A small miss on sales taking shares of Honeywell down this morning despite

aerospace profits up 20%. If it's aerospace, it's got to be Morgan

and she joins us now with Honeywell CEO of Vermont up for Morgan.

All right, thanks, Melissa.

And Vimal, it's great to speak with you.

This is the first earnings with you at the helm

as CEO, since she took over in the beginning of June.

I do want to jump right into the results specifically and that is the fact that you

raise the lower end of guidance for the full year both for sales and earnings but

it's really the current quarter and expectations there that analysts are pointing to and

saying it is putting the stock under pressure what are you seeing in real time

across your portfolio across end markets across the world right now?

So I would start with saying we printed pretty good results for for Q2. We were an upper end of

our guidance for EPS at 2.23. Our upper end of guide was 2.25. Very strong cash flow, free cash flow up 34%.

Our backlog is up 5% and we raise our guide for full year.

So we are pretty pleased with the results.

Looking ahead, I would say, we feel pretty good about 23

and look ahead for 24.

Our end markets are pretty strong, aerospace and energy.

And there's no reason we are going to perform pretty well

for us to the year and the times to come.

So what does that mean in terms of the macroeconomic landscape right now?

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