Honeywell International CEO: Q1 Tracking to Guidance as Aerospace, Buildings Surge and Split Nears

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Honeywell International (NASDAQ:HON) Chairman and CEO Vimal Kapur said the company’s momentum from 2025 has carried into aboriginal 2026, with extremity markets “very, precise similar” twelvemonth implicit twelvemonth and first-quarter show tracking successful enactment with the company’s caller guidance.

Kapur said Building Automation remains “very strong,” and described aerospace arsenic likewise beardown connected the long-cycle broadside of the portfolio. In Industrial Automation, helium pointed to coagulated request successful North America, offset by weaker conditions successful Europe and China, which helium said is reflected successful Honeywell’s outlook.

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In process-related businesses, Kapur said the main pouch of weaker request continues to beryllium petrochemical catalysts, attributing softness to excess manufacture capableness and noting Honeywell’s guidance assumes those conditions persist done 2026. He contrasted that with beardown long-cycle process activity, citing LNG and refining arsenic areas wherever capableness build-outs are continuing and orders person accrued for 2 consecutive quarters. He said Q1 is “shaping up rather well” and that the institution aims to onshore “on the precocious end” of its guidance.

Discussing long-cycle task demand, Kapur said customers successful definite high-demand segments are placing orders further successful beforehand due to the fact that of capableness constraints crossed the proviso chain. He highlighted LNG and aerospace arsenic examples of markets with extended booking horizons, saying Honeywell’s LNG concern is booked “till practically extremity of 2027” and into aboriginal 2028, adjacent arsenic the institution works to grow capacity, including doubling an LNG-related facility.

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In aerospace, Kapur described bookings arsenic beardown but said maturation is constrained by the company’s quality to physically present volume, noting Honeywell tin lone summation measurement by astir 12% to 14% per 4th and is investing to rise capacity.

Kapur said the company’s planned separation into 3 companies—first announced successful October 2024—has moved from “a hypothesis” to an operating reality. He said that spending much clip connected the “RemainCo” has allowed Honeywell to measure maturation imaginable and marque decisions with greater strategical clarity, including portfolio adjustments wrong Industrial Automation.