Company facts
- Industry
- Aircraft Engines & Engine Parts
- Headquarters
- Phoenix, Arizona
- Most recent report
- 10-Q, filed Oct 28, 2026
- Incorporated
- Delaware
- Filings on record
- 80 filings
- On EDGAR
- CIK 2089271
- Fiscal year ends
- December
- Filer status
- Non-accelerated filer
Financials 2
News 5
Prospectuses and Registrations 4
Ownership 8 of 59
- 4 Insider reported a trade Nov 5, 2026
- 4 Insider reported a trade Sep 3, 2026
- 4 Insider reported a trade Aug 7, 2026
- 4 Insider reported a trade Aug 5, 2026
- 4 Insider reported a trade Aug 5, 2026
- 4 Insider reported a trade Aug 5, 2026
- 4 Insider reported a trade Aug 5, 2026
- 4 Insider reported a trade Aug 5, 2026
Other 8 of 10
- EFFECT Notice that a registration became effective Jul 13, 2026
- SEC STAFF ACTION Jun 11, 2026
- CERT Exchange certified a listing Jun 9, 2026
- 10-12B/A Amended filing Jun 8, 2026
- 10-12B/A Amended filing May 14, 2026
- 10-12B Mar 3, 2026
- DRS/A Draft registration statement, submitted confidentially, amended Feb 20, 2026
- DRS/A Draft registration statement, submitted confidentially, amended Jan 28, 2026
What to read: Sep 2026 10-Q
SECSift found 2 of 13 sections worth reading, with 0 positive, 6 notable, and 4 negative flags.
Financial Statements (Item 1)
Spin-off completed; $16B debt issued; $1.1B trademark license; pension assets $9B; new standalone company.NotableManagement's Discussion (Item 2)
First standalone MD&A post-spin; $16B debt, segment margin drops, cash flow down 46%.NotableNegative- E&PS segment profit margin fell 3 points to 17% in Q3 2026 and 2 points to 16% YTD, despite sales growth.
- CS segment profit margin fell 3 points to 28% YTD Q3 2026 from 31% a year ago, with flat sales.
- Net cash from operations fell 46% to $1.0B YTD Q3 2026, driven by $391M higher interest and $380M spin costs.
What changed: Sep 2026 vs. Jun 2026
About 29% of HONA's Sep 2026 10-Q is new information. 118 paragraphs were added, 178 changed, and 52 removed. Below are the most important lines SECSift identified.
Changed
- Cash and equivalents rose to $1.6B as of Sep 26, 2026 from $1,057M as of Jun 27, 2026.
- Net cash from operations fell to $1,014M for nine months ended Sep 2026 from $1,864M.
- Net cash provided by operating activities for nine months fell to $1,014 million from $1,864 million.
- Net income for nine months fell to $1,635 million from $2,292 million, a drop of $657 million.
- Added 'and Chief Accounting Officer' to the list of management informed about disclosures.
- Cross-reference moved from Note 15 to Note 16.
- E&PS segment profit margin fell to 17% in Q3 2026 from 20% in Q3 2025, a 3-point drop.
- Exhibit 10.10 changed from 'Form of Award Agreement for Founder’s Grant' to 'Honeywell Aerospace Incentive Compensation Plan for Executive Employees'.
- Exhibit 10.9 changed from 'Form of Director Restricted Stock Unit Award Agreement' to 'Form of Award Agreement for Founder’s Grant'.
- Exhibits 10.10-10.13 (now 10.10-10.13) changed from filed herewith to incorporated by reference from August 5, 2026 10-Q.
- Net sales rose 2% in Q3 2026 vs Q3 2025, down from 5% growth in Q2 2026 vs Q2 2025.
- Replaced 'Aerospace' with 'our' in the sentence about filing reports.
- Replaced 'Aerospace’s management' with 'Our management' at the start.
- Replaced 'Aerospace’s' with 'our' in the sentence about internal control changes.
- Table now shows 40,328 shares purchased for tax withholding; prior period had no purchases.
Removed
- Removed 7 exhibits: Indenture (4.1), First Supplemental Indenture (4.2), Registration Rights Agreement (4.3), 364-Day Credit Agreement (4.4), Five-Year Credit Agreement (4.5), Trademark License Agreement (10.5), and 7 Offer Letters (10.11-10.17).
- Removed paragraph about relying on Honeywell controls and the Transition Services Agreement.
Everything here comes from Honeywell Aerospace Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.