Honeywell Aerospace Inc · NASDAQ:HONA
Honeywell Aerospace — Jefferies Industrials Conference 2026
13 slides from Honeywell Aerospace's conference presentation, September 2026
Slide 1: Honeywell Aerospace
Honeywell Aerospace Jefferies Industrials Conference September 2026 1
Slide 2: Forward looking statements
Forward looking statements This presentation contains “forward-looking statements” within the meaning of Section 27A of the Securities Act successfully develop new technologies and introduce new products; (iv) our ability to compete successfully in of 1933, as amended (the “Securities Act”), and Sec
Slide 3: Honeywell Aerospace at a glance
Honeywell Aerospace at a glance Leading global aerospace supplier of mission critical systems and technologies Broad exposure, leveraging technology across platforms Compelling value creation opportunity Global supplier of high-value systems 2025 net sales1 2025 organic sales growth2,3 2025 adjusted
Slide 4: Demand outpacing supply, deferring sales conversion
Demand outpacing supply, deferring sales conversion Better positioned as a standalone company to direct investments with speed and focus 2010-2019: supply base optimized for efficiency Post-2020: rebuilding resiliency for growth Modest demand Ample supply Robust demand Constrained supply +4% ~2% +9%
Slide 5: Assessing mechanical supply chain bottlenecks
Assessing mechanical supply chain bottlenecks Improving supplier KPIs in specific categories will increase output and drive financial acceleration by recoupling to strong demand Supplier output Supplier output Critical and constrained gap to need1 growth2 material spend by category Total supply base
Slide 6: Overview of current supply constraints by category
Overview of current supply constraints by category Small group of suppliers in limited categories pacing mechanical product sales Supplier output Supplier output Category Key products impacted Primary root causes Actions underway gap to need1 growth2 Complex Motion control ▪ Planning volatility ▪ In
Slide 7: Investing to deliver sustainable output growth
Investing to deliver sustainable output growth Executing with integrated operating model enabled by Honeywell Aerospace Operating System Growing impact of strategic investments (new sources, capacity, productivity) 2023 - 2025 2026 2027+ ▪ >$1B opex and capex investments ▪ ~$50M+ incremental capex f
Slide 8: Accelerating strategic supply chain actions to unlock growth
Accelerating strategic supply chain actions to unlock growth Output1 growth expected to accelerate from 2026 to 2027, driving improved financial performance Executing key strategic principles Adding new sources Qualifying new suppliers and sites, including insourcing, to reduce concentration risk, i
Slide 9: Every horizon. Every mission. Every day.
Every horizon. Every mission. Every day. IM Honeywell @a@a@~@ Aerospace
Slide 10: Non-GAAP Financial Measures
Non-GAAP Financial Measures The following information provides definitions and reconciliations of certain non-GAAP financial Management does not consider these non-GAAP measures in isolation or as an alternative to measures presented in this presentation to which this reconciliation is attached to t
Slide 11: Reconciliation of Organic Sales Growth
Reconciliation of Organic Sales Growth 2025 We define organic sales growth as the year-over-year change in reported Net Honeywell Aerospace sales relative to the comparable period, excluding the impact on sales from Reported sales percent change 13% foreign currency translation and acquisitions, net
Slide 12: Reconciliation of Net Income to Adjusted EBIT, Pro Forma Standalone Adjusted EBIT, and Segment Adjusted EBIT
Reconciliation of Net Income to Adjusted EBIT, Pro Forma Standalone Adjusted EBIT, and Segment Adjusted EBIT ($B) 2025 We define adjusted EBIT as net income before taxes, excluding interest, Net Income $ 2.7 amortization of acquisition-related intangibles, stock compensation expense, Income tax expe
Slide 13: Reconciliation of Honeywell's Aerospace Technologies Net Sales Excluding HTSI
Reconciliation of Honeywell’s Aerospace Technologies Net Sales Excluding HTSI ($B) 2010 We define Net sales excluding HTSI as Aerospace Technologies’ net sales less Aerospace Technologies Segment the sales attributable to the HTSI business. Management considers the sale of this business to not be in
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