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Dec 31, 2023

Honeywell Q4 2023 Earnings Report

Announced fourth quarter and full year 2023 results and issued 2024 guidance.

Key Takeaways

Honeywell reported a 3% increase in fourth-quarter sales and a 2% organic sales growth, driven by double-digit growth in commercial aviation. The company's performance met or exceeded original full-year guidance, with adjusted earnings per share at $2.60, up 3% year over year.

Fourth Quarter Earnings Per Share of $1.91 and Adjusted Earnings Per Share of $2.60, Above Midpoint of Previous Guidance.

Fourth Quarter Sales of $9.4 Billion, Reported Sales Up 3%, Organic Sales Up 2%.

Full Year Operating Cash Flow of $5.3 Billion and Free Cash Flow of $4.3B, at High End of Previous Guidance.

Expect 2024 Adjusted Earnings Per Share of $9.80 - $10.10, Up 7% - 10%.

Total Revenue
$9.44B
Previous year: $9.19B
+2.8%
EPS
$2.6
Previous year: $2.52
+3.2%
Segment Margin
23.5%
Previous year: 22.9%
+2.6%
Organic Sales Growth
2%
Gross Profit
$3.7B
Previous year: $3.06B
+20.8%
Cash and Equivalents
$7.93B
Previous year: $9.63B
-17.7%
Free Cash Flow
$2.59B
Previous year: $2.13B
+21.9%
Total Assets
$61.5B
Previous year: $62.3B
-1.2%

Honeywell

Honeywell

Honeywell Revenue by Segment

Forward Guidance

For 2024, Honeywell anticipates sales between $38.1 billion and $38.9 billion, with organic growth of 4% to 6%. Adjusted earnings per share are projected to be $9.80 to $10.10.

Positive Outlook

  • Sales of $38.1B - $38.9B
  • Organic Growth 4% - 6%
  • Segment Margin 23.0% - 23.3%
  • Expansion Up 30 - 60 bps
  • Adjusted Earnings Per Share $9.80 - $10.10

Revenue & Expenses

Visualization of income flow from segment revenue to net income