UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form 10-Q

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarterly period ended June 27, 2026

OR

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

For the transition period from ______ to ______

Commission file number: 001-43173

Honeywell Aerospace Inc.

(Exact name of registrant as specified in its charter)

Delaware									39-4202057
(State or other jurisdiction of incorporation or organization)									(I.R.S. Employer Identification No.)
1944 E Sky Harbor Cir N									85034
Phoenix,			Arizona
(Address of principal executive offices)									(Zip Code)

Registrant’s telephone number, including area code: (800) 601-3099

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class						Trading Symbol(s)						Name of each exchange on which registered
Common Stock, par value $0.01 per share						HONA						The Nasdaq Stock Market LLC

Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☐ No ☒

Indicate by check mark whether the Registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the Registrant was required to submit such files). Yes ☒ No ☐

Indicate by check mark whether the Registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and "emerging growth company" in Rule 12b-2 of the Exchange Act.

Large accelerated filer			☐						Accelerated filer			☐
Non-accelerated filer			☒						Smaller reporting company			☐
									Emerging growth company			☐

If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Indicate by check mark whether the Registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ☐ No ☒

There were 316,952,725 shares of Common Stock outstanding as of July 25, 2026.

TABLE OF CONTENTS

						Page
			Cautionary Note Regarding Forward-Looking Statements			1
			About Honeywell Aerospace Inc.			3
Part I			Financial Information			4
Item 1			Financial Statements			4
			Condensed Combined Statements of Operations (unaudited)			4
			Condensed Combined Statements of Comprehensive Income (unaudited)			5
			Condensed Combined Balance Sheets (unaudited)			6
			Condensed Combined Statement of Cash Flows (unaudited)			7
			Condensed Combined Statements of Equity (unaudited)			8
			Notes to the Condensed Combined Financial Statements (unaudited)			9
			Note 1. Business Overview and Basis of Presentation			9
			Note 2. Summary of Significant Accounting Policies			10
			Note 3. Related Party Transactions			11
			Note 4. Revenue Recognition from Contracts with Customers			12
			Note 5. Other Expense, Net			14
			Note 6. Income Taxes			14
			Note 7. Inventories			14
			Note 8. Other Intangible Assets, Net			15
			Note 9. Debt and Credit Agreements			15
			Note 10. Leases			17
			Note 11. Accrued Liabilities			17
			Note 12. Stock-Based Compensation Plans			17
			Note 13. Accumulated Other Comprehensive Loss			18
			Note 14. Postretirement Benefit Plans			18
			Note 15. Commitments and Contingencies			19
			Note 16. Segment Financial Data			21
			Note 17. Subsequent Events			23
Item 2			Management’s Discussion and Analysis of Financial Condition and Results of Operations			25
Item 3			Quantitative and Qualitative Disclosures About Market Risk			42
Item 4			Controls and Procedures			43
Part II			Other Information			44
Item 1			Legal Proceedings			44
Item 1A			Risk Factors			44
Item 2			Unregistered Sales of Equity Securities and Use of Proceeds			44
Item 3			Defaults Upon Senior Securities			44
Item 4			Mine Safety Disclosures			44
Item 5			Other Information			44
Item 6			Exhibits			45
			Signatures			48

TABLE OF CONTENTS

CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS

This Quarterly Report on Form 10-Q contains “forward-looking statements” within the meaning of the federal securities laws made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 about us and our industry that involve substantial risks and uncertainties. These statements can be identified by the fact that they do not relate strictly to historical or current facts, but rather are based on current expectations, estimates, assumptions, and projections about our industry, our business, and our financial results. Forward-looking statements often include words such as “anticipates,” “estimates,” “expects,” “projects,” “forecasts,” “intends,” “plans,” “continues,” “believes,” “may,” “will,” and “goals.” Words and similar expressions that convey the prospective nature of events or outcomes generally indicate forward-looking statements. However, the absence of these words does not mean that a statement is not forward-looking.

As with any projection or forecast, forward-looking statements are inherently susceptible to uncertainty and changes in circumstances. Our actual results may vary materially from those expressed or implied in our forward-looking statements. Accordingly, undue reliance should not be placed on any forward-looking statement made by us or on our behalf.

Although we believe that the forward-looking statements contained in this report are based on reasonable assumptions, you should be aware that many factors could affect our actual financial results or results of operations and could cause actual results to differ materially from those in such forward-looking statements, including, but not limited to:

• our ability to successfully develop new technologies and introduce new products;

• changes in the price and availability of raw materials that we use to produce our products;

• global climate change and related regulations and changes in customer demand;

• economic, political, regulatory, foreign exchange, and other risks of international operations;

• the impact of tariffs or other restrictions on foreign imports;

• our ability to compete successfully in the markets in which we operate;

• concentrations of our credit, counterparty, and market risk;

• our ability to successfully execute or effectively integrate acquisitions;

• changes in demand for our products and services, including conditions in the commercial aerospace, business aviation, and defense and space markets;

• changes in government spending and risks associated with our government contracts;

• our joint ventures and strategic co-development partnerships;

• our ability to recruit and retain qualified personnel;

• potential material environmental liabilities;

• the impact of potential cybersecurity attacks, data privacy breaches, and other operational disruptions;

• increasing stakeholder interest in public company performance, disclosure, and goal-setting with respect to ESG matters;

• our lack of operating history as an independent, publicly traded company and limited reliability of historical combined financial information as an indicator of our future results;

• risks relating to our ability to achieve the expected benefits of the separation from Honeywell International (the “Spin-off”) within expected time frames, or at all;

• a determination by the IRS or other tax authorities that the Spin-off or certain related transactions should be treated as taxable transactions;

• financing transactions undertaken in connection with the separation and risks associated with additional indebtedness;

• the risk that incremental costs of operating on a standalone basis (including the loss of synergies), costs of restructuring transactions, and other costs incurred in connection with the separation will exceed our estimates;

• adverse outcomes of litigation matters and government and other proceedings; and

• other economic, business, competitive, and/or regulatory factors affecting our businesses generally as set forth in our filings with the Securities and Exchange Commission, including the final information statement (the “Information Statement”) filed as part of our Registration Statement on Form 10-12B, as amended (File No. 001-43173), a copy of which was furnished as Exhibit 99.1 to our Current Report on Form 8-K filed with the SEC on June 15, 2026.

TABLE OF CONTENTS

These risks could cause actual results to differ materially from those implied by forward-looking statements in this report. Even if our results of operations, financial condition and liquidity, and the development of the industry in which we operate are consistent with the forward-looking statements contained in this report, those results or developments may not be indicative of results or developments in subsequent periods. We do not undertake to update or revise any of our forward-looking statements, which speak only as of the date they are made, except as may be required by law or regulation.

TABLE OF CONTENTS

ABOUT HONEYWELL AEROSPACE INC.

Honeywell Aerospace Inc. (“Honeywell Aerospace”, “Aerospace”, “we”, “us”, or “our”) is an independent global aerospace and defense company whose critical technologies are broadly deployed on the world’s leading commercial air transport, business aviation, defense and space platforms. These integrated solutions enable safer, more efficient, and more reliable missions. With a broad portfolio spanning avionics and navigation systems, engines and power systems, and control systems for aircraft, Honeywell Aerospace combines commitment and deep engineering expertise to drive innovation and long-term value for the aerospace industry. Our comprehensive portfolio of market leading systems and technologies are organized into three reportable segments: Electronic Solutions, Engines & Power Systems, and Control Systems.

Our SEC filings, including our Information Statement, Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, and any amendments to those reports, are available free of charge on our Investor Relations website (investor.honeywellaerospace.com) immediately after they are filed with, or furnished to, the SEC. Honeywell Aerospace uses our Investor Relations website, together with its Newsroom website (www.honeywellaerospace.com/us/en/company/newsroom), as a means of disclosing information which may be of interest or material to our investors and for complying with disclosure obligations under Regulation FD. Accordingly, investors should monitor our Investor Relations website, in addition to following our press releases, SEC filings, public conference calls, and webcasts. Information contained on or accessible through, including any reports available on, our website is not a part of, and is not incorporated by reference into, this Quarterly Report on Form 10-Q or any other report or document we file with the SEC. Any reference to our website in this Form 10-Q is intended to be an inactive textual reference only.

TABLE OF CONTENTS

PART I. FINANCIAL INFORMATION

HONEYWELL AEROSPACE INC.

CONDENSED COMBINED STATEMENTS OF OPERATIONS (Unaudited)

(Dollars in millions)

			Three Months Ended												Six Months Ended
			June 27, 2026						June 28, 2025						June 27, 2026						June 28, 2025
Product sales			$	2,611					$	2,425					$	5,033					$	4,658
Service sales			1,911						1,864						3,841						3,705
Net sales			4,522						4,289						8,874						8,363
Costs, expenses and other
Cost of products sold			1,988						1,837						3,820						3,472
Cost of services sold			953						888						1,843						1,804
Total cost of products and services sold			2,941						2,725						5,663						5,276
Research and development expenses			183						167						370						334
Selling, general and administrative expenses			722						383						1,286						748
Other expense, net			98						14						148						72
Interest and other financial charges			200						—						229						—
Total costs, expenses and other			4,144						3,289						7,696						6,430
Income before taxes			378						1,000						1,178						1,933
Income tax expense			122						148						280						295
Net income			256						852						898						1,638
Less: Net income attributable to noncontrolling interests			10						8						18						17
Net income attributable to Aerospace			$	246					$	844					$	880					$	1,621

The Notes to the Condensed Combined Financial Statements are an integral part of this statement.

TABLE OF CONTENTS

HONEYWELL AEROSPACE INC.

CONDENSED COMBINED STATEMENTS OF COMPREHENSIVE INCOME (Unaudited)

(Dollars in millions)

			Three Months Ended												Six Months Ended
			June 27, 2026						June 28, 2025						June 27, 2026						June 28, 2025
Net income			$	256					$	852					$	898					$	1,638
Other comprehensive income (loss), net of tax
Foreign exchange translation adjustment			(38)						55						(47)						81
Changes in fair value of cash flow hedges			(1)						2						47						3
Total other comprehensive income (loss), net of tax			(39)						57						—						84
Comprehensive income			217						909						898						1,722
Less: Comprehensive income attributable to noncontrolling interests			10						8						18						17
Comprehensive income attributable to Aerospace			$	207					$	901					880						$	1,705

The Notes to the Condensed Combined Financial Statements are an integral part of this statement.

TABLE OF CONTENTS

HONEYWELL AEROSPACE INC.

CONDENSED COMBINED BALANCE SHEETS (Unaudited)

(Dollars in millions)

			June 27, 2026						December 31, 2025
ASSETS
Current assets:
Cash and cash equivalents			$	1,057					$	213
Accounts receivable, less allowances of $40 and $33, respectively			2,462						2,156
Inventories			4,466						4,311
Current contract assets			1,412						1,366
Other current assets			446						344
Total current assets			9,843						8,390
Property, plant and equipment, net			2,250						2,101
Goodwill			3,014						3,025
Other intangible assets, net			2,200						2,177
Deferred tax assets			381						412
Other assets			1,683						1,580
Total assets			$	19,371					$	17,685
LIABILITIES
Current liabilities:
Accounts payable			$	2,793					$	2,883
Current contract liabilities			1,595						1,589
Accrued liabilities			2,063						2,105
Total current liabilities			6,451						6,577
Long-term debt			15,849						4
Contract liabilities			1,107						1,091
Other liabilities			1,587						1,517
Total liabilities			24,994						9,189
EQUITY
Net Parent investment			(5,487)						8,609
Accumulated other comprehensive loss			(210)						(210)
Total (deficit) equity attributable to Aerospace			(5,697)						8,399
Noncontrolling interests			74						97
Total (deficit) equity			(5,623)						8,496
Total liabilities and (deficit) equity			$	19,371					$	17,685

The Notes to the Condensed Combined Financial Statements are an integral part of this statement.

TABLE OF CONTENTS

HONEYWELL AEROSPACE INC.

**CONDENSED COMBINED STATEMENTS

Showing the first 8K of 86K characters. Open the full section

(Dollars in tables and graphs in millions)

The following Management's Discussion and Analysis of Financial Condition and Results of Operations is intended to help the reader understand the results of operations and financial condition of Honeywell Aerospace Inc. (“Honeywell Aerospace”, “we”, “us”, or “our”) for the three and six months ended June 27, 2026. The financial information as of June 27, 2026, should be read in conjunction with the Management’s Discussion and Analysis of Financial Condition and Results of Operations included in the final Information Statement dated as of June 15, 2026 (the “Information Statement”), which was furnished as Exhibit 99.1 to our Current Report on Form 8-K filed with the SEC on June 15, 2026.

OVERVIEW

Business Overview

We are a leading global tier-1 aerospace and defense supplier of mission critical systems and technologies that enable the production, maintenance, and safe operation of aerospace and defense platforms. Our systems and technologies support original equipment manufacturer (“OEM”), government, defense prime contractors, and aircraft operator customers across the Commercial Air Transport, Business Aviation, and Defense and Space end markets. Our comprehensive portfolio of market leading systems and technologies are organized into the following segments: Electronic Solutions (“ES”), Engines & Power Systems (“E&PS”), and Control Systems (“CS”).

Spin-off from Honeywell

On February 6, 2025, Honeywell announced its intention to separate its Aerospace Business into a standalone publicly traded company through a pro-rata distribution of all of the outstanding common shares of Honeywell Aerospace Inc. to Honeywell shareholders. On June 29, 2026 (the “Distribution Date”), Honeywell completed the spin-off of the Aerospace Business (the “Spin-off”). The Spin-off is intended to be a tax-free pro-rata distribution (the “Distribution”) of all of our outstanding common shares to holders of record of Honeywell's common shares as of the close of business on June 15, 2026 (the “Record Date”), at which time each holder of Honeywell's common shares received one Aerospace common share for every two Honeywell common shares held as of the close of business on the Record Date, resulting in the Distribution of 316,939,750 of our common shares. Upon completion of the Distribution, we became an independent public company. Our common stock is listed under the symbol “HONA” on The Nasdaq Stock Market LLC (“Nasdaq”). Following the Distribution, Honeywell did not beneficially own any Aerospace common shares and will no longer consolidate Aerospace with Honeywell’s financial results. Refer to Note 9. Debt and Credit Agreements and Note 17. Subsequent Events of the Notes to the Condensed Combined Financial Statements for additional information on the Spin-off and related transactions.

Relationship with Honeywell

The Condensed Combined Financial Statements included herein are derived from Honeywell’s historical accounting records and presented on a standalone basis as if Honeywell Aerospace’s operations had been conducted independently from Honeywell in accordance with GAAP. The Condensed Combined Financial Statements include certain assets and liabilities that have historically been held at the Honeywell corporate level but are specifically identifiable or otherwise attributable to us. Honeywell provides certain services, such as legal, accounting, information technology, human resources, and other infrastructure support, on behalf of Honeywell Aerospace. Honeywell Aerospace and Honeywell consider allocations of these costs to be a reasonable reflection of the benefits we received. However, the financial information presented in the Condensed Combined Financial Statements may not reflect our combined financial position, operating results, and cash flows had we been a separate standalone entity during the periods presented. Actual costs that would have been incurred if Honeywell Aerospace had been a standalone company would depend on multiple factors, including organizational structure and strategic decisions made in various areas, including

TABLE OF CONTENTS

information technology and infrastructure. We consider the basis on which the expenses have been allocated to be a reasonable reflection of the utilization of services provided to or the benefits received by Aerospace during the periods presented.

In connection with the Spin-off, we entered into the Separation and Distribution Agreement and certain other agreements with Honeywell, including a transition services agreement, a tax matters agreement, an employee matters agreement, an intellectual property license agreement, and a trademark license agreement. Refer to Note 17. Subsequent Events of the Notes to the Condensed Combined Financial Statements for additional information. We will utilize Honeywell’s services for a transitional period following the Spin-off before we replace these services over time with services supplied either internally or by third parties. The expenses for the services may vary from the historical costs directly billed and allocated to us for the same services.

We have incurred and expect to incur certain costs in connection with our establishment as a standalone public company (the “transaction costs”). The transaction costs include non-recurring expenses associated with the Spin-off and stand up of functions required to operate as a standalone public entity. These non-recurring costs primarily relate to system implementation costs, business and facilities separation, applicable employee-related costs, evolution of our brand, and other matters. The transaction costs are expected to continue through at least fiscal year 2027. Additionally, we will incur increased costs as a result of becoming an independent, publicly traded company, primarily from establishing or expanding the corporate support for our businesses, including IT, human resources, treasury, tax, internal audit, risk management, stock-based compensation programs, accounting and financial reporting, investor relations, governance, legal, procurement, and other services. See “Unaudited Pro Forma Combined Financial Information” in the Information Statement.

Macroeconomic Conditions

We continue to monitor elevated macroeconomic and geopolitical developments, including armed conflict in the Middle East and its effects on global energy markets and maritime shipping, evolving U.S. trade policy and tariff authorities, inflationary pressures, and financial market uncertainty. Moderated global growth projections and tariffs imposed during 2025 and 2026, together with evolving U.S. trade policy and international negotiations, contributed to increased volatility across global supply chains. Elevated energy prices, tariff-related cost impacts, and continued market uncertainty may contribute to supply chain disruptions, cost inflation, and pricing volatility. We continue to work proactively with our suppliers and customers to mitigate shortages, maintain supply continuity, and manage cost impacts.

Mitigation strategies remain important to meeting customer demand in this evolving environment and include supply chain simplification, regional sourcing, strategic dual-source development, long-term capacity planning for constrained materials, enhanced digital visibility across the supply base, direct engagement with critical suppliers, supplier development, and disciplined pricing and inventory management. Strong relationships with strategic suppliers enable collaborative capacity planning, support product launches, improve supply continuity, and, where appropriate, facilitate design or sourcing changes that enhance resiliency. We believe these actions reduce supply risk, support customer commitments, and strengthen operational resilience. Due to our rigorous product qualification and quality processes, we do not believe these mitigation actions have adversely affected product quality or reliability.

To date, these actions have helped reduce our exposure to these conditions. However, their continued effectiveness depends on successful execution, supplier performance, the availability of critical materials, and the broader macroeconomic environment. If these conditions worsen or our mitigation efforts prove insufficient, our results of operations, cash flows, or financial condition could be materially adversely affected.

TABLE OF CONTENTS

RESULTS OF OPERATIONS

TABLE OF CONTENTS

Net Sales by Segment

TABLE OF CONTENTS

Total Segment Profit/Segment Adjusted EBIT by Segment

TABLE OF CONTENTS

COMBINED OPERATING RESULTS

Net Sales

The following table sets forth the factors contributing to year-over-year changes in our Net sales for the three and six months ended June 27, 2026:

Change in net sales from prior period			Q2 2026 vs. Q2 2025						YTD Q2 2026 vs. YTD Q2 2025
Organic(1)			5		%				6		%
Foreign currency translation			—		%				—		%
Acquisitions			—		%				—		%
Other			—		%				—		%
Total % change in N****et sales			5		%				6		%

---

(1)See “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Non-GAAP Financial Measures” for the definition of Organic sales growth.

A discussion of Net sales by reportable segment can be found under the “Segment Results” section within this “Management’s Discussion and Analysis of Financial Condition and Results of Operations”.

For the three months ended June 27, 2026 compared with the three months ended June 28, 2025

Net sales increased $233 million due to higher Commercial Aftermarket organic sales of $86 million and $53 million within CS and ES, respectively. Additionally, Net sales increased due to higher organic sales of $65 million within ES relating to Defense and Space.

For the six months ended June 27, 2026 compared with the six months ended June 28, 2025

Net sales increased $511 million due to higher organic sales of $174 million in Defense and Space within ES, $157 million in Commercial Aftermarket within E&PS, and $108 million in Commercial Original Equipment within ES.

TABLE OF CONTENTS

Cost of Products and Services Sold

For the three months ended June 27, 2026 compared with the three months ended June 28, 2025

Cost of products and services sold increased $216 million primarily due to $164 million of higher direct and indirect material costs and an approximately $50 million increase in inventory obsolescence charges. Gross margin percentage decreased by 1%.

For the six months ended June 27, 2026 compared with the six months ended June 28, 2025

Cost of products and services sold increased $387 million primarily due to $305 million of higher direct and indirect material costs and an approximately $70 million increase in inventory obsolescence charges. Gross margin percentage decreased by 1%.

Research and Development Expenses

For the three months ended June 27, 2026 compared with the three months ended June 28, 2025

Research and development expenses increased $16 million compared to the three months ended June 28, 2025, but remained flat at 4% as a percentage of Net sales.

TABLE OF CONTENTS

For the six months ended June 27, 2026 compared with the six months ended June 28, 2025

Research and development expenses increased $36 million compared to the six months ended June 28, 2025, but remained relatively flat at 4% as a percentage of Net sales.

A summary of our research and development costs for the three and six months ended June 27, 2026 and June 28, 2025 is as follows:

			Three Months Ended												Six Months Ended
			June 27, 2026						June 28, 2025						June 27, 2026						June 28, 2025
Company funded research and development expenses			$	183					$	167					$	370					$	334
Customer-sponsored research and development(1)			329						274						625						536
Total research and development costs			$	512					$	441					$	995					$	870

---

(1)Includes expenditures on customer programs with significant engineering performance obligations, included in Cost of products and services sold in the Condensed Combined Statements of Operations, and capitalized expenditures on deferred customer funded nonrecurring engineering and development activities, included in Other assets in the Condensed Combined Balance Sheets.

Selling, General and Administrative Expenses

For the three months ended June 27, 2026 compared with the three months ended June 28, 2025

Selling, general and administrative expenses increased $339 million due to $253 million of incremental transaction costs incurred in the period related to the Spin-off and $68 million of higher labor costs.

For the six months ended June 27, 2026 compared with the six months ended June 28, 2025

Selling, general and administrative expenses increased $538 million due to $411 million of incremental transaction costs incurred in the period related to the Spin-off and $86 million of higher labor costs.

TABLE OF CONTENTS

Other Expense, Net

Other expense, net primarily includes the following:

			Three Months Ended												Six Months Ended
			June 27, 2026						June 28, 2025						June 27, 2026						June 28, 2025
Environmental expenses			$	18					$	22					$	37					$	93
Transaction costs			74						15						109						15
Equity income of affiliated companies			(6)						(6)						(12)						(11)
Other expense (income), net			12						(17)						14						(25)
Total Other expense, net			$	98					$	14					$	148					$	72

For the three months ended June 27, 2026 compared with the three months ended June 28, 2025

Other expense, net increased by $84 million for the three months ended June 27, 2026, due primarily to higher transaction costs of $59 million related to the Spin-off.

For the six months ended June 27, 2026 compared with the six months ended June 28, 2025

Other expense, net increased by $76 million for the six months ended June 27, 2026, driven by higher transaction costs of $94 million related to the Spin-off, partially offset by lower environmental expenses of $56 million. Refer to Note 15. Commitments and Contingencies of the Notes to Condensed Combined Financial Statements for a discussion of the environmental matters.

Interest and Other Financial Charges

For the three months ended June 27, 2026 compared with the three months ended June 28, 2025

Interest and other financial charges increased $200 million related to the $16.0 billion of senior unsecured notes issued in connection with the Spin-off. Refer to Note 9. Debt and Credit Agreements of the Notes to the Condensed Combined Financial Statements for further information.

For the six months ended June 27, 2026 compared with the six months ended June 28, 2025

Interest and other financial charges increased $229 million related to the $16.0 billion of senior unsecured notes issued in connection with the Spin-off.

TABLE OF CONTENTS

Income Tax Expense

For the three months ended June 27, 2026 compared with the three months ended June 28, 2025

The effective tax rate for the three months ended June 27, 2026, increased 1,750 basis points compared to the effective tax rate for the three months ended June 28, 2025, primarily due to nondeductible transaction costs and frictional tax costs in advance of the Spin-off (2,040 basis points), partially offset by favorable changes in the jurisdictional mix of earnings (290 basis points).

For the six months ended June 27, 2026 compared with the six months ended June 28, 2025

The effective tax rate for the six months ended June 27, 2026, increased 850 basis points compared to the effective tax rate for the six months ended June 28, 2025, primarily due to nondeductible transaction costs and frictional tax costs in advance of the Spin-off (790 basis points) and incremental tax expense associated with reserves for ongoing examinations (290 basis points), partially offset by favorable changes in the jurisdictional mix of earnings (230 basis points).

SEGMENT RESULTS

We manage and report our operating results through three reportable segments: Electronic Solutions, Engines & Power Systems, and Control Systems. The remainder of our operations are presented in Corporate and All Other, which is not a reportable business segment.

Electronic Solutions

The following table sets forth the operating results for our ES segment for the three and six months ended June 27, 2026 and June 28, 2025:

			Three Months Ended												Six Months Ended
			June 27, 2026						June 28, 2025						June 27, 2026						June 28, 2025
Net sales			$	1,774					$	1,645					$	3,515					$	3,195
Segment profit/Segment adjusted EBIT(1)			459						475						969						885
Segment profit margin/Segment adjusted EBIT margin(1)			26		%				29		%				28		%				28		%

---

(1)See “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Non-GAAP Financial Measures” for the definition of Segment adjusted EBIT and Segment adjusted EBIT margin.

TABLE OF CONTENTS

The following table sets forth the factors contributing to year-over-year changes in our ES segment’s Net sales for the three and six months ended June 27, 2026:

			Q2 2026 vs. Q2 2025						YTD Q2 2026 vs. YTD Q2 2025
Organic(1)			8		%				10		%
Foreign currency translation			—		%				—		%
Acquisitions			—		%				—		%
Other			—		%				—		%
Total % change in Net sales			8		%				10		%

---

(1)See “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Non-GAAP Financial Measures” for the definition of Organic sales growth.

For the three months ended June 27, 2026 compared with the three months ended June 28, 2025

ES Net sales increased $129 million due to higher organic sales of $65 million in Defense and Space and $53 million in Commercial Aftermarket.

Segment Profit and Segment adjusted EBIT decreased by $16 million or 3% and Segment profit margin and Segment adjusted EBIT margin decreased 3% for the three months ended June 27, 2026.

For the six months ended June 27, 2026 compared with the six months ended June 28, 2025

ES Net sales increased $320 million due to higher organic sales of $174 million in Defense and Space and $108 million in Commercial Original Equipment.

Segment Profit and Segment adjusted EBIT increased by $84 million or 9% and Segment profit margin and Segment adjusted EBIT margin remained flat for the six months ended June 27, 2026.

Engines & Power Systems

The following table sets forth the operating results for our E&PS segment for the three and six months ended June 27, 2026 and June 28, 2025:

			Three Months Ended												Six Months Ended
			June 27, 2026						June 28, 2025						June 27, 2026						June 28, 2025
Net sales			$	1,406					$	1,390					$	2,826					$	2,664
Segment profit/Segment adjusted EBIT(1)			174						256						455						449
Segment profit margin/Segment adjusted EBIT margin(1)			12		%				18		%				16		%				17		%

---

(1)See “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Non-GAAP Financial Measures” for the definition of Segment adjusted EBIT and Segment adjusted EBIT margin.

TABLE OF CONTENTS

The following table sets forth the factors contributing to year-over-year changes in our E&PS segment’s Net sales for the three and six months ended June 27, 2026:

			Q2 2026 vs. Q2 2025						YTD Q2 2026 vs. YTD Q2 2025
Organic(1)			1		%				6		%
Foreign currency translation			—		%				—		%
Acquisitions			—		%				—		%
Other			—		%				—		%
Total % change in N****et sales			1		%				6		%

---

(1)See “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Non-GAAP Financial Measures” for the definition of Organic sales growth.

For the three months ended June 27, 2026 compared with the three months ended June 28, 2025

E&PS Net sales increased $16 million primarily due to higher organic sales of $30 million in Commercial Original Equipment, partially offset by lower organic sales of $20 million in Defense and Space.

Segment profit and Segment adjusted EBIT decreased by $82 million or 32% and Segment profit margin and Segment adjusted EBIT margin decreased 6% for the three months ended June 27, 2026.

For the six months ended June 27, 2026 compared with the six months ended June 28, 2025

E&PS Net sales increased $162 million primarily due to higher organic sales of $157 million in Commercial Aftermarket.

Segment profit and Segment adjusted EBIT increased by $6 million or 1% and Segment profit margin and Segment adjusted EBIT margin decreased 1% for the six months ended June 27, 2026.

Control Systems

The following table sets forth the operating results for our CS segment for the three and six months ended June 27, 2026 and June 28, 2025:

			Three Months Ended												Six Months Ended
			June 27, 2026						June 28, 2025						June 27, 2026						June 28, 2025
Net sales			$	1,342					$	1,254					$	2,533					$	2,504
Segment Profit/Segment adjusted EBIT(1)			389						361						716						808
Segment Profit margin/Segment adjusted EBIT margin(1)			29		%				29		%				28		%				32		%

---

(1)See “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Non-GAAP Financial Measures” for the definition of Segment adjusted EBIT and Segment adjusted EBIT margin.

TABLE OF CONTENTS

The following table sets forth the factors contributing to year-over-year changes in our CS segment’s Net sales for the three and six months ended June 27, 2026:

			Q2 2026 vs. Q2 2025						YTD Q2 2026 vs. YTD Q2 2025
Organic(1)			7		%				1		%
Foreign currency translation			—		%				—		%
Acquisitions			—		%				—		%
Other			—		%				—		%
Total % change in Net sales			7		%				1		%

---

(1)See “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Non-GAAP Financial Measures” for the definition of Organic sales growth.

For the three months ended June 27, 2026 compared with the three months ended June 28, 2025

CS Net sales increased $88 million due to higher organic sales of $86 million in Commercial Aftermarket.

Segment profit and Segment adjusted EBIT increased by $28 million or 8% and Segment profit margin and Segment adjusted EBIT margin remained flat for the three months ended June 27, 2026.

For the six months ended June 27, 2026 compared with the six months ended June 28, 2025

CS Net sales increased $29 million due to higher organic sales of $65 million in Commercial Aftermarket and $15 million in Defense and Space. The increase was offset by lower organic sales of $60 million in Commercial Original Equipment.

Segment profit and Segment adjusted EBIT decreased by $92 million or 11% and Segment profit margin and Segment adjusted EBIT margin decreased 4% for the six months ended June 27, 2026.

Corporate and All Other

Corporate and All Other primarily includes unallocated corporate costs and is not a separate reportable business segment. We monitor the activities in Corporate and All Other to determine the need for further reportable business segment disaggregation.

NON-GAAP FINANCIAL MEASURES

We use non-GAAP financial measures to supplement the financial measures prepared in accordance with GAAP. These include (1) Organic sales growth, (2) Total segment profit, (3) Adjusted EBIT, (4) Adjusted EBIT margin, (5) Segment adjusted EBIT, and (6) Segment adjusted EBIT margin.

Below are definitions and reconciliations of certain non-GAAP financial measures to the most directly comparable financial measures calculated and presented in accordance with GAAP. Management believes that, when considered together with reported amounts, these measures are useful to investors and management in understanding our ongoing operations and in the analysis of ongoing operating trends. Management believes these non-GAAP financial measures provide investors with a more meaningful measure of its performance period to period, align with how management evaluates performance internally, and make it easier for investors to compare our performance to peers. These measures should be considered in addition to, and not as replacements for, the most directly comparable GAAP measure. The non-GAAP financial measures we use are as follows:

• Organic sales growth:** We define organic sales growth as the change in reported Net sales relative to the comparable period, excluding the impact on sales from foreign currency translation and acquisitions, net of divestitures, for the first 12 months following the transaction date, and other items that are unusual and non-recurring in nature (e.g. impact of comprehensive settlement related

TABLE OF CONTENTS

to Flexjet litigation). We believe this measure is useful to investors and management in understanding our ongoing operations and in analysis of ongoing operating trends.

• Total segment profit**: We define Total segment profit as Net income, excluding taxes, interest, amortization of acquisition-related intangibles, stock compensation expense, environmental expense, pension income (expense), repositioning and other charges, transaction costs, expenses associated with the Honeywell trademark license, and other items within Other expense, net. We believe this measure is useful to investors as it provides greater transparency with respect to supplemental information used by management in its financial and operational decision making, as well as for understanding ongoing operating trends.

• Adjusted EBIT and Adjusted EBIT margin:** We define Adjusted EBIT as Net income excluding taxes, interest, amortization of acquisition-related intangibles, stock compensation expense, environmental expense, pension income (expense), repositioning and other charges, transaction costs, expenses associated with the Honeywell trademark license, other items within Other expense, net, and other items that are unusual or non-recurring in nature, including but not limited to impairment charges and litigation charges (e.g., comprehensive settlement related to Flexjet litigation). We define Adjusted EBIT margin as Adjusted EBIT divided by Net sales adjusted for the impact of the Flexjet-related litigation settlement. We believe these measures are useful to investors as they provide greater transparency with respect to supplemental information used by management in its financial and operational decision making, as well as for understanding ongoing operating trends.

• Segment adjusted EBIT and Segment adjusted EBIT margin:** We define Segment adjusted EBIT as Income before taxes excluding interest, amortization of acquisition-related intangibles, stock compensation expense, environmental expense, pension income (expense), repositioning and other charges, transaction costs, expenses associated with the Honeywell trademark license, other items within Other expense, net, and other items that are otherwise of an unusual or non-recurring in nature, including but not limited to impairment charges and litigation charges (e.g., comprehensive settlement related to Flexjet litigation). We define Segment adjusted EBIT margin as Segment adjusted EBIT divided by Net sales adjusted for the impact of the Flexjet-related litigation settlement. We believe these measures are useful to investors as they provide greater transparency with respect to supplemental information used by management in its financial and operational decision making, as well as for understanding ongoing operating trends.

			Three Months Ended
			June 27, 2026												June 28, 2025
			Amount						Percentage of Net Sales						Amount						Percentage of Net Sales
Net Income			$	256					6		%				$	852					20		%
Income tax expense			122						3		%				148						3		%
Amortization of acquisition-related intangibles(1)			22						1		%				17						—		%
Stock compensation expense(2)			36						1		%				22						1		%
Environmental expense(3)			20						—		%				24						1		%
Transaction costs(4)			329						7		%				17						—		%
Interest and other financial charges			200						4		%				—						—		%
Other, net(5)			10						—		%				(14)						—		%
Total segment profit/Segment adjusted EBIT			$	995					22		%				$	1,066					25		%

---

(1)Amounts included in Cost of products and services sold and Selling, general and administrative.

(2)Amounts included in Selling, general and administrative expenses.

(3)Amounts included in Cost of products and services sold and Other expense, net.

(4)Amounts included in Selling, general and administrative expenses and Other expense, net.

(5)Amounts include pension income (expense) and repositioning and other charges.

TABLE OF CONTENTS

			Three Months Ended June 27, 2026
			Electronic Solutions												Engines & Power Systems												Control Systems
			Amount						Margin %						Amount						Margin %						Amount						Margin %
Segment profit/Segment adjusted EBIT			$	459					26		%				$	174					12		%				$	389					29		%

			Three Months Ended June 28, 2025
			Electronic Solutions												Engines & Power Systems												Control Systems
			Amount						Margin %						Amount						Margin %						Amount						Margin %
Segment profit/Segment adjusted EBIT			$	475					29		%				$	256					18		%				$	361					29		%

			Six Months Ended
			June 27, 2026												June 28, 2025
			Amount						Percentage of Net Sales						Amount						Percentage of Net Sales
Net Income			$	898					10		%				$	1,638					20		%
Income tax expense			280						3		%				295						4		%
Amortization of acquisition-related intangibles(1)			44						1		%				34						—		%
Stock compensation expense(2)			61						1		%				46						1		%
Environmental expense(3)			42						—		%				105						1		%
Transaction costs(4)			522						6		%				17						—		%
Interest and other financial charges			229						3		%				—						—		%
Other, net(5)			14						—		%				(29)						—		%
Total segment profit/Segment adjusted EBIT			$	2,090					24		%				$	2,106					26		%

---

(1)Amounts included in Cost of products and services sold and Selling, general and administrative.

(2)Amounts included in Selling, general and administrative expenses.

(3)Amounts included in Cost of products and services sold and Other expense, net.

(4)Amounts included in Selling, general and administrative expenses and Other expense, net.

(5)Amounts include pension income (expense) and repositioning and other charges.

			Six Months Ended June 27, 2026
			Electronic Solutions												Engines & Power Systems												Control Systems
			Amount						Margin %						Amount						Margin %						Amount						Margin %
Segment profit/Segment adjusted EBIT			$	969					28		%				$	455					16		%				$	716					28		%

			Six Months Ended June 28, 2025
			Electronic Solutions												Engines & Power Systems												Control Systems
			Amount						Margin %						Amount						Margin %						Amount						Margin %
Segment profit/Segment adjusted EBIT			$	885					28		%				$	449					18		%				$	808					32		%

LIQUIDITY AND CAPITAL RESOURCES

Sources of Historical Liquidity

We historically generated positive net operating cash flows. As part of Honeywell, Aerospace was dependent upon Honeywell for its working capital and financing requirements. Honeywell used a centralized approach

TABLE OF CONTENTS

to cash management and financing of its operations. Our excess cash in participating bank accounts was transferred to Honeywell daily, and Honeywell funded our operating and investing activities as needed. This arrangement is not reflective of the manner in which the Aerospace Business would have financed its operations had it been a standalone business separate from Honeywell during the periods presented. Transfers of cash between Honeywell and the Aerospace Business have been included within Net transfers to Parent in the Condensed Combined Statements of Cash Flows and the Condensed Combined Statements of Equity.

Future Sources of Liquidity

Following our Spin-off from Honeywell on June 29, 2026, we no longer participate in Honeywell’s centralized treasury management and funding programs. Our ability to fund our operating needs depends on our ability to continue to generate positive cash flows from operations, and on our ability to obtain debt or equity financing on acceptable terms. Management believes that our cash balances and funds provided by operating activities, along with expected borrowing capacity and access to capital markets, taken as a whole, will provide (i) adequate liquidity to meet all of our current and long-term obligations when due, including for at least the next 12 months, and fund capital expenditures and (ii) flexibility to make investment opportunities, including acquisitions, that may arise. However, there can be no assurance that we will be able to obtain additional debt or equity financing on acceptable terms in the future.

We expect to utilize our cash flows to continue to invest in our business, growth strategies, people, and the communities in which we operate, as well as to service and repay our indebtedness over time.

In connection with the Spin-off, we issued senior unsecured notes in an aggregate principal amount of $16.0 billion. We distributed $6.0 billion of notes due 2046, 2056, and 2066 and $9.1 billion of net cash proceeds from the remaining series of senior unsecured notes to Honeywell as partial consideration for the contribution of assets by Honeywell to us in connection with the distribution. The balance was retained to pay fees and expenses related to the separation, the distribution, the debt transactions, and for general corporate purposes.

In addition, we entered into a 364-day senior unsecured revolving credit facility and a five-year senior unsecured revolving credit facility, together in an aggregate committed amount as of the date of distribution of $4.0 billion, and a $4.0 billion senior unsecured commercial paper program. The undrawn portion of the credit facilities serves as a backup facility for the issuance of the commercial paper program. We expect to use proceeds from the senior unsecured revolving credit facilities and senior unsecured commercial paper program for general corporate purposes.

Cash and Cash Requirements

Summary

As of June 27, 2026 and December 31, 2025, our cash and cash equivalents totaled $1,057 million and $213 million, respectively. Our ability to generate positive cash flows from operations is dependent on general economic conditions and the competitive environment in our industry and is subject to the business and other risk factors described in the section of the Information Statement titled “Risk Factors.” If we are unable to generate sufficient cash flows from operations or otherwise comply with the terms of any external borrowings, we may be required to seek additional financing alternatives.

We continually assess the relative strength of each business in our portfolio as to strategic fit, industry position, profit, and cash flow contribution in order to identify target investment and acquisition opportunities in order to upgrade our combined portfolio. We identify acquisition candidates that will further our strategic plan and strengthen our existing core businesses.

TABLE OF CONTENTS

Share Repurchase Program

On July 23, 2026, our Board of Directors authorized a share repurchase program under which we may repurchase up to $3.5 billion of our outstanding common stock. We expect to fund repurchases from operating cash flows and available liquidity. The program is intended to return capital to shareholders and offset dilution from our equity compensation programs. Refer to Note 17. Subsequent Events of the Notes to the Condensed Combined Financial Statements for additional information.

Cash and Cash Equivalents Held by Foreign Subsidiaries

Cash and cash equivalents held by Aerospace’s foreign subsidiaries were $491 million and $209 million as of June 27, 2026 and December 31, 2025.

Cash Flow Summary

Summarized cash flow information for the six months ended June 27, 2026 and 2025 are as follows:

			Six Months Ended
			June 27, 2026						June 28, 2025
Net cash provided by operating activities			$	346					$	1,025
Net cash used for investing activities			(221)						(242)
Net cash provided by (used for) financing activities			744						(627)

Operating

Net cash provided by operating activities decreased $679 million for the six months ended June 27, 2026 compared to the same period in 2025. The decrease in net cash provided by operating activities is attributable to an increase of $450 million in transaction costs paid related to the separation and distribution and $377 million driven by the Flexjet litigation settlement payments partially offset by decreased inventory purchases of $102 million.

Investing

Net cash used for investing activities remained flat for the six months ended June 27, 2026 compared to the same period in 2025.

Financing

Net cash provided by financing activities increased $1.4 billion for the six months ended June 27, 2026 compared to the same period in 2025, primarily due to net proceeds from the issuance of senior unsecured notes in connection with the Spin-off of $15.8 billion, partially offset by higher net transfers to Honeywell of $14.5 billion.

Borrowings

We leverage a variety of debt instruments to manage our overall borrowing costs. As of June 27, 2026, our total borrowings were $15.9 billion. We had immaterial borrowings outstanding as of December 31, 2025.

			June 27, 2026						December 31, 2025
Fixed rate notes			$	15,500					$	—
Variable rate notes			500						—
Other			6						9
Debt issuance costs			(153)						—
Total borrowings			$	15,853					$	9

TABLE OF CONTENTS

A key source of liquidity is our ability to access the corporate bond markets. Through these markets, we issue a variety of long-term fixed rate notes to manage our overall funding costs.

Another key source of liquidity is our ability to access the commercial paper market. Commercial paper notes are sold at a discount or premium and have a maturity of not more than 397 days from date of issuance. Borrowings under the commercial paper program are available for general corporate purposes.

We also have the following revolving credit agreements:

• A $1.0 billion 364-day credit agreement (the 364-Day Credit Agreement) with a syndicate of banks, dated as of March 6, 2026. Amounts borrowed under the 364-Day Credit Agreement are required to be repaid no later than March 5, 2027, unless (i) we elect to convert all then outstanding amounts into a term loan, upon which such amounts shall be repaid in full on March 5, 2028, or (ii) the 364-Day Credit Agreement is terminated earlier pursuant to its terms. As of June 27, 2026, there were no outstanding borrowings under our 364-Day Credit Agreement.

• A $3.0 billion five-year credit agreement (the Five-Year Credit Agreement) with a syndicate of banks, dated as of March 6, 2026. As of June 27, 2026, there were no outstanding borrowings under our Five-Year Credit Agreement.

Refer to Note 9. Debt and Credit Agreements of Notes to Condensed Combined Financial Statements for additional information regarding our debt instruments.

Credit Ratings

Our ability to access the global debt capital markets and the related cost of these borrowings is affected by the strength of our credit rating and market conditions. Our credit ratings are periodically reviewed by the major independent debt rating agencies. As of June 27, 2026, S&P Global Inc. (S&P), Fitch Ratings Inc. (Fitch), and Moody’s Investor Service (Moody’s) have ratings on our debt set forth in the table below:

			S&P						Fitch						Moody’s
Outlook			Positive						Stable						Stable
Short-term			A-2						F1						P-2
Long-term			BBB+						A-						A3

OTHER MATTERS

Critical Accounting Estimates

There were no material changes during the three and six months ended June 27, 2026, to the items disclosed as critical accounting estimates in the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Information Statement.

Recent Accounting Pronouncements

Refer to Note 2. Summary of Significant Accounting Policies of the Notes to Condensed Combined Financial Statements for a discussion of recent accounting pronouncements.

Information relating to market risks is included within the section titled “Quantitative and Qualitative Disclosures About Market Risk” of the Information Statement.

TABLE OF CONTENTS

Aerospace’s management, including the Chief Executive Officer (CEO) and Chief Financial Officer (CFO), conducted an evaluation of the effectiveness of our disclosure controls and procedures (as defined in Rules 13a-15(e) or 15d-15(e) promulgated under the Securities Exchange Act of 1934, as amended (the “Exchange Act”)) as of the end of the period covered by this Quarterly Report on Form 10-Q. Based upon that evaluation, our CEO and CFO concluded that, as of the end of the period covered by this Quarterly Report on Form 10-Q, such disclosure controls and procedures were effective to ensure information required to be disclosed in the reports that Aerospace files or submits under the Exchange Act is recorded, processed, summarized, and reported within the time periods specified in the SEC's rules and forms, and that it is accumulated and communicated to our management, including our CEO, our CFO, and our Controller, as appropriate, to allow timely decisions regarding required disclosure. There were no changes that materially affected, or are reasonably likely to materially affect, Aerospace’s internal control over financial reporting that occurred during the period covered by this Quarterly Report on Form 10-Q.

Prior to June 29, 2026, we relied on certain material processes and internal controls over financial reporting performed by Honeywell. As a result of the Spin-off from Honeywell on June 29, 2026, we are in the process of reviewing, revising, and adopting policies and controls, as needed, to meet all regulatory requirements applicable to us as an independent, publicly traded company. In addition, in connection with the Spin-off, we entered into a Transition Services Agreement with Honeywell, pursuant to which Honeywell will continue to provide certain information technology, administrative, and other services on a transitional basis.

TABLE OF CONTENTS

PART II. OTHER INFORMATION

ITEM 1. LEGAL PROCEEDINGS

We are subject to a number of lawsuits, investigations, and disputes (some of which involve substantial amounts claimed) arising from the conduct of our business. We recognize a liability for any contingency that is probable of occurrence and reasonably estimable. We continually assess the likelihood of adverse judgments or outcomes in these matters, as well as potential ranges of possible losses (taking into consideration any insurance recoveries), based on careful analysis of each matter, and if appropriate, with the assistance of outside legal counsel and other experts. Refer to Note 15. Commitments and Contingencies of the Notes to Condensed Combined Financial Statements for additional information on our commitments and contingencies.

As of the date of this Quarterly Report on Form 10-Q, there have been no material changes to our Risk Factors presented in the Information Statement included in our Registration Statement on Form 10, as filed with the SEC. For further discussion of our Risk Factors, refer to the section titled “Risk Factors” in the Information Statement.

ITEM 2. UNREGISTERED SALES OF EQUITY SECURITIES AND USE OF PROCEEDS

None.

ITEM 3. DEFAULTS UPON SENIOR SECURITIES

None.

ITEM 4. MINE SAFETY DISCLOSURES

Not applicable.

Insider Trading Arrangements

During the three months ended June 27, 2026, none of our officers or directors adopted, terminated, or modified a "Rule 10b5-1 trading arrangement," or adopted, terminated, or modified any "non-Rule 10b5-1 trading arrangement" (each as defined in Item 408 of Regulation S-K).

TABLE OF CONTENTS

Exhibit Number						Description
2.1#						Separation and Distribution Agreement, dated as of June 29, 2026, by and between Honeywell International Inc. and Honeywell Aerospace Inc. (incorporated by reference to Exhibit 2.1 of the Company’s Form 8-K filed on June 29, 2026)
3.1						Second Amended and Restated Certificate of Incorporation of Honeywell Aerospace Inc. (incorporated by reference to Exhibit 3.1 of the Company’s Form 8-K filed on June 29, 2026)
3.2						Amended and Restated By-laws of Honeywell Aerospace Inc., dated as of June 29, 2026 (incorporated by reference to Exhibit 3.2 of the Company’s Form 8-K filed on June 29, 2026)
4.1						Indenture, dated as of March 16, 2026, between Honeywell Aerospace Inc. and Deutsche Bank Trust Company Americas, as trustee (incorporated by reference to Exhibit 4.1 to Amendment No. 1 to the Company’s Registration Statement on Form 10-12B/A filed on May 14, 2026)
4.2						First Supplemental Indenture, dated as of March 16, 2026, between Honeywell Aerospace Inc. and Deutsche Bank Trust Company Americas, as trustee (incorporated by reference to Exhibit 4.2 to Amendment No. 1 to the Company’s Registration Statement on Form 10-12B/A filed on May 14, 2026)
4.3						Registration Rights Agreement, dated as of March 16, 2026, among Honeywell Aerospace Inc., and Morgan Stanley & Co. LLC and Goldman Sachs & Co. LLC, as representatives of the initial purchasers (incorporated by reference to Exhibit 4.4 to Amendment No. 1 to the Company’s Registration Statement on Form 10-12B/A filed on May 14, 2026)
4.4						364-Day Credit Agreement, dated as of March 6, 2026, among Honeywell Aerospace Inc., the banks, financial institutions and other institutional lenders parties thereto, Bank of America, N.A., as administrative agent, and Goldman Sachs Bank USA and Morgan Stanley Senior Funding, Inc., as syndication agents (incorporated by reference to Exhibit 4.5 to Amendment No. 1 to the Company’s Registration Statement on Form 10-12B/A filed on May 14, 2026)
4.5						Five-Year Credit Agreement, dated as of March 6, 2026, among Honeywell Aerospace Inc., the banks, financial institutions and other institutional lenders parties thereto, Bank of America, N.A., as administrative agent, and Goldman Sachs Bank USA and Morgan Stanley Senior Funding, Inc., as syndication agents (incorporated by reference to Exhibit 4.6 to Amendment No. 1 to the Company’s Registration Statement on Form 10-12B/A filed on May 14, 2026)
10.1#						Transition Services Agreement, dated June 29, 2026, by and between Honeywell International Inc. and Honeywell Aerospace Inc. (incorporated by reference to Exhibit 10.1 of the Company’s Form 8-K filed on June 29, 2026)
10.2#						Tax Matters Agreement, dated June 29, 2026, by and between Honeywell International Inc. and Honeywell Aerospace Inc. (incorporated by reference to Exhibit 10.2 of the Company’s Form 8-K filed on June 29, 2026)
10.3#						Employee Matters Agreement, dated June 29, 2026, by and between Honeywell International Inc. and Honeywell Aerospace Inc. (incorporated by reference to Exhibit 10.3 of the Company’s Form 8-K filed on June 29, 2026)

TABLE OF CONTENTS

Exhibit Number						Description
10.4#						Intellectual Property License Agreement, dated June 29, 2026, by and between Honeywell International Inc. and Honeywell Aerospace Inc. (incorporated by reference to Exhibit 10.4 of the Company’s Current Report on Form 8-K filed on June 29, 2026)
10.5#						Trademark License Agreement, dated June 25, 2026, by and between Honeywell International Inc., Honeywell Aerospace IP Holdings Inc. and Honeywell Aerospace Inc. (incorporated by reference to Exhibit 10.5 of the Company’s Current Report on Form 8-K filed on June 29, 2026)
10.6*						2026 Stock Incentive Plan of Honeywell Aerospace Inc. and its Affiliates (incorporated by reference to Exhibit 10.6 of the Company’s Current Report on Form 8-K filed on June 29, 2026)
10.7*						Honeywell Aerospace Inc. Severance Plan for Designated Officers (incorporated by reference to Exhibit 10.7 of the Company’s Current Report on Form 8-K filed on June 29, 2026)
10.8*						Deferred Compensation Plan for Non-Employee Directors of Honeywell Aerospace Inc. (incorporated by reference to Exhibit 10.8 of the Company’s Current Report on Form 8-K filed on June 29, 2026)
10.9*						Form of Director Restricted Stock Unit Award Agreement under the 2026 Stock Incentive Plan of Honeywell Aerospace Inc. and its Affiliates (incorporated by reference to Exhibit 10.9 of the Company’s Current Report on Form 8-K filed on June 29, 2026)
10.10*						Form of Award Agreement for Founder’s Grant (incorporated by reference to Exhibit 10.15 to Amendment No. 1 to the Company’s Registration Statement on Form 10-12B/A filed on May 14, 2026)
10.11*						Offer Letter for James Currier (incorporated by reference to Exhibit 10.8 to the Company’s Registration Statement on Form 10-12B filed on March 3, 2026)
10.12*						Offer Letter for Joshua Jepsen (incorporated by reference to Exhibit 10.9 to the Company’s Registration Statement on Form 10-12B filed on March 3, 2026)
10.13*						Offer Letter for Robert Buddecke (incorporated by reference to Exhibit 10.10 to the Company’s Registration Statement on Form 10-12B filed on March 3, 2026)
10.14*						Offer Letter for David Marinick (incorporated by reference to Exhibit 10.11 to the Company’s Registration Statement on Form 10-12B filed on March 3, 2026)
10.15*						Offer Letter for Richard DeGraff (incorporated by reference to Exhibit 10.12 to the Company’s Registration Statement on Form 10-12B filed on March 3, 2026)
10.16*						Offer Letter for John Donofrio (incorporated by reference to Exhibit 10.13 to the Company’s Registration Statement on Form 10-12B filed on March 3, 2026)
10.17*						Offer Letter for Karen Arlak (incorporated by reference to Exhibit 10.14 to the Company’s Registration Statement on Form 10-12B filed on March 3, 2026)
10.18*						Honeywell Aerospace Incentive Compensation Plan for Executive Employees (filed herewith)
10.19*						Honeywell Aerospace Excess Benefit and Supplemental Savings Plan (filed herewith)
10.20*						Honeywell Aerospace Deferred Incentive Compensation Plan (filed herewith)
10.21*						Honeywell Aerospace Supplemental Pension Plan (filed herewith)
31.1						Certification of Principal Executive Officer Pursuant to Section 302 of the Sarbanes-Oxley Act of 2002 (filed herewith)

TABLE OF CONTENTS

Exhibit Number						Description
31.2						Certification of Principal Financial Officer Pursuant to Section 302 of the Sarbanes-Oxley Act of 2002 (filed herewith)
32.1						Certification of Principal Executive Officer Pursuant to 18 U.S.C. Section 1350, as Adopted Pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 (furnished herewith)
32.2						Certification of Principal Financial Officer Pursuant to 18 U.S.C. Section 1350, as Adopted Pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 (furnished herewith)
101.INS						Inline XBRL Instance Document (the instance document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document)
101.SCH						Inline XBRL Taxonomy Extension Schema (filed herewith)
101.CAL						Inline XBRL Taxonomy Extension Calculation Linkbase (filed herewith)
101.DEF						Inline XBRL Taxonomy Extension Definition Linkbase (filed herewith)
101.LAB						Inline XBRL Taxonomy Extension Label Linkbase (filed herewith)
101.PRE						Inline XBRL Taxonomy Extension Presentation Linkbase (filed herewith)
104						Cover Page Interactive Data File (formatted as inline XBRL and contained in Exhibit 101) (filed herewith)

• Management contract or any compensatory plan, contract, or arrangement.

Schedules and/or exhibits have been omitted from this filing pursuant to Item 601(a)(5) of Regulation S-K. The Company agrees to furnish supplementally a copy of any omitted schedule or exhibit to the SEC upon request.

TABLE OF CONTENTS

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

						HONEYWELL AEROSPACE INC.
Date: August 5, 2026						By:						/s/ William Lautar
												William Lautar Vice President, Controller and Chief Accounting Officer (Principal Accounting Officer)