Verified call record已核验电话会记录 · 2026-07-23

HON · Honeywell Technologies Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Open ticker dossier打开个股档案HON

12 exact excerpts 条原文摘录 29 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

performancedemandsegment_changesq_and_a

“Orders grew 16% organically with broad-based demand across all segments, resulting in 9% increase in ending backlog.”

Vimal Kapur · CEOclaim_c0613df21d41fabde8a22acce3638203

Exact numeric spans精确数值片段16%9%

marginsdemandriskssegment_changesq_and_a

“We also expanded segment margin by 100 basis points, overcoming significant cost inflation headwinds and unfavorable mix through a combination of productivity and volume leverage.”

Vimal Kapur · CEOclaim_0ace7cafb51c8281ef7b6e48dca7aeec

Exact numeric spans精确数值片段100

demandq_and_a

“They have been involved in all aspects of the transaction and are prepared to hit the ground running to deliver for our customers and our shareowners.”

Vimal Kapur · CEOclaim_36653700fcec3e4e1a7505b8f201798b

performancedemandq_and_a

“This quarter, we drove over 50% orders growth and 30% organic sales growth in high-growth verticals while maintaining our strong position in the core with approximately 30% orders growth in our fire business.”

Vimal Kapur · CEOclaim_46bf1eb434503c8565e9afb42d91f5ac

Exact numeric spans精确数值片段50%30%30%

demandriskssegment_changesq_and_a

“This is, of course, a very fluid situation, but our teams in the region have done a tremendous job minimizing impact to our business while ensuring our employees are safe and we're able to continue to support our customers.”

Vimal Kapur · CEOclaim_394ae021426f883e5663c8093fa16911

guidanceperformancesegment_changesq_and_a

“This and continued momentum we see in all segment supports 4%-6% growth outlook in the second half and over medium term.”

Vimal Kapur · CEOclaim_de2804c7a391bfb1da0b32b2ee99b108

Exact numeric spans精确数值片段4%-6%

performancemarginssegment_changesq_and_a

“On profitability, segment profit increased 9%, while segment margin expanded 100 basis points to 19%, with strong margin expansion in Building Automation and Industrial Automation.”

Mike Stepniak · CFOclaim_f8aaa1916b208f75c975a399d3faf468

Exact numeric spans精确数值片段9%10019%

marginsdemandsegment_changesq_and_a

“Building Automation segment margin expanded 90 basis points to 27.1% on volume leverage and price, which was partially offset by inflation.”

Mike Stepniak · CFOclaim_2de006fad7d6ea9ba7125c2a5cd92d89

Exact numeric spans精确数值片段9027.1%

marginsdemandsegment_changesq_and_a

“In Process Automation Technology segment, margin contracted 180 basis points to 22.1%, largely driven by unfavorable mix from lower catalyst volumes as expected.”

Mike Stepniak · CFOclaim_471735bfa87f36dedc9882fb45796a2b

Exact numeric spans精确数值片段18022.1%

capital_allocationq_and_a

“This quarter, we deployed $1 billion of capital through roughly $800 million of dividends and roughly $200 million in high-value capital expenditures.”

Mike Stepniak · CFOclaim_3dccaf76fef5b21f864b8ba5d7f00653

Exact numeric spans精确数值片段1 billion800 million200 million

guidanceperformanceq_and_a

“Today, we're increasing our organic sales growth outlook to 3%-4% for the year, up from previous guidance of 2%-3%, and now expect the second half to grow 4%-6% versus 3%-5% previously.”

Mike Stepniak · CFOclaim_9a2f526ce80f77ef69334e541d3b13ee

Exact numeric spans精确数值片段3%-4%2%-3%4%-6%3%-5%

guidancemarginssegment_changesq_and_a

“We now expect full-year segment margin expansion of 250-290 basis points, up 25 basis points at the midpoint from the previous guidance.”

Mike Stepniak · CFOclaim_29a0c699075ff14c2e283491bb9d5704

Exact numeric spans精确数值片段25029025

Inspect the source receipts检查来源回执41 bound spans个已绑定片段

Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。

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