Honeywell Aerospace Inc. (HONA) Presents at Jefferies Global Industrials Conference 2026 Transcript

SA Transcripts 162.13K Followers Follow Honeywell Aerospace Inc. ( HONA ) Jefferies Global Industrials Conference 2026 September 9, 2026 8:10 AM EDT Company Participants James Currier - President, CEO & Director Conference Call Participants Sheila Kahyaoglu - Jefferies LLC, Research Division Presentation Sheila Kahyaoglu Jefferies LLC, Research Division All right. We'll kick it off. Thank you so much, everyone, for being here. For those on the webcast, I'm Sheila Kahyaoglu with the Jefferies Aerospace Defense and Airlines Equity Research team. We have the entire Honeywell Aerospace team here, but Jim Currier on stage, who's President and CEO; Josh Jepsen, who's CFO; Sean Meakim, who I won't forget Investor Relations; and Mike Ritzer, who is also on the IR team. Jim has a few slides for us, and then we'll go into Q&A. Thank you, Jim. James Currier President, CEO & Director Thank you so much. Feels good to take an opportunity here in the first couple of minutes of our fireside chat. Just to give a little bit of background in context, particularly what's transpired here over the last month or so as we've been transitioning and obviously becoming an independent publicly traded company as of the 29th of June. So with that a little bit, I think a little bit of context, again, to kind of level set about Honeywell Aerospace for a moment. So as we've noted here, we are a critical mission system provider of high-value content across the entire aerospace and defense ecosystem, both in commercial and defense applications, whether that's commercial or transport, business aviation and/or defense, both domestically and internationally. Last year, over $17.5 billion in sales. We've secured over $105 billion worth of lifetime contract wins over the last couple of years. Backlog is sitting at over $18 billion, 90% of all the aircraft flying in the free world today have Honeywell content on board. The point being is that with the demand that