HON beats Q3 earnings and revenue estimates, powered by strong aerospace gains and solid building automation growth.
Honeywell International Inc. (NASDAQ:HON ) Q3 2025 Earnings Call October 23, 2025 8:30 AM EDT Company Participants Sean Meakim - Vice President of Investor Relations Vimal Kapur - Chairman & CEO Mike Stepniak - Senior VP & CFO Conference Call Participants Nigel Coe - Wolfe Research, LLC Julian Mitchell - Barclays Bank PLC, Research Division C. Stephen Tusa - JPMorgan Chase & Co, Research Division Scott Davis - Melius Research LLC Amit Mehrotra - UBS Investment Bank, Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division Deane Dray - RBC Capital Markets, Research Division Christopher Snyder - Morgan Stanley, Research Division Joseph Ritchie - Goldman Sachs Group, Inc., Research Division Andrew Kaplowitz - Citigroup Inc., Research Division Nicole DeBlase - Deutsche Bank AG, Research Division Presentation Operator Thank you for standing by, and welcome to the Honeywell Third Quarter 2025 Earnings Conference Call.
Although the revenue and EPS for Honeywell International (HON) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Honeywell International Inc (NYSE:HON, ETR:ALD) on Thursday boosted its 2025 profit outlook as its third quarter financial results topped estimate, fueled by strong demand for its aerospace products. Honeywell's revenue for the quarter rose 7% year over year to $10.41 billion, surpassing the analyst consensus estimate of $10.14 billion, according to data compiled by LSEG.
Honeywell raised its profit outlook above Wall Street expectations, even when accounting for the separation of its advanced-materials business, slated for the end of October.
Honeywell International Inc. (HON) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.56 per share. This compares to earnings of $2.58 per share a year ago.
The industrial conglomerate reported an increase in third-quarter profit as it moves ahead with its separation plans.
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Get a deeper insight into the potential performance of Honeywell International (HON) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
HON's Q3 results hinge on aerospace and building strength offsetting industrial softness and higher costs.
HON moves forward with the Solstice spin-off, setting Oct. 30, 2025, as the date for its debut as an independent advanced materials company.
In the last decade, Honeywell International (NYSE: HON) stock has returned $44 billion to its shareholders through dividends and buybacks. Despite facing headwinds in 2025, the industrial conglomerate has shown resilience with the stock delivering -6.20% year-to-date returns, reflecting broader industrial sector challenges while maintaining its position as a defensive dividend play amid market uncertainty.