Honeywell International Inc. (HON)

Over the past six months, Honeywell's stock price increased by 8.09%. In Q3 2025, Honeywell reported strong results, exceeding expectations for sales and earnings per share, with organic sales growing 6% and orders increasing by 22%. In Q2 2025, Honeywell delivered earnings per share of $2.75, surpassing estimates by 4.17%. The board approved a 5% dividend increase in September 2025, marking the 16th consecutive year of dividend increases. The company is undergoing a portfolio transformation, including the spin-off of its Advanced Materials business into Solstice and the planned separation of the Aerospace Technologies division. RBC Capital Markets upgraded Honeywell to "Outperform," citing potential value creation from the divisional separations. In August 2025, CEO Lucian Boldea sold 42,149 shares of the company's stock.

Demand seasonality varies by segment due to Honeywell's diverse portfolio. The Q3 2025 earnings call indicated fourth-quarter seasonality for the Energy and Sustainability Solutions (ESS) segment, with some volume shifting to the second quarter. The conglomerate structure helps mitigate extreme overall seasonal fluctuations.

Honeywell International Inc. is a diversified multinational conglomerate that aims to create a smarter, safer, and more sustainable world. It operates in four key business segments: Aerospace Technologies, Building Automation, Industrial Automation, and Energy and Sustainability Solutions (ESS). The Aerospace Technologies segment provides products, software, and services for aircraft. The Building Automation segment offers control systems, fire and security solutions, energy management, and HVAC equipment. Industrial Automation delivers automation control and instrumentation products, smart energy products, sensing technologies, gas detection, personal protective equipment, and industrial automation software. The Energy and Sustainability Solutions segment provides process technologies and advanced materials, including catalysts, specialty chemicals, sustainable technology solutions, and carbon management solutions. Honeywell also develops enterprise applications like Honeywell Forge.

Honeywell International Inc. is headquartered in Charlotte, North Carolina, and has a significant global presence. The company operates and serves customers across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific region, with a reach in over 70 countries.

Honeywell International Inc. maintains a strong brand reputation, characterized by reliability, quality, and technology leadership. Honeywell introduced a technology that converts waste into low-carbon renewable fuels and partnered with Google to integrate data with generative AI. Honeywell is a significant player in quantum computing through Quantinuum. No specific negative events significantly impacted Honeywell's brand reputation in the past year were identified in the search results.

Honeywell International Inc. is heavily dominated by institutional owners, who hold approximately 68% to 81% of the company's shares. The largest institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insider ownership is relatively low, typically under 1% of the shares. Retail investors own the remaining shares, estimated to be around 18% to 32%.