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CLAIM #30646 · Honeywell International Inc (HON) · 2025Q3 earnings call · Oct 23, 2025 · due Dec 31, 2026

I do expect us to do more additions, which are bolt-on to our portfolio, which fits into the core of buildings, process and industrial.

Vimal Kapur · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Number of bolt-on acquisitions announced or completed in buildings, process, or industrial automation segments

It came true if: At least 1 bolt-on acquisition announced or completed

Where: Company press releases / 10-K M&A disclosures / earnings call commentary

In context

re starting from a very low position, but we are certainly gaining more and more momentum there. Operator: Our next question comes from the line of Joe Ritchie with Goldman Sachs. Joseph Ritchie: So look, Vimal, you've done a lot from a portfolio perspective. A lot has been announced. I like this new structure. I think it very neatly separates the different businesses. I guess the question is, as we head into the Aero spin in the second half of '26, could you potentially see additional announcements on the portfolio? Vimal Kapur: I would say that, as we mentioned a few months back that based on the current portfolio assessment, actions we have done, they are completed. But in a company of our size, you never say you're done. I think the portfolio revitalization is a continued activity. So I do expect us to do more additions, which are bolt-on to our portfolio, which fits into the core of buildings, process and industrial. And if your question is, is there any more exit plan, we feel good about the portfolio of what we have at the position we are today. These are all mission-critical parts of automation. They drive very similar common outcomes like safety, operational excellence, reliability and they really help us to gain a lot of mining installed base through our Forge platform. So that commonality we have achieved with a lot of effort. And I don't see that there will be any material change we want to make on what we own, but certainly like to consider adding more on a bolt-on basis or maybe tuck-in sometimes as we finish our spins, and we'll continue to report to you if we make any progress on that. Operator: Our next question comes from the line of Andy Kaplowitz with Citigroup. Andrew Kaplowitz: Vimal,

Verify independently

SEC filings for HON · Claim quote is verbatim from the 2025Q3 earnings call.