HON

📈 Honeywell reported strong Q1 earnings, beating analyst estimates with adjusted EPS of $2.51 (vs. $2.21 avg est.) and raising its full-year EPS forecast midpoint by 5 cents to $10.20-$10.50.

📊 Sales increased nearly 8% year-over-year to $9.8 billion, also surpassing analyst expectations of $9.6 billion.

⚠️ Despite the positive results and raised guidance, Honeywell expressed caution about the future, slightly reducing the upper end of its sales and margin forecasts due to the unpredictable global demand environment caused by tariffs.

@bernardodegarcia:
“Let’s move on to Honeywell. Yesterday we talked about it, up 4% after reporting first-quarter earnings that did beat analyst estimates and raising its full-year earnings forecast. At the same time, it warned that the outlook is less predictable for the full year due to the tariffs. The Charlotte, North Carolina-based company reported adjusted earnings of $2.51 per share for the first quarter, above the analyst average of $2.21, also the upper end of its own view. Sales increased almost 8% compared to the previous year to $9.8 billion, exceeding analyst estimates of $9.6 billion, Honeywell said in its statement. Let’s see what we have there. Fantastic. An industrial conglomerate planning to split into three. Honeywell now expects adjusted earnings per share for the full year to end in the range of $10.20 and $10.50, an increase of 5 cents at the midpoint of its range. Still, the company expressed a note of caution going forward, slightly reducing the upper end of its sales and profit margin forecasts as tariffs shake global economies. Although we haven’t seen them in our results, we recognize that we face a very uncertain global demand environment for the rest of 2025, concluded CEO Bill Mal Kapur in the statement.”

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