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10-KPeriod: FY2019

HONEYWELL INTERNATIONAL INC Annual Report, Year Ended Dec 31, 2019

Filed February 14, 2020For Securities:HON

Summary

Honeywell International Inc. reported its financial results for the fiscal year ended December 31, 2019. The company experienced a net sales decrease of 12% year-over-year, primarily due to the spin-offs of its Transportation Systems and Homes and Global Distribution businesses in 2018. Excluding these divestitures, sales grew by 4%. Net income attributable to Honeywell decreased by 9% to $6.143 billion, with diluted EPS falling to $8.41 from $8.98 in the prior year. This decline was attributed to the absence of profits from the spun-off entities and higher income tax expenses, partially offset by improved operational segment profits. The company's strategic focus remains on becoming a leading software-industrial company, emphasizing growth through innovation, expansion in high-growth regions, and the development of its Honeywell Forge connected solutions. Honeywell continues to optimize its cost structure through operational improvements and aims for disciplined M&A to drive growth. The company deployed $7.8 billion in capital during 2019, including significant share repurchases and dividend payments, reflecting a commitment to shareholder value.

Financial Statements
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Key Highlights

  • 1Net sales decreased by 12% to $36.7 billion, largely due to the 2018 spin-offs of Transportation Systems and Homes and Global Distribution businesses. Excluding these, organic sales grew 4%.
  • 2Net income attributable to Honeywell decreased by 9% to $6.14 billion ($8.41 diluted EPS), compared to $6.76 billion ($8.98 diluted EPS) in 2018.
  • 3Aerospace segment led in sales at $14.05 billion, with strong organic growth in Commercial Aviation Aftermarket (7%), Commercial Aviation Original Equipment (6%), and Defense and Space (14%).
  • 4Performance Materials and Technologies segment saw a 1% sales increase to $10.83 billion, driven by UOP and Process Solutions growth.
  • 5Safety and Productivity Solutions segment experienced a 4% sales decline to $6.10 billion, primarily due to lower organic sales in Productivity Products.
  • 6The company deployed $7.8 billion in capital during 2019, including dividends and share repurchases, with $7.0 billion remaining under its authorized repurchase program as of year-end.
  • 7Honeywell continues to focus on becoming a premier software-industrial company, emphasizing the expansion of its Honeywell Forge connected solutions across its segments.

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