Honeywell International (NASDAQ:HON) Updates Q4 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) issued an update on its fourth quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.280-2.430 for the period, compared to the consensus estimate of 5.790. The company issued revenue guidance of $5.0 billion-$5.1 billion. Honeywell International also updated its Q3 2026 guidance to 2.050-2.200 EPS.

Honeywell International Price Performance

HON opened at $246.27 on Friday. The firm has a market cap of $78.03 billion, a price-to-earnings ratio of 17.44, a price-to-earnings-growth ratio of 5.25 and a beta of 0.90. The company’s 50-day moving average price is $225.55 and its 200 day moving average price is $226.50. Honeywell International has a fifty-two week low of $196.59 and a fifty-two week high of $261.24. The company has a quick ratio of 1.10, a current ratio of 1.39 and a debt-to-equity ratio of 1.98.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings data on Thursday, July 23rd. The conglomerate reported $1.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.80 by $0.15. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The business had revenue of $9.72 billion during the quarter, compared to the consensus estimate of $5.02 billion. During the same period in the previous year, the firm posted $1.77 earnings per share. The business’s revenue was up 3.4% on a year-over-year basis. 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. As a group, sell-side analysts expect that Honeywell International will post 8.2 earnings per share for the current year.

Honeywell International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Friday, May 15th were issued a dividend of $1.19 per share. The ex-dividend date was Friday, May 15th. This represents a $4.76 dividend on an annualized basis and a dividend yield of 1.9%. Honeywell International’s payout ratio is currently 67.42%.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. Deutsche Bank Aktiengesellschaft raised their target price on Honeywell International from $250.00 to $263.00 and gave the stock a “buy” rating in a research report on Tuesday, June 30th. Morgan Stanley reduced their price objective on shares of Honeywell International from $490.00 to $245.00 and set an “equal weight” rating for the company in a research note on Tuesday, July 14th. JPMorgan Chase & Co. lowered their price target on Honeywell International from $260.00 to $250.00 and set an “overweight” rating on the stock in a report on Tuesday, July 7th. Barclays dropped their price objective on Honeywell International from $251.00 to $239.00 and set an “overweight” rating on the stock in a research note on Wednesday, June 10th. Finally, TD Cowen cut their target price on shares of Honeywell International from $240.00 to $230.00 and set a “buy” rating for the company in a research note on Friday, April 24th. Thirteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Honeywell International currently has a consensus rating of “Hold” and an average target price of $257.79.

Honeywell International News Summary

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

• Positive Sentiment: Honeywell beat Q2 expectations with adjusted EPS of $1.95 versus $1.80 estimated, and revenue of $9.72 billion topped forecasts. Management also highlighted 4% organic sales growth, a 16% surge in orders, and a 9% year-over-year increase in backlog, signaling healthy demand. Honeywell Technologies Reports Second Quarter Results
• Positive Sentiment: The company raised its outlook, with executives citing stronger margins and continued momentum in automation and building technologies. Investors are seeing this as evidence that the post-breakup Honeywell can still grow and expand profitability. Honeywell Lifts Outlook on Strong Orders and Margins
• Neutral Sentiment: This was Honeywell’s first earnings report after separating its aerospace business, so some of the stock reaction reflects investors re-rating the remaining automation-focused company and reassessing the new segment mix. Honeywell Technologies profit rises in first post-breakup results
• Negative Sentiment: Despite the strong quarter, the stock may face some pressure because third-quarter and fourth-quarter EPS and revenue guidance were below consensus, which could temper enthusiasm about the pace of growth ahead. HON Q2 Earnings Beat on Automation Growth, Outlook Raised

Institutional Trading of Honeywell International

Large investors have recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in Honeywell International by 9.1% during the 4th quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock valued at $4,302,000 after purchasing an additional 1,582 shares in the last quarter. Schnieders Capital Management LLC. boosted its stake in Honeywell International by 18.3% in the second quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock worth $1,844,000 after purchasing an additional 1,223 shares in the last quarter. Safe Harbor Fiduciary LLC bought a new stake in shares of Honeywell International during the fourth quarter worth $55,000. Wilkerson Advisory Group LLC bought a new stake in shares of Honeywell International during the fourth quarter worth $59,000. Finally, Alvarez & Marsal Private Wealth Partners LLC acquired a new stake in shares of Honeywell International in the fourth quarter valued at $81,000. 75.91% of the stock is 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.