About this episode

Vimal Kapur discusses Honeywell Technologies' transformation and strategy in industrial AI.

Honeywell Technologies Chairman and CEO Vimal Kapur joined John Waldron to discuss the organization's transformation into a more focused automation company and its strategy to unlock growth through innovation, disciplined M&A and portfolio simplification. The conversation also explored the company's focus on physical AI's transformative potential, the importance of human-led decision-making in industrial settings, and how Honeywell Technologies is helping address complex challenges that shape daily life. This episode was recorded on April 13, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any…

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