Honeywell Raises 2025 Profit Outlook After Strong Q1

Honeywell International reported strong first-quarter 2025 results, with adjusted earnings per share of $2.51 and sales increasing 8% year-over-year to $9.82 billion, both exceeding analyst expectations. The company raised its full-year adjusted profit guidance, now projecting EPS between $10.20 and $10.50, though its revenue forecast of $39.6–$40.5 billion is slightly below analyst consensus. Growth was led by Honeywell's aerospace division, driven by strong demand for aircraft parts and maintenance due to ongoing shortages of new jets. The company cited continued risks from global supply chain issues, U.S. tariffs, and uncertain global demand. Honeywell reiterated plans to separate its automation and aerospace businesses by late 2026. Analysts noted that, despite a strong quarter, Honeywell's long-term revenue growth has lagged, although recent results show improvement.