Honeywell International Inc. (HON) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you. Thank you. Thank you. Good morning and welcome to Honeywell's third quarter 2025 earnings conference call. On the call with me today are Chairman and Chief Executive Officer Vimal Kapoor 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 that may be of interest or material to our investors on this website. 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 risks and uncertainties, including the ones described in our SEC filings. This morning, we will review our financial results for the third quarter, share our guidance for the fourth quarter, and provide an update on the full year of 2025. As always, we'll leave time for your questions at the end. I'll turn the call over to Chairman and CEO, Dhimukul Kaur. Thank you, Sean, and good morning, everyone. Honeywell continued its strong 2025 performance in third quarter Growth in organic sales took another step up and finished ahead of expectations, driven by our commitment to developing new solutions that solve our customers' most challenging problems. Better top line results translated into earnings well above our guided range, while strong orders across the portfolio demonstrate early results of our focus on innovation. Our excellent third quarter performance is powering another increase in our full year guidance. We are raising our 2025 EPS guide for the third time this year, even as we incorporate the impact of embedding spin-off of Solstice Advanced Materials. Barely a year since we announced our intent to...