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Mar 31, 2024

Honeywell Q1 2024 Earnings Report

Delivered strong first quarter results and beat earnings guidance.

Key Takeaways

Honeywell reported a strong start to 2024 with sales of $9.1 billion, up 3% year-over-year. The company's backlog increased by 6% to $32.0 billion, and earnings per share reached $2.23, while adjusted earnings per share was $2.25, exceeding previous guidance.

Sales of $9.1 billion, reported and organic sales up 3%.

Operating margin up 130 basis points to 20.4%; segment margin up 20 basis points to 22.2%.

Earnings per share of $2.23 and adjusted earnings per share of $2.25, above high end of previous guidance.

Backlog up 6% year over year to $32.0 billion on $10.2 billion in orders.

Total Revenue
$9.11B
Previous year: $8.86B
+2.7%
EPS
$2.25
Previous year: $2.22
+1.4%
Segment Margin
22.2%
Previous year: 22%
+0.9%
Organic Sales Growth
3%
Previous year: 8%
-62.5%
Gross Profit
$3.58B
Previous year: $3.37B
+6.2%
Cash and Equivalents
$11.8B
Previous year: $6.87B
+71.1%
Free Cash Flow
$215M
Previous year: -$977M
-122.0%
Total Assets
$65.6B
Previous year: $59.9B
+9.6%

Honeywell

Honeywell

Forward Guidance

Honeywell maintained its full-year sales, segment margin, adjusted earnings per share, and cash flow guidance. Full-year sales are expected to be $38.1 billion to $38.9 billion, with organic sales growth in the range of 4% to 6%.

Positive Outlook

  • Full-year sales are expected to be $38.1B - $38.9B.
  • Organic growth 4% - 6%.
  • Segment Margin 23.0% - 23.3%.
  • Segment Margin Expansion Up 30 - 60 bps.
  • Adjusted Earnings Per Share $9.80 - $10.10.