CLAIM #30606 · Honeywell International Inc (HON) · 2025Q3 earnings call · Oct 23, 2025 · due Dec 31, 2025
“For the fourth quarter, we expect sales to be up mid-single digits with momentum from strong orders across both products and solutions.”
Vimal Kapur · CEO
In context
“t of these mix dynamics and a more challenging prior year comparison, we expect fourth quarter sales to be down low single digits. Continued momentum in smart energy and steady performance in Sensing and warehouse automation should offset modest demand headwinds in productivity solutions and services and short-term project pushouts in core process solutions. We now expect to see margin contraction in Industrial Automation for the full year on increasingly unfavorable mix with similar margin performance in the fourth quarter. In Building Automation, we continue to anticipate full year organic sales growth in the mid-single-digit to high single-digit range, supported by strength in the U.S., Middle East and India and highlighted by robust demand in data centers, health care and hospitality. For the fourth quarter, we expect sales to be up mid-single digits with momentum from strong orders across both products and solutions. We anticipate a fifth consecutive quarter of organic growth for products to be broad-based across fire, BMS and Security. Solutions should continue to drive solid year-over-year growth in both projects and services. We expect margins for the full year and the fourth quarter to expand meaningfully as tailwinds from volume leverage and productivity actions continue. In Energy and Sustainability Solutions, we will limit our guidance commentary on Advanced Materials given its pending separation as an independent company. We are maintaining our full year ESS sales growth guidance of flat to up slightly and anticipate fourth quarter sales to be down low single digits year-over-year. A difficult macro backdrop for energy has weighed on our near-term guidance, but the long-term outlook remains st”
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SEC filings for HON ↗ · Claim quote is verbatim from the 2025Q3 earnings call.