Subtext

Honeywell International Inc. HON

SectorIndustrials
Transcripts72
Date range2007-07-19 – 2025-04-29
Calls charted72

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-22-11+0+11+222007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Overall: +17.42007 Q3 · Overall: +16.82007 Q4 · Overall: +15.52008 Q1 · Overall: +16.02008 Q2 · Overall: +16.22008 Q3 · Overall: +12.72008 Q4 · Overall: +4.72009 Q1 · Overall: +0.92009 Q2 · Overall: +4.12009 Q3 · Overall: +8.92009 Q4 · Overall: +11.62010 Q1 · Overall: +17.72010 Q2 · Overall: +12.92010 Q3 · Overall: +14.92010 Q4 · Overall: +14.52011 Q1 · Overall: +15.22011 Q2 · Overall: +14.32011 Q3 · Overall: +15.72011 Q4 · Overall: +9.62012 Q1 · Overall: +12.12012 Q2 · Overall: +8.82012 Q3 · Overall: +5.92012 Q4 · Overall: +11.62013 Q1 · Overall: +10.12013 Q2 · Overall: +11.92013 Q3 · Overall: +10.82013 Q4 · Overall: +14.92014 Q1 · Overall: +12.72014 Q2 · Overall: +13.02014 Q3 · Overall: +13.52014 Q4 · Overall: +11.12015 Q1 · Overall: +11.22015 Q2 · Overall: +15.42015 Q3 · Overall: +8.02015 Q4 · Overall: +8.42016 Q1 · Overall: +8.32016 Q2 · Overall: +13.62016 Q3 · Overall: +5.02016 Q4 · Overall: +7.02017 Q1 · Overall: +12.22017 Q2 · Overall: +11.52017 Q3 · Overall: +14.62017 Q4 · Overall: +14.22018 Q1 · Overall: +14.92018 Q2 · Overall: +16.32018 Q3 · Overall: +13.92018 Q4 · Overall: +15.22019 Q1 · Overall: +11.62019 Q2 · Overall: +9.12019 Q3 · Overall: +15.82019 Q4 · Overall: +10.82020 Q1 · Overall: -5.12020 Q2 · Overall: +3.62020 Q3 · Overall: +12.42020 Q4 · Overall: +8.22021 Q1 · Overall: +9.82021 Q2 · Overall: +17.72021 Q3 · Overall: +8.22021 Q4 · Overall: +6.72022 Q1 · Overall: +10.22022 Q2 · Overall: +9.92022 Q3 · Overall: +10.42022 Q4 · Overall: +12.62023 Q1 · Overall: +19.52023 Q2 · Overall: +17.82023 Q3 · Overall: +17.02023 Q4 · Overall: +16.42024 Q1 · Overall: +6.42024 Q2 · Overall: +11.62024 Q3 · Overall: +7.32024 Q4 · Overall: +10.12025 Q1 · Overall: +5.4
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-34-17+0+17+342007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · CEO: +22.52007 Q3 · CEO: +22.12007 Q4 · CEO: +16.22008 Q1 · CEO: +25.52008 Q2 · CEO: +21.02008 Q3 · CEO: +21.12008 Q4 · CEO: +12.42009 Q1 · CEO: +3.42009 Q2 · CEO: +8.32009 Q3 · CEO: +13.72009 Q4 · CEO: +11.42010 Q1 · CEO: +16.42010 Q2 · CEO: +19.82010 Q3 · CEO: +29.72010 Q4 · CEO: +26.72011 Q1 · CEO: +18.02011 Q2 · CEO: +15.82011 Q3 · CEO: +21.22011 Q4 · CEO: +14.62012 Q1 · CEO: +17.62012 Q2 · CEO: +6.52012 Q3 · CEO: +12.62012 Q4 · CEO: +19.12013 Q1 · CEO: +14.52013 Q2 · CEO: +16.72013 Q3 · CEO: +17.02013 Q4 · CEO: +21.72014 Q1 · CEO: +23.22014 Q2 · CEO: +25.52014 Q3 · CEO: +14.42014 Q4 · CEO: +21.82015 Q1 · CEO: +19.92015 Q2 · CEO: +14.92015 Q3 · CEO: +8.02015 Q4 · CEO: +15.22016 Q1 · CEO: +12.62016 Q2 · CEO: +20.32016 Q3 · CEO: +6.52016 Q4 · CEO: +9.42017 Q1 · CEO: +15.02017 Q2 · CEO: +14.72017 Q3 · CEO: +23.82017 Q4 · CEO: +17.12018 Q1 · CEO: +14.72018 Q2 · CEO: +18.42018 Q3 · CEO: +19.72019 Q1 · CEO: +15.12019 Q2 · CEO: +12.72019 Q3 · CEO: +24.42019 Q4 · CEO: +18.12020 Q1 · CEO: -1.62020 Q2 · CEO: +8.92020 Q3 · CEO: +17.22021 Q1 · CEO: +11.22021 Q2 · CEO: +22.82021 Q3 · CEO: +15.82021 Q4 · CEO: +13.72022 Q1 · CEO: +13.62022 Q2 · CEO: +12.72022 Q3 · CEO: +10.42022 Q4 · CEO: +14.02023 Q1 · CEO: +25.62023 Q2 · CEO: +26.02023 Q3 · CEO: +24.52023 Q4 · CEO: +20.72024 Q1 · CEO: +26.72024 Q2 · CEO: +19.42024 Q3 · CEO: +14.32024 Q4 · CEO: +20.32007 Q2 · CFO: +20.22007 Q3 · CFO: +23.62007 Q4 · CFO: +9.62008 Q1 · CFO: +15.92008 Q2 · CFO: +19.32008 Q3 · CFO: +13.82008 Q4 · CFO: +4.32009 Q1 · CFO: +0.22009 Q2 · CFO: +4.12009 Q3 · CFO: +9.82009 Q4 · CFO: +15.42010 Q1 · CFO: +24.12010 Q2 · CFO: +13.62010 Q3 · CFO: +15.22010 Q4 · CFO: +15.82011 Q1 · CFO: +18.82011 Q2 · CFO: +18.42011 Q3 · CFO: +18.12011 Q4 · CFO: +13.32012 Q1 · CFO: +19.12012 Q2 · CFO: +12.32012 Q3 · CFO: +5.72012 Q4 · CFO: +14.32013 Q1 · CFO: +9.62013 Q2 · CFO: +10.92013 Q3 · CFO: +11.52013 Q4 · CFO: +15.32014 Q1 · CFO: +16.12014 Q2 · CFO: +11.22014 Q3 · CFO: +18.32014 Q4 · CFO: +9.62015 Q1 · CFO: +10.62015 Q2 · CFO: +20.92015 Q3 · CFO: +10.82016 Q3 · CFO: +9.22016 Q4 · CFO: +8.12017 Q1 · CFO: +16.32017 Q2 · CFO: +14.92017 Q3 · CFO: +13.02017 Q4 · CFO: +19.72018 Q1 · CFO: +19.32018 Q3 · CFO: +15.02018 Q4 · CFO: +18.62019 Q1 · CFO: +19.32019 Q2 · CFO: +12.62019 Q3 · CFO: +14.12019 Q4 · CFO: +10.62020 Q1 · CFO: -9.92020 Q2 · CFO: -0.32020 Q3 · CFO: +12.02021 Q1 · CFO: +12.42021 Q2 · CFO: +20.02021 Q3 · CFO: +7.02022 Q1 · CFO: +9.32022 Q2 · CFO: +13.62022 Q4 · CFO: +17.12023 Q1 · CFO: +14.42023 Q2 · CFO: +20.52023 Q3 · CFO: +20.12023 Q4 · CFO: +17.72024 Q2 · CFO: +15.02024 Q3 · CFO: +6.82024 Q4 · CFO: +8.92025 Q1 · CFO: +7.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-37-19+0+19+372007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Prepared remarks: +19.42007 Q3 · Prepared remarks: +26.92007 Q4 · Prepared remarks: +25.62008 Q1 · Prepared remarks: +24.32008 Q2 · Prepared remarks: +22.22008 Q3 · Prepared remarks: +16.12008 Q4 · Prepared remarks: +11.32009 Q1 · Prepared remarks: +0.92009 Q2 · Prepared remarks: +5.02009 Q3 · Prepared remarks: +11.92009 Q4 · Prepared remarks: +20.62010 Q1 · Prepared remarks: +25.72010 Q2 · Prepared remarks: +16.82010 Q3 · Prepared remarks: +21.12010 Q4 · Prepared remarks: +20.02011 Q1 · Prepared remarks: +20.42011 Q2 · Prepared remarks: +17.02011 Q3 · Prepared remarks: +19.82011 Q4 · Prepared remarks: +13.52012 Q1 · Prepared remarks: +20.52012 Q2 · Prepared remarks: +9.22012 Q3 · Prepared remarks: +7.62012 Q4 · Prepared remarks: +14.72013 Q1 · Prepared remarks: +8.92013 Q2 · Prepared remarks: +14.12013 Q3 · Prepared remarks: +10.92013 Q4 · Prepared remarks: +20.42014 Q1 · Prepared remarks: +19.42014 Q2 · Prepared remarks: +13.82014 Q3 · Prepared remarks: +22.62014 Q4 · Prepared remarks: +13.72015 Q1 · Prepared remarks: +11.62015 Q2 · Prepared remarks: +22.12015 Q3 · Prepared remarks: +12.72015 Q4 · Prepared remarks: +9.02016 Q1 · Prepared remarks: +14.32016 Q2 · Prepared remarks: +13.02016 Q3 · Prepared remarks: +12.42016 Q4 · Prepared remarks: +11.82017 Q1 · Prepared remarks: +20.22017 Q2 · Prepared remarks: +12.32017 Q3 · Prepared remarks: +17.92017 Q4 · Prepared remarks: +24.62018 Q1 · Prepared remarks: +20.42018 Q2 · Prepared remarks: +20.42018 Q3 · Prepared remarks: +19.92018 Q4 · Prepared remarks: +18.82019 Q1 · Prepared remarks: +23.22019 Q2 · Prepared remarks: +17.62019 Q3 · Prepared remarks: +19.02019 Q4 · Prepared remarks: +15.62020 Q1 · Prepared remarks: -7.72020 Q2 · Prepared remarks: +3.82020 Q3 · Prepared remarks: +18.52020 Q4 · Prepared remarks: +0.02021 Q1 · Prepared remarks: +16.32021 Q2 · Prepared remarks: +19.52021 Q3 · Prepared remarks: +9.82021 Q4 · Prepared remarks: +11.22022 Q1 · Prepared remarks: +15.52022 Q2 · Prepared remarks: +14.92022 Q3 · Prepared remarks: +19.22022 Q4 · Prepared remarks: +16.42023 Q1 · Prepared remarks: +27.42023 Q2 · Prepared remarks: +24.52023 Q3 · Prepared remarks: +23.72023 Q4 · Prepared remarks: +19.92024 Q1 · Prepared remarks: +32.42024 Q2 · Prepared remarks: +22.72024 Q3 · Prepared remarks: +14.52024 Q4 · Prepared remarks: +19.32025 Q1 · Prepared remarks: +11.22007 Q2 · Q&A responses: +22.72007 Q3 · Q&A responses: +15.32007 Q4 · Q&A responses: +11.82008 Q1 · Q&A responses: +11.62008 Q2 · Q&A responses: +12.92008 Q3 · Q&A responses: +14.22008 Q4 · Q&A responses: +2.02009 Q1 · Q&A responses: +2.62009 Q2 · Q&A responses: +4.52009 Q3 · Q&A responses: +7.52009 Q4 · Q&A responses: +2.32010 Q1 · Q&A responses: +12.72010 Q2 · Q&A responses: +9.82010 Q3 · Q&A responses: +9.12010 Q4 · Q&A responses: +13.12011 Q1 · Q&A responses: +16.72011 Q2 · Q&A responses: +13.92011 Q3 · Q&A responses: +15.62011 Q4 · Q&A responses: +12.12012 Q1 · Q&A responses: +10.72012 Q2 · Q&A responses: +8.42012 Q3 · Q&A responses: +5.72012 Q4 · Q&A responses: +10.72013 Q1 · Q&A responses: +12.02013 Q2 · Q&A responses: +9.32013 Q3 · Q&A responses: +11.62013 Q4 · Q&A responses: +9.82014 Q1 · Q&A responses: +12.92014 Q2 · Q&A responses: +17.02014 Q3 · Q&A responses: +6.62014 Q4 · Q&A responses: +9.12015 Q1 · Q&A responses: +24.02015 Q2 · Q&A responses: +13.22015 Q3 · Q&A responses: +3.02015 Q4 · Q&A responses: +13.42016 Q1 · Q&A responses: +5.12016 Q2 · Q&A responses: +16.52016 Q3 · Q&A responses: +1.92016 Q4 · Q&A responses: +6.42017 Q1 · Q&A responses: +10.12017 Q2 · Q&A responses: +14.72017 Q3 · Q&A responses: +18.42017 Q4 · Q&A responses: +13.02018 Q1 · Q&A responses: +14.02018 Q2 · Q&A responses: +16.22018 Q3 · Q&A responses: +12.52018 Q4 · Q&A responses: +17.02019 Q1 · Q&A responses: +12.72019 Q2 · Q&A responses: +7.52019 Q3 · Q&A responses: +15.82019 Q4 · Q&A responses: +9.02020 Q1 · Q&A responses: -2.82020 Q2 · Q&A responses: +5.82020 Q3 · Q&A responses: +8.92020 Q4 · Q&A responses: +11.32021 Q1 · Q&A responses: +7.72021 Q2 · Q&A responses: +20.12021 Q3 · Q&A responses: +11.32021 Q4 · Q&A responses: +7.42022 Q1 · Q&A responses: +5.72022 Q2 · Q&A responses: +8.52022 Q3 · Q&A responses: +7.42022 Q4 · Q&A responses: +16.12023 Q1 · Q&A responses: +12.72023 Q2 · Q&A responses: +20.42023 Q3 · Q&A responses: +14.42023 Q4 · Q&A responses: +16.42024 Q1 · Q&A responses: +12.22024 Q2 · Q&A responses: +6.92024 Q3 · Q&A responses: +6.72024 Q4 · Q&A responses: +5.72025 Q1 · Q&A responses: +4.0
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$5.27$8.31$11.352007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: $5.692014 Q2: $5.842014 Q3: $6.002014 Q4: $6.112015 Q1: $6.282015 Q2: $6.382015 Q3: $6.532015 Q4: $6.572016 Q1: $6.772016 Q2: $6.962016 Q3: $7.112016 Q4: $7.082017 Q1: $7.202017 Q2: $7.392017 Q3: $7.592017 Q4: $7.772018 Q1: $8.172018 Q2: $8.412018 Q3: $8.712018 Q4: $7.902019 Q1: $8.162019 Q2: $8.482019 Q3: $8.682019 Q4: $8.792020 Q1: $8.842020 Q2: $7.422020 Q3: $7.582020 Q4: $7.922021 Q1: $8.122021 Q2: $8.552021 Q3: $8.932021 Q4: $9.022022 Q1: $8.882022 Q2: $9.232022 Q3: $9.432022 Q4: $9.232023 Q1: $9.302023 Q2: $9.622023 Q3: $9.852023 Q4: $9.982024 Q1: $10.202024 Q2: $10.722024 Q3: $10.93

Forward P/E

12.4920.0427.592007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: 16.322014 Q2: 16.112014 Q3: 15.912014 Q4: 15.982015 Q1: 16.552015 Q2: 16.332015 Q3: 15.472015 Q4: 15.842016 Q1: 16.132016 Q2: 16.602016 Q3: 16.032016 Q4: 16.462017 Q1: 17.652017 Q2: 18.152017 Q3: 18.162017 Q4: 20.052018 Q1: 18.412018 Q2: 18.042018 Q3: 19.032018 Q4: 16.872019 Q1: 18.992019 Q2: 20.672019 Q3: 19.362019 Q4: 19.872020 Q1: 13.532020 Q2: 20.012020 Q3: 22.422020 Q4: 26.552021 Q1: 26.222021 Q2: 25.612021 Q3: 24.842021 Q4: 23.252022 Q1: 21.522022 Q2: 20.032022 Q3: 19.082022 Q4: 23.262023 Q1: 20.232023 Q2: 20.832023 Q3: 19.462023 Q4: 20.352024 Q1: 19.592024 Q2: 19.852024 Q3: 18.45

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q4 tone ↓ -2.3 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↓ -7.4 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -8.6 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -2.4 fwd EPS ↑ +0.30 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -3.5 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -2.5 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -4.9 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +8.6 fwd EPS ↓ -1.42 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -4.2 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -9.6 fwd EPS ↑ +0.38 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↑ +3.5 fwd EPS ↓ -0.14 Tone rose while the forward EPS estimate was cut.
  • 2022 Q4 tone ↑ +2.2 fwd EPS ↓ -0.20 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -10.0 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -4.3 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-29+5.4——View →
2024 Q42025-02-06+10.1——View →
2024 Q32024-10-24+7.3$10.9318.4View →
2024 Q22024-07-25+11.6$10.7219.9View →
2024 Q12024-04-25+6.4$10.2019.6View →
2023 Q42024-02-01+16.4$9.9820.4View →
2023 Q32023-10-26+17.0$9.8519.5View →
2023 Q22023-07-27+17.8$9.6220.8View →