LEADERSHIP WEBCAST SERIES
HBT: BUILDING A MORE SUSTAINABLE FUTURE
DOUG WRIGHT
PRESIDENT AND CEO OF HONEYWELL BUILDING TECHNOLOGIES
MIKE STEPNIAK
VICE PRESIDENT AND CFO OF HONEYWELL BUILDING TECHNOLOGIES
June 16, 2022
Forward Looking Statements
This presentation contains certain statements that may be deemed "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934. All
statements, other than statements of historical fact, that address activities, events or developments that we or our management intends, expects, projects, believes or anticipates will or may occur in the future are forward looking statements. Such statements are based upon certain assumptions and assessments made by our management in light of their experience and their perception of historical trends, current economic and industry conditions, expected future developments and other factors they believe to be appropriate. The forward-looking statements included in this presentation are also subject to a number of material risks and uncertainties, including but not limited to economic, competitive, governmental, technological, COVID-19 public health factors or impacts of the Russia-Ukraine conflict affecting our operations, markets, products, services and prices. Such forward-looking statements are not guarantees of future performance, and actual results, and other developments, including the potential impact of the COVID-19 pandemic, the Russia-Ukraine conflict, and business decisions may differ from those envisaged by such forward-looking statements. Any forward-looking plans described herein are not final and may be modified or abandoned at any time.
We identify the principal risks and uncertainties that affect or performance in our Form 10-K and other filings with the Securities and Exchange Commission.
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SUSTAINABLE BUILDING TECHNOLOGIES VIDEO
Honeywell Building Technologies Video
HBT INVESTOR DAY KEY MESSAGES
Strong Alignment With Secular Macro Tailwinds
- Building automation is a large, fragmented and growing market
- Sustained market recovery on strong macros such as healthy buildings, climate change, energy savings and regulation
- Strong global position with leading brands; >60% of revenue outside US
- Sustainability reflected in all our solutions
Differentiated Portfolio
With Upside From Digital
and Sustainability
- Best in class controls portfolio powered by Honeywell Forge enables new outcomes
- Domain expertise in buildings systems and verticals create differentiated offerings enabling superior value capture
- Emerging sustainability codes create need for authenticated building performance data
Attractive Long-Term Growth and Margins
- Portfolio shift towards software / digital services raises margins
- New offerings and RMR based business models
- Increasing adoption of Honeywell Forge and AI / ML use cases
- Industry leading margins (1.5x peer average)
Solving the Dual Challenges of Healthy Buildings and Decarbonization
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SHAPING A MORE SUSTAINABLE FUTURE
PLATFORMS AND ECOSYSTEM TO LEAD THE PATH TO SUSTAINABLE BUILDINGS
Building Systems and Services
✓ Building
Management
Systems
✓ On-Site
Renewables
✓ Electrification |
EV Charging
SINGLE DOMAIN EXPERTISE
Honeywell Ecosystem | Equipment | Projects | Services
Automation and Digitalization
✓ Service
Digitalization
✓ Data
Integration
✓ Supervisory
Controls
INTELLIGENT CONTROLS
Honeywell Controls and Tridium
Sustainability Outcomes
✓ Occupant
Well-Being
✓ Energy
Optimization
✓ Decarbonization
✓ LEED1
Certification
MULTI-DOMAIN OUTCOMES
Outcomes Powered by Honeywell Forge
~$1.5B services business | ~$1.2B controls and software business | ~$1B sustainability business in 3 - 5 years |
with MSD growth | with HSD growth | with 20%+ growth |
1Leadership in Energy and Environmental Design. |
Software and Automation Capabilities Enabling ~$1B Sustainability Business
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Honeywell International Inc. published this content on 16 June 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 16 June 2022 13:22:01 UTC.