New York, Feb 17, 2026, 18:27 EST — After-hours
- Shares rose in late trading after Honeywell revised 2025 reported profit figures in its annual filing
- Additional impairments were tied to businesses Honeywell plans to sell, while 2026 guidance was reaffirmed
- Investors turn to another CEO appearance on Wednesday at a Citi investor conference
Honeywell International shares were up 0.5% in after-hours trade on Tuesday at $242.65, after the company revised some 2025 reported profit measures tied to additional impairment charges in its annual filing.
The update matters because Honeywell is trying to simplify its portfolio and sell two businesses it has already flagged as “held for sale.” Extra write-downs can shape how investors think about the price and timing of that sale, even when they are accounting-driven.
It also lands as industrial companies chase growth in pockets like aerospace and building controls while demand stays uneven elsewhere, especially in parts of Europe and China.
Honeywell said incremental charges recorded after its January earnings release included a $436 million goodwill impairment in its Industrial Automation segment and a $35 million impairment on assets held for sale, partly offset by a $61 million tax benefit. It revised full-year 2025 reported earnings per share from continuing operations to $6.94 and said adjusted results and 2026 guidance were unchanged. (SEC)
An impairment is an accounting write-down when a company decides an asset is worth less than previously recorded. Goodwill is the premium paid in acquisitions; a goodwill impairment is typically non-cash, but it can signal lower expectations for a business or for what it might fetch in a sale.
In its filing, Honeywell said it recorded the incremental charges after receiving additional information in its ongoing sale process for the businesses it has classified as held for sale. (SEC)
CEO Vimal Kapur struck a steady tone on demand earlier on Tuesday at a Barclays investor conference. “The aero demand remains very, very strong,” he said, while pointing to softer conditions tied to Europe and China exposure in Industrial Automation. (Seeking Alpha)
The move in Honeywell came as the broader market held narrowly higher, with industrials outperforming. The Industrial Select Sector SPDR ETF was up about 0.5%, while the S&P 500 tracker SPY added about 0.2%; GE Aerospace rose more than 3% and 3M fell more than 2%.
Honeywell’s latest annual update leans on a distinction investors often watch closely: reported (GAAP) results can swing with one-time charges, while “adjusted” figures strip out items management says obscure the underlying run-rate. On Jan. 29, Honeywell forecast 2026 adjusted earnings per share of $10.35 to $10.65, alongside sales of $38.8 billion to $39.8 billion. (Honeywell)
Still, the risk is that the sale process drags or pricing disappoints, forcing more write-downs and keeping attention on slower end-markets. Weakness in Europe and China-linked automation demand would make that harder to shrug off, even if aerospace stays firm.
Next up is Kapur’s appearance at the Citi 2026 Global Industrial Tech and Mobility Conference on Wednesday, Feb. 18 at 11:20 a.m. EST, where investors will look for fresh color on the planned asset sale and 2026 demand. (Honeywell)
