「英中对照」霍尼韦尔发布2026年第三季度财报，上调全年业绩指引

CHARLOTTE, N.C., October 22, 2026 -- Honeywell Technologies (NASDAQ: HON) today announced financial results for the third quarter of 2026.北卡罗来纳州夏洛特，2026年10月22日 —— 霍尼韦尔科技（NASDAQ: HON）今日公布2026年第三季度财务业绩。

The company reported third-quarter sales of $5.0 billion, up 1% reported and 7% organic¹, driven by broad-based strength across all three segments, pricing actions, and continued demand across key end markets. Backlog increased 7% year over year to nearly $19 billion, excluding Warehouse and Workflow Solutions (WWS) and Productivity Solutions and Services (PSS) divestitures in 3Q 2026.公司报告第三季度销售额为50亿美元，按报告口径增长1%，内生增长¹7%，主要得益于三大业务部门的全面强劲表现、定价措施以及关键终端市场的持续需求。剔除2026年第三季度剥离的仓储与工作流程解决方案（WWS）和生产力解决方案与服务（PSS）业务后，积压订单同比增长7%，达到近190亿美元。

Operating income increased 79% and segment profit¹ increased 23% driven by productivity, including elimination of stranded costs related to prior spin-offs and divestitures, pricing actions that more than offset inflation, and volume leverage. Operating margin of 14.8% increased 640 basis points and segment margin¹ of 21.3% expanded 370 basis points, led by Industrial Automation and Building Automation.营业利润增长79%，部门利润¹ 增长23%，主要得益于生产率提升（包括消除与先前分拆和剥离相关的遗留成本）、完全抵消通胀影响的定价措施以及销量杠杆效应。营业利润率为14.8%，提升640个基点；部门利润率¹为21.3%，扩大370个基点，主要由工业自动化和楼宇自动化业务引领。

Reported EPS decreased 20% primarily due to a one-time gain from the Resideo termination agreement in prior year. Excluding the impact of this and other items, adjusted earnings per share¹ increased 34% year over year to $2.27 driven by organic sales growth, higher segment profit, and lower net interest expense.报告每股收益下降20%，主要由于上年同期Resideo终止协议带来的一次性收益。剔除该项及其他项目的影响，调整后每股收益¹同比增长34%，达到2.27美元，主要得益于内生销售增长、部门利润提升以及净利息支出下降。

Finally, operating cash flow of $607 million decreased 74% primarily due to the one-time settlement from the Resideo termination agreement in prior year, while free cash flow¹ of $688 million increased 15%, with free cash flow conversion¹of  95%, driven by higher operating income and lower capital expenditures.最后，经营现金流为6.07亿美元，下降74%，主要由于上年同期Resideo终止协议带来的一次性结算收益；自由现金流¹为6.88亿美元，增长15%，自由现金流转换率¹为 95%，主要得益于营业利润增加和资本支出减少。

Management Commentary管理层评述

“Honeywell Technologies delivered strong results across the business in our first quarter as a standalone company. Continued momentum across all three segments, together with our improving position in high-growth verticals, translated to 7% organic sales growth, above the three-year target set at our June Investor Day. This performance, coupled with continued progress reducing fixed cost, enabled adjusted operating income to increase at more than three times the rate of sales, while adjusted EPS rose 34%, well ahead of our expectations for the quarter. As a result of this strong performance, we are raising our full-year 2026 outlook, which gives me great confidence in our long-term strategy and our ability to deliver on our 2029 targets,” said Chairman and Chief Executive Officer Vimal Kapur.“霍尼韦尔科技在作为独立公司的首个季度中，各项业务均取得了强劲业绩。三大业务部门的持续增长势头，加上我们在高增长垂直领域不断改善的地位，推动内生销售增长达到7%，超过了我们在6月投资者日设定的三年目标。这一业绩表现，加上固定成本削减方面的持续进展，使调整后营业利润的增速超过销售增速的三倍，调整后每股收益增长34%，远超我们对本季度的预期。基于这一强劲表现，我们上调了2026年全年展望，这让我对我们的长期战略以及实现2029年目标的能力充满信心，”董事长兼首席执行官Vimal Kapur表示。

Table 1: Summary of Financial Results表1：财务业绩概要

(Dollars in millions, except per share amounts)（单位：百万美元，每股金额除外）

Table 2: Summary of Segment Financial Results表2：分部财务业绩概要

(Dollars in millions)（单位：百万美元）

Building Automation sales grew 8% organically¹ year over year. Building products grew 11%, fueled by the fire and security businesses, while building solutions grew 4% on continued strength in services. Segment margin expanded 30 basis points to 27.0%, benefiting from volume leverage and pricing actions that offset  inflation.楼宇自动化 销售额同比有机增长8%¹。楼宇产品增长11%，得益于消防和安防业务的推动；楼宇解决方案增长4%，得益于服务业务的持续强劲。部门利润率扩大30个基点至27.0%，受益于销量杠杆和抵消了通胀的定价行动。

Process Automation and Technology sales increased 8% organically¹ year over year. Project sales grew 14% led by continued growth in LNG and petrochemical projects, while aftermarket grew 4% driven primarily by refining demand. Margins contracted 210 basis points as expected driven by project mix and dilution from the acquisition of Johnson Matthey’s Catalyst Technologies business.过程自动化与技术 销售额同比有机增长8%¹。项目销售额增长14%，由LNG和石化项目的持续增长带动；售后市场增长4%，主要受炼油需求驱动。利润率如预期收窄210个基点，原因是项目组合以及收购Johnson Matthey催化剂技术业务带来的摊薄。

Industrial Automation sales grew 4% organically¹ year over year led by 16% growth in solutions, driven primarily by industrial measurement and utilities. Products were flat year over year with double-digit growth in sensing largely offset by industry-wide meter deployment deferrals in utilities. Segment margin expanded  350 basis points year over year to 18.4%, driven primarily by price and productivity actions, partially offset by inflation. 工业自动化销售额同比有机增长4%¹，主要得益于解决方案业务16%的增长，该增长主要由工业测量和公用事业驱动。产品业务同比持平，传感业务的两位数增长基本被公用事业全行业表计部署延迟所抵消。部门利润率同比扩大350个基点至18.4%，主要由价格和生产力提升行动驱动，部分被通胀抵消。

Table 3: Full-Year 2026 Guidance¹表3：2026年全年指引¹

1. See additional information at the end of this release regarding non-GAAP financial measures.1. 有关非GAAP财务指标的其他信息，请参阅本新闻稿末尾。

2. Segment margin and adjusted EPS are non-GAAP financial measures. Management cannot reliably predict or estimate, without unreasonable effort, the impact and timing on future operating results arising from items excluded from segment margin and adjusted EPS. We therefore, do not present a guidance range, or a reconciliation to, the nearest GAAP financial measures of operating margin or EPS.2. 部门利润率和调整后每股收益为非GAAP财务指标。如不付出不合理努力，管理层无法可靠预测或估计被排除在部门利润率和调整后每股收益之外的项目对未来经营业绩的影响及其发生时间。因此，我们不提供指引区间，也不提供与最接近的GAAP财务指标（营业利润率或每股收益）的对账。

3. Adjusted EPS and adjusted EPS V% guidance excludes items identified in the non-GAAP reconciliation of adjusted EPS at the end of this release, and any potential future one-time items that we cannot reliably predict or estimate.3. 调整后每股收益及调整后每股收益变动百分比指引不包括本新闻稿末尾调整后每股收益非GAAP对账中列明的项目，以及我们无法可靠预测或估计的任何潜在未来一次性项目。

4. With respect to historical periods, free cash flow adjusts for capital expenditures, separation-related cost payments, Resideo indemnification and reimbursement agreement termination payment, cash payment for settlement of the divestiture of asbestos liabilities, and cash flows attributable to Quantinuum. With respect to the company’s outlook for 2026, free cash flow adjusts for capital expenditures, separation-related cost payments, and cash flows attributable to Quantinuum.4. 就历史期间而言，自由现金流调整了资本支出、分拆相关成本支付、Resideo赔偿与补偿协议终止付款、石棉负债剥离和解的现金支付，以及归属于Quantinuum的现金流。就公司2026年展望而言，自由现金流调整了资本支出、分拆相关成本支付，以及归属于Quantinuum的现金流。

Revised 2026 Guidance修订后的2026年指引

Honeywell Technologies is raising its full-year outlook for organic revenue, adjusted EPS and free cash flow, and also now expects segment margin to be at the previous high end of guidance, following strong third quarter performance and continued momentum across the portfolio. The company now expects full-year sales of $20.0 billion to $20.1 billion with organic¹ sales growth of 4% to 5%, and 5% to 6% organic¹ growth in the fourth quarter; segment margin¹ of approximately 20.5%, at the upper end of its previous guidance range, representing segment margin¹ expansion of approximately 290 basis points; and adjusted earnings per share¹  of $8.40 to $8.45, up 30% to 31%, representing a $0.23 increase from the midpoint of its previous guidance range. Finally, operating cash flow and free cash flow are now expected to be ~$2.1 billion each.Honeywell Technologies 在第三季度业绩表现强劲、各业务组合持续保持良好势头的背景下，上调了有机收入、调整后每股收益和自由现金流的全年展望，并预计部门利润率将达到此前指导区间的高端。公司现预计全年销售额为 200 亿至 201 亿美元，有机¹销售额增长 4% 至 5%，第四季度有机¹增长 5% 至 6%；部门利润率¹约为 20.5%，处于此前指导区间的上限，相当于部门利润率¹提升约 290 个基点；调整后每股收益¹ 为 8.40 至 8.45 美元，增长 30% 至 31%，较此前指导区间中值增加 0.23 美元。最后，经营现金流和自由现金流现预计各约为 21 亿美元。

Conference Call Details电话会议详情

Honeywell Technologies will discuss its third-quarter results and full-year 2026 guidance for during an investor conference call starting at 8:30 a.m. Eastern Daylight Time today. A live webcast of the investor call as well as related presentation materials will be available through the Investor Relations section of the company's website (www.honeywell.com/investor). A replay of the webcast will be available for 30 days following the presentation.Honeywell Technologies 将于今天美国东部夏令时间上午 8:30 召开投资者电话会议，讨论其第三季度业绩及 2026 年全年指导。本次投资者电话会议的实时网络直播及相关演示材料将通过公司网站的投资者关系栏目（www.honeywell.com/investor）提供。网络直播的回放将在会议结束后 30 天内可供观看。

About Honeywell Technologies关于 Honeywell Technologies

Honeywell Technologies is a global, pure-play automation company with a legacy of innovating to help solve the world's most mission-critical challenges, enhancing the quality of life for people and communities around the world.  We serve the building, industrial, and process sectors with a broad portfolio of services, solutions, and products, underpinned by our Honeywell Technologies Accelerator operating system and Honeywell Technologies Forge intelligence layer.  By combining the deep domain expertise of our more than 50,000 employees with decades of data from our global installed base, we are uniquely positioned to lead the industrial sector's transition from automation to autonomy. For more news and information on Honeywell Technologies, please visit Honeywell Technologies Newsroom.Honeywell Technologies 是一家全球化的纯粹自动化公司，拥有通过创新帮助解决全球最关键任务挑战的深厚传统，致力于提升世界各地人们与社区的生活品质。 我们服务于楼宇、工业和流程领域，提供广泛的服务、解决方案与产品组合，并以 Honeywell Technologies Accelerator 运营系统和 Honeywell Technologies Forge 智能层为支撑。 我们将 5 万多名员工的深厚行业专长与全球装机基础数十年积累的数据相结合，在引领工业领域从自动化迈向自主化的转型方面具备独特优势。欲了解更多 Honeywell Technologies 的新闻与信息，请访问 Honeywell Technologies 新闻中心。

Additional Information补充信息

Honeywell Technologies uses our Investor Relations website, investor.honeywell.com, 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.Honeywell Technologies 使用其投资者关系网站 investor.honeywell.com 作为披露投资者可能感兴趣或对其具有重大意义的信息的渠道，并藉此履行《公平披露条例》（Regulation FD）项下的披露义务。 因此，投资者在关注我们的新闻稿、美国证券交易委员会（SEC）备案文件、公开电话会议、网络直播及社交媒体的同时，还应留意我们的投资者关系网站。

Forward Looking Statements前瞻性陈述

We describe many of the trends and other factors that drive our business and future results in this release. 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 we or our management intend, expect, project, believe, or anticipate 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, many of which are difficult to predict and outside of our control. 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, including ongoing macroeconomic and geopolitical risks, such as changes in or application of trade and tax laws and policies, including the impacts of tariffs and other trade barriers and restrictions, lower GDP growth or recession in the U.S. or globally, supply chain disruptions, capital markets volatility, inflation, and certain regional conflicts, including ongoing conflicts in the Middle East, 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 release can or will be achieved. These forward-looking statements should be considered in light of the information included in this release, our Form 10-K, and our 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.我们在本新闻稿中描述了驱动我们业务和未来业绩的许多趋势及其他因素。此类讨论包含经修订的《1934年证券交易法》（《交易法》）第21E条所界定的前瞻性陈述。前瞻性陈述是指涉及我们或我们的管理层意图、预期、预测、相信或预计将来将会或可能发生的活动、事件或发展的陈述。这些陈述基于管理层根据过往经验和趋势、当前经济和行业状况、预期的未来发展以及其他相关因素作出的假设和评估，其中许多因素难以预测且超出我们的控制范围。它们并非对未来业绩的保证，实际结果、发展和业务决策可能与我们前瞻性陈述所设想的情况存在重大差异。除适用证券法律要求外，我们不承担更新或修订任何前瞻性陈述的义务。我们的前瞻性陈述还面临重大风险和不确定性，包括持续的宏观经济和地缘政治风险，例如贸易和税收法律及政策的变更或适用（包括关税及其他贸易壁垒和限制的影响）、美国或全球GDP增长放缓或衰退、供应链中断、资本市场波动、通货膨胀以及某些地区冲突（包括中东地区持续不断的冲突），这些风险可能在短期和长期内影响我们的业绩。此外，无法保证本新闻稿中提出的任何计划、举措、预测、目标、承诺、期望或前景能够或将会实现。应结合本新闻稿、我们的10-K表年报以及我们向美国证券交易委员会提交的其他文件中所载的信息来考量这些前瞻性陈述。本文所述的任何前瞻性计划均非最终方案，可能随时被修改或放弃。

This release contains financial measures presented on a non-GAAP basis. Honeywell Technologies' non-GAAP financial measures used in this release are as follows:本新闻稿包含按非公认会计准则（non-GAAP）口径列报的财务指标。本新闻稿中使用的霍尼韦尔技术（Honeywell Technologies）非公认会计准则财务指标如下：

• Segment profit, on an overall Honeywell Technologies basis;分部利润，按霍尼韦尔技术整体口径计算；
• Segment profit margin, on an overall Honeywell Technologies basis;分部利润率，按霍尼韦尔技术整体口径计算；
• Organic sales growth;内生销售增长；
• Free cash flow;自由现金流；
• Free cash flow conversion; and自由现金流转化率；以及
• Adjusted earnings per share.调整后每股收益。

Management believes that, when considered together with reported amounts, these measures are useful to investors and management in understanding our ongoing operations and in the analysis of ongoing operating trends. These measures should be considered in addition to, and not as replacements for, the most comparable GAAP measure. Certain measures presented on a non-GAAP basis represent the impact of adjusting items net of tax. The tax-effect for adjusting items is determined individually and on a case-by-case basis. Refer to the Appendix attached to this release for reconciliations of non-GAAP financial measures to the most directly comparable GAAP measures.管理层认为，这些指标与报告数据结合考虑时，有助于投资者和管理层理解我们的持续经营状况并分析持续经营趋势。这些指标应作为对最具可比性的公认会计准则（GAAP）指标的补充，而非替代。某些按非公认会计准则口径列报的指标反映了调整项目扣除税项后的影响。调整项目的税务影响逐项单独确定。有关非公认会计准则财务指标与最直接可比的公认会计准则指标的对账，请参阅本新闻稿所附的附录。

Q3 2026 Earnings Release Financial2026年第三季度财报（财务部分）