Honeywell Aerospace Earnings Call Transcripts

Fiscal Year 2026

Earnings Call: Q2 2026
Q2 sales rose 5% year-over-year, but supply chain constraints—mainly in mechanical components—limited output and led to a downward revision of 2026 guidance. Despite near-term margin and growth pressures, robust demand and $15B in new wins support confidence in accelerated growth from 2027 as supply investments take effect.

Read full transcript →

Earnings release
Quarterly report
Slides
Transcript

The company is progressing toward a Q3 2026 separation, emphasizing innovation, operational excellence, and a diversified portfolio across commercial, defense, and space. High single-digit growth is projected for 2026, with robust defense demand and ongoing investments in supply chain and technology.

Read full transcript →