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10-QPeriod: Q2 FY2010

HONEYWELL INTERNATIONAL INC Quarterly Report for Q2 Ended Jun 30, 2010

Filed July 23, 2010For Securities:HON

Summary

Honeywell International Inc. reported solid financial results for the second quarter and first half of 2010, demonstrating growth in net sales and improved profitability across several key segments. Net sales increased by 8% in the quarter and 5% year-to-date, driven by strong volume growth, particularly in the Automation and Control Solutions, Specialty Materials, and Transportation Systems segments. The company also saw a rebound in its Transportation Systems segment with a significant increase in sales and profit, signaling a recovery in that market. Despite an increase in cost of goods sold and higher pension expenses, Honeywell managed to increase net income attributable to Honeywell to $468 million for the quarter ($0.60 EPS diluted) and $854 million year-to-date ($1.10 EPS diluted). The company also announced its intention to acquire Sperian Protection for approximately $1.4 billion, indicating a strategic move to expand its presence in the personal protection equipment industry, funded by existing cash resources and an escrow deposit. The company's operational efficiency initiatives appear to be contributing positively, as evidenced by cost savings and improved segment profits.

Key Highlights

  • 1Net sales increased 8% year-over-year to $8.16 billion for the quarter and 5% to $15.94 billion for the first six months of 2010.
  • 2Net income attributable to Honeywell was $468 million ($0.60 diluted EPS) for the quarter and $854 million ($1.10 diluted EPS) for the first six months.
  • 3The company announced its intention to acquire Sperian Protection for approximately $1.4 billion, signaling strategic growth.
  • 4Significant year-over-year profit growth was observed in the Automation and Control Solutions (16% for the quarter, 20% year-to-date) and Transportation Systems (360% for the quarter, 859% year-to-date) segments.
  • 5Aerospace segment sales and profit saw a slight decline, while Specialty Materials showed strong growth in sales (20% for the quarter, 14% year-to-date) and profit (43% for the quarter, 40% year-to-date).
  • 6Operating cash flow improved significantly, increasing by $366 million to $1.83 billion for the first six months of 2010 compared to the same period in 2009.
  • 7The company repaid $1 billion in notes in the first quarter and is managing its capital through debt reduction, acquisitions, share repurchases, and dividends.

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