Honeywell adds Marc Steinberg to board amid company transformation

Published 28/05/2025, 12:06
© Reuters.

CHARLOTTE, N.C. - Honeywell (NASDAQ: HON), a prominent industrial conglomerate with a market capitalization of $145.54 billion, announced the appointment of Marc Steinberg, a Partner at Elliott Investment Management, as an independent Director and Audit Committee member, effective May 31, 2025. According to InvestingPro data, the company maintains a strong financial health score and has consistently paid dividends for 41 consecutive years. Steinberg brings a wealth of financial expertise to Honeywell’s Board, having been involved in various aspects of corporate finance and investment across multiple industries.

Steinberg’s career includes a tenure at Centerview Partners before his current role at Elliott, where he has been influential in equity investments since 2015. His appointment is expected to enhance the board’s collective knowledge, especially as Honeywell prepares to execute a significant organizational change, splitting into three independent companies. With annual revenue of $39.22 billion and a P/E ratio of 25.84, Honeywell’s strategic decisions are closely monitored by investors and analysts alike.

Honeywell’s Chairman and CEO Vimal Kapur expressed enthusiasm for the perspectives Steinberg will bring to the board, acknowledging the constructive insights he has already provided. Steinberg himself noted the importance of Honeywell in the industrial sector and expressed eagerness to contribute to the company’s potential and value creation for shareholders.

In addition to his new role at Honeywell, Steinberg serves on the boards of Etsy, Inc., Pinterest, Inc., Syneos Health, and Nielsen Holdings, plc. His academic credentials include an A.B. from Harvard College, where he graduated magna cum laude and was inducted into Phi Beta Kappa.

Honeywell, a company known for its diverse industrial services and solutions, is aligning its business with key megatrends such as automation, aviation’s future, and energy transition. The company’s operational system, Honeywell Accelerator, and IoT platform, Honeywell Forge, are central to its strategy for addressing complex global challenges.

This move comes as Honeywell continues to navigate a dynamic industrial landscape, aiming to position itself for operational improvements and heightened value creation. The information regarding Steinberg’s appointment is based on a press release statement from Honeywell. For deeper insights into Honeywell’s financial health and future prospects, investors can access comprehensive analysis and 10+ additional ProTips through InvestingPro’s detailed research reports, which provide expert analysis on over 1,400 top US stocks.

In other recent news, Honeywell International has successfully completed the sale of its Personal Protective Equipment (PPE) division to Protective Industrial Products, Inc. for $1.325 billion in cash. This move is part of Honeywell’s strategy to streamline its portfolio and focus on core business areas. Additionally, Honeywell is nearing the finalization of a significant acquisition, with plans to purchase Johnson Matthey’s catalyst technologies division for approximately £1.8 billion ($2.56 billion). This acquisition aims to enhance Honeywell’s capabilities in chemical manufacturing processes and will be integrated into its automation division.

Oppenheimer has maintained its Perform rating on Honeywell, noting the company’s strategic efforts in optimizing its business model, particularly in Aerospace and Industrial Automation. Honeywell’s Aerospace division is employing a growth strategy that focuses on aftermarket offerings, which are anticipated to support a double-digit growth rate. In corporate governance developments, Honeywell plans to appoint Marc Steinberg from Elliott Investment Management to its board, as part of its upcoming division into three separate entities.

The recent shareholder meeting resulted in the election of all nominated directors and approval of executive compensation. Shareholders also endorsed the appointment of Deloitte & Touche LLP as independent accountants for the fiscal year 2025. Honeywell’s strategic initiatives, including divestitures and acquisitions, indicate a focused effort on aligning its operations with key global trends and ensuring sustainable growth across its business segments.

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