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Honeywell International Inc. (HON) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript

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Honeywell International Inc. (HON) Goldman Sachs Industrials and Materials Conference 2025 December 3, 2025 8:00 AM EST

Company Participants

Mike Stepniak – Senior VP & CFO

Conference Call Participants

Joseph Ritchie – Goldman Sachs Group, Inc., Research Division

Presentation

Joseph Ritchie
Goldman Sachs Group, Inc., Research Division

Good morning, everyone, and welcome to the Goldman Sachs Industrials and Materials Conference. My name is Joe Ritchie. I cover the multi-industry sector. I also help co-run the Industrials and Materials business unit. So thank you all for coming today.

Before we get started, I’m required to read certain disclosures in public appearances about Goldman Sachs’ relationships with companies that we discuss. The disclosure relates to investment banking relationships, compensation received are 100% of our ownership. We’re prepared to read aloud disclosures for any issuer upon request. However, these disclosures are available in our most recent reports available to you as clients on our firm’s portal.

So with that, we are really excited to start and kick off the conference with Honeywell. We have Mike Stepniak, Honeywell’s CFO. Mike, thanks so much for joining us today.

Mike Stepniak
Senior VP & CFO

Thank you for having us.

Question-and-Answer Session

Joseph Ritchie
Goldman Sachs Group, Inc., Research Division

So look, why don’t we get into it? And why don’t we revisit the last year. It’s been about a year since you took over as CFO. A lot has been in the works. Just in terms of progress that you’ve made across the past year, maybe just point us to some things that you’re really excited about. And then clearly, the focus for the upcoming year.

Mike Stepniak
Senior VP & CFO

Sure. It’s been a great year, I would say, very busy year for the company, for our employees. Going into the year and taking on this role, my big

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