HighGravityDataHoneywell — Jan 29, 2026 release
Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000773840-26-000006
Showing in the filing
Honeywell Aerospace Spin-Off Timing
“Now Expected in Third Quarter 2026”
Period
No period stated
Measure
Company-defined measure
Source
Prose
All guidance in this release · 19
Honeywell Aerospace Spin-Off Timing
“Now Expected in Third Quarter 2026”
Sales for FY2026
“$38.8 billion to $39.8 billion”
Organic sales growth for FY2026
“3% to 6%”
Segment margin for FY2026
“22.7% to 23.1%”
Segment margin expansion for FY2026
“20 to 60 basis points”
Operating cash flow for FY2026
“$4.7 billion to $5.0 billion”
Free cash flow for FY2026
“$5.3 billion to $5.6 billion”
Sales
“$38.8B - $39.8B”
Organic Growth
“3% - 6%”
Segment Margin
“22.7% - 23.1%”
Expansion
“Up 20 - 60 bps”
Adjusted earnings per share for FY2026
“$10.35 - $10.65”
Adjusted EPS for FY2026
“$10.35 - $10.65”
Adjusted Earnings Growth
“6% - 9%”
Operating Cash Flow
“$4.7B - $5.0B”
Free Cash Flow
“$5.3B - $5.6B”
Earnings per share of common stock from cont… for FY2026
“$9.59 - $9.89”
Expected weighted average diluted shares (fo… for FY2026
“approximately 638 million”
Capital Expenditures for FY2026
“~(1.3)”
Exhibit 99.1 · the passage around this item
… earlier in the release
are (EPS) of $0.49 and Adjusted EPS 1 of $2.59 • Fourth Quarter Orders Up 23% Organically, Driving Backlog to Over $37 Billion • Expect 2026 Adjusted EPS 2,3 of $10.35 - $10.65, Up 6% - 9% • Honeywell Aerospace Spin-Off Now Expected in Third Quarter 2026; Leadership Team Announced CHARLOTTE, N.C., January 29, 2026 -- Honeywell (NASDAQ: HON) today announced results for the fourth quarter and full year 2025 and issued its outlook for 2026. The company also provided an update on anticipated timing for the spin-off of Honeywell Aerospace into an independent publicly traded company, now expected to be completed in the third quarter of 2026, ahead of the company's prior expectations. Fourth-quarter sales growth was driven primarily by strong demand in the Aerospace and Building Automation segments. Orders grew 23% organically, led by double-digit growth in Aerospace Technologies and Energy and Sustainability Solutions (ESS), which drove a 4% sequential increase in backlog to over $37 billion. Operating income decreased 35% and operating margin contracted 640 basis points to 10.2% primarily due to a one-time impairment charge related to the classification of the Productivity Solutions and Services (PSS) and Warehouse and Workflow Solutions (WWS) businesses as assets held for sale, and a one-time charge within the Aerospace Technologies segment related to the previously disclosed Flexjet-related litigation matters in the fourth quarter of
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other guidance in this release
Text is the filed exhibit, verbatim.