HON at a glance
Honeywell (HON, SEC CIK 773840) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on August 19, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Honeywell (HON) reported revenue of $37.4 billion (down 2.7% from FY2024) and net income of $4.7 billion. Diluted EPS was $7.36.
- As of June 30, 2026, 2 institutional investment managers tracked by SignalX reported holding Honeywell (HON) shares worth $3.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by West Kenneth J on August 3, 2026 of 316 shares at $245.47 per share.
- In the last 90 days, HON insiders reported 0 open-market purchases ($0) and 7 open-market sales ($4.2M) on Form 4, a net sale of $4.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $37.4B
- −2.7% vs prior year
- Insiders · 90 days
- 0 buys · 7 sells
- Net −$4.2M
- 13F holders
- 2 funds
- $3.9M · −67 vs prior quarter
- Latest 8-K
- Aug 19, 2026
- Item 7.01 · Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue up 4% YoY, driven by pricing 4%, currency 1%, and acquisitions 1%
- Gross margin 37.6% vs 39.3% YoY, down 170 basis points
- Best segment Building Automation: revenue $2,002M, up 10%; margin 27.1% vs 26.2%
- Worst segment Industrial Automation: revenue $1,501M, down 5%; margin 17.2% vs 16.3%
- Cash $9.2B vs $12.9B December 2025; operating cash flow $626M vs $1,916M YoY
- Headwinds: geopolitical conflict, trade-policy volatility, inflation, and supply-chain cost pressures
Risk Factors
- Aerospace Spin-Off completed June 29, 2026, creating new separation risk from reduced diversification and potential business disruption
- Tariff and trade-policy volatility, including U.S. tariffs on China, threatens costs, demand, supply chains, and compliance exposure
- U.S. government contract investigations could cause suspension from bidding, contract performance, or export privileges
- Emerging artificial intelligence technologies risk intellectual-property infringement, biased or inaccurate outputs, and reputational harm
- International operations exceed half of sales, exposing results to foreign-exchange volatility and geopolitical restrictions
AI summary of the HON 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Honeywell issued a Regulation FD press release covering the matters described in Exhibit 99.1
- Exhibit 99.1 contains the substantive disclosure investors should review for market-relevant information
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Billal Hammoud becomes Process Technology President and CEO October 1, 2026, retaining executive-officer status and reporting to CEO Vimal Kapur
- Juan Picon succeeds Hammoud as Building Automation President and CEO October 1, 2026
Item EX-99.1: Item EX-99.1
- Billal Hammoud becomes Process Technology President and CEO October 1, replacing Ken West, who departs August 31
- Juan Picon succeeds Hammoud as Building Automation President and CEO October 1
Item 2.02: Results of Operations and Financial Condition
- Honeywell reported second-quarter 2026 earnings on July 23, 2026
- Earnings press release furnished as Exhibit 99 contains the financial results
Item EX-99.1: Item EX-99.1
- Q2 sales $5.2B, organic growth 4%, with orders up 16% and backlog approaching $20B for the post-spin automation company
- Adjusted EPS $1.95, up 10%; segment margin expanded 100 bps to 19.0%, signaling operating leverage despite reported margin compression
Item 1.01: Entry into a Material Definitive Agreement
- Trademark License Agreement entered into by Honeywell International
- Full agreement filed as Exhibit 10.2, containing controlling terms
Item 2.02: Results of Operations and Financial Condition
- Filing references unaudited pro forma condensed consolidated financial information in Exhibit 99.3
- Pro forma information likely supports transaction-related financial presentation for investor review
Item 5.02: Departure/Appointment of Directors or Principal Officers
- James Currier resigned as Honeywell executive officer effective immediately before Spin-Off completion
- Currier becomes President and CEO of Honeywell Aerospace following the Spin-Off
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- 2-for-1 reverse stock split effective June 29, 2026; shareholders receive one share for every two held
- Authorized common shares reduced from 2 billion to 1 billion
Item EX-99.1: Item EX-99.1
- Honeywell completed Aerospace spin-off; Aerospace begins Nasdaq trading as HONA while automation-focused Honeywell Technologies retains HON
- HON shareholders of record received one HONA share per two HON shares held on June 15, 2026
AI summaries of HON 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HON
Don't miss the next HON filing
- Alerts as it files. A push when HON files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut HON, by share count.
- Ask anything. An AI agent that reads every HON filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| ANGOVE DUNCAN | A | Oct 1, 2026 | 163.704 | $213.80 |
| Picon Juan | A | Oct 1, 2026 | 1,176 | - |
| Picon Juan | A | Oct 1, 2026 | 3,512 | - |
| LAU PETER JAMES | A | Aug 3, 2026 | 14,233 | - |
| Mailloux Robert D. | A | Aug 3, 2026 | 5,368 | - |
| West Kenneth J | Sell | Aug 3, 2026 | 316 | $245.47 |
| Hammoud Billal | A | Aug 3, 2026 | 14,233 | - |
| Reilly Jennifer J | A | Aug 3, 2026 | 3,355 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $38.5B | $37.4B |
| Gross Profit | - | $3.4B | $3.5B |
| Operating Income | - | $8.7B | $8.1B |
| Net Income | $5.7B | $5.7B | $4.7B |
| Gross Margin | - | 8.7% | 9.3% |
| Op. Margin | - | 22.6% | 21.7% |
| Net Margin | - | 14.8% | 12.6% |
| Balance Sheet | |||
| Total Assets | - | $75.2B | $73.7B |
| Equity | - | $18.6B | $13.9B |
| ROE | - | 30.6% | 34.0% |
| Per Share | |||
| EPS | $8.47 | $8.71 | $7.36 |
| Cash Flow | |||
| Operating CF | - | $6.1B | $6.4B |
| CapEx | - | $1.2B | $986.0M |
Source: XBRL data in Honeywell (HON)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HON share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 2 | $3.9M |
| Q1 2026 | 69 | $58.53B |
| Q4 2025 | 68 | $50.76B |
| Q3 2025 | 70 | $55.19B |
| Q2 2025 | 67 | $57.05B |
| Q1 2025 | 65 | $42.88B |
| Q4 2024 | 61 | $34.12B |
| Q3 2024 | 57 | $17.38B |
- WEST BANCORPORATION INC+21 (+1%)
- GERMAN AMERICAN BANCORP, INC.−16.1K (-50%)
- BlackRock−48.83M
- Vanguard Capital Management LLC−41.28M
- State Street Corp−31.73M
- Invesco Ltd−21.12M
- Morgan Stanley−18.43M
Source: 13F-HR filings on SEC EDGAR (aggregated from 459 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HON filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| SC 13G | Aug 13, 2026 | - | - | |
| SC 13G | Aug 7, 2026 | - | - | |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
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HON SEC filings: frequently asked questions
Are HON insiders buying or selling?
In the last 90 days, Honeywell (HON) officers, directors and 10% owners reported no open-market purchases and 7 open-market sales worth $4.2 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HON stock?
As of June 30, 2026, the largest Honeywell (HON) holders among the 13F filers tracked by SignalX were GERMAN AMERICAN BANCORP, INC. ($3.6 million), WEST BANCORPORATION INC ($360,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HON's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Honeywell (HON) reported revenue of $37.4 billion (down 2.7% from FY2024) and net income of $4.7 billion. Diluted EPS was $7.36. The figures come from the XBRL data in the 10-K.
What did HON report in its latest 8-K?
Honeywell (HON) filed an 8-K on August 19, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Honeywell issued a Regulation FD press release covering the matters described in Exhibit 99.1.
What are the latest HON SEC filings?
Honeywell (HON) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on August 19, 2026 and a Form 4 insider filing on October 5, 2026.
What is HON's SEC CIK number?
Honeywell (HON)'s SEC Central Index Key (CIK) is 773840. EDGAR lists every HON filing under that number.
Ask anything about HON
The research agent reads HON's filings, financials, insider trades and 13F holders, then answers with sources.