He is explaining how he has reignited growth of an old fashioned industrial giant.
4 replies (most recent on top)
If you ask ChatGPT. Here are you answers"/ Well. only if you are smart enough to read all below.
It is not a complete lie, but the “AI and automation reignited growth” claim is materially misleading unless Kapur separates the two.
“Automation” is mostly true
Honeywell now really is an automation-focused company. But “automation” includes many long-established businesses: fire controls, building systems, process controls, sensors, LNG projects, utility equipment and services. Those products existed decades before today’s AI bo-m.
The latest quarter shows that the strongest growth came from fairly traditional sources:
Building Automation organic sales rose 9%, driven by fire products, services, data centers and hospitality.
Industrial Automation rose 4%, driven by utility projects, warehouse backlog, sensing and industrial measurement.
Process Automation & Technology fell 1% organically; strength came from LNG and conventional automation projects, while catalyst and aftermarket sales declined.
Therefore, saying “automation growth has improved” is defensible. Calling all of it an AI success is not.
Honeywell’s AI products are real—but their financial contribution is unproven
Honeywell has launched genuine AI-enabled products, including the Experion Operations Assistant and Experion Cognition for industrial control rooms. These are real offerings, not invented PowerPoint concepts.
But Honeywell’s latest earnings disclosure does not identify:
AI-generated revenue;
AI bookings or backlog;
AI’s contribution to organic growth;
headcount savings specifically caused by AI;
internal productivity dollars produced by AI.
Instead, Honeywell explains margin improvement through volume, pricing and “productivity.” The Q1 filing disclosed 562 eliminated positions—primarily in Process Automation & Technology and corporate functions—and described them only as productivity and functional-transformation actions, not AI substitutions.
My verdict
“Honeywell is an automation company” — true.
“Automation markets are producing growth” — substantially true.
“AI has reignited Honeywell’s present financial growth” — not demonstrated.
“AI explains the layoffs and productivity gains” — unsupported by disclosed evidence.
The marketing trick is combining AI and automation into one phrase. Traditional controls, fire products, LNG projects and services produce the current revenue; AI supplies the exciting future narrative.
So I would not accuse Kapur of a provable factual lie. I would call it strategic conflation:
Honeywell has real AI technology, but management is borrowing AI’s excitement to describe growth that currently appears to come mainly from ordinary automation demand, pricing, backlog conversion and workforce restructuring.
Well. the indian learned how to please his white DD then he hired all his fellow indians and mexicans to turn this company to a lie machine. White DD put their retirement money to think they are safe for good. Guess not. you all go to H
the Indian puppet has nothing else to say than what you already know. Go AI and bullish automation when he sneakily banked the dirty oil and gas money from UOP. what a sad society and fxxx you all.
Oh he has? This is news indeed!