Honeywell Aerospace Inc.
For the period ended Sep 26, 2026. Filed Oct 28, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 26, 2026 · Filed Oct 28, 2026
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 10-Q
☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)
OF THE SECURITIES EXCHANGE ACT OF 1934
For the quarterly period ended September 26, 2026
OR
☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)
OF THE SECURITIES EXCHANGE ACT OF 1934
For the transition period from ______ to ______
Commission file number:001-43173
Honeywell Aerospace Inc.
(Exact name of registrant as specified in its charter)
| Delaware | 39-4202057 | |
|---|---|---|
| (State or other jurisdiction ofincorporation or organization) | (I.R.S. EmployerIdentification No.) | |
| 1944 E Sky Harbor Cir N | 85034 | |
| Phoenix, | Arizona | |
| (Address of principal executive offices) | (Zip Code) |
Registrant’s telephone number, including area code:(800)601-3099
Securities registered pursuant to Section 12(b) of the Act:
| Title of Each Class | Trading Symbol(s) | Name of each exchange on which registered |
|---|---|---|
| Common Stock, par value $0.01 per share | HONA | The Nasdaq Stock Market LLC |
Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No ☐
Indicate by check mark whether the Registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the Registrant was required to submit such files). Yes ☒ No ☐
Indicate by check mark whether the Registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and "emerging growth company" in Rule 12b-2 of the Exchange Act.
| Large accelerated filer | ☐ | Accelerated filer | ☐ |
|---|---|---|---|
| Non-accelerated filer | ☒ | Smaller reporting company | ☐ |
| Emerging growth company | ☐ | ||
If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Indicate by check mark whether the Registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ☐ No☒
There were 317,031,836 shares of Common Stock outstanding as of September 26, 2026.
TABLE OF CONTENTS
| Page | ||
|---|---|---|
| Cautionary Note Regarding Forward-Looking Statements | 1 | |
| About Honeywell Aerospace Inc. | 3 | |
| Part I | Financial Information | 4 |
| Item 1 | Financial Statements | 4 |
| Condensed Consolidated Statements of Operations (unaudited) | 4 | |
| Condensed Consolidated Statements of Comprehensive Income (unaudited) | 5 | |
| Condensed Consolidated Balance Sheets (unaudited) | 6 | |
| Condensed Consolidated Statements of Cash Flows (unaudited) | 7 | |
| Condensed Consolidated Statements of Equity (unaudited) | 8 | |
| Notes to the Condensed Consolidated Financial Statements (unaudited) | 10 | |
| Note 1. Organization and Basis of Presentation | 10 | |
| Note 2. Summary of Significant Accounting Policies | 11 | |
| Note 3. Related Party Transactions | 12 | |
| Note 4. Revenue Recognition from Contracts with Customers | 14 | |
| Note 5. Other (Income) Expense, Net | 16 | |
| Note 6. Income Taxes | 16 | |
| Note 7. Inventories | 16 | |
| Note 8. Other Intangible Assets, Net | 17 | |
| Note 9. Debt and Credit Agreements | 17 | |
| Note 10. Leases | 19 | |
| Note 11. Accrued Liabilities | 19 | |
| Note 12. Stock-Based Compensation Plans | 20 | |
| Note 13. Earnings Per Share | 23 | |
| Note 14. Accumulated Other Comprehensive Loss | 23 | |
| Note 15. Pension Plans | 24 | |
| Note 16. Commitments and Contingencies | 28 | |
| Note 17. Segment Financial Data | 30 | |
| Note 18. Subsequent Event | 32 | |
| Item 2 | Management’s Discussion and Analysis of Financial Condition and Results of Operations | 33 |
| Item 3 | Quantitative and Qualitative Disclosures About Market Risk | 54 |
| Item 4 | Controls and Procedures | 54 |
| Part II | Other Information | 55 |
| Item 1 | Legal Proceedings | 55 |
| Item 1A | Risk Factors | 55 |
| Item 2 | Unregistered Sales of Equity Securities and Use of Proceeds | 55 |
| Item 3 | Defaults Upon Senior Securities | 56 |
| Item 4 | Mine Safety Disclosures | 56 |
| Item 5 | Other Information | 56 |
| Item 6 | Exhibits | 57 |
| Signatures | 59 | |
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