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Sep 30, 2025
Honeywell Q3 2025 Earnings Report
Honeywell exceeded expectations in Q3 2025, driven by strong performance in Aerospace and Building Automation.
Key Takeaways
Honeywell delivered a solid third quarter with 7% revenue growth and EPS above the high end of guidance. Aerospace and defense demand drove results, while Building Automation also contributed meaningfully. Operating income declined slightly due to margin compression, but segment profit grew.
Revenue reached $10.408 billion, up 7% year over year.
Adjusted EPS came in at $2.82, exceeding guidance.
Net income surged 32% year over year to $1.83 billion.
Strong growth in Aerospace and Building Automation offset margin contraction.
Revenue by Segment
Forward Guidance
Honeywell raised its full-year 2025 adjusted EPS and organic growth guidance, despite the expected spin-off of its Solstice Advanced Materials business.
Positive Outlook
- Full-year adjusted EPS raised to $10.60–$10.70.
- Organic growth expected at approximately 6%.
- Segment margin expansion forecasted at 30–40 bps.
- Free cash flow guidance maintained at $5.2B–$5.6B.
- Strong orders and record backlog position company well.
Challenges Ahead
- Spin-off of Solstice expected to reduce EPS by $0.21.
- Sales impact from Solstice spin estimated at $0.7B.
- UOP volumes under pressure from licensing delays.
- Industrial Automation saw margin contraction and slow growth.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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