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| Period | Aerospace (%) | Building Automation (%) | PA&T (%) | Industrial Automation (%) | Total (%) |
|---|---|---|---|---|---|
| Q1 2025 | 9 | 8 | 3 | -5 | 5 |
| Q2 2025 | 6 | 8 | 6 | 0 | 5 |
| Q3 2025 | 12 | 7 | -6 | 1 | 6 |
| Q4 2025 | 21 | 8 | -3 | 1 | 11 |
| Q1 2026 | 3 | 8 | -6 | 1 | 2 |
| Q2 2026 | 5 | 9 | -1 | 4 | 4 |
| Event | Date | Detail |
|---|---|---|
| Solstice Advanced Materials spin | 30 Oct 2025 | AM carved from Energy and Sustainability Solutions and reported as discontinued operations. YE 2024 backlog restated down to $32.6B in the 2025 10-K. |
| Process Automation and Technology formed | Q1 2026 | UOP (former ESS) plus core Process Solutions. Remaining Industrial Automation is sensing, PSS, WWS, and process measurement. |
| WWS sale announced | 23 Apr 2026 | Warehouse and Workflow Solutions (Intelligrated / Transnorm) to American Industrial Partners. About $935 million of 2025 revenue. |
| Honeywell Aerospace (HONA) spin | 29 Jun 2026 | Last quarter inside HON: Aerospace sales $4.532B, backlog $18.435B. Honeywell Technologies (ex-aero) Q2 sales $5.187B, orders up 16%, backlog about $20B. |
| Quantinuum deconsolidation | Q2 2026 | One-time gain on deconsolidation. Consolidated EPS $17.83 versus adjusted EPS $4.52. Corporate/Quantinuum backlog of $81 million in Q1 2026 is gone by Q2. |
| Johnson Matthey Catalyst Technologies | 17 Jul 2026 | Acquisition closed. Folded into 2026 Honeywell Technologies guidance ($19.8B to $20.0B sales, 3% to 4% organic). |
| PSS and WWS divestitures | Expected early Aug 2026 | Q2 2026 Exhibit 99 (23 Jul 2026) expected close by early August. Not marked closed here without a later 8-K. |