Honeywell Tech | 8-K: FY2026 Q3 Revenue: USD 4.994 B

Revenue: As of FY2026 Q3, the actual value is USD 4.994 B, compared to the market estimate of USD 5.01 B.

EPS: As of FY2026 Q3, the actual value is USD 2.08.

EBIT: As of FY2026 Q3, the actual value is USD 833 M.

Overall Financial Performance (Q3 2026 vs Q3 2025)

Revenue

• Honeywell International Inc. reported third-quarter sales of $5.0 billion, a 1% increase reported and 7% organically .

Operational Metrics

• Operating income increased 79% to $740 million, compared to $413 million in Q3 2025 .
• The operating margin was 14.8%, an increase of 640 basis points from 8.4% in Q3 2025 .
• Segment profit increased 23% to $1,062 million, compared to $866 million in Q3 2025 .
• The segment margin was 21.3%, an expansion of 370 basis points from 17.6% in Q3 2025 .

Cash Flow

• Operating cash flow was $607 million, a decrease of 74% from $2,306 million in Q3 2025 .
• Free cash flow was $688 million, an increase of 15% from $599 million in Q3 2025 .

Unique Metrics

• Backlog increased 7% year over year to nearly $19 billion, excluding Warehouse and Workflow Solutions (WWS) and Productivity Solutions and Services (PSS) divestitures .

Segment Performance (Q3 2026 vs Q3 2025)

Building Automation

• Sales were $2,020 million, an 8% increase from $1,878 million in Q3 2025, with organic growth of 8% .
• Segment profit was $546 million, a 9% increase from $502 million in Q3 2025 .
• Segment margin expanded 30 basis points to 27.0% from 26.7% in Q3 2025 .

Process Automation and Technology

• Sales were $1,859 million, a 16% increase from $1,598 million in Q3 2025, with organic growth of 8% .
• Segment profit was $412 million, a 6% increase from $389 million in Q3 2025 .
• Segment margin contracted -210 basis points to 22.2% from 24.3% in Q3 2025 .

Industrial Automation

• Sales were $1,115 million, a -23% decrease from $1,450 million in Q3 2025, with organic growth of 4% .
• Segment profit was $205 million, a -5% decrease from $216 million in Q3 2025 .
• Segment margin expanded 350 basis points to 18.4% from 14.9% in Q3 2025 .

Full-Year 2026 Guidance (Revised)

Honeywell International Inc. is raising its full-year outlook for organic revenue, adjusted EPS, and free cash flow . The company anticipates full-year sales between $20.0 billion and $20.1 billion, with organic sales growth of 4% to 5%, and adjusted earnings per share projected at $8.40 to $8.45 . Segment margin is expected to be approximately 20.5%, expanding by about 290 basis points, while operating cash flow and free cash flow are both projected to be approximately $2.1 billion .