Honeywell International (NASDAQ:HON) Issues FY 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) updated its FY 2026 earnings guidance on Saturday. The company provided EPS guidance of 8.050-8.350 for the period, compared to the consensus EPS estimate of 10.780. The company issued revenue guidance of $19.8 billion-$20.0 billion, compared to the consensus revenue estimate of $24.1 billion.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Wolfe Research upgraded shares of Honeywell International to a “hold” rating in a research note on Monday, June 29th. Deutsche Bank Aktiengesellschaft boosted their price target on Honeywell International from $250.00 to $263.00 and gave the stock a “buy” rating in a research report on Tuesday, June 30th. Weiss Ratings cut Honeywell International from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, June 29th. Sanford C. Bernstein started coverage on Honeywell International in a research note on Wednesday, June 10th. They set a “market perform” rating and a $233.00 target price for the company. Finally, Rothschild & Co Redburn decreased their target price on Honeywell International from $235.00 to $225.00 and set a “neutral” rating on the stock in a report on Thursday, May 21st. Thirteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Honeywell International currently has an average rating of “Hold” and a consensus target price of $254.25.

Honeywell International Stock Performance

NASDAQ:HON opened at $243.05 on Friday. The stock has a market cap of $77.03 billion, a P/E ratio of 9.40, a PEG ratio of 5.42 and a beta of 0.90. The stock has a 50 day simple moving average of $228.46 and a 200 day simple moving average of $228.02. The company has a current ratio of 1.21, a quick ratio of 0.93 and a debt-to-equity ratio of 1.39. Honeywell International has a 1-year low of $196.59 and a 1-year high of $261.24.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings data on Thursday, July 23rd. The conglomerate reported $1.95 EPS for the quarter, beating analysts’ consensus estimates of $1.80 by $0.15. The firm had revenue of $9.72 billion for the quarter, compared to analyst estimates of $5.03 billion. Honeywell International had a return on equity of 34.00% and a net margin of 23.90%.The company’s revenue for the quarter was up 3.4% on a year-over-year basis. During the same period in the prior year, the firm posted $1.77 EPS. Honeywell International has set its Q3 2026 guidance at 2.050-2.200 EPS and its Q4 2026 guidance at 2.280-2.430 EPS. Research analysts anticipate that Honeywell International will post 8.25 earnings per share for the current year.

Honeywell International Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 14th will be given a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Friday, August 14th. Honeywell International’s dividend payout ratio (DPR) is currently 36.80%.

Insiders Place Their Bets

In other Honeywell International news, CEO Kenneth J. West sold 17,032 shares of Honeywell International stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $243.77, for a total value of $4,151,890.64. Following the completion of the sale, the chief executive officer owned 2,132 shares in the company, valued at $519,717.64. The trade was a 88.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.15% of the stock is owned by company insiders.

Key Stories Impacting Honeywell International

Here are the key news stories impacting Honeywell International this week:

• Positive Sentiment: Honeywell reported second-quarter revenue of approximately $9.72 billion and earnings of $1.95 per share, exceeding the $1.80 analyst consensus. Broad-based order growth and improved visibility into second-half demand support confidence in the company’s post-separation automation strategy. Honeywell Q2 2026 earnings and dividend
• Positive Sentiment: J.P. Morgan issued a Buy rating for HON, while Bank of America upgraded the stock to Neutral and raised its price target to $265, citing stronger execution, order growth and better 2026 guidance. The analyst actions reinforce the improved outlook, although the consensus rating remains Hold. J.P. Morgan Buy rating
• Positive Sentiment: Honeywell declared a quarterly dividend of $0.70 per share, payable September 4, providing continued shareholder income and signaling confidence in cash generation. Honeywell dividend announcement
• Neutral Sentiment: Honeywell Technologies plans to present at Deutsche Bank’s Industrials Conference on August 11. The event could provide additional details on demand, guidance and the standalone automation business, but no new financial information was announced. Honeywell investor conference announcement
• Negative Sentiment: CEO Kenneth West sold 17,032 shares worth about $4.15 million, reducing his direct holdings by nearly 89%. The sale may weigh on sentiment, although it could reflect personal financial planning rather than a view on HON’s operating prospects. Honeywell CEO insider sale filing

Institutional Investors Weigh In On Honeywell International

Several institutional investors have recently made changes to their positions in HON. Beacon Financial Advisory LLC grew its position in Honeywell International by 3.2% during the fourth quarter. Beacon Financial Advisory LLC now owns 1,753 shares of the conglomerate’s stock worth $342,000 after buying an additional 54 shares in the last quarter. WPWealth LLP raised its holdings in Honeywell International by 2.3% in the 4th quarter. WPWealth LLP now owns 2,444 shares of the conglomerate’s stock valued at $477,000 after acquiring an additional 56 shares in the last quarter. Blue Chip Partners LLC raised its holdings in Honeywell International by 4.6% in the 2nd quarter. Blue Chip Partners LLC now owns 1,384 shares of the conglomerate’s stock valued at $322,000 after acquiring an additional 61 shares in the last quarter. CYBER HORNET ETFs LLC lifted its position in shares of Honeywell International by 4.0% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,757 shares of the conglomerate’s stock valued at $370,000 after acquiring an additional 68 shares during the period. Finally, Invenio Wealth Partners LLC grew its holdings in shares of Honeywell International by 3.8% during the 3rd quarter. Invenio Wealth Partners LLC now owns 1,917 shares of the conglomerate’s stock worth $404,000 after purchasing an additional 70 shares in the last quarter. 75.91% of the stock is currently owned by institutional investors.

Honeywell International Company Profile

Honeywell International Inc is a diversified, publicly traded multinational conglomerate (NASDAQ: HON) that designs and manufactures a wide range of commercial and consumer products, engineering services and aerospace systems. The company operates through major business platforms that historically include Aerospace; Building Technologies; Performance Materials and Technologies; and Safety and Productivity Solutions. Its portfolio spans avionics and propulsion systems, building controls and HVAC equipment, process technologies and advanced materials, industrial automation software, and personal protective equipment and scanning solutions.

Honeywell’s aerospace business supplies aircraft manufacturers and operators with engines and auxiliary power units, avionics, flight safety systems and aftermarket services.