Honeywell (HON) Exceeds Q3 2025 EPS and Revenue Estimates

Honeywell (HON.US) announced strong third-quarter 2025 results, with adjusted earnings per share of $2.82, significantly surpassing the analyst estimate of $2.56. The company's sales reached $10.4 billion, exceeding the high end of previous guidance and analyst expectations.

This performance represents a 9% year-over-year increase in adjusted earnings per share and a 7% increase in reported sales compared to Q3 2024. Organic sales grew by 6%, driven by robust performance across several key segments.

Strong Segment Performance

Aerospace Technologies reported a 12% organic sales growth year-over-year, propelled by strong commercial aftermarket and defense and space sectors. Commercial aftermarket sales increased 19% from the prior year, benefiting from supply chain improvements and balanced growth across business jet and air transport markets.

Building Automation also demonstrated solid growth with organic sales up 7% from the previous year, supported by gains in North America and the Middle East. Energy and Sustainability Solutions saw advanced materials grow 5%, driven by strong refrigerant demand.

Updated Full-Year Guidance

Honeywell has raised its full-year 2025 adjusted earnings per share guidance to a range of $10.60 to $10.70, a 10-cent increase at the midpoint from prior guidance. The company also updated its full-year sales outlook to $40.7 billion to $40.9 billion, with organic sales growth expected to be approximately 6%.

This updated guidance includes the impact of the upcoming spin-off of Solstice Advanced Materials, set for October 30, 2025. Management noted that increased orders across business segments pushed the total backlog to another record high, reinforcing the value of new, innovative solutions.