This Research Note examines the development of the Forge platform driving Honeywell Technologies growth in recurring software and services. We also assess the Forge installed base of connected buildings and assets in comparison to their peers. This article is based on commentary and data disclosed during their June 2026 Investor Day, their Q2 earnings call on 23rd July 2026 and in a Honeywell Technologies at a Glance Investor presentation published in August 2026. This Research Note complements our June 2026 evaluation of the Building Automation Investor Day Presentation. Honeywell Technologies Forge Platform Forge is a hardware-agnostic, open-architecture platform designed to provide scalable, customizable, Al-enabled solutions across buildings, process plant and industrial facilities. It is described as the primary mechanism for delivering physical AI to customers, with software growth serving as a metric for the industrial transition towards autonomous buildings and plants. AI-based software sold through Honeywell’s Forge platform is expected to grow to $1.1 billion […]
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