Honeywell (HON) 2025 Conference September 04, 2025 07:30 AM ET Company ParticipantsSheila Kahyaoglu - Aerospace & Defense & Airlines Equity ResearchMike Stepniak - SVP & CFOSheila KahyaogluGood morning, everyone. My name is Sheila Kayelu with the Jefferies Aerospace Defense and Airlines Equity Research team. Thank you so much for being here. We have Honeywell here. We have Mike Sepniak, who's CFO and executive SVP.Thanks, Mike, for being here and always supporting our conference. First one's up as always, s ...

GRI业务表现与整合进展 - 上半年GRI整体实现盈利但第二季度因4-6月对美出口暂停导致亏损 [1] - 7月经营业绩向好且8月订单势头旺盛 客户订单从6月起逐步增多 [1] - 供应链已于7月全面恢复 客户对美国本土工厂及多米尼加近岸生产基地扩张认可度提升 [1] 公司战略与未来展望 - GRI未来业绩与并购初期现金流预测无较大偏差 公司将持续提升其运营效率与盈利能力 [1] - 正推进组织架构、信息化数字化建设、智能制造改造及海外供应链布局整合 计划下半年进一步实施 [1] - 公司对GRI后续业绩充满信心 预计下半年趋势将持续向好 [1]