Honeywell International Inc (NASDAQ:HON) delivered fourth-quarter adjusted earnings and revenue ahead of market expectations, supported by strong momentum in its aerospace and building automation businesses and solid order intake across the group.
The industrial group reported adjusted earnings per share of $2.59 for the quarter, beating analysts’ forecasts of $2.54. Revenue reached $10.1 billion, exceeding the consensus estimate of $10.02 billion and rising 10% from the same period last year. Organic sales advanced 11% year on year, while organic orders jumped 23%, lifting Honeywell’s backlog to more than $37 billion.
Shares in Honeywell gained around 1% following the results.
“We concluded 2025 with strong results that exceeded the high end of our guidance for adjusted sales and adjusted EPS,” said Vimal Kapur, chairman and CEO of Honeywell. “Orders grew 23% stemming from robust demand in the Aerospace Technologies and Energy and Sustainability Solutions segments.”
Aerospace Technologies led the performance, with organic sales growth of 21%, driven by continued strength in commercial aftermarket activity as well as defence and space. Building automation also contributed, with organic sales up 8%, reflecting 9% growth in building solutions.
Looking ahead to fiscal 2026, Honeywell expects adjusted earnings per share in a range of $10.35 to $10.65, compared with analyst consensus of $10.42. The company also forecast revenue of $38.8 billion to $39.8 billion, implying organic growth of between 3% and 6%.
In addition, Honeywell said the planned spin-off of Honeywell Aerospace is now expected to be completed in the third quarter of 2026, earlier than previously anticipated. The accelerated schedule, together with the completed separation of Solstice Advanced Materials, represents further progress in the group’s ongoing portfolio optimisation strategy.