Honeywell International Inc. (HON) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by and welcome to the Honeywell 4th Quarter 2025 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 Shawn Meade. conference call. On the call with me today are Chairman and Chief Executive Officer, and Senior Vice President and Chief Financial Officer, Mike Stepniak, as well as Mark Macaluso, who will be leading investor relations for Honeywell going forward. 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 recent SEC filings. This morning, we'll review our financial results for the fourth quarter and full year 2025 and discuss our guidance for the first quarter and full year 2026. As a reminder, We began reporting advanced materials as discontinued operations beginning in the fourth quarter of 2025, following the successful spin of solstice advanced materials on October 30th, 2025. The fourth quarter results we present today exclude solstice. As always, we'll leave time for your questions at the end. With that, it's my pleasure to turn the call over to Vimal, who will begin on slide three. Thank you, Sean, and good morning, everyone. Honeywell delivered a strong fourth quarter to close 2025, exceeding our expectations for both ...