Honeywell
IMI’s €63m Deal Targets Underserved Mid-Sized Buildings
October 8th, 2026Cisco Smart Buildings: The Forgotten Deal Still Relevant in 2026
September 18th, 2026
Honeywell Technologies Forge Targets 9M Connected Assets by 2028
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 […]
Azure Access Acquired by dormakaba to Strengthen US Strategy 2026
This Research Note examines dormakaba’s August 2026 acquisition of US firms, Azure Access and Apollo Security. We assess the strategic rationale of the deal and explore the group’s North American growth strategy and business model change for access control products in the USA. This article updates our previous September 2025 article on dormakaba’s North American […]
8 Incumbents Betting Big on Smart Building Startups in 2026
In the first half of 2026, 23% of strategic investments in smart building startups involved a major industry player, participating either as sole investor or as part of a funding round. The incumbents are no longer observing the startup ecosystem from a safe distance. They are actively shaping it. Our new report, Startups in Smart […]
Honeywell Technologies Sees Strong M&A Upside After 2026 Spin-Off
This Research Note examines the Building Automation business of Honeywell Technologies presented at their Investor Day on 11th June 2026. This article updates our previous commentary on Honeywell’s automation spinoff in October 2025 and their 2025 results in February 2026. Honeywell Technologies Simplified the portfolio into a pure-play automation leader, spinning off Aerospace and Advanced […]
AI in Smart Buildings 2026: 5 Key Trends Reshaping the Competitive Landscape
The competitive landscape for AI in smart buildings is shifting faster than many expected, and not always in the predicted directions. Our latest research, Competitive Landscape for AI in Commercial Buildings 2026, maps 454 companies across 12 domains and 69 individual use cases, delivering the most granular picture yet of who is building what, who […]
Johnson Controls Eyes $4.5B Security Sale: 3 Potential Buyers Analyzed
Johnson Controls is working with advisers to gauge buyer appetite for its Access Control and Intrusion Detection units, with a combined price tag potentially reaching $4.5 billion, according to a Bloomberg report. The company is exploring selling the units separately or together, though deliberations remain at an early stage and retaining one or both is […]
Honeywell Building Automation: 13% Revenue Growth in FY2025
This research note examines the FY 2025 results and 2026 outlook for the Honeywell Building Automation (BA) segment, highlighting sales growth and statements by the CEO on the business. We also comment on the results and the proposed Honeywell Automation spinoff, expected to be completed in Q3 2026. Honeywell Building Automation Segment Profile The Building […]
Access Control 2025: The Backbone of Smart Building Digital Identity?
Physical access control systems (PACS) are becoming an authoritative source for occupancy data, workplace analytics, and real-time building orchestration. At the same time, a strategic contest is emerging between traditional security vendors and the new wave of workplace, IoT, and enterprise platforms, all competing to “own” the identity graph that increasingly determines how buildings operate, […]
