Charlotte, North Carolina-based Honeywell International (NASDAQ:HON) reported strong fourth-quarter and full-year 2025 results, highlighted by adjusted EPS of $2.59 exceeding guidance and robust order growth across its diversified portfolio.
Fourth-quarter adjusted sales reached $10.1 billion, increasing 10% year-over-year, while GAAP sales were $9.8 billion.
GAAP EPS was $0.49, impacted by special items.
Adjusted operating performance reflected continued momentum in high-growth segments, with organic orders surging 23% and backlog topping $37 billion.
For the full year, the company delivered solid execution amid a dynamic macro environment, with management noting progress on strategic initiatives, including the planned spin-off of Honeywell Aerospace in the third quarter of 2026, the completed spin-off of Solstice Advanced Materials, and the classification of Performance Materials and Technologies (PMT) and Worker and Workplace Safety (WWS) as held for sale.
The company also disclosed a settlement related to Flexjet litigation.
Following the quarter's perormance, Honeywell provided full-year 2026 guidance, expecting sales of $38.8 billion to $39.8 billion and adjusted EPS of $10.35 to $10.65, incorporating organic sales growth of 3% to 6%.