OpenNashEarnings

Industrials · Nasdaq: HON

Honeywell earnings: results, call transcripts & KPI history

2 quarters · fiscal year ends December · next results expected around 28 Jan 2027

Investor relations ↗SEC filings ↗KPIs as CSV

Latest: Q3 2026

Honeywell Technologies reported third-quarter sales of $5.0 billion, up 1% reported and 7% organic, with operating margin of 14.8%, EPS of $2.40 and adjusted EPS of $2.27, up 34%, and raised its full-year 2026 outlook.

Honeywell Technologies, in its first quarter as a standalone automation company, reported sales of $5.0 billion, up 1% reported and 7% organic. All three segments grew. Segment margin rose 370 basis points to 21.3%, helped by pricing, productivity and the removal of stranded costs left by the spin-offs. Adjusted EPS rose 34% to $2.27, and free cash flow was $688 million, a 95% conversion rate.

Read the Q3 2026 summary →

Quarters

KPI history

Revenue$5.0B+1.3% y/yQ3 2026
Q4 2024: $9.2BQ4 ’24$9.2BQ1 2025: $8.9BQ1 ’25$8.9BQ2 2025: $9.3BQ2 ’25$9.3BQ3 2025: $4.9BQ3 ’25$4.9BQ4 2025: $9.8BQ4 ’25$9.8BQ1 2026: $9.1BQ1 ’26$9.1BQ2 2026: $9.7BQ2 ’26$9.7BQ3 2026: $5.0BQ3 ’26$5.0B
Data
Q4 2024$9.2B
Q1 2025$8.9B
Q2 2025$9.3B
Q3 2025$4.9B
Q4 2025$9.8B
Q1 2026$9.1B
Q2 2026$9.7B
Q3 2026$5.0B
Diluted EPS (GAAP)$2.08−63.6% y/yQ3 2026
Q4 2024: $1.96Q4 ’24$1.96Q1 2025: $2.22Q1 ’25$2.22Q2 2025: $4.90Q2 ’25$4.90Q3 2025: $5.71Q3 ’25$5.71Q4 2025: -$0.18Q4 ’25-$0.18Q1 2026: $1.29Q1 ’26$1.29Q2 2026: $17.83Q2 ’26$17.83Q3 2026: $2.08Q3 ’26$2.08
Data
Q4 2024$1.96
Q1 2025$2.22
Q2 2025$4.90
Q3 2025$5.71
Q4 2025-$0.18
Q1 2026$1.29
Q2 2026$17.83
Q3 2026$2.08

Fourth-quarter EPS appears once the press release is read; filings report it only for the full year.

Operating margin21.3%+3.7 pts y/yQ3 2026
Q4 2024: 11.8%Q4 ’2411.8%Q1 2025: 22.4%Q1 ’2522.4%Q2 2025: 22.8%Q2 ’2522.8%Q3 2025: 17.6%Q3 ’2517.6%Q4 2025: 57.0%Q4 ’2557.0%Q1 2026: 23.3%Q1 ’2623.3%Q2 2026: 23.0%Q2 ’2623.0%Q3 2026: 21.3%Q3 ’2621.3%
Data
Q4 202411.8%
Q1 202522.4%
Q2 202522.8%
Q3 202517.6%
Q4 202557.0%
Q1 202623.3%
Q2 202623.0%
Q3 202621.3%
Free cash flow$286.0M−91.4% y/yQ3 2026
Q4 2024: $2.2BQ4 ’24$2.2BQ1 2025: $407.0MQ1 ’25$407.0MQ2 2025: $1.1BQ2 ’25$1.1BQ3 2025: $3.3BQ3 ’25$3.3BQ4 2025: $593.0MQ4 ’25$593.0MQ1 2026: -$873.0MQ1 ’26-$873.0MQ2 2026: $961.0MQ2 ’26$961.0MQ3 2026: $286.0MQ3 ’26$286.0M
Data
Q4 2024$2.2B
Q1 2025$407.0M
Q2 2025$1.1B
Q3 2025$3.3B
Q4 2025$593.0M
Q1 2026-$873.0M
Q2 2026$961.0M
Q3 2026$286.0M

Operating cash flow minus capital expenditure, from cash flow statements.

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Revenue$9.2B$8.9B$9.3B$4.9B$9.8B$9.1B$9.7B$5.0B
Gross margin36.7%38.8%39.3%65.6%35.6%———
Operating income$1.1Bd$2.0B$2.1B$866.0M$5.6Bd$2.1B$2.2B$1.1B
Operating margin11.8%22.4%22.8%17.6%57.0%23.3%23.0%21.3%
Net income$1.3B$1.4B$1.6B$1.8B-$115.0M$821.0M$5.7B$664.0M
Diluted EPS$1.96$2.22$4.90$5.71-$0.18$1.29$17.83$2.08
Operating cash flow$2.3Bd$597.0M$1.3Bd$3.3Bd$1.2Bd-$650.0M$1.3Bd$117.0Md
Capital expenditure$100.0Md$190.0M$226.0Md-$41.0Md$611.0Md$223.0M$315.0Md-$169.0Md
Free cash flow$2.2B$407.0M$1.1B$3.3B$593.0M-$873.0M$961.0M$286.0M
R&D expense$344.0Md$416.0M$459.0M$268.0M$1.0Bd$492.0M$524.0M$239.0M

From XBRL data in 10-Q and 10-K filings. d derived: a fourth quarter is the full year minus the first nine months, and cash flows are year-to-date figures differenced.

10-Q and 10-K filings