Summary
Honeywell International Inc. (HON) has filed an 8-K report on January 29, 2026, to announce its fourth quarter and full-year 2025 earnings. A key focus of this filing is the upcoming realignment of its business segments, effective Q1 2026. This strategic move aims to enhance reporting clarity and better reflect the company's operational structure. The company will transition to four primary reportable segments: Aerospace Technologies, Building Automation, Process Automation and Technology, and Industrial Automation. The new Process Automation and Technology segment will consolidate core process solutions from the current Industrial Automation segment with UOP from Energy and Sustainability Solutions. Concurrently, the Energy and Sustainability Solutions segment will cease to be reported as a distinct segment following the prior spin-off of Advanced Materials. In addition to the segment realignment, Honeywell will also begin reporting revenue disaggregation within its Building Automation, Process Automation and Technology, and Industrial Automation segments based on business models: Products, Projects, Solutions, and Aftermarket. This will provide investors with more granular insights into revenue drivers. The company has furnished supplemental unaudited historical segment information for Q4 and full-year 2025, recast to reflect the new segment structure, alongside its earnings press release. Importantly, this realignment is an internal reporting change and is not expected to impact the company's historical consolidated financial position, results of operations, or cash flows.
Key Highlights
- 1Honeywell announced Q4 and full-year 2025 earnings on January 29, 2026.
- 2Effective Q1 2026, Honeywell is realigning its business segments for enhanced reporting.
- 3A new 'Process Automation and Technology' segment will be formed by combining Honeywell Process Solutions and UOP.
- 4The 'Energy and Sustainability Solutions' segment will no longer be reported separately.
- 5The company will report its results under four primary segments: Aerospace Technologies, Building Automation, Process Automation and Technology, and Industrial Automation.
- 6Revenue within key segments will be disaggregated by Products, Projects, Solutions, and Aftermarket business models, starting in 2026.
- 7Supplemental unaudited historical segment data for 2025, reflecting the new structure, has been provided.