Overview
- Management projects a high-single-digit percentage reduction to first-quarter sales tied to regional disruption.
- Full-year guidance remains unchanged at $38.8 billion to $39.8 billion in revenue and adjusted EPS of $10.35 to $10.65.
- Kapur told the BofA Global Industrials Conference that March deliveries may slip into April or May without altering annual goals.
- Shares have declined about 3.7% since the conflict began more than two weeks ago, reflecting investor caution over supply chains.
- Honeywell has not disclosed which business units face the biggest delays, and the Q1 impact is still an estimate pending official results.