Honeywell International Inc (BUE:HON)

ARS 28473 170.5 (0.6%) Market Cap: 118.87 Til Enterprise Value: 130.61 Til PE Ratio: 23.87 PB Ratio: 8.15 GF Score: 57/100

Honeywell International Inc at Morgan Stanley Laguna Conference Transcript

Sep 12, 2019 / 02:35PM GMT

Release Date Price: ARS477.9

Transcript

Joshua Charles Pokrzywinski

Morgan Stanley, Research Division - Equity Analyst

All right. We'll get started up again. With me on the stage, we have Greg Lewis, CFO of Honeywell. Greg, thanks for joining us. Understand you have a few slides you want to go through first, so I'll leave you to it.

Gregory Peter Lewis

Honeywell International Inc. - Senior VP & CFO

Happy to be here. Thank you, and good morning, everyone. Just really quickly, I've got maybe 3 slides here to talk about. Just from a backdrop perspective, I think folks know we've had a fairly good first half of the year in terms of our performance so far, 7% organic growth; 50 basis points of margin expansion when you exclude the impact of the spins; double-digit software growth with our Connected Enterprise, which is one of our key initiatives that we have going on; and we've deployed about $2.7 billion, almost $3 billion to our share repurchase program, as we've said. So we've gotten off to a very good start. We talked about throughout the first half of the year the clouds and the macros, which

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