The industrial conglomerate Honeywell International Inc. (HON) crossed its 200-day simple moving average (SMA) on Aug 19, reaching a key support level from a technical perspective.  This reflects a positive market sentiment and confidence in the company's financial health and long-term prospects.HON Overtakes the 200-Day Moving AverageImage Source: Zacks Investment ResearchConsidering the past few days' price movement, the stock was seen outperforming the benchmarks, the broader industry as well as its majo ...

Honeywell International Inc. (HON) is experiencing strength in its commercial aviation aftermarket business driven by solid demand in the air transport and business aviation markets. Also, strength in the company’s commercial aviation original equipment business, backed by an improvement in build rates and an increase in air transport hours, has been favorable. In the quarters ahead, it expects the Aerospace segment to benefit from strong demand in commercial aviation, growth in air transport flight hours a ...

JHVEPhoto Honeywell Investment Thesis Honeywell International Inc.'s (NASDAQ:HON) stock price has seen some correction post last quarter earnings as it reduced EPS guidance due to a slower than expected pace of recovery of the short-cycle business, impacting margin mix. However, I believe it is a transient headwind and the stock is already pricing it after the recent correction. The company's medium to long-term prospects look good given its healthy backlog, easing supply chain constraints (which should imp ...

Intuitive energy management system helps hotels monitor energy consumption across properties and automate energy efficiencies ATLANTA, Aug. 14, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced the launch of INNCOM Direct, an easy-to-install energy management system that uses automation to help improve energy efficiency in mid-market hotel properties. The launch of INNCOM Direct supports Honeywell's alignment of its business around three compelling megatrends, including automation and the energy ...

BASILDON, ENGLAND - JANUARY 15: A general exterior view of the logo sign on the Honeywell ... [+] International Inc office building on January 15, 2024 in Basildon, United Kingdom. (Photo by John Keeble/Getty Images)Getty ImagesHoneywell (NYSE: HON) recently reported its Q2 results, with revenues and earnings exceeding our estimates. The company reported revenue of $9.6 billion and adjusted earnings of $2.49 per share, compared to our estimate of $9.4 billion and $2.42, respectively. The company has been be ...

CHARLOTTE, N.C., July 26, 2024 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced that its Board of Directors has declared a quarterly dividend payment of $1.08 per share on the Company's common stock. The dividend is payable on September 6, 2024, out of surplus to holders of record at the close of business on August 16, 2024.Honeywell is an integrated operating company serving a broad range of industries and geographies around the world. Our business is aligned with three powerful megatrends – automat ...

Investors weren't happy with the company's revised earnings guidance.Shares of the industrial conglomerate Honeywell International (HON -5.24%) fell today after the company reported its second-quarter results. While Honeywell beat Wall Street's revenue and earnings expectations in the quarter, investors were disappointed that management lowered the company's full-year earnings guidance.Honeywell's share price was down by 4.9% as of 3:55 p.m. ET.A good quarter but lower guidanceOverall, Honeywell had a very ...

SECOND QUARTER 2024 EARNINGS RELEASE JULY 25, 2024 FORWARD LOOKING STATEMENTS We describe many of the trends and other factors that drive our business and future results in this presentation. Such discussions contain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the Exchange Act). Forward-looking statements are those that address activities, events, or developments that management intends, expects, projects, believes or anticipates will or m ...

财务数据和关键指标变化 - 第二季度有机销售增长4%,达到高端指引范围 [9][33] - 公司整体销量增长1%,预计下半年将进一步加速 [13][34] - 分部利润增长4%,分部利润率下降10个基点至23% [34][35] - 每股收益为2.36美元,同比增长6%;调整后每股收益为2.49美元,同比增长8% [36] - 订单增长4%,订单增长支撑了5%的积压订单同比增长 [37][38] - 自由现金流约11亿美元,基本持平去年同期 [38] 各条业务线数据和关键指标变化 - 航空技术销售有机增长16%,商用航空和国防航天双双实现两位数增长 [41][42] - 工业自动化销售有机下降8%,主要受仓储和工作流解决方案影响,但整体销售环比改善1% [44][46] - 楼宇自动化销售有机增长1%,解决方案业务增长14%,抵消了产品业务的下滑 [48][49] - 能源与可持续发展解决方案销售有机增长3%,先进材料增长8% [51][52] 各个市场数据和关键指标变化 - 中国市场Honeywell继续保持高单位数增长,与去年持平 [125] - 中东市场增长强劲,尤其是沙特阿拉伯和阿联酋 [125] - 欧洲市场正在复苏,上半年Honeywell收入有所改善 [127] 公司战略和发展方向及行业竞争 - 公司正在加快有机销售增长,重点包括新产品创新、挖掘安装基础、加快软件业务和提升在高增长地区的领导地位 [12][13] - 公司正在通过加速并购交易来优化业务组合,聚焦自动化、航空未来和能源转型三大趋势 [16][19][21][22] - 公司正在将Honeywell连接企业战略提升到下一个阶段,将软件能力更深入地整合到各业务部门 [17][18] 管理层对经营环境和未来前景的评论 - 公司对下半年的长周期业务增长持乐观态度,预计将带动收入和利润的进一步加速 [54][55][82] - 尽管短周期业务恢复速度低于预期,但公司对长期财务目标仍保持信心 [133][134] - 公司正在密切关注宏观经济和地缘政治环境的变化,并做好应对准备 [139][140] 其他重要信息 - 公司已完成超过100亿美元的并购交易,并计划在2023-2025年部署至少250亿美元的资本 [28][29] - 公司正在利用数字化能力提高运营效率,如改善需求规划和生产材料管理,从而降低营运资金强度 [14][39] - 公司将继续保持谨慎的资本配置策略,寻求最高的股东回报 [29] 问答环节重要的提问和回答 问题1 **Stephen Tusa 提问** 询问并购对利润贡献的具体情况 [96][97] **Vimal Kapur 和 Greg Lewis 回答** 解释了并购对利润的影响,约占EPS下调的1/3 [97][98][99] 问题2 **Julian Mitchell 提问** 询问第四季度收入大幅增长的原因 [102][103] **Greg Lewis 回答** 解释了第四季度收入增长主要来自并购交易的贡献,以及航空和能源业务的季节性因素 [104][105][106] 问题3 **Nigel Coe 提问** 询问核心业务利润下调的具体情况 [113][114][115][116][117] **Greg Lewis 回答** 解释了利润下调主要集中在工业自动化和楼宇自动化业务,受短周期和长周期业务结构变化的影响 [114][115][116]

Key TakeawaysHoneywell lowered its full-year earnings guidance on management's outlook for the rest of the year, including the effect of acquisitions.The company's second-quarter profit and sales exceeded forecasts, and Honeywell boosted its full-year revenue estimate.Shares fell following the news, and into negative territory for 2024. Shares of Honeywell International (HON) fell over 4% in intraday trading Thursday after the maker of a vast array of commercial products lowered its full-year profit guidanc ...