CLAIM #30705 · Honeywell International Inc (HON) · 2025Q4 earnings call · Jan 29, 2026 · due Dec 31, 2026
“we spend a lot of time to make sure that the price cost doesn't become a headwind for us. And we do maximum to preserve our volume while we are preserving our margins.”
Vimal Kapur · CEO
How to check this claim
Look at: Price-cost relationship (price realization vs. input cost inflation) and segment margin trend, fiscal year 2026
It came true if: Segment margin (%) for fiscal 2026 flat to up versus fiscal 2025 reported segment margin
Where: Company income statement / segment reporting (10-K and quarterly earnings releases)
In context
“put it all together, fundamentally, the inflationary trend in industrial segment and segments per Honeywell Surf they they remain quite persistent. And our pricing strategy, therefore, has become more mature, really, to look at as a long term trend, work with our customers, customers, and align with them that what's coming ahead. And minimize the impact on their businesses to the extent we can and deploy pricing, which is also different by regions. It could be one in US, different in Europe, different in other parts of world, Also, different for new products. Because we need to see where we have some leverage there. Based upon feature function, which are differentiated So a lot going on in the pricing front, and I would say 2026 is gonna look very similar to 2025 in the same ZIP code. And we spend a lot of time to make sure that the price cost doesn't become a headwind for us. And we do maximum to preserve our volume while we are preserving our margins. Scott Davis: That's Yeah. Very helpful. Yeah. I would just maybe just add that too. You look at our portfolio, we've been migrating to high growth verticals where we can afford better pricing and we have a bigger step up in terms of revenue that is generated by NPI. And these products tend to be accretive and and give us better pricing as well. Scott Davis: Yeah. No. And then just a natural follow-up would just be, is there you know, you could when you talk about NPI, you talked about product launches, but is there do you guys use a vitality index or anything internally and any kind of way to kinda compare the acceleration of NVI versus the past? Vimal Kapur: You saw one of the mention of that in our growth acceleration chart in the our our prepared remarks. One thing, with certainly star”
Verify independently
SEC filings for HON ↗ · Claim quote is verbatim from the 2025Q4 earnings call.