CLAIM #30756 · Honeywell International Inc (HON) · 2026Q1 earnings call · Apr 23, 2026 · due Dec 31, 2027
“I do expect that second half gets slightly better, and we remain very optimistic on the performance for 2027.”
Vimal Kapur · CEO
How to check this claim
Look at: Sensing and Measurement (or successor segment) organic performance/margin improvement in second half of fiscal year, and full-year 2027 performance
It came true if: H2 2026 organic growth or margin higher than H1 2026 reported figures; 2027 full-year revenue growth and/or margin higher than 2026 full-year figures
Where: Company quarterly earnings releases and segment reporting (10-Q/10-K, earnings call slides)
In context
“business. I'm really pleased on finally, we found a very clear strategy in the business. I would say that our position there in three broad end market sensing, in aerospace, medical devices, industrial equipment, that's position 1. Position 2 is our metering business in utilities and position 3 is gas detection on all environments, be it oil and gas, be it semiconductor and more broader in industrial. The end markets are strong in each one of these areas I mentioned. And our job is to benefit from these fragmented industrial automation market in Sensing and Measurement and build a better position as we did in Building Automation over the last 3 to 5 years. That's a task ahead of us. Our strategy is working. Our performance is improving every quarter progressively. And as I mentioned, that I do expect that second half gets slightly better, and we remain very optimistic on the performance for 2027. Operator: Our next question comes from the line of Andy Kaplowitz with Citigroup. Andrew Kaplowitz: Yes. Vimal, can you give a little more color into the improvement you saw particularly in IA margin in Q1. The margin improvement was impressive. I know you've talked about a bigger focus on productivity and [indiscernible] ahead of separation in that segment, and in PA&T. But a bigger fixed cost take out in IA. So maybe you can update us on what you've been doing and or how much improved pricing versus cost is helping as well? Mike Stepniak: Sure, Mike, I'll start and I'll ask Vimal to add some color to it. I think IA is going to be a margin expansion driver for us for the next year or so. With the separation of the [indiscernible] businesses. We saw a lot of opportunities structurally jus”
Verify independently
SEC filings for HON ↗ · Claim quote is verbatim from the 2026Q1 earnings call.