Honeywell (HON) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Speaker0Thank you for standing by, and welcome to the Honeywell Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's call is being recorded. I would now like to hand the call over to Sean Meakim, Vice President of Investor Relations.Thank you. You may begin.Speaker1Thank y ...

SECOND QUARTER 2025 EARNINGS RELEASE JULY 24, 2025 FORWARD LOOKING STATEMENTS We describe many of the trends and other factors that drive our business and future results in this presentation. 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 proposed spin-off of the Company's Advanced Materials business into Solstice Advanced Materials, a standalone, publicly traded ...

Honeywell International Inc. (HON) came out with quarterly earnings of $2.75 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.17%. A quarter ago, it was expected that this company would post earnings of $2.21 per share when it actually produced earnings of $2.51, delivering a surprise of +13.57%.Over the last four quarters, ...

霍尼韦尔预计第三季度销售额将在100亿美元至103亿美元之间，市场预估为100.5亿美元；预计第三季 度调整后 每股收益将达到2.50美元至2.60美元，市场预估为2.54美元。 ...

Exhibit 99 Contacts: Media Investor Relations Stacey Jones Sean Meakim (980) 378-6258 (704) 627-6200 stacey.jones@honeywell.com sean.meakim@honeywell.com HONEYWELL REPORTS SECOND QUARTER RESULTS; UPDATES 2025 GUIDANCE CHARLOTTE, N.C., July 24, 2025 -- Honeywell (NASDAQ: HON) today announced results for the second quarter that met or exceeded the company's guidance. The company also raised its full-year organic growth and adjusted earnings per share guidance ranges and reiterated its free cash flow guidance ...

Sales of $10.4 Billion, Reported Sales Up 8%, Organic1 Sales Up 5%, Exceeding High End of Previous Guidance Earnings Per Share of $2.45 and Adjusted Earnings Per Share1 of $2.75, Exceeding High End of Previous Guidance Company Raises Full-Year Organic Growth and Adjusted Earnings Per Share Guidance Closed $2.2 Billion Acquisition of Sundyne, Announced £1.8 Billion Acquisition of Johnson Matthey's Catalyst Technologies Business, and Completed $1.3 Billion Sale of PPE Business Announced Evaluation of Strateg ...

供应链本土化战略 - 公司积极打造更具韧性的中国本土供应链，邀请全球采购副总裁实地考察中国供应商[2] - 超过95%的链博会实物展品由中国本土团队研发制造，聚焦自动化、能源转型和未来航空三大领域[2] - 研发与生产基地同地化布局，分布在天津、南京、苏州、西安等地，已拥有超过4500项有效专利及专利申请[2] 供应商合作模式创新 - 举办独特供应商大会，设置"供需快速见面会"，四大业务集团20多个部门代表每15分钟轮换对接[2] - 中国供应链以响应迅速和工程师团队高素质著称，成为公司在华发展重要支撑[2] - 采取"挤水分"而非替换供应商策略，注重帮助上下游实现持续盈利[4] 渠道商能力建设 - 启动渠道商管理培训计划，由总裁亲自推动，每期培训10余家渠道商[3] - 开放精益管理和六西格玛等核心方法论，已完成两期培训覆盖100多位合作伙伴[3] - 采用实战化培训模式，学员需携带实际项目参与，业务负责人担任讲师[3]

Key Takeaways HON's Q2 revenues are expected to rise 4.6% to $10B, with EPS up 6% to $2.64. Aerospace and energy units likely drove growth, offset by industrial automation segment weakness. Rising costs from digital and integration investments may pressure Honeywell's margins this quarter.Honeywell International Inc. (HON) is scheduled to release second-quarter 2025 results on July 24, before market open.The Zacks Consensus Estimate for HON’s second-quarter revenues is pegged at $10 billion, indicating gr ...

谈及霍尼韦尔在中国的发展之道，他指出，一方面，将坚持并加速创新，现在要把创新的速度提得更 快、范围扩得更广——不仅是技术，更包括商业模式、运营模式等全方位创新；二是把降本增效作为重 要战略，用创新的方法把成本真正降下来、效率真正提上去。 与此同时，他表示，霍尼韦尔将与更多本土合作伙伴开展深度协同，包括供应商、渠道伙伴等。"通过 与中国本土企业的技术合作，我们可以更好地理解和适应中国市场，推动产品和服务的本地化。同时， 中国企业可以借助外资的先进技术和管理经验，加快自身的技术创新和升级。" "市场'卷'，我们更要帮供应商提高他们的制造能力及管理能力，以实现共同成长，而不是榨干利 润。"他说，霍尼韦尔定期举办供应商专项培训班，由业务负责人和管理专家们亲自授课。"我们的目标 不是把毛巾拧干换一条，而是帮同一条毛巾再挤出水……只有供应商可持续地挣钱，大家才能长久共 赢。" 在余锋看来，中国供应链有三大鲜明特征。首先，体系"全"， 中国是全球唯一拥有联合国全部工业门 类的国家，具备从原材料采购到生产制造、销售和售后服务的完整产业链条，供应链规模大、多元全 面、充满活力，在全球供应链体系中发挥着不可或缺的作用。其次，韧性 ...

链博会概况 - 第三届中国国际供应链促进博览会于7月16日至20日在北京举行，中外参展企业和机构达1200家，线上线下观众超21万人次，同比增长5% [2] - 参展商和专业观众精准匹配2.4万次，是上届的4倍，首发首展首秀152项新产品新技术新服务，同比增长67% [2] - 现场签署合作协议及达成意向超6000项，链博首发站发布55项，直播观看人数超5000万人次 [2] 国际化参与 - 境外参展商占比逐年攀升，从首届26%升至本届35%，覆盖75个国家和地区，世界500强及行业龙头企业占比超65% [2] - 美国企业数量继续位列境外参展商之首，参展企业数量同比增长15%，参展面积增10%，60%为世界500强企业 [4] - 英伟达CEO黄仁勋连续4天出席活动并发表主旨演讲，苹果、特斯拉、霍尼韦尔等连续三届参展 [3][4] 产业链合作与创新 - 举办70场会议活动，1.4万余人参会，参展商举办上千场推介会等技术交流活动，较上届大幅增加 [6] - 空客首次参展即联合上下游10家合作伙伴展示大飞机全产业链，金马衡器与基硕科技通过链博会达成合作并签署新协议 [6] - 普华永道首次参展并聚焦低空经济，认为中国在先进制造领域具全球领先优势，需强化资源模式和风险管理体系 [7] 市场信心与投资环境 - 嘉吉中国区副总裁表示中国占全球17%人口，是最大食品消费国和进口国，公司在中国拥有50个运营点及7000多个就业岗位 [4] - 中国优化营商环境和扩大开放的决心为外资企业提供更多机遇，稳定的投资环境是企业长期发展的前提 [4] - 中美产业链供应链合作是大局，中国将长期成为外资企业投资沃土，扎根中国是投资未来的正确选择 [5] 后续展望 - 第四届链博会已有102家企业和机构签署参展协议，现场签约数量同比增加50% [7]