Honeywell Aerospace Inc 2026年季度报告

Honeywell Aerospace Inc.(Exact name of registrant as specified in its charter) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant wasrequired to file such reports), and (2) has been subject to such filing requirements for the past 90days. Yes☐No☒ Indicate by check mark whether the Registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for suchshorter period that the Registrant was required to submit such files). Yes☒No☐ Indicate by check mark whether the Registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, asmaller reporting company, or an emerging growth company. See definitions of “large accelerated filer,” “accelerated filer,”“smaller reporting company,” and "emerging growth company" in Rule 12b-2 of the Exchange Act. ☐Accelerated filer☒Smaller reporting companyEmerging growth company Large accelerated filerNon-accelerated filer If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transitionperiod for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of theExchange Act.☐ Indicate by check mark whether the Registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ There were 316,952,725 shares of Common Stock outstanding as of July25, 2026. TABLE OF CONTENTS CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains “forward-looking statements” within the meaning of the federal securitieslaws made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 about us and ourindustry that involve substantial risks and uncertainties. These statements can be identified by the fact that they do notrelate strictly to historical or current facts, but rather are based on current expectations, estimates, assumptions, andprojections about our industry, our business, and our financial results. Forward-looking statements often include wordssuch as “anticipates,” “estimates,” “expects,” “projects,” “forecasts,” “intends,” “plans,” “continues,” “believes,” “may,” “will,”and “goals.” Words and similar expressions that convey the prospective nature of events or outcomes generally indicateforward-looking statements. However, the absence of these words does not mean that a statement is not forward-looking. As with any projection or forecast, forward-looking statements are inherently susceptible to uncertainty and changes incircumstances. Our actual results may vary materially from those expressed or implied in our forward-looking statements.Accordingly, undue reliance should not be placed on any forward-looking statement made by us or on our behalf. Although we believe that the forward-looking statements contained in this report are based on reasonable assumptions,you should be aware that many factors could affect our actual financial results or results of operations and could causeactual results to differ materially from those in such forward-looking statements, including, but not limited to: •our ability to successfully develop new technologies and introduce new products;•changes in the price and availability of raw materials that we use to produce our products;•global climate change and related regulations and changes in customer demand;•economic, political, regulatory, foreign exchange, and other risks of international operations;•the impact of tariffs or other restrictions on foreign imports;•our ability to compete successfully in the markets in which we operate;•concentrations of our credit, counterparty, and market risk;•our ability to successfully execute or effectively integrate acquisitions;•changes in demand for our products and services, including conditions in the commercial aerospace, businessaviation, and defense and space markets;•changes in government spending and risks associated with our government contracts;•our joint ventures and strategic co-development partnerships;•our ability to recruit and retain qualified personnel;•potential material environmental liabilities;•the impact of potential cybersecurity attacks, data privacy breaches, and other operational disruptions;•increasing stakeholder interest in public company performance, disclosure, and goal-setting with respect to ESGmatters;•our lack of operating history as an independent, publicly traded company and limited reliability of historicalcombined financial information as an indicator of our future results;•risks relating to our ability to achieve the expected benefits of the separation from Honeywell International (the“Spi