What Honeywell's latest 10-Q says: 10 signals
Honeywell filed its latest 10-Q with the SEC on Jul 30, 2026. It discusses competitor named, customer churn and debt refinancing.
Public (SOLS)Defense and Space Manufacturing10,000+ employeeshoneywell.comLinkedIn
- Filed
- Jul 30, 2026
- Filings
- 4
- Signals
- 39
10-Q · latest 10
What Honeywell's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 10 signals
The merger will result in Solstice shareholders owning ~56% and Element Solutions shareholders owning ~44% of the new entity.
$385M
Minimum potential termination fee to be paid to Element Solutions if deal fails under certain circumstances.
56%
Expected ownership stake of current Solstice shareholders in the combined company
JPMorgan Chase Bank, N.A.HoneywellElement Solutions Inc
Solstice securing ~$4.7B in financing for Element Solutions merger and systems integration.
The company is raising approximately $4.7 billion in debt to fund the acquisition, refinance existing debt, and cover 'significant integration-related fees and costs,' including systems consolidation.
$4.7B
Expected permanent financing for merger, refinancing, and integration costs.
JPMorgan Chase Bank, N.A.HoneywellElement Solutions Inc
Company anticipates major challenges integrating disparate systems and processes post-merger.
Solstice explicitly identifies critical challenges in harmonizing operating practices, internal controls, compliance policies, and IT systems between the two companies.
JPMorgan Chase Bank, N.A.HoneywellElement Solutions Inc
The merger with Element Solutions is at risk due to a Tax Matters Agreement with former parent company Honeywell.
$513M
Maximum potential termination fee payable to Element Solutions if Honeywell revokes consent for the merger.
Honeywell
Solstice seeking $4.7B in new debt for merger, increasing pro forma debt to $7B.
The company is raising approximately $4.7 billion in new financing for its merger with Element Solutions, which will increase the combined company's total debt to around $7 billion.
$4.7B
Expected permanent financing to be obtained for merger
JPMorgan Chase Bank, N.A.
Merger creates risk of losing key customers, suppliers, and distributors.
The company warns that customers, distributors, and suppliers may terminate or scale back relationships due to the merger.
JPMorgan Chase Bank, N.A.HoneywellElement Solutions Inc
The company explicitly identifies a risk that its customers, distributors, suppliers, and other business partners may terminate or scale back their relationships due to the pending merger with Element Solutions.
Upon completion of the merger, existing Solstice shareholders will own approximately 56% of the new combined company, diluting their control.
56%
Expected ownership percentage for current Solstice shareholders post-merger
Solstice faces heightened risk of costly lawsuits related to its merger with Element Solutions.
The company acknowledges that mergers often attract securities and fiduciary lawsuits, which can lead to substantial legal costs and divert management's attention from integration activities.
- SEC EDGAR
10-Q
Filed · 12 signals
Honeywell completes $1.75B acquisition of Johnson Matthey's Catalyst Technologies business.
The acquisition, completed on July 17, 2026, significantly expands Honeywell's Process Automation and Technology segment.
$1.8B
Total consideration for acquisition of Johnson Matthey’s Catalyst Technologies business segment.
Showing 10 of 39 filing signals. The Signal API returns all of them.
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Honeywell earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Aerospace division struggling with over $2 billion in past-due backlog.Despite supply chain improvements, the Aerospace division continues to have a past-due backlog exceeding $2 billion, indicating persistent fulfillment and operational challenges. This signals a need for solutions that can improve supply chain visibility, production efficiency, and resilience. | |
| New leadership team being assembled for upcoming Aerospace spinoff.A new leadership team is being formed for the standalone Aerospace company ahead of its H2 2026 separation, with an announcement expected by year-end. This change presents a prime opportunity for vendors to engage new decision-makers who will be establishing their own strategies and technology stacks. | |
| Executing major business reorganization into four new segments for 2026A significant corporate restructuring will simplify the portfolio into Aerospace, Building Automation, Process Automation, and Industrial Automation. This type of change creates disruption, realigns budgets, and opens doors for new vendors who can support the new operational structure. | |
| Expanding into high-growth data center market with building automation solutions.Honeywell is strategically targeting the data center vertical for its Building Automation business, focusing on fire safety, security, and building management for hyperscalers and REITs. This initiative signals budget and investment in technologies and partnerships to gain market share in this new growth area. | |
| Increasing focus and gaining share in the high-growth data center marketHoneywell is successfully penetrating the data center vertical with its building automation, fire, and security solutions. This is a strategic growth area for the company, indicating dedicated resources and budget for solutions tailored to hyperscalers and REITs. | |
| Actively using M&A to shape portfolio, with recent deals performing wellHoneywell has completed 6 deals in the last two years and continues to see them as a key part of its growth strategy. Each acquisition creates potential needs for system integration, consulting, and technology alignment post-merger. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .