Honeywell publishes transcript of 2026 annual shareholder meeting

Honeywell International Inc.

Honeywell International Inc.

HON

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  • Honeywell’s May 22 annual shareowner meeting drew its full board slate, CEO Vimal Kapur, senior leadership, Deloitte, Elliott’s Marc Steinberg.
  • Kapur set June 29 as the expected separation date for Aerospace and Automation, following the October spin-off of Solstice Advanced Materials.
  • Management forecast 2026 organic sales growth of 3%-6%, citing manageable tariff exposure due to a local-for-local manufacturing footprint.
  • Aerospace spin expected to lower Honeywell’s share price; management plans a 1-for-2 reverse stock split, with the Aerospace distribution ratio pending.
  • Shareowners backed director elections, pay, Deloitte’s appointment, the reverse split; rejected written-consent rights, with management pointing to a 15% special-meeting threshold.


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