Investor Relations Insights

Hello,

I hope you are well. With this note we want to draw your attention to two documents of interest to Honeywell investors that are now available: first, our annual 10-K was filed Friday, and second, our new investor overview presentation was posted to our IR website this morning. We also recap recent publications and media interviews from our leadership team.

As always, we welcome your feedback. Thank you for your interest in Honeywell.

All the best,
Sean

Sean C. Meakim, CFA
Vice President, Investor Relations
Honeywell International

Honeywell at a Glance: Investor Overview

Today we published the first edition of our Honeywell at a Glance investor overview presentation. This is meant to be a concise, yet comprehensive resource for the investment community to understand our strategy, portfolio, transformation journey, and equity value proposition, which we believe is both compelling and durable. We plan to publish this document regularly to ensure its relevance with our investors, both old and new.

Honeywell in the Press

Over the past few weeks, our leadership team has published several articles highlighting Honeywell’s leadership in automation, the path to industrial autonomy, and our view on the coming impact of AI. At the end of January, Chief Executive Officer Vimal Kapur wrote in Fortune about how AI has the ability to solve one of the industrial world’s biggest problems – lack of skilled labor – through automation. For example, AI could eventually enable pilots to fly a plane solo, reducing the impact of the global pilot shortage. In addition, in early January, Senior Vice President and Chief Supply Chain Officer Torsten Pilz highlighted in Information Week how Honeywell is taking steps to make our operations more autonomous, including through the creation of a unified data infrastructure, and offered advice to his supply chain peers on how to begin their own autonomy journeys. Honeywell sees AI as a natural extension of automation, and we are intent on building a pathway to autonomy for our own operations as well as for our customers.

Executive Chairman Darius Adamczyk recently wrote in Harvard Business Review about the need for digital transformation and how Honeywell’s progress equipped us to become an integrated operating company. Internally, digital transformation has improved productivity, transparency, and agility to guide business decisions. Externally, we offer customers a differentiated value proposition: a way to optimize operations empowered by the data generated from Honeywell systems. Darius also highlights the benefits of our ongoing transformation efforts through Honeywell’s Accelerator operating system, which enables us to deliver outsized value.

On the sidelines of the World Economic Forum in Davos, Vimal spoke with CNBC and with Yahoo about his priories as CEO and Honeywell’s renewed focus on organic growth in the three key megatrends of automation, the future of aviation, and energy transition. Another highlight was our leadership position in high growth regions (HGRs), which will play a key part in Honeywell’s accelerated growth. President and CEO of HGRs Anant Maheshwari spoke with Al-Sharq about Honeywell’s HGR strategy and the new addition of Saudi Arabia as a standalone region. Vimal also highlighted strength in our India business, which we expect to double in the next five years as the economy grows and more production shifts to the country.

About Honeywell
 

Honeywell is an integrated operating company serving a broad range of industries and geographies around the world. Our business is aligned with three powerful megatrends - automation, the future of aviation, and energy transition - underpinned by our Honeywell Accelerator operating system and Honeywell Connected Enterprise integrated software platform. As a trusted partner, we help organizations solve the world's toughest, most complex challenges, providing actionable solutions and innovations that help make the world smarter, safer, and more sustainable. For more news and information on Honeywell, please visit www.honeywell.com/newsroom.

Honeywell uses our Investor Relations website, www.honeywell.com/investor, as a means of disclosing information which may be of interest or material to our investors and for complying with disclosure obligations under Regulation FD. Accordingly, investors should monitor our Investor Relations website, in addition to following our press releases, SEC filings, public conference calls, webcasts, and social media.

Forward Looking Statements

We describe many of the trends and other factors that drive our business and future results in this publication. Such discussions contain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the Exchange Act). Forward-looking statements are those that address activities, events, or developments that management intends, expects, projects, believes or anticipates will or may occur in the future. They are based on management’s assumptions and assessments in light of past experience and trends, current economic and industry conditions, expected future developments and other relevant factors. They are not guarantees of future performance, and actual results, developments and business decisions may differ significantly from those envisaged by our forward-looking statements. We do not undertake to update or revise any of our forward-looking statements, except as required by applicable securities law. Our forward-looking statements are also subject to material risks and uncertainties that can affect our performance in both the near- and long-term. In addition, no assurance can be given that any plan, initiative, projection, goal, commitment, expectation, or prospect set forth in this publication can or will be achieved. These forward-looking statements should be considered in light of the information included in this publication, our Form 10-K and other filings with the Securities and Exchange Commission. Any forward-looking plans described herein are not final and may be modified or abandoned at any time.