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CLAIM #30758 · Honeywell International Inc (HON) · 2026Q1 earnings call · Apr 23, 2026 · due Dec 31, 2026

We signaled the pricing between 3% to 4%, and it's more trending towards upper end, more towards 4% versus 3% and how inflation is shaping up I expect that trend to persist, which is going to help us continue to expand margin expansion as we have guided.

Vimal Kapur · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Company-wide price realization/pricing contribution, as reported or discussed by management

It came true if: Pricing trending toward ~4% (i.e., reported/discussed pricing >= 3.5%)

Where: Management commentary on quarterly earnings calls / investor presentations (Honeywell)

In context

te early. So you'll continue to see the benefit as we go through the year. Also pricing for us has improved. I think the team has done a really outstanding job in terms of understanding the inflation, working with the customers to manage it and improving pricing. So that's the second piece. And then finally, I would say NPI, the team has been on NPI for the last 18 months, and we're starting to see those NPI hitting the market, and that's helping us recover share where we lost share. So all around, a really good story on Industrial Automation and will continue to be a source of strength for us this year and next year. Vimal Kapur: Yes. I mean, I think the only thing I'll add would be the pricing story is very strong in Industrial Automation, but also more broad-based and across Honeywell. We signaled the pricing between 3% to 4%, and it's more trending towards upper end, more towards 4% versus 3% and how inflation is shaping up I expect that trend to persist, which is going to help us continue to expand margin expansion as we have guided. But I overall performance, I think I have nothing more to add to what Mike said. Andrew Kaplowitz: And then, Vimal, maybe it's a little early for this question, but just focusing on some of your customer conversations as the Middle East conflict has played out here. And given your relatively big exposure now to LNG, do you sense a need for more energy security now or maybe more local-for-local investments. So maybe you have a more robust LNG cycle? Like what are your conversations like around that? Vimal Kapur: Very, very bullish on LNG cycle, I would say, Andy, the 2 businesses we acquired in the last 18 months Liquefaction business from [indiscernible] and Sundyne business, they're performing extremely well. The demand continues to remain strong by the fact we very correctly mentioned n

Verify independently

SEC filings for HON · Claim quote is verbatim from the 2026Q1 earnings call.