •The strong organic growth, coupled with productivity and an aggressive reduction in stranded costs related to the spins, will enable us to deliver 6%-9% earnings growth in 2026, along with accelerating cash generation.
- •This positions each business with the right strategic focus, organizational agility, and tailored capital allocation strategies needed to grow faster and drive incremental value for our all stakeholders.
- •Craig brings more than two decades of experience in leadership roles at industrial and tech businesses, where he delivered transformational results through operational excellence and disciplined capital allocation.
- •Together, Craig, Jim, and Josh bring the right mix of industry, company, and capital market experience to maximize the value for our customers, partners, employees, and our shareowners.
- •Beginning in 2026, we reorganized Honeywell segment into more simplified structure, focused on cohesive, synergetic business model....
- •Following the recent fundraising, in which Quantinuum raised approximately $840 million at a $10 billion pre-money valuation, the pace of both technological and commercial progress at Quantinuum is rapidly increasing.
- •Helios' groundbreaking design and advanced software stack brings quantum programming closer to the ease and flexibility of classical computing, which we believe positions the company to accelerate quantum's commercial adoption.
- •Before Mike talks about 4Q results, let's move to slide five to discuss our recent growth acceleration.
SourcesCompany financials · earnings call
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