Overview

• Honeywell reported Q1 2025 revenue of $9.82 billion, an 8% year-over-year increase, and adjusted EPS of $2.51, both exceeding Wall Street expectations.
• The aerospace division, Honeywell's largest revenue generator, saw a 14% sales increase to $4.17 billion, fueled by high demand for parts and maintenance services due to a shortage of new jets.
• The company raised its full-year adjusted earnings-per-share guidance to a range of $10.20 to $10.50, up from its prior lower bound of $10.10.
• To mitigate cost pressures from U.S. metal tariffs, Honeywell is implementing targeted price adjustments, exploring alternative supply lines, and accelerating AI adoption in engineering processes.
• Honeywell reaffirmed its plan to separate its automation and aerospace businesses by the second half of 2026, aiming to enhance shareholder value.