Honeywell International Inc. (HON) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Thank you for standing by and welcome to the Honeywell Second 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. Thank you. Good morning and welcome to Honeywell Technologies' second quarter 2026 earnings conference call. Joining me today are Honeywell Technologies Chairman and Chief Executive Officer Vimal Kapur 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 the Investor Relations website that may be of interest or material to our investors. Our discussions today include 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 financial results for Honeywell Technologies for the second quarter of 2026 and discuss our updated guidance. And as always, we'll leave time for your questions at the end. I would also like to take a moment to remind our audience that the 2026 results and guidance we will present today exclude results from Honeywell Aerospace following the spinoff on June 29th. Additionally, our guidance reflects both the completion of the Johnson Matthews Catalyst Technology Acquisition as of July 17th, as well as the anticipated closures of the productivity and wareho...