HONA

EX-99.1

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EX-99.1

Document

Exhibit 99.1

Contacts:

Media

Investor Relations

Brian Grace

Sean Meakim

(602) 897-0205(623) 223-5980

Brian.Grace@honeywellaerospace.us Sean.Meakim@honeywellaerospace.us

Honeywell Aerospace reports third quarter results;

updates 2026 outlook

•Sales of $4.6 billion, reported and organic1 sales up 2% year over year

•Net income of $0.7 billion; adjusted EBIT1 of $1.2 billion, up 1% despite incremental standalone costs

•Raises full-year pro forma standalone adjusted earnings per share1 and second half free cash flow1 guidance

•Board declares inaugural quarterly dividend payment of $0.40 per share on the company’s common stock

PHOENIX, October 28, 2026 -- Honeywell Aerospace (Nasdaq: HONA) today announced results for the third quarter and declared its first quarterly dividend. The company also raised its full-year 2026 pro forma standalone adjusted earnings per share1 and second half 2026 free cash flow1 guidance ranges, maintained its full-year organic1 sales outlook, and narrowed its full-year pro forma standalone adjusted EBIT1 guidance range.

“Honeywell Aerospace delivered results above our expectations in its first quarter as a standalone company, increasing sales and adjusted EBIT sequentially and year over year as we accelerate investments to drive greater output and better serve our customers. Demand for our solutions remains robust with 9% orders growth over the last 12 months,” said Jim Currier, Chief Executive Officer of Honeywell Aerospace. “We are seeing encouraging signs from pacing suppliers as we deepen our commitment to enduring partnerships. This progress, combined with ongoing qualification of additional material sources, positions us for higher sales and output growth in 2027 and beyond.”

Initial dividend declaration

Honeywell Aerospace’s Board of Directors has approved a quarterly cash dividend of $0.40 per share of its common stock. The dividend is payable on December 4, 2026, to shareholders of record as of the close of business on November 13, 2026.

Currier added, “The Board’s decision to declare a regular dividend underscores the visibility into our durable free cash flow growth in the years ahead. Paying a competitive, growing dividend is a key component of our capital allocation strategy designed to deliver substantial shareholder value while maintaining financial flexibility and a strong investment-grade credit rating.”

Recent Honeywell Aerospace highlights

•Year to date, the company has secured more than $20 billion in new wins (estimated lifetime value) supported by the following announcements:

◦The U.S. Air Force advanced Honeywell Aerospace’s SkyShot 1600 engine, which is designed to meet all mission-critical performance parameters for collaborative combat aircraft and unmanned aircraft systems, into Preliminary Design Review as part of its Autonomous Collaborative Platform program.

◦Honeywell Aerospace secured over $2 billion in new awards to provide its advanced navigation and RF systems for several missiles and munitions programs, including some initial contracts on platforms prioritized by the Munitions Acceleration Council.

◦The City of Phoenix Aviation Department signed an agreement with Honeywell Aerospace to study how to translate the company’s Surface Alert (SURF-A) technology to ground vehicle operators on tarmacs, taxiways, and runways at three local airports, including Phoenix Sky Harbor International.

Honeywell Aerospace 3Q26 Results - 2

•The company announced a 300,000 square foot expansion of its Tempe, Arizona manufacturing facility, expected to open in late 2028. The new facility adds capacity, lean manufacturing, automation, and supply-chain resilience to support current Control Systems production, recent wins, and next generation platforms.

•Honeywell Aerospace presented an update on its supply chain transformation at a September investor conference. Key messages from the presentation included root causes and actions underway for the constraints from a small number of mechanical suppliers currently limiting output growth.

Summary financial results

Honeywell Aerospace sales for the third quarter increased 2% on a reported and organic¹ basis year over year. Backlog grew to $19.3 billion at quarter end, up 12% from the prior year, and trailing twelve-months orders were up 9%, led by Defense and Space. Adjusted EBIT1 was up 1%, including both an approximately $50 million net benefit from International Emergency Economic Powers Act (IEEPA) tariff refunds and new costs necessary as an independent public company.

($ in millions, except per share amounts) 3Q 20263Q 2025% Change

Backlog$19,324$17,25512%

Sales$4,644$4,5332%

Net income$737$65413%

Adjusted EBIT1 $1,161$1,1511%

Earnings per share2,3 $2.29

Adjusted earnings per share1,2,3 $2.21

Cash flow from operations2 $668

Free cash flow1,2 $500

End market sales

Commercial Original Equipment sales were up 7% on a reported basi

EX-99.1

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EX-99.1

Document

Exhibit 99.1

Contacts:

Media

Investor Relations

Brian Grace

Sean Meakim

(602) 897-0205(623) 223-5980

Brian.Grace@honeywellaerospace.us Sean.Meakim@honeywellaerospace.us

Honeywell Aerospace reports second quarter results;

updates 2026 outlook

•Sales of $4.5 billion, reported and organic1 sales up 5% year over year

•Net income of $0.3 billion and adjusted EBIT1 of $1.0 billion, excluding pro forma standalone adjustments

•Revises full-year sales and pro forma standalone adjusted EBIT1 guidance and issues full-year pro forma standalone adjusted earnings per share1 guidance

•Completed spin-off from Honeywell Technologies on June 29

PHOENIX, August 5, 2026 -- Honeywell Aerospace (Nasdaq: HONA) today announced results for the second quarter following the completion of its spin-off from Honeywell International Inc. (“Honeywell Technologies”, Nasdaq: HON). The company also updated its full-year 2026 outlook for organic1 sales and pro forma standalone adjusted EBIT1, initiated full-year 2026 pro forma standalone adjusted earnings per share1 guidance, and maintained its second half 2026 free cash flow1 guidance range.

“Our successful separation marks an important milestone for Honeywell Aerospace, and we enter this next chapter with solid momentum. We delivered mid-single-digit sales growth in our final quarter as a segment of Honeywell as the significant customer demand for our mission-critical portfolio continues. Secular trends across our end markets remain strong while supply constraints limited output growth in the quarter,” said Jim Currier, Chief Executive Officer of Honeywell Aerospace. “As we establish Honeywell Aerospace as a standalone company, we will harness our increased financial flexibility and leverage our Honeywell Aerospace Operating System to drive greater innovation, more resilient output, and above market growth over time.”

Currier continued, “For the second half of 2026, we believe it is prudent to align our guidance to our supply chain’s demonstrated capabilities at the end of the second quarter. At the same time, we are taking the strategic and tactical actions necessary to position Honeywell Aerospace for accelerating growth and compelling financial performance. We are committed to delivering on the 2030 targets laid out at Investor Day in June, and we are moving with the speed and urgency required for improved performance in 2027 and beyond.”

Recent Honeywell Aerospace highlights

•Honeywell Aerospace hosted its inaugural Investor Day in Phoenix on June 3, during which it presented its three strategic priorities for creating substantial value: expand leadership in attractive end markets, invest in differentiated technology platforms and strengthen operational capabilities to unlock further growth.

•The Honeywell Aerospace Operating System, with its standardized approach to decision-making, problem solving and communicating, is being rolled out across the company.

•Several critical supply chain actions are underway, including:

◦Qualifying over 50 new suppliers, with 50 more expected for the second half;

◦Increasing investment in supplier tooling, with planned spending up 20% in the second half versus the first half and doubling from 2025 to 2027, of which approximately 70% is going to castings; and

◦Expanding the number of multi-sourced parts by more than 15% for the year.

•Year to date, the company has secured $15 billion of new wins (estimated lifetime value) highlighted by the following announcements:

◦IndiGo has selected Honeywell Aerospace’s flagship avionics and power systems for its order of 810 new Airbus A320neo family aircraft. This agreement represents the largest new-aircraft-selectable equipment win in company history.

Honeywell Aerospace 2Q26 Results - 2

◦The company announced that Aeromexico intends to adopt its newest and most advanced runway safety technology, known as Surface Alerts (SURF-A), across the carrier’s Boeing 737NG and 737MAX fleet of more than 100 aircraft. SURF-A is a prime example of the retrofit, modification and upgrade (RMU) growth strategy.

◦Civitanavi Systems’ ARGO 4000 inertial measurement has become a preferred solution for European OEMs integrating guidance capability into missile programs, unmanned platforms, maritime vessels and land vehicles.

Summary financial results

Honeywell Aerospace sales for the second quarter increased 5% on a reported and organic¹ basis year over year. Backlog grew to $18.2 billion at quarter end, up 9% from the prior year, and trailing twelve-months orders were up 8%, led by continued strength in Defense and Space. Adjusted EBIT was down 7%, including approximately $100 million of separation-related costs and inventory obsolescence charges.

($ in millions, except per share amounts) 2Q 20262Q 2025% Change

Backlog$18,154$16,6009%

Sales$4,522$4,2895%

Net income$256$852(70)%

Adjusted EBIT1 $995$1,066(7)%

Earnings per share2 $0.78$2.66(

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Exhibit 99.1

HONEYWELL AEROSPACE INC.

(Dollars in millions)

Condensed Combined Statements of Operations

(Unaudited)

Q1 2025Q2 2025Q3 2025Q4 2025FY 2025

Product Sales$2,233 $2,425 $2,533 $2,794 $9,985

Service Sales1,841 1,864 2,000 1,714 7,419

Total Net sales4,074 4,289 4,533 4,508 17,404

Costs, expenses and other

Cost of products sold1,635 1,837 1,950 2,128 7,550

Cost of services sold916 888 926 1,061 3,791

Total cost of products and services sold2,551 2,725 2,876 3,189 11,341

Research and development expenses167 167 186 157 677

Selling, general and administrative expenses365 383 441 481 1,670

Other expense, net58 14 289 6 367

Total costs, expenses and other3,141 3,289 3,792 3,833 14,055

Income before taxes933 1,000 741 675 3,349

Income tax expenses147 148 87 245 627

Net income786 852 654 430 2,722

Less: Net income attributable to noncontrolling interest9 8 10 8 35

Net income attributable to Honeywell Aerospace$777 $844 $644 $422 $2,687

Q1 2024Q2 2024Q3 2024Q4 2024FY 2024

Product Sales$1,958 $1,993 $2,020 $2,164 $8,135

Service Sales1,744 1,847 1,856 1,863 7,310

Total Net sales3,702 3,840 3,876 4,027 15,445

Costs, expenses and other

Cost of products sold1,398 1,542 1,599 1,902 6,441

Cost of services sold855 905 882 860 3,502

Total cost of products and services sold2,253 2,447 2,481 2,762 9,943

Research and development expenses139 131 149 148 567

Selling, general and administrative expenses332 346 352 396 1,426

Other expense, net38 32 24 47 141

Total costs, expenses and other2,762 2,956 3,006 3,353 12,077

Income before taxes940 884 870 674 3,368

Income tax expenses146 136 134 103 519

Net income794 748 736 571 2,849

Less: Net income attributable to noncontrolling interest10 7 8 7 32

Net income attributable to Honeywell Aerospace$784 $741 $728 $564 $2,817

HONEYWELL AEROSPACE INC.

(Dollars in millions)

Supplemental Quarterly Segment Information

(Unaudited)

Q1 2025Q2 2025Q3 2025Q4 2025FY 2025

Net Sales by Reportable Segment

Electronic Solutions$1,550 $1,645 $1,708 $1,913 $6,816

Engines and Power Systems(1) 1,274 1,390 1,478 1,269 5,411

Control Systems1,250 1,254 1,347 1,326 5,177

Total Net sales$4,074 $4,289 $4,533 $4,508 $17,404

Net Sales by End Market

Commercial Original Equipment$632 $640 $642 $680 $2,594

Commercial Aftermarket(1) 1,857 1,881 2,084 1,839 7,661

Defense and Space1,585 1,768 1,807 1,989 7,149

Total Net sales$4,074 $4,289 $4,533 $4,508 $17,404

Net Income$786 $852 $654 $430 $2,722

Segment Profit

Electronic Solutions$410 $475 $510 $593 $1,988

Engines and Power Systems(1) 193 256 299 (57)691

Control Systems447 361 376 339 1,523

Corporate and All Other(10)(26)(34)(47)(117)

Total segment profit*$1,040 $1,066 $1,151 $828 $4,085

Adjusted EBIT*

Electronic Solutions$410 $475 $510 $593 $1,988

Engines and Power Systems193 256 299 316 1,064

Control Systems447 361 376 339 1,523

Corporate and All Other(10)(26)(34)(47)(117)

Adjusted EBIT*$1,040 $1,066 $1,151 $1,201 $4,458

* Total segment profit, Adjusted EBIT, and Segment adjusted EBIT are non-GAAP measures. Refer to the appendix for reconciliation of non-GAAP measures.

1 Reflects a reduction to Net sales and Segment profit by $312 million and $373 million, respectively, as a result of the settlement of the Flexjet-related litigation matters in the fourth quarter of 2025.

Q1 2024Q2 2024Q3 2024Q4 2024FY 2024

Net Sales by Reportable Segment

Electronic Solutions$1,389 $1,372 $1,488 $1,776 $6,025

Engines and Power Systems(2) 1,206 1,306 1,248 971 4,731

Control Systems1,107 1,162 1,140 1,280 4,689

Total Net sales$3,702 $3,840 $3,876 $4,027 $15,445

Net Sales by End Market

Commercial Original Equipment(2) $672 $595 $626 $268 $2,161

Commercial Aftermarket1,670 1,813 1,701 1,962 7,146

Defense and Space1,360 1,432 1,549 1,797 6,138

Total Net sales$3,702 $3,840 $3,876 $4,027 $15,445

Net Income$794 $748 $736 $571 $2,849

Segment Profit/Adjusted EBIT

Electronic Solutions$436 $417 $485 $574 $1,912

Engines and Power Systems(2) 286 302 233 (129)692

Control Systems329 279 248 370 1,226

Corporate and All Other(15)(41)(36)(30)(122)

Total segment profit/adjusted EBIT*$1,036 $957 $930 $785 $3,708

* Total segment profit, Adjusted EBIT, and Segment adjusted EBIT are non-GAAP measures. Refer to the appendix for reconciliation of non-GAAP measures.

2 Reflects a reduction to Net sales, Segment profit, and Adjusted EBIT of $372 million as a result of a strategic agreement with Bombardier in the fourth quarter 2024.

APPENDIX

Non-GAAP Financial Measures

The following information provides definitions and reconciliations of certain non-GAAP financial measures presented in this schedule to which this reconciliation is attached to the most directly comparable financial measures calculated and presented in accordance with generally accepted accounting principles (GAAP).

Management believes that, when considered together with reported amounts,