Honeywell International · Earnings release

HONEYWELL INTERNATIONAL INC.

(Unaudited)

(Dollars in tables in millions)

SUPPLEMENTAL QUARTERLY SEGMENT INFORMATION

Three Months Ended

Net sales

Aerospace Technologies

$

$

$

$

$

$

$

Building Automation

Process Automation and Technology

Industrial Automation

Corporate and All Other

2

3

7

5

7

5

Total Net sales from continuing operations

$

$

$

$

$

$

$

Total Net sales from discontinued operations1

$

$

$

$

$

$

$

Segment profit

Aerospace Technologies

$

$

$

$

$

$

$

Building Automation

Process Automation and Technology

Industrial Automation

Corporate and All Other2

Total segment profit from continuing operations

$

$

$

$

$

$

$

Total segment profit from discontinued operations1

$

$

$

$

$

$

$

Three Months Ended

Aerospace Technologies

Commercial Aviation Original Equipment

$

$

$

$

$

$

$

Commercial Aviation Aftermarket

Defense and Space

Total Net Aerospace Technologies sales

Building Automation

Products

Solutions

Total Net Building Automation sales

Process Automation and Technology

Projects

Aftermarket

Total Net Process Automation and Technology sales

Industrial Automation

Products

Solutions

Total Net Industrial Automation sales

Corporate and All Other

2

3

7

5

7

5

Total Net sales from continuing operations

$

$

$

$

$

$

$

Total Net sales from discontinued operations1

$

$

$

$

$

$

$

1

Effective October 30, 2025, Honeywell completed the spin-off of its Advanced Materials (AM) business into an independent, publicly traded company, Solstice Advanced Materials. The AM business had historically been part of the Energy and Sustainability Systems reportable segment. In connection with the spin-off, the AM business is reported as discontinued operations in all periods presented.

2

Corporate expenses historically allocated to AM and not eligible to be part of discontinued operations are included in Corporate and All Other.

HONEYWELL INTERNATIONAL INC.

(Unaudited)

(Dollars in tables in millions)

SUPPLEMENTAL ANNUAL SEGMENT INFORMATION

Years Ended Dec 31,

Net sales

Aerospace Technologies

$

$

Building Automation

Process Automation and Technology

Industrial Automation

Corporate and All Other

Total Net sales from continuing operations

$

$

Total Net sales from discontinued operations1

$

$

Segment profit

Aerospace Technologies

$

$

Building Automation

Process Automation and Technology

Industrial Automation

Corporate and All Other2

Total segment profit from continuing operations

$

$

Total segment profit from discontinued operations1

$

$

Years Ended Dec 31,

Aerospace Technologies

Commercial Aviation Original Equipment

$

$

Commercial Aviation Aftermarket

Defense and Space

Total Net Aerospace Technologies sales

Building Automation

Products

Solutions

Total Net Building Automation sales

Process Automation & Technology

Projects

Aftermarket

Total Net Process Automation and Technology sales

Industrial Automation

Products

Solutions

Total Net Industrial Automation sales

Corporate and All Other

Total Net sales from continuing operations

$

$

Total Net sales from discontinued operations1

$

$

1

Effective October 30, 2025, Honeywell completed the spin-off of its AM business into an independent, publicly traded company, Solstice Advanced Materials. The AM business had historically been part of the Energy and Sustainability Systems reportable segment. In connection with the spin-off, the AM business is reported as discontinued operations in all periods presented.

2

Corporate expenses historically allocated to AM and not eligible to be part of discontinued operations are included in Corporate and All Other.

HONEYWELL INTERNATIONAL INC.

(Unaudited)

(Dollars in tables in millions)

BUILDING AUTOMATION

Net Sales

Three Months Ended

Sept

Sept

Dec

Net sales

$

$

$

$

$

$

$

Cost of products and services sold

Selling, general and administrative and other expenses

Segment profit

$

$

$

$

$

$

$

Net sales

$

$

Cost of products and services sold

Selling, general and administrative and other expenses

Segment profit

$

$

HONEYWELL INTERNATIONAL INC.

(Unaudited)

(Dollars in tables in millions)

PROCESS AUTOMATION AND TECHNOLOGY

Net Sales

Three Months Ended

Sept

Sept

Dec

Net sales

$

$

$

$

$

$

$

Cost of products and services sold

$

$

Selling, general and administrative and other expenses

Segment profit

$

$

$

$

$

$

$

Net sales

$

$

Cost of products and services sold

$

Selling, general and administrative and other expenses

Segment profit

$

$

HONEYWELL INTERNATIONAL INC.

(Unaudited)

(Dollars in tables in millions)

INDUSTRIAL AUTOMATION

Net Sales

Three Months Ended

Sept

Sept

Dec

Net sales

$

$

$

$

$

$

$

Cost of products and services sold

Selling, general and administrative and other expenses

Segment profit

$

$

$

$

$

$

$

Net sales

$

$

Cost of products and services sold

Selling, general and administrative and other expenses

Segment profit

$

$

Appendix

Non-GAAP Financial Measures

The following information provides definitions and reconciliations of certain non-GAAP financial measures presented in this supplemental schedule to which this reconciliation is attached to the most directly comparable financial measures calculated and presented in accordance with generally accepted accounting principles (GAAP).

Management believes that, when considered together with reported amounts, these measures are useful to investors and management in understanding our ongoing operations and in the analysis of ongoing operating trends. These measures should be considered in addition to, and not as replacements for, the most comparable GAAP measure. Certain measures presented on a non-GAAP basis represent the impact of adjusting items net of tax. The tax-effect for adjusting items is determined individually and on a case-by-case basis. Other companies may calculate these non-GAAP measures differently, limiting the usefulness of these measures for comparative purposes.

Management does not consider these non-GAAP measures in isolation or as an alternative to financial measures determined in accordance with GAAP. The principal limitations of these non-GAAP financial measures are that they exclude significant expenses and income that are required by GAAP to be recognized in the consolidated financial statements. In addition, they are subject to inherent limitations as they reflect the exercise of judgments by management about which expenses and income are excluded or included in determining these non-GAAP financial measures. Investors are urged to review the reconciliation of the non-GAAP financial measures to the comparable GAAP financial measures and not to rely on any single financial measure to evaluate Honeywell’s business.

Honeywell International Inc.

Reconciliation of Organic Sales % Change

(Unaudited)

Three Months Ended

Year Ended

March

June

Honeywell

Reported sales % change

9%

9%

7%

5%

Less: Foreign currency translation

(1)%

—%

—%

(1)%

Less: Acquisitions, divestitures and other, net

5%

4%

1%

3%

Organic sales % change

5%

5%

6%

3%

Aerospace Technologies

Reported sales % change

Less: Foreign currency translation

—%

—%

—%

—%

Less: Acquisitions, divestitures and other, net

5%

5%

3%

2%

Organic sales % change

9%

6%

Building Automation

Reported sales % change

8%

8%

Less: Foreign currency translation

(2)%

—%

1%

(1)%

Less: Acquisitions, divestitures and other, net

8%

—%

7%

Organic sales % change

8%

8%

7%

2%

Process Automation and Technology

Reported sales % change

7%

8%

4%

Less: Foreign currency translation

(2)%

1%

—%

(1)%

Less: Acquisitions, divestitures and other, net

6%

8%

2%

Organic sales % change

3%

6%

(6)%

3%

Industrial Automation

Reported sales % change

(6)%

(7)%

Less: Foreign currency translation

(1)%

1%

1%

(1)%

Less: Acquisitions, divestitures and other, net

—%

(8)%

—%

Organic sales % change

(5)%

—%

1%

We define organic sales percentage as the year-over-year change in reported sales from continuing operations relative to the comparable period, excluding the impact on sales from foreign currency translation and acquisitions, net of divestitures, for the first 12 months following the transaction date. We believe this measure is useful to investors and management in understanding our ongoing operations and in analysis of ongoing operating trends.

Honeywell International Inc.

Reconciliation of Operating Income to Segment Profit

(Unaudited)

(Dollars in millions)

Three Months Ended March 31,

Continuing Operations

Discontinued Operations1

Continuing Operations

Discontinued Operations1

Operating income

$

$

$

$

Stock compensation expense2

2

1

Repositioning, Other3,4

3

(2)

Pension and other postretirement service costs5

1

1

Amortization of acquisition-related intangibles6

1

1

Acquisition-related costs7

—

—

3

—

Impairment of assets held for sale

—

—

—

Segment profit

$

$

$

$

1

Effective October 30, 2025, Honeywell completed the spin-off of its AM business into an independent, publicly traded company, Solstice Advanced Materials. The AM business had historically been part of the Energy and Sustainability Systems reportable segment. In connection with the spin-off, the AM business is reported as discontinued operations in all periods presented.

2

Included in Selling, general and administrative expenses.

3

Includes repositioning, asbestos, environmental expenses, equity income adjustment, and other charges.

4

Included in Cost of products and services sold and Selling, general and administrative expenses.

5

Included in Cost of products and services sold, Research and development expenses, and Selling, general and administrative expenses.

6

Included in Cost of products and services sold.

7

Included in Other (income) expense. Includes acquisition-related fair value adjustments to inventory and third-party transaction and integration costs.

Three Months Ended June 30,

Continuing Operations

Discontinued Operations1

Continuing Operations

Discontinued Operations1

Operating income

$

$

$

$

Stock compensation expense2

2

1

Repositioning, Other3,4

8

Pension and other postretirement service costs5

1

1

Amortization of acquisition-related intangibles6

1

1

Acquisition-related costs7

(7)

—

7

—

Segment profit

$

$

$

$

1

Effective October 30, 2025, Honeywell completed the spin-off of its AM business into an independent, publicly traded company, Solstice Advanced Materials. The AM business had historically been part of the Energy and Sustainability Systems reportable segment. In connection with the spin-off, the AM business is reported as discontinued operations in all periods presented.

2

Included in Selling, general and administrative expenses.

3

Includes repositioning, asbestos, environmental expenses, equity income adjustment, and other charges.

4

Included in Cost of products and services sold and Selling, general and administrative expenses.

5

Included in Cost of products and services sold, Research and development expenses, and Selling, general and administrative expenses.

6

Included in Cost of products and services sold.

7

Included in Other (income) expense. Includes acquisition-related fair value adjustments to inventory and third-party transaction and integration costs.

Honeywell International Inc.

Reconciliation of Operating Income to Segment Profit (Continued)

(Unaudited)

(Dollars in millions)

Three Months Ended September 30,

Continuing Operations

Discontinued Operations1

Continuing Operations

Discontinued Operations1

Operating income

$

$

$

$

Stock compensation expense2

4

1

Repositioning, Other3,4

4

6

Pension and other postretirement service costs5

1

1

Amortization of acquisition-related intangibles6

1

1

Acquisition-related costs7

9

—

—

Indefinite-lived intangible asset impairment2

—

—

—

Impairment of assets held for sale

—

—

—

Segment profit

$

$

$

$

1

Effective October 30, 2025, Honeywell completed the spin-off of its AM business into an independent, publicly traded company, Solstice Advanced Materials. The AM business had historically been part of the Energy and Sustainability Systems reportable segment. In connection with the spin-off, the AM business is reported as discontinued operations in all periods presented.

2

Included in Selling, general and administrative expenses.

3

Includes repositioning, asbestos, environmental expenses, equity income adjustment, and other charges.

4

Included in Cost of products and services sold and Selling, general and administrative expenses.

5

Included in Cost of products and services sold, Research and development expenses, and Selling, general and administrative expenses.

6

Included in Cost of products and services sold.

7

Included in Other (income) expense. Includes acquisition-related fair value adjustments to inventory and third-party transaction and integration costs.

Three Months Ended December 31,

Continuing Operations

Discontinued Operations1

Operating income

$

$

Stock compensation expense2

2

Repositioning, Other3,4

Pension and other postretirement service costs5

1

Amortization of acquisition-related intangibles6

1

Impairment of assets held for sale

—

Segment profit

$

$

1

Effective October 30, 2025, Honeywell completed the spin-off of its AM business into an independent, publicly traded company, Solstice Advanced Materials. The AM business had historically been part of the Energy and Sustainability Systems reportable segment. In connection with the spin-off, the AM business is reported as discontinued operations in all periods presented.

2

Included in Selling, general and administrative expenses.

3

Includes repositioning, asbestos, environmental expenses, equity income adjustment, and other charges.

4

Included in Cost of products and services sold and Selling, general and administrative expenses.

5

Included in Cost of products and services sold, Research and development expenses, and Selling, general and administrative expenses.

6

Included in Cost of products and services sold.

Years Ended December 31,

Continuing Operations

Discontinued Operations1

Continuing Operations

Discontinued Operations1

Operating income

$

$

$

$

Stock compensation expense2

5

5

Repositioning, Other3,4

Pension and other postretirement service costs5

4

2

Amortization of acquisition-related intangibles6

4

2

Acquisition-related costs7

—

2

—

Indefinite-lived intangible asset impairment2

—

—

—

Impairment of assets held for sale

—

—

—

Segment profit

$

$

$

$

1

Effective October 30, 2025, Honeywell completed the spin-off of its AM business into an independent, publicly traded company, Solstice Advanced Materials. The AM business had historically been part of the Energy and Sustainability Systems reportable segment. In connection with the spin-off, the AM business is reported as discontinued operations in all periods presented.

2

Included in Selling, general and administrative expenses.

3

Includes repositioning, asbestos, environmental expenses, equity income adjustment, and other charges.

4

Included in Cost of products and services sold and Selling, general and administrative expenses.

5

Included in Cost of products and services sold, Research and development expenses, and Selling, general and administrative expenses.

6

Included in Cost of products and services sold.

7

Included in Other (income) expense. Includes acquisition-related fair value adjustments to inventory and third-party transaction and integration costs.

We define operating income as net sales less total cost of products and services sold, research and development expenses, impairment of assets held for sale, and selling, general and administrative expenses. We define segment profit, on an overall Honeywell basis, as operating income, excluding stock compensation expense, pension and other postretirement service costs, amortization of acquisition-related intangibles, certain acquisition- and divestiture-related costs and impairments, and repositioning and other charges. We believe this measure is useful to investors and management in understanding our ongoing operations and in analysis of ongoing operating trends.