Says order growth accelerated across all segments. Says new record backlog of $39.1B, up 11% excluding the impact of acquisitions. Says Honeywell (HON) Aerospace leadership and headquarters announcement expected before year-end. Says tariff framework unchanged with balanced approach to mitigation efforts fully offsetting costs in three of four segments. Sees FY25 segment margin 22.9%-23%. Says will be “opportunistic” in deploying capital. Comments taken from Q3 earnings conference call.
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