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CLAIM #30454 · Honeywell International Inc (HON) · 2024Q3 earnings call · Oct 24, 2024 · due Dec 31, 2024

The net punchline of that is, thankfully, there is no impact of that into our revenue in Q4.

Vimal Kapur · CEO

PENDING
graded after results covering Dec 31, 2024 are reported

In context

all is well. Just on… Vimal Kapur: Hey, Nigel. Nigel Coe: Hi, guys. Just on the Aero performance, maybe just touch on the Boeing strike and how you dial that into your sort of 4Q outlook? And then, within the performance in commercial aftermarket, the plus 8%, can you dissect that between ATR and Bizjet? I'm assuming Bizjets is going to be a bit more challenged there. Just any help there would be helpful. Vimal Kapur: Yes. Let me start here and I'll pass on to Greg. I would say the Boeing circumstances are obviously very challenging. We all saw the results of the strike vote yesterday night, which is unfortunate. I would say from a Honeywell perspective, we have been working very closely with Boeing to make sure that we have a coordinated way of dealing with our shipments with the Boeing. The net punchline of that is, thankfully, there is no impact of that into our revenue in Q4. We are adjusting some shipments into aftermarket of Boeing's customers and so on. And we really have to already start thinking about 2025 based upon how things are shaping up. But for Q4, there's no specific impact into our numbers. Maybe, Greg, do you want to answer the second part? Greg Lewis: Yes. So on the commercial aftermarket side, as you saw us report high-single-digit growth overall. And as your spidey senses are telling you, it's double-digits in APR and it's single-digits in BGA. And again, I don't think that should be a surprise to anyone as the international market continues to expand on flight hours as it has throughout the course of the year. We're still outgrowing in DGA, the flight hours growth given all of the nice work the team has done on their RMU portfolio. So that c

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SEC filings for HON · Claim quote is verbatim from the 2024Q3 earnings call.