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we still expect Aero organic sales growth in the low-double-digit range.
aero maintaijn
Transcript
2023 Q2
28 Aug 23
upgrade our full year sales growth expectations for PMT to high-single-digits compared to mid-single digits last quarter.
pmt upgrade
Transcript
2023 Q2
28 Aug 23
Performance Materials and Technologies,
pmt guidance
Transcript
2023 Q2
28 Aug 23
Aerospace
aero guidance
Transcript
2023 Q2
28 Aug 23
Safety and Productivity Solutions
SPS
Transcript
2023 Q2
28 Aug 23
Honeywell Building Technology
HBT
Transcript
2023 Q2
28 Aug 23
Performance Materials and Technology
PMT
Transcript
2023 Q2
28 Aug 23
Aerospace
aerospace
Transcript
2023 Q2
28 Aug 23
articularly the PSS portion, how are you looking at that in the second half on revenue versus warehouse?
pss in sps?
Transcript
2023 Q1
19 May 23
ontinued impact from the decline in investment for new warehouse capacity and short-cycle demand softness in our products businesses.
weak sps warehouse/prioductivity
Transcript
2023 Q1
19 May 23
In our short-cycle businesses, the demand outlook for 2023 is a bit more challenged than we initially anticipated. And as a result, we now expect SPS to be down high single digits, lower than our initial guidance last quarter of down mid-single digits to high single digits.
short cyc;le weakness in sps
Transcript
2023 Q1
19 May 23
Building Technologie
hbt
Transcript
2023 Q1
19 May 23
Safety and Productivity Solutions
SPS
Transcript
2023 Q1
19 May 23
Aerospace
aerospace
Transcript
2023 Q1
2 May 23
Our backlog grew 6% year-over-year and 2% sequentially, and our orders grew 1% organically and 8% sequentially, driven by long-cycle strength in Aero and PMT. Supply chain remains a constraint on our overall growth.
backlog/ orders
Transcript
2023 Q1
2 May 23
We launched our software business, Honeywell Connected Enterprise, that continues to generate not only value for our customers, but accretive growth and profitability for Honeywell.
We also reshaped the portfolio, spinning off three sizable businesses, while selling to others and adding 16 successful acquisitions, reducing cyclicality and enhancing our margins.
HCE
Transcript
2023 Q1
2 May 23
ntelligrated, decreased investment in new warehouse capacity will continue to limit near-term opportunities in our long-cycle projects business with the trough and demand likely coming this year before returning to growth in 2024.
intelligrated will trough in 2023, growth in 2024
Transcript
2022 Q4
20 Feb 23
I would say, at least I see much stronger trend in orders in our Sustainable Technology Solutions business as we had forecasted,
much stroinger trend in sts
Transcript
2022 Q4
6 Feb 23
One, for semiconductors, it is definitely getting better. It is improving, and we see that sort of really moderating towards a normal state before the end of this year. That's sort of what we saw. We saw some clearing of the past dues. We still have some left, and that's how we see it. In Aero, it's also improving. The pace is likely going to be slower than what it was in semiconductors.
Our level of decommits in Q4 was below 20%, which was a low for the year. Every year -- every quarter prior to Q4, the level of decommits from our supply base was over 20%, actually, under 20%, which is also a good sign.
So we see a slow and steady improvement as we move throughout the year. That's sort of our expectation for the supply chain.
slow and steadt improvement in supply chain for 2023
Transcript
2022 Q4
6 Feb 23
Yeah. I mean all I would say is that means rather than double-digit price increases, we're planning on mid single-digits, maybe low single-digits this year with inflation in that same neighborhood.
Darius Adamczyk
Yeah. And I think that's important is that we do -- we just don't do pricing blindly. I mean we do watch demand versus pricing versus balancing our inflation. And we try to do that thoughtfully such that it's not just blind increases.
We also have to be mindful of market share, demand, et cetera. And we've got a set of analytics to do that. I mean this is the power of Honeywell Digital, which we've been implementing in the last three to four years.
Our level of visibility accuracy is actually really good, and it's a new set of muscles we've developed actually in the last 1.5 years as we face this inflationary environment.
pricing colour
Transcript
2022 Q4
6 Feb 23