New York, Feb 17, 2026, 18:27 EST — After-hours
- Honeywell’s shares moved higher in late trading, following a revision to its 2025 reported profit numbers in the company’s annual filing.
- Honeywell stuck with its 2026 guidance, even as it logged extra impairments linked to operations slated for sale.
- Next up: investors will be watching for another CEO to take the stage Wednesday at a Citi investor conference.
Honeywell International tacked on 0.5% after the bell Tuesday, changing hands at $242.65. The move followed adjustments to certain 2025 reported profit metrics, with the company citing extra impairment charges in its annual report.
Honeywell’s push to streamline its portfolio hangs on the sale of two units it’s already marked as “held for sale.” These extra write-downs—driven by accounting, yes—could still sway investor expectations on what the eventual price and timing look like.
The move comes as industrials hunt for growth in spots such as aerospace and building controls, with demand still patchy in other areas—Europe and China, in particular, remain weak.
Honeywell disclosed a $436 million goodwill impairment tied to its Industrial Automation segment, plus a $35 million hit on assets marked for sale—both booked after its January earnings update. A $61 million tax benefit helped cushion the blow. The company cut its full-year 2025 reported earnings per share from continuing operations to $6.94, but left adjusted figures and 2026 guidance intact.
An impairment hits the books when management marks down an asset’s value below its last recorded level. Goodwill—basically, the extra paid on top of a target’s value in an acquisition—comes into play here. Writing down goodwill usually doesn’t move cash, but it’s often a red flag for softer business prospects, or a lower likely sale price down the line.
Honeywell noted in its filing that fresh details from the ongoing sale process for its held-for-sale businesses prompted the company to book extra charges.
Vimal Kapur, CEO, kept his outlook on demand steady during remarks at a Barclays investor conference this Tuesday. “The aero demand remains very, very strong,” Kapur noted, though he flagged that Industrial Automation faces softer patches, particularly where exposure to Europe and China comes into play. Seeking Alpha
Honeywell shares climbed, part of a broader session that saw industrials edge ahead. The Industrial Select Sector SPDR ETF tacked on roughly 0.5%. SPY, which tracks the S&P 500, was up 0.2%. GE Aerospace jumped over 3%. 3M, by contrast, dropped more than 2%.
Honeywell’s annual update draws a line investors know well: headline (GAAP) numbers can whipsaw with one-offs, while “adjusted” results—management’s preferred lens—leave those out. On Jan. 29, the company projected 2026 adjusted EPS in a range of $10.35 to $10.65 and set its sales outlook between $38.8 billion and $39.8 billion. Honeywell
Even so, if the sale drags out or pricing misses the mark, further write-downs could follow, keeping the spotlight on sluggish end-markets. Persistent softness in Europe and China-linked automation would only pile on, despite aerospace holding steady.
Kapur is slated to speak at the Citi 2026 Global Industrial Tech and Mobility Conference on Wednesday, Feb. 18, kicking off at 11:20 a.m. EST. Investors are watching for updates on the asset sale plan and insights into 2026 demand.
