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Honeywell Q2'25 Earnings Highlights

$HON (+0,16%)


๐Ÿ”น Revenue: $10.4B (Est. $10.05B) ๐ŸŸข; UP +8% YoY

๐Ÿ”น Adjusted EPS: $2.75 (Est. $2.66) ๐ŸŸข; UP +10% YoY


FY25 Guidance (Updated):

๐Ÿ”น Revenue: $40.8Bโ€“$41.3B (Est. $40.3B) ๐ŸŸข

๐Ÿ”น Adjusted EPS: $10.45โ€“$10.65 (Est. $10.40) ๐ŸŸข

๐Ÿ”น Organic Sales Growth: 4%โ€“5% (prior: 2%โ€“5%)

๐Ÿ”น Segment Margin: 23.0%โ€“23.2% (prior: 23.2%โ€“23.5%)

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

๐Ÿ”น Free Cash Flow: $5.4Bโ€“$5.8B


Q2 Segment:


Aerospace Technologies

๐Ÿ”น Sales: $4.31B; UP +11% YoY

๐Ÿ”น Organic Sales: UP +6% YoY

๐Ÿ”น Segment Profit: $1.10B; UP +4% YoY

๐Ÿ”น Segment Margin: 25.5%; DOWN -170 bps YoY


Industrial Automation

๐Ÿ”น Sales: $2.38B; DOWN -5% YoY

๐Ÿ”น Organic Sales: Flat

๐Ÿ”น Segment Profit: $456M; DOWN -4% YoY

๐Ÿ”น Segment Margin: 19.2%; UP +20 bps YoY


Building Automation

๐Ÿ”น Sales: $1.83B; UP +16% YoY

๐Ÿ”น Organic Sales: UP +8% YoY

๐Ÿ”น Segment Profit: $479M; UP +21% YoY

๐Ÿ”น Segment Margin: 26.2%; UP +90 bps YoY


Energy & Sustainability Solutions

๐Ÿ”น Sales: $1.84B; UP +15% YoY

๐Ÿ”น Organic Sales: UP +6% YoY

๐Ÿ”น Segment Profit: $443M; UP +9% YoY

๐Ÿ”น Segment Margin: 24.1%; DOWN -110 bps YoY


Other Q2 Metrics:

๐Ÿ”น Operating Income: $2.11B; UP +7% YoY

๐Ÿ”น Operating Margin: 20.4%; DOWN -30 bps YoY

๐Ÿ”น Segment Profit: $2.37B; UP +8% YoY

๐Ÿ”น Segment Margin: 22.9%; DOWN -10 bps YoY

๐Ÿ”น Operating Cash Flow: $1.32B; DOWN -4% YoY

๐Ÿ”น Free Cash Flow: $1.02B; DOWN -9% YoY


Strategic:

๐Ÿ”ธ โ€œHoneywell delivered outstanding results in the second quarter with both organic growth and adjusted earnings per share exceeding guidance despite the unpredictable macroeconomic backdrop.โ€

๐Ÿ”ธ โ€œWith Building Automation leading the way, three out of four segments grew sales at better than 5% in the quarter.โ€

๐Ÿ”ธ โ€œOur review of strategic alternatives marks the conclusion of the portfolio review to simplify and optimize Honeywellโ€™s businesses.โ€

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3 Commenti

immagine del profilo
-6% is of course completely understandable...
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immagine del profilo
@SemiGrowth ja ๐Ÿ˜‚
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immagine del profilo
Sell on good news^^
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