6Dยท

Honeywell Q1 2025 Earnings Highlights:

$HON (-0,2ย %)


๐Ÿ”น Adj. EPS: $2.51 (Est. $2.21) ๐ŸŸข; UP +7% YoY

๐Ÿ”น Revenue: $9.82B (Est. $9.60B) ๐ŸŸข; UP +8% YoY


FY25 Outlook:

๐Ÿ”น Rev: $39.6Bโ€“$40.5B (Prior: $39.6Bโ€“$40.6B) ๐Ÿ˜

๐Ÿ”น Organic Sales Growth: +2% to +5% (Est. +3.88%) ๐Ÿ˜

๐Ÿ”น Segment Margin: 23.2%โ€“23.5% (Prior: 23.2%โ€“23.6%) ๐Ÿ˜

๐Ÿ”น Adj. EPS: $10.20โ€“$10.50 (Prior: $10.10โ€“$10.50; Est. $10.37) ๐Ÿ˜

๐Ÿ”น Operating Cash Flow: $6.7Bโ€“$7.1B

๐Ÿ”น Free Cash Flow: $5.4Bโ€“$5.8B

๐Ÿ”ธ Guidance reflects net expected impacts from tariffs, mitigation actions, and global demand uncertainty.


Q1 Operational Metrics:

๐Ÿ”น Operating Income: $1.97B; UP +6% YoY

๐Ÿ”น Operating Margin: 20.1% (DOWN -30bps YoY)

๐Ÿ”น Segment Profit: $2.26B; UP +8% YoY

๐Ÿ”น Segment Margin: 23.0% (Flat YoY)

๐Ÿ”น Free Cash Flow: $346M; UP +61% YoY


Q1 Segment Performance:

Aerospace Technologies

๐Ÿ”น Sales: $4.17B; UP +14% YoY

๐Ÿ”น Organic Sales Growth: +9% YoY

๐Ÿ”น Segment Profit: $1.10B; UP +6% YoY

๐Ÿ”น Segment Margin: 26.3% (DOWN -190bps YoY)

๐Ÿ”ธ Strong growth driven by Commercial Aftermarket (+15% YoY) and Defense & Space (+10% YoY).

๐Ÿ”ธ Backlog grew +9% YoY with high-single-digit order growth.


Industrial Automation

๐Ÿ”น Sales: $2.38B; DOWN -4% YoY

๐Ÿ”น Organic Sales Growth: -2% YoY

๐Ÿ”น Segment Profit: $424M; DOWN -11% YoY

๐Ÿ”น Segment Margin: 17.8% (DOWN -130bps YoY)

๐Ÿ”ธ Warehouse and workflow solutions returned to growth (+5% YoY).

๐Ÿ”ธ Sensing and safety technologies declined due to weaker PPE demand.

5
รšnase a la conversaciรณn