HONEYWELL INTERNATIONAL INC 8-K

What Happened
Honeywell International Inc. filed an 8‑K (Jan 29, 2026) to announce its fourth quarter and full year 2025 results and to disclose a planned reportable‑segment realignment effective with the first quarter of 2026. The company will form a new reportable segment, Process Automation and Technology, by moving core process solutions from Honeywell Process Solutions (currently in Industrial Automation) together with UOP (currently in Energy and Sustainability Solutions). As a result, Energy and Sustainability Solutions will no longer be reported as a segment (the Advanced Materials business was previously spun off on Oct 30, 2025). Honeywell also furnished a supplemental schedule recasting unaudited segment information for the three months and year ended Dec 31, 2025 to reflect the new structure.

Key Details

• Realignment effective beginning Q1 2026; four reportable segments thereafter: Aerospace Technologies, Building Automation, Process Automation and Technology, and Industrial Automation.
• Process Automation and Technology will include core process solutions from Honeywell Process Solutions and UOP.
• Energy and Sustainability Solutions will no longer be a reportable segment; Advanced Materials was spun off Oct 30, 2025.
• Starting in 2026, revenue within Building Automation, Process Automation and Technology, and Industrial Automation will be disaggregated by business model: Products, Projects, Solutions, and Aftermarket.
• Honeywell furnished unaudited, recast segment results for the three months and year ended Dec 31, 2025 to aid comparison; the recast information is supplemental and not a restatement.

Why It Matters
This change alters how Honeywell will present and break out its revenues and segment profits, which affects how investors and analysts compare future quarter and year performance across business lines. The company provided recast historical segment data to help transition models, and it says the realignment will not change consolidated historical financial position, results of operations, or cash flows. Investors should note the new segment definitions and revenue disaggregation when reviewing Honeywell’s 2026 guidance and analyst comparisons.