- Honeywell’s second-quarter adjusted EPS forecast is projected between $2.60 to $2.70, exceeding the estimate of $2.57.
- Forecasted sales for the second quarter are between $9.8 billion and $10.1 billion, slightly under the estimate of $10.16 billion.
- Second-quarter organic sales are predicted to grow by 1% to 4%, compared to an estimate of 2.76%.
- The year-end forecast for adjusted EPS is raised to a range of $10.20 to $10.50, surpassing previous projections and closely aligning with the estimate of $10.40.
- Honeywell maintains its full-year organic sales growth outlook at 2% to 5%, matching an estimate of 3.88%.
- First-quarter achievements include an adjusted EPS of $2.51, beating the estimate of $2.21.
- First-quarter sales reached $9.82 billion, exceeding the estimate of $9.6 billion.
- However, the free cash flow in the first quarter was $346 million, falling short of the estimated $515.8 million.
- The Aerospace Technologies segment showed revenue amounting to $4.17 billion, surpassing the estimate of $4.05 billion.
- Revenue from Industrial Automation slightly exceeded expectations at $2.38 billion compared to an estimate of $2.37 billion.
- Building Automation revenue hit $1.69 billion, higher than the estimate of $1.61 billion.
- Energy and Sustainability Solutions recorded revenues of $1.56 billion, above the estimate of $1.54 billion.
- Overall organic sales grew by 4% in the first quarter, outperforming an estimate of 1.47%.
- Organic sales in Aerospace Technologies increased by 9%, close to the estimate of 9.24%.
- Organic growth in Industrial Automation was down by 2%, slightly better than the estimate of -3.68%.
- The Building Automation sector saw organic sales growth of 8%, beating the estimate of 2.7%.
- Energy and Sustainability Solutions faced a 2% decline in organic sales.
- Guidance factors in the impact of current tariffs, mitigation actions, and global demand uncertainties.
- Honeywell’s full-year sales forecast stands at $39.6 billion to $40.5 billion.
- CEO Vimal Kapur praised the strong start to the year, highlighting healthy order rates and sustained customer demand.
- Shares rose by 5.2% in pre-market trading to $211.00 on a volume of 3,500 shares.
- The outlook received 15 buy ratings and 12 hold recommendations, with no sell ratings.
“`
Honeywell International on Smartkarma
Analysts on Smartkarma are closely following Honeywell International‘s major decision to split into three independent companies: aerospace, automation, and advanced materials. Richard Howe, in his report “Upcoming Spin-Offs: Key Details,” notes the strong performance of spin-off stocks recently, with Honeywell’s announcement on February 6, 2025, marking a significant step in this transformation.
Another analyst, Baptista Research, highlights the investor pressure from Elliott Investment Management urging the breakup of Honeywell’s aerospace segment. This move, as detailed in their report “Honeywell: Why This Historic Breakup Could Change the Aerospace and Automation Game!,” aims to unlock substantial value for shareholders and aligns with the company’s strategic review findings. With these key insights, the market awaits the unfolding impact of Honeywell’s strategic realignment.
A look at Honeywell International Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Honeywell International is positioned for a solid long-term outlook. With a balanced mix of scores across Value, Dividend, Growth, Resilience, and Momentum, the company demonstrates stability and potential for growth. Honeywell’s focus on delivering aerospace products, control technologies, automotive solutions, and energy-efficient products contributes to its resilience and steady momentum in the market.
Honeywell International Inc., a global technology and manufacturing company, offers a wide range of products and services across various sectors. The company’s diverse portfolio includes aerospace innovations, security technologies, automotive components, specialty chemicals, and energy-efficient solutions. With consistent scores in key areas, Honeywell International appears well-positioned for sustained success in the long run.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars
