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CLAIM #30698 · Honeywell International Inc (HON) · 2025Q4 earnings call · Jan 29, 2026 · due Dec 31, 2026

Think low end, would say, Steve, volume growth in the low end of the guide three to six to zero. High end, it is about three.

Vimal Kapur · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Organic volume growth contribution for fiscal year 2026 (total company)

It came true if: Volume growth between 0% (low end) and 3% (high end), consistent with total organic sales growth of 3%-6% minus price contribution of ~3%-3.5%

Where: Company-disclosed organic sales growth bridge (price vs. volume) in 10-K/annual earnings materials or Q4 2026 earnings call

In context

morning. Mike Stepniak: Good morning, Steve. Good morning. Just to clarify that answer, so you're expecting roughly 3% price this year? Mike Stepniak: Price will be above 3%. I would say most likely three and a half depending on geography and the vertical we're deploying 3% to 4%. On average, it should be should be three and a half. And quarterly, also, I I think there'll be a little bit of movement, but that's kind of the framework we're using for the year with the teams. Steve Tusa: So at the low end of the range, you have volume down 50 bits. Mike Stepniak: No. No. It really just depends on on the it deploy price at at SKU level essentially. So it's depending on how fast if the product is growing at at 1% and market doesn't allow us to deploy more price, we won't do that. Vimal Kapur: Think low end, would say, Steve, volume growth in the low end of the guide three to six to zero. High end, it is about three. So that's kinda how you wanna look at the guide. Three to six, price being somewhere around three to three and a half, and the balance is volume. Steve Tusa: Yeah. It's it's it seems pretty conservative with your order growth rate, but I won't belabor that point. Just on the stranded costs, it seems like I would have maybe expected the advance material stranded cost to come out a little bit quicker. Can you maybe just level set us on where those stranded costs lie today, especially on the aero side, what to and how those should, you know, layer out of the numbers, because that that seems to be a relatively heavy burden that, you know, you're leaving in there. But should, you know, be a tailwind at some point in the next, eighteen months or so. Vimal Kapur: No. You're right, Steve. So we h

Verify independently

SEC filings for HON · Claim quote is verbatim from the 2025Q4 earnings call.