HON Honeywell International, Inc.
Honeywell International, Inc. is a software industrial company, which offers industry specific solutions to aerospace and automotive products and services. It specializes in turbochargers control, sensing and security technologies for buildings and homes; specialty chemicals; electronic and advanced materials; process technology for refining and petrochemicals; and energy efficient products and solutions for homes, business and transportation. It operates through the following segments: Aerospace; Home and Building Technologies; Performance Materials and Technologies; and Safety and Productivity Solutions. The Aerospace segment provides aircraft engines, integrated avionics, systems and service solutions, and related products and services for aircraft manufacturers, turbochargers to improve the performance and efficiency of passenger cars and commercial vehicles as well as spare parts, repair, overhaul and maintenance services like, auxiliary power units, propulsion engines, environmental control systems, wireless connectivity services, electric power systems, engine controls, flight safety, communications, navigation hardware and software, radar and surveillance systems, aircraft lighting, management and technical services, advanced systems and instruments, satellite and space components, aircraft wheels and brakes, repair and overhaul services, turbochargers and thermal systems. The Home and Building Technologies segment provides products, software, solutions and technologies that help owners of homes stay connected and in control of their comfort, security and energy use such as controls and displays for heating, cooling, indoor air quality, ventilation, humidification combustion, lighting and home automation; advanced software applications for building control and optimization; sensors, switches, control systems and instruments for measuring pressure, air flow, temperature and electrical current; products, services and solutions for measurement, regulation, control and metering of gases and electricity; metering and communications systems for water utilities and industries; access control; video surveillance; fire products; remote patient monitoring systems; and installation, maintenance, and upgrades of systems. The Performance Materials and Technologies segment develops and manufactures materials, process technologies, and automation solutions. It provides process solutions in automation control, instrumentation, advanced software, and related services for the oil and gas, refining, pulp and paper, industrial power generation, chemicals and petrochemicals, biofuels, life sciences, and metals, minerals and mining industries. The Safety and Productivity Solutions segment provides products, software and connected solutions which include personal protection equipment and footwear designed for work, play and outdoor activities. It also offers gas detection technology, mobile devices and software for computing, data collection and thermal printing; supply chain and warehouse automation equipment, software and solutions; custom-engineered sensors, switches and controls for sensing and productivity solutions; and software-based data and asset management productivity solutions. The company was founded by Albert M. Butz in 1885 and is headquartered in Charlotte, NC.
Company profile
Ticker
HON
Exchange
Website
CEO
Darius Adamczyk
Employees
Incorporated in
Location
Fiscal year end
Industry (SEC)
Former names
Allied Signal Inc, Alliedsignal Inc
SEC CIK
Corporate docs
IRS number
222640650
Investment data
| Top 50 of 79 long holdings End of quarter 30 Jun 19 |
Value |
#Shares |
|---|---|---|
| $14.99M | 187.17K | |
| $13.79M | 86.32K | |
| $12.03M | 930.91K | |
| $12.01M | 23.81K | |
| $9.35M | 114.7K | |
| $8.35M | 109.93K | |
| $8.23M | 34.56K | |
| $6.96M | 34.26K | |
| $6.76M | 57.41K | |
| $6.7M | 22.95K | |
| $6.18M | 47.9K | |
| $6.14M | 88.95K | |
| $5.6M | 39.68K | |
| $5.24M | 163.88K | |
| $5.17M | 75.58K | |
| $5.07M | 278.41K | |
| $4.32M | 96.19K | |
| $4.05M | 60.65K | |
| $3.83M | 36.11K | |
| $3.67M | 28.48K | |
| $3.61M | 28.14K | |
| $3.53M | 111.59K | |
| $3.39M | 86.94K | |
| $3.34M | 27.55K | |
| $3.12M | 141.4K | |
| $2.81M | 160.85K | |
| $2.77M | 83.42K | |
| $2.75M | 102.97K | |
| $2.59M | 35.07K | |
| $2.59M | 93.79K | |
| $2.58M | 139.81K | |
| $2.57M | 24.64K | |
| $2.57M | 64.53K | |
| $2.55M | 31.45K | |
| $2.49M | 30.66K | |
| $2.41M | 20.47K | |
| $2.4M | 32.22K | |
| $2.4M | 20.67K | |
| $2.35M | 64.99K | |
| $2.35M | 58.17K | |
| $2.32M | 95.49K | |
| $2.25M | 61.23K | |
| $2.19M | 38.01K | |
| $2.12M | 67.72K | |
| $2.12M | 33K | |
| $2.02M | 43.71K | |
| $1.98M | 30.95K | |
| $1.98M | 37.36K | |
| $1.98M | 59.39K | |
| $1.93M | 57.8K |
Holdings list only includes long positions.
Only includes long positions.
Calendar
1 May 20
4 Jun 20
31 Dec 20
News
Company financial data Financial data
| Quarter (USD) | Mar 20 | Dec 19 | Sep 19 | Jun 19 | |
|---|---|---|---|---|---|
| Revenue | 8.46B | 9.5B | 9.09B | 9.24B | |
| Net income | 1.61B | 1.59B | 1.65B | 1.56B | |
| Diluted EPS | |||||
| Net profit margin | 18.98% | 16.74% | 18.14% | 16.83% | |
| Net change in cash | -1.35B | -1.84B | 2.68B | -400M | |
| Cash on hand | 7.72B | 9.07B | 10.91B | 8.23B | |
| Cost of revenue | 5.53B | 6.33B | 6.04B | 6.09B |
| Annual (USD) | Dec 19 | Dec 18 | Dec 17 | Dec 16 | |
|---|---|---|---|---|---|
| Revenue | 36.71B | 41.8B | 40.53B | 39.3B | |
| Net income | 6.23B | 6.83B | 1.59B | 4.85B | |
| Diluted EPS | |||||
| Net profit margin | 16.97% | 16.33% | 3.92% | 12.34% | |
| Net change in cash | -220M | 2.23B | -784M | 2.39B | |
| Cash on hand | 9.07B | 9.29B | 7.06B | 7.84B | |
| Cost of revenue | 24.34B | 29.05B | 28.14B | 27.68B |
Financial data from company earnings reports
Recent insider trades
| Date | Owner | Security | Transaction | Code | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|
| 15 May 20 | Burke Kevin | Common Stock | Payment of exercise | Dispose F | 125.37 | 871 | 109.2K | 18,416 |
| 15 May 20 | Burke Kevin | Stock Option Common Stock | Option exercise | Dispose M | 57.58 | 1,313 | 75.6K | 2,624 |
| 15 May 20 | Burke Kevin | Common Stock | Option exercise | Aquire M | 57.58 | 1,313 | 75.6K | 19,287 |
| 27 Apr 20 | Angove Duncan | RSU Common Stock | Grant | Aquire A | 0 | 470 | 0 | 470 |
| 27 Apr 20 | Angove Duncan | Stock Option Common Stock | Grant | Aquire A | 138.43 | 2,340 | 323.93K | 2,340 |
| 27 Apr 20 | Raymond T Odierno | Stock Option Common Stock | Grant | Aquire A | 138.43 | 2,340 | 323.93K | 2,340 |
| 27 Apr 20 | Davis D Scott | Stock Option Common Stock | Grant | Aquire A | 138.43 | 2,340 | 323.93K | 2,340 |
| 27 Apr 20 | Washington Robin L | RSU Common Stock | Grant | Aquire A | 0 | 470 | 0 | 470 |
| 27 Apr 20 | Washington Robin L | Stock Option Common Stock | Grant | Aquire A | 138.43 | 2,340 | 323.93K | 2,340 |
| 27 Apr 20 | Raymond T Odierno | RSU Common Stock | Grant | Aquire A | 0 | 470 | 0 | 470 |
Institutional ownership Q1 2020
76.2% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 1818 |
| Opened positions | 104 |
| Closed positions | 271 |
| Increased positions | 747 |
| Reduced positions | 739 |
13F shares |
Current |
|---|---|
| Total value | 536.33B |
| Total shares | 534.62M |
| Total puts | 2.73M |
| Total calls | 2.16M |
| Total put/call ratio | 1.3 |
Largest owners |
Shares | Value |
|---|---|---|
| Vanguard | 54.97M | $7.35B |
| BLK BlackRock | 43.84M | $5.86B |
| STT State Street | 29.52M | $3.95B |
| Massachusetts Financial Services | 25.22M | $3.37B |
| Capital World Investors | 24.46M | $3.27B |
| BAC Bank of America | 21.77M | $2.91B |
| Newport Trust | 16.75M | $2.24B |
| JPM JPMorgan Chase & Co. | 14.09M | $1.88B |
| Geode Capital Management | 10.12M | $1.35B |
| BEN Franklin Resources | 9.82M | $1.31B |
Financial report summary
?Competition
Badger Meter • Emerson Electric • Id Systems • Johnson Controls • Parker Hannifin • United Technologies • Vicon Industries • Rada Electronic Industries • Itron • Johnson Controls InternationalRisks
- An increasing percentage of our sales and operations is in non-U.S. jurisdictions and is subject to the economic, political, regulatory, foreign exchange and other risks of international operations.
- Risks related to our defined benefit pension plans may adversely impact our results of operations and cash flow.
- We may be required to transition from the use of the LIBOR interest rate index in the future.
- We may be unable to successfully execute or effectively integrate acquisitions, and divestitures may not occur as planned.
- Our future growth is largely dependent upon our ability to develop new technologies and introduce new products that achieve market acceptance in increasingly competitive markets with acceptable margins.
- Failure to increase productivity through sustainable operational improvements, as well as an inability to successfully execute repositioning projects or to effectively manage our workforce, may reduce our profitability or adversely impact our businesses.
- As a supplier to the U.S. Government, we are subject to unique risks, such as the right of the U.S. Government to terminate contracts for convenience and to conduct audits and investigations of our operations and performance.
- Our operations and the prior operations of predecessor companies expose us to the risk of material environmental liabilities.
- Cybersecurity incidents could disrupt business operations, result in the loss of critical and confidential information, and adversely impact our reputation and results of operations.
- The development of technology products and services presents security and safety risks.
- Data privacy, data protection, and information security may require significant resources and presents certain risks.
- A material disruption of our operations, particularly at our manufacturing facilities or within our information technology infrastructure, could adversely affect our business.
- Concentrations of credit and market risk may adversely affect our results of operations.
- Changes in legislation or government regulations or policies can have a significant impact on our results of operations.
- We cannot predict with certainty the outcome of litigation matters, government proceedings and other contingencies and uncertainties.
Content analysis
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| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
H.S. freshman Avg
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New words:
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Removed:
absence, adjusted, applying, automobile, borrowing, carry, catalyst, combustion, comfortable, commencement, conform, cooling, counterparty, CPI, determining, development, discounting, disposition, electrical, electricity, enforcement, entirety, estate, exercise, explained, flat, heating, humidification, Index, indoor, intend, internet, investigation, liable, maintaining, measurement, measuring, mechanical, metering, method, migration, mileage, noncancellable, noncurrent, opened, package, planned, plant, pressure, quality, real, reclassified, reclassify, remediated, removed, represent, research, retained, retrofit, retrospective, reverse, ROU, separation, specialty, stated, stranded, subset, sustain, temperature, Transportation, treated, unenforceable, upheld, variable, ventilation, water
Financial reports
10-Q
2020 Q1
Quarterly report
1 May 20
10-K
2019 FY
Annual report
14 Feb 20
10-Q
2019 Q3
Quarterly report
17 Oct 19
10-Q
2019 Q2
Quarterly report
18 Jul 19
10-Q
2019 Q1
Quarterly report
18 Apr 19
10-K
2018 FY
Annual report
8 Feb 19
10-Q
2018 Q3
Quarterly report
19 Oct 18
10-Q
2018 Q2
Quarterly report
20 Jul 18
10-Q
2018 Q1
Quarterly report
20 Apr 18
10-K
2017 FY
Annual report
9 Feb 18
Current reports
8-K
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
18 May 20
8-K
Other Events
14 May 20
8-K
Results of Operations and Financial Condition
1 May 20
8-K
Submission of Matters to a Vote of Security Holders
29 Apr 20
8-K
Entry into a Material Definitive Agreement
10 Apr 20
8-K
Entry into a Material Definitive Agreement
31 Mar 20
8-K
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
10 Mar 20
8-K
Honeywell Names Former U.S. Army Chief of Staff
28 Feb 20
8-K
Results of Operations and Financial Condition
31 Jan 20
8-K
Jaime Chico Pardo Announces Retirement from Honeywell Board, D. Scott Davis Appointed As New Independent Lead Director
6 Dec 19
Registration and prospectus
424B5
Prospectus supplement for primary offering
18 May 20
424B5
Prospectus supplement for primary offering
15 May 20
FWP
Free writing prospectus
14 May 20
424B5
Prospectus supplement for primary offering
14 May 20
25-NSE
Exchange delisting
3 Apr 20
8-A12B
Registration of securities on exchange
10 Mar 20
424B5
Prospectus supplement for primary offering
5 Mar 20
FWP
Free writing prospectus
3 Mar 20
424B5
Prospectus supplement for primary offering
3 Mar 20
424B5
Prospectus supplement for primary offering
1 Aug 19
Proxies
DEFA14A
Additional proxy soliciting materials
8 Apr 20
DEFA14A
Additional proxy soliciting materials
7 Apr 20
PX14A6G
Letter to shareholders
3 Apr 20
DEFA14A
Additional proxy soliciting materials
12 Mar 20
DEF 14A
Definitive proxy
12 Mar 20
DEFA14A
Additional proxy soliciting materials
12 Apr 19
DEFA14A
Additional proxy soliciting materials
14 Mar 19
DEF 14A
Definitive proxy
14 Mar 19
DEFA14A
Additional proxy soliciting materials
20 Mar 18
DEF 14A
Definitive proxy
8 Mar 18
Other
SD
Conflict minerals disclosure
1 Jun 20
SD
Conflict minerals disclosure
31 May 19
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
8 Feb 19
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
19 Oct 18
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
20 Jul 18
SD
Conflict minerals disclosure
31 May 18
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
20 Apr 18
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
9 Feb 18
EFFECT
Notice of effectiveness
28 Dec 17
CORRESP
Correspondence with SEC
22 Dec 17
Ownership
4
HONEYWELL INTERNATIONAL / KEVIN BURKE ownership change
15 May 20
4
HONEYWELL INTERNATIONAL / Deborah Flint ownership change
29 Apr 20
4
HONEYWELL INTERNATIONAL / George Paz ownership change
29 Apr 20
4
HONEYWELL INTERNATIONAL / Judd A. Gregg ownership change
29 Apr 20
4
HONEYWELL INTERNATIONAL / Grace Lieblein ownership change
29 Apr 20
4
HONEYWELL INTERNATIONAL / CLIVE R HOLLICK ownership change
29 Apr 20
4
HONEYWELL INTERNATIONAL / Linnet F Deily ownership change
29 Apr 20
4
HONEYWELL INTERNATIONAL / Robin L Washington ownership change
29 Apr 20
4
HONEYWELL INTERNATIONAL / Raymond T Odierno ownership change
29 Apr 20
4
HONEYWELL INTERNATIONAL / D SCOTT DAVIS ownership change
29 Apr 20
Patents
GRANT
Utility
Apparatus and methods for enhancing gas-liquid contact/separation
2 Jun 20
An environmental control system includes an air conditioning subsystem; a mix manifold downstream of the air conditioning subsystem and upstream of an environment to be conditioned; and a contaminant removal subsystem downstream of the environment to be conditioned.
GRANT
Utility
Hydroprocessing reactor internals having reduced height
2 Jun 20
The hydroprocessing reactor internals (HRI) have reduced height compared to standard HRI designs.
GRANT
Utility
Heterogenized catalyst for acetylene dimerization
2 Jun 20
A catalyst and a process for using the catalyst are presented.
GRANT
Utility
Conveyor axle retainer
2 Jun 20
The present disclosure relates to an axle retainer and associated conveyor system.
GRANT
Utility
Methods for processing bonded dual alloy rotors including differential heat treatment processes
2 Jun 20
Methods for processing bonded dual alloy rotors are provided.