Honeywell International Inc. (HON)

Honeywell announced a 5% increase in its quarterly dividend to $1.19 per share on September 29, 2025. On October 1, 2025, Honeywell announced the divestiture of all its legacy Bendix asbestos liabilities to Delticus. On February 6, 2025, Honeywell announced its intention to split into three independent companies. Honeywell reported strong financial results, with Q1 and Q2 2025 earnings topping market revenue expectations. As of October 3, 2025, Honeywell's stock price was $209.05, representing a 2.59% increase over the past year. On September 30, 2025, Honeywell International received an upgrade to a Zacks Rank #2 (Buy). On May 22, 2025, the company announced it was acquiring Johnson Matthey's Catalyst Technologies arm for £1.8 billion.

Honeywell's demand can exhibit some seasonality and cyclicality depending on the product segment. As of October 2023, the company experienced some softness in demand for "short-cycle products" due to macroeconomic uncertainties, while demand for services remained healthy. The Safety and Productivity Solutions (SPS) portfolio was noted to be "bouncing on the bottom of the cycle," with expectations for the sales decline in this business to end in 2024. The Aerospace segment, benefiting from commercial and defense contracts, is poised for growth as global travel recovers and airlines seek more fuel-efficient systems, with defense spending adding stability. The Performance Materials and Technologies segment sees robust demand for petrochemicals and refining catalysts, driven by a healthy backlog and long-term trends in renewable energy and sustainability.

Honeywell International, Inc. operates in four key business areas: Aerospace Technologies, Building Automation, Performance Materials and Technologies (PMT), and Safety and Productivity Solutions (SPS). The Aerospace Technologies segment provides products and services for the aviation industry, focusing on fuel efficiency and safety. The Building Automation segment enhances the efficiency, safety, and security of homes, buildings, and industrial facilities. The Performance Materials and Technologies (PMT) segment specializes in high-performance materials and process technologies. The Safety and Productivity Solutions (SPS) segment encompasses scanning and mobility, sensing and IoT, and industrial safety products.

Honeywell has an extensive global footprint, with operations in over 70 countries and approximately 750 sites worldwide. The company's presence spans major regions including North America, Latin America, Europe, India, Asia, and the Middle East. For financial reporting, Honeywell categorizes its geographic areas into the United States, Europe, and Other International.

Honeywell has a longstanding brand reputation associated with reliability and quality across its diverse sectors. There have been no specific events reported that have negatively impacted Honeywell's brand reputation in the past year; rather, the focus has been on portfolio optimization, innovation, and capitalizing on megatrends like automation and energy transition.

Honeywell International Inc. is predominantly owned by institutional investors, who hold approximately 63.36% to 78% of the company's stock. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Retail and other individual investors own about 21% to 36.59% of the company, while insiders hold a smaller percentage, around 0.05% to 0.20%.