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CLAIM #30490 · Honeywell International Inc (HON) · 2025Q1 earnings call · Apr 29, 2025 · due Jun 30, 2025

In the second quarter, we expect sales to be up low mid-single digits with sequential and year-over-year growth in both solutions and products.

Mike Stepniak · CFO

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Committed
In the second quarter, we expect sales to be up low mid-single digits with sequential and year-over-year growth in both solutions and products.
Reported
In Industrial Automation, sales were above our guidance range, coming in flat on an organic basis.

In context

over year as strong end-market talents in sensing, and continued growth in warehouse automation offset by muted demand growth in productivity solutions services and personal protective equipment. Industrial automation margin is expected to expand as the PPE exit, commercial excellence, and productivity more than offset volume, deleverage, and cost inflation. For building automation, we are raising our 2025 sales outlook to mid-single-digit growth given standout performance in both long and short-cycle businesses in the first quarter. Our sales outlook for the remainder of the year remains largely unchanged momentum from new product innovation and robust demand in high-growth regions is partially tempered by global uncertainty, for our business segment with the most international exposure. In the second quarter, we expect sales to be up low mid-single digits with sequential and year-over-year growth in both solutions and products. Margins for the quarter and for the year should expand as volume leverage, accretion from access solutions, and productivity actions more than offset cost inflation. In energy and sustainability solutions, we expect 2025 organic sales growth to remain in our previously guided low single-digit range year over year. Led by strength in EOP and ongoing momentum in SDS. We continue to build on our robust pipeline from sustained global demand in projects despite ongoing macroeconomic uncertainty. We anticipate ESS margin to remain flat as cost inflation is offset by productivity actions and the full-year benefit from the LNG acquisition. For the second quarter, organic sales should be up sequentially Vimal Kapur: With Mike Stepniak: Plus to up year-over-year growth as backlog conversion is part

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SEC filings for HON · Claim quote is verbatim from the 2025Q1 earnings call.