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

Honeywell International (NASDAQ:HON) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 8.400-8.450 for the period, compared to the consensus earnings per share estimate of 8.290. The company issued revenue guidance of $20.0 billion-$20.1 billion, compared to the consensus revenue estimate of $20.2 billion. Honeywell International also updated its Q4 2026 guidance to 2.420-2.470 EPS.

Wall Street Analyst Weigh In

A number of brokerages recently commented on HON. Weiss Ratings cut Honeywell International from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, September 25th. Jefferies Financial Group started coverage on Honeywell International in a research note on Monday, August 17th. They issued a “hold” rating and a $255.00 target price on the stock. Wolfe Research upgraded Honeywell International to a “hold” rating in a report on Monday, June 29th. Royal Bank Of Canada decreased their target price on Honeywell International from $293.00 to $270.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. Finally, Wells Fargo & Company initiated coverage on Honeywell International in a research note on Friday, September 25th. They issued an “equal weight” rating and a $231.00 price target for the company. Thirteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $249.60.

Honeywell International Trading Down 2.1%

HON stock traded down $4.56 during midday trading on Friday, hitting $213.75. 339,173 shares of the company’s stock were exchanged, compared to its average volume of 3,850,407. Honeywell International has a one year low of $196.59 and a one year high of $261.24. The company has a debt-to-equity ratio of 1.39, a quick ratio of 0.93 and a current ratio of 1.21. The company has a market cap of $67.74 billion, a PE ratio of 8.26, a price-to-earnings-growth ratio of 1.60 and a beta of 0.86. The stock’s fifty day moving average price is $212.07 and its 200-day moving average price is $221.91.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, October 22nd. The conglomerate reported $2.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.17 by $0.10. Honeywell International had a return on equity of 34.00% and a net margin of 23.90%. The company had revenue of $4.99 billion during the quarter, compared to the consensus estimate of $5.01 billion. During the same period in the prior year, the company earned $2.82 earnings per share. The company’s revenue for the quarter was up 1.3% compared to the same quarter last year. Research analysts predict that Honeywell International will post 8.27 earnings per share for the current fiscal year.

Honeywell International Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Investors of record on Friday, November 13th will be paid a $0.70 dividend. The ex-dividend date of this dividend is Friday, November 13th. This represents a $2.80 dividend on an annualized basis and a yield of 1.3%. Honeywell International’s dividend payout ratio is presently 27.60%.

Insider Transactions at Honeywell International

In other Honeywell International news, CEO Kenneth West sold 17,032 shares of the stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $243.77, for a total transaction of $4,151,890.64. Following the completion of the transaction, the chief executive officer owned 2,132 shares in the company, valued at approximately $519,717.64. This represents a 88.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.15% of the company’s stock.

More Honeywell International News

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

• Positive Sentiment: Q3 earnings beat and outlook increase: Honeywell reported adjusted earnings of $2.27 per share, above the $2.17 consensus estimate. Although revenue of approximately $5.0 billion was slightly below expectations, management raised its 2026 projections for sales, earnings and cash flow. HON Q3 Earnings Beat on Automation Strength, Outlook Raised
• Positive Sentiment: Automation and data-center demand support growth: Organic sales growth reportedly reached 7%, driven by automation demand, energy projects and data-center activity. These trends reinforce the investment case for Honeywell’s more focused industrial platform and helped fuel optimism on the earnings call. Honeywell Q3 2026 Earnings Call Transcript
• Positive Sentiment: AI expansion adds a longer-term growth opportunity: Honeywell discussed its Forge Cognition AI platform, “physical AI” applications and partnerships with Nvidia, Dell and Google. The company is also expanding AI-based complaint processing for life-sciences customers, potentially supporting software and services growth. Honeywell Technologies expands AI complaint processing for life sciences
• Neutral Sentiment: Cybersecurity remains a key execution risk: CEO Vimal Kapur highlighted growing cyber vulnerabilities created by AI tools and risks to industrial infrastructure. Strong cybersecurity execution could protect Honeywell’s industrial-AI opportunity, but new threats may increase costs and operational risk. Cyber Vulnerability: Honeywell CEO Warns about growing AI security challenge
• Negative Sentiment: Revenue miss and analyst caution temper the results: Quarterly revenue of $4.99 billion slightly missed the $5.01 billion consensus, while EPS declined from the year-ago period. Mizuho also lowered its price target to $255, suggesting some valuation or execution caution despite the raised guidance. Mizuho cuts target for Honeywell stock

Honeywell International Company Profile

Honeywell International Inc is a diversified industrial technology company that develops products and systems for the aerospace, building automation, energy and industrial sectors. Its offerings include aircraft engines and avionics, industrial automation and control systems, building management technologies, fire and security products, personal protective equipment, and specialty materials and chemicals.

The company serves commercial aerospace, defense, airlines, building owners, manufacturers, energy producers and other industrial customers.