Honeywell Takes Flight: Boosts Guidance, Closes Carrier Global Transaction
Honeywell Takes Flight: Boosts Guidance, Closes Carrier Global Transaction
Honeywell International Inc. (NASDAQ:HON) shares are trading higher after the company raised its second-quarter and FY24 guidance following the completion of the acquisition of Carrier Global Corporation's (NYSE:CARR) Global Access Solutions business.
霍尼韋爾國際公司（NASDAQ：HON）股票交易上漲，此前該公司在完成收購紐交所開利全球公司的Global Access Solutions業務後，提高了其第二季度和FY24指引。
In particular, the company closed the buyout for $4.95 billion, with the deal expected to support Honeywell's plans to align its portfolio to automation, the future of aviation, and energy transition.
特別是，該公司以49.5億美元收購了該買賣，該交易預計將支持霍尼韋爾將其投資組合對準自動化、未來的航空和能源轉型的計劃。
Global Access Solutions' approximately 1,200 employees are now part of Honeywell. The transaction is expected to be adjusted earnings per share accretive in the first full year of ownership.
開利全球准入方案的約1,200名員工現在成爲霍尼韋爾的一部分。預計該交易將在全權所有權的第一完整年度實現調整後的每股收益增長。
FY24 Outlook: The company now projects sales of $38.5 billion-$39.3 billion (vs. $38.1 billion-$38.9 billion prior and a consensus of $38.45 billion) and adjusted EPS of $10.15-$10.45 (vs. consensus of $9.93 and prior outlook of $9.80-$10.10).
FY24展望：該公司現在預計銷售額爲385億美元－393億美元（相對於之前的381億美元－389億美元和市場共識的384.5億美元），預計每股調整後的EPS爲10.15美元－10.45美元（市場共識爲9.93美元，之前的預測爲9.8美元－10.1美元）。
Also, Honeywell raised the outlook for segment margin to 23.8% to 24.1% (from 23% to 23.3%), with segment margin expansion of 30 to 60 basis points.
此外，霍尼韋爾將業務板塊利潤率的前景展望提高到23.8%至24.1%（相對於23%至23.3%），業務板塊利潤率將擴大30至60個點子。
The company continues to expect an operating cash flow of $6.7 billion-$7.1 billion and a free cash flow of $5.6 billion-$6.0 billion.
該公司仍然預計運營現金流爲67億美元－71億美元，自由現金流爲56億美元－60億美元。
Q2 FY24 Guidance: Honeywell increased outlook for sales to $9.3 billion to $9.6 billion (from $9.2 billion-$9.5 billion) vs. consensus of $9.34 billion and adjusted EPS to $2.35 to $2.45 (from $2.25 – $2.35) vs. the consensus of $2.32.
Q2 FY24指引：霍尼韋爾將銷售預期提高至93億美元至96億美元（相對於92億美元至95億美元），市場共識爲93.4億美元；預計調整後的EPS爲2.35美元至2.45美元（市場共識爲2.32美元），相對於之前的2.25美元－2.35美元。
The company now anticipates a segment margin of 22.7% to 23.1% (vs. 22% – 22.4% earlier).
該公司現在預計，業務板塊利潤率爲22.7%至23.1%（相對於22%－22.4%）。
Vimal Kapur, Chief Executive Officer, said, "As the world's security needs evolve from a focus on protecting people to protecting both people and critical assets, we see strong growth prospects for our Access Solutions acquisition."
首席執行官Vimal Kapur表示：“隨着世界安全需求從保護人員轉向同時保護人員和關鍵資產，我們看到我們的准入方案收購有強大的增長前景。”
"By building on our strong track record of delivering high-value building automation products, solutions, and services globally, this acquisition creates an exciting opportunity for us to achieve faster growth and further margin expansion, while generating better outcomes for our Building Automation customers."
“通過在全球範圍內基於我們交付高價值建築自動化產品、解決方案和服務的強大記錄之上，此次收購爲我們創造了一個令人興奮的機會，實現更快的增長和進一步的利潤率擴張，同時爲我們的建築自動化客戶帶來更好的結果。”
Honeywell held cash and equivalents of about $12 billion as of March-end.
截至三月底，霍尼韋爾持有約120億美元的現金及等價物。
Investors can gain exposure to the stock via Gabelli Commercial Aerospace And Defense ETF (NYSE:GCAD) and Invesco Aerospace & Defense ETF (PPA).
投資者可以通過Gabelli商業航空航天與國防etf（NYSE：GCAD）和景順航空航天與國防etf（PPA）獲得該股票的收益。
Price Action: HON shares are up 0.90% at $204.01 premarket at the last check Monday.
HON股票在盤前最後一次交易時上漲0.90%，報204.01美元。
Image from Shutterstock
來自Shutterstock的圖片
譯文內容由第三人軟體翻譯。