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Jun 30, 2025
Honeywell Q2 2025 Earnings Report
Honeywell exceeded guidance with strong sales and profit growth in Q2 2025.
Key Takeaways
Honeywell posted strong Q2 2025 results, surpassing guidance with higher organic growth and adjusted EPS, driven by strength in defense, space, and UOP segments.
Sales reached $10.4B, up 8% year-over-year.
Adjusted EPS grew to $2.75, exceeding guidance.
Net income rose to $1.57B, slightly higher than last year.
Full-year guidance was raised on organic growth and adjusted EPS expectations.
Revenue by Segment
Forward Guidance
Honeywell raised its full-year 2025 guidance, expecting stronger organic growth and adjusted EPS, supported by portfolio optimization and acquisitions.
Positive Outlook
- Raised full-year sales guidance to $40.8B–$41.3B
- Organic sales growth expected at 4%–5%
- Adjusted EPS raised to $10.45–$10.65
- Segment margin expansion expected up to 60 basis points
- Strong backlog and defense, space, and UOP demand
Challenges Ahead
- Operating cash flow guidance unchanged at $6.7B–$7.1B
- Free cash flow guidance unchanged at $5.4B–$5.8B
- Industrial Automation segment faced weak demand in Europe
- Warehouse and workflow solutions sales declined
- Operating margin contracted 30 basis points year-over-year
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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