Honeywell International Q1 Earnings Call Highlights

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CFO Mike Stepniak said Honeywell exceeded expectations for conception borderline and adjusted EPS successful the 4th portion navigating geopolitical and macro uncertainty. Organic income grew 2%, led by Building Automation and Aerospace Technologies, portion conception borderline expanded 90 ground points to 23.3% with betterment crossed each 4 segments.

Stepniak reported adjusted EPS of $2.45, up 11% twelvemonth implicit year, driven by higher conception nett and a little stock count, with “favorable” below-the-line items chiefly owed to higher pension income. Free currency travel was “nearly $100 million,” down from $200 cardinal past year. Stepniak attributed the diminution to timing of collections successful the Middle East and inventory headwinds successful Aerospace related to the mechanical proviso concatenation dynamics, portion noting collections improved meaningfully successful April.

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On superior deployment, Stepniak said Honeywell returned $1.8 cardinal to shareholders done astir $1 cardinal of stock repurchases and $800 cardinal successful dividends, and invested much than $220 cardinal successful superior expenditures.

Stepniak said Building Automation again outperformed expectations, with integrated income up 8% crossed solutions and products. Growth was driven by caller products and momentum successful information halfway and healthcare verticals, and orders accrued 9% with double-digit maturation successful projects, services and occurrence products. Kapur aboriginal said Honeywell’s gathering automation exemplary competes much often with determination mid-sized companies than with ample multinationals owed to marketplace fragmentation, and helium pointed to continued spot successful caller merchandise introductions and Honeywell Forge.