Honeywell International Inc.

Conglomerates • Industrials • Charlotte, NC, United States • HON (NMS)

704-627-6200 855 South Mint Street, Charlotte, NC 28202, United States

Quarter: Q4 2025 Reported: October 30, 2025 Sentiment: Positive

Honeywell International Inc. engages in the aerospace technologies, industrial automation, building automation, and energy and sustainable solutions businesses in the United States, Europe, and internationally. The company's Aerospace Technologies segment offers auxiliary power units, propulsion engines, integrated avionics, environmental control and electric power systems, engine controls, flight safety, communications, navigation hardware, data and software applications, radar and surveillance systems, aircraft lighting, advanced systems and instruments, satellite and space components, and aircraft wheels and brakes; thermal systems; and spare parts; repair, overhaul, and maintenance services; and wireless connectivity services. Its Industrial Automation segment provides automation control and instrumentation products and services; smart energy products; sensing technologies with custom-engineered sensors and services; gas detection technologies and personal protective equipment; and system design automation equipment, as well as software and analytics for manufacturing, distribution, and fulfillment operations. Its Building Automation segment provides software applications for building control and optimization; sensors, switches, control systems, and instruments for energy management; access control; video surveillance; fire products; and installation, maintenance, and upgrade of systems. The company's Energy and Sustainability Solutions segment offers aviation fuels, petrochemical, refining, and natural gas liquefaction technologies; carbon management solutions; catalysts and adsorbents, equipment and aftermarket services; refrigeration and heating solutions; protective armor and medical applications; and semiconductor materials, as well as data integration and software solutions. Honeywell International Inc. was founded in 1885 and is headquartered in Charlotte, North Carolina.

Analysis Summary

Honeywell International Inc. has successfully executed the spin-off of its Advanced Materials business, forming Solstice Advanced Materials Inc. This strategic divestiture aims to unlock shareholder value by allowing both companies to pursue independent growth strategies, optimize capital allocation, and focus on their core competencies. The completion of this transaction signifies a major portfolio transformation for Honeywell.

The spin-off was completed through a pro rata distribution of Solstice Common Stock to Honeywell stockholders. For every four shares of Honeywell Common Stock held as of the October 17, 2025 record date, stockholders received one share of Solstice Common Stock. Fractional shares were aggregated and sold, with cash proceeds distributed to eligible stockholders. Solstice Advanced Materials (SOLS) began trading 'regular way' on the Nasdaq Stock Market LLC on October 30, 2025.

Following the spin-off, Honeywell no longer beneficially owns any shares of Solstice Common Stock and will cease to consolidate Solstice Advanced Materials within its financial results. This separation is expected to simplify Honeywell's financial structure and allow for a clearer focus on its remaining high-growth segments. While specific financial projections for the post-spin-off Honeywell were not provided in this announcement, the move is generally viewed as a positive step towards enhancing long-term shareholder value through increased operational focus and transparency.

This filing is a Form 8-K announcing the consummation of a spin-off, not an earnings call transcript. Therefore, no management commentary beyond the factual announcement of the spin-off's completion, forward guidance, competitive positioning, market trends, or analyst Q&A highlights are available within this document. The focus is solely on the execution of the strategic separation.

Key Highlights

• Honeywell completed the spin-off of its Advanced Materials business.
• The new independent company is Solstice Advanced Materials Inc.
• Solstice Advanced Materials (SOLS) commenced 'regular way' trading on Nasdaq on October 30, 2025.
• Honeywell shareholders received one share of Solstice Common Stock for every four shares of Honeywell Common Stock held.
• Honeywell will no longer consolidate Solstice Advanced Materials' financial results.
• The spin-off was effective 12:01 a.m. New York City time on October 30, 2025.

Financial Metrics

eps

Not provided in this filing

YoY: N/A

revenue

Not provided in this filing N/A

YoY: N/A

guidance

net income

Not provided in this filing N/A

YoY: N/A

Stock Performance (90 Days)

Data through Dec 29, 2025

Layoff Events

Earnings Calls

Positive Signals

• Successful execution and consummation of a major strategic initiative (spin-off).
• Clear path for Solstice Advanced Materials as an independent public company.
• Streamlining of Honeywell's portfolio for enhanced focus.
• Distribution completed pro rata to shareholders, indicating an orderly process.