Honeywell International Inc at Morgan Stanley Laguna Conference Transcript
All right. We'll get started up again. With me on the stage, we have Greg Lewis, CFO of Honeywell. Greg, thanks for joining us. Understand you have a few slides you want to go through first, so I'll leave you to it.
Happy to be here. Thank you, and good morning, everyone. Just really quickly, I've got maybe 3 slides here to talk about. Just from a backdrop perspective, I think folks know we've had a fairly good first half of the year in terms of our performance so far, 7% organic growth; 50 basis points of margin expansion when you exclude the impact of the spins; double-digit software growth with our Connected Enterprise, which is one of our key initiatives that we have going on; and we've deployed about $2.7 billion, almost $3 billion to our share repurchase program, as we've said. So we've gotten off to a very good start. We talked about throughout the first half of the year the clouds and the macros, which
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