Honeywell International Inc. (HON) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to the Honeywell first quarter 2026 earnings conference call. At this time, all participants are in a listen only mode. After the speaker's presentation, there will be a question and answer session. Please be advised that today's call is being recorded. I would now like to hand the call over to Mark Macaluso, Senior Vice President of Investor Relations. Please go ahead, sir. Thank you. Good morning and welcome to Honeywell's first quarter 2026 earnings and outlook conference call. On the call with me today are Honeywell Chairman and Chief Executive Officer Vimal Kapoor, Honeywell Aerospace Technologies President and Chief Executive Officer Jim Currier, and Senior Vice President and Chief Financial Officer Mike Stepniak. This webcast and the presentation materials, including non-GAAP reconciliations, are available on our investor relations website. From time to time, we post new information on this website that may be of interest or material to our investors. Our discussion today includes forward-looking statements that are based on our best view of the world and of our businesses as we see them today and are subject to certain risks and uncertainties, including those described in our recent SEC filings. This morning, we will review our financial results for the first quarter of 2026, provide guidance for the second quarter, and discuss our full year outlook. As always, we'll leave time for your questions at the end with Vimal, Mike, and Jim. With that, it's my pleasure to turn it over to Vimal, who will begin on slide three. Thank you, Mark, and good morning, everyone. Honeywell delivered strong results in the first quarter, building on the momentum from 2025, despite a complex geopolitical backdrop and temporary mechanical suppl...