Honeywell International (NASDAQ:HON) Issues Quarterly Earnings Results

Honeywell International (NASDAQ:HON) released its quarterly earnings data on Thursday. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05, Briefing.com reports. Honeywell International had a return on equity of 38.11% and a net margin of 15.07%.The business had revenue of $10.07 billion for the quarter, compared to the consensus estimate of $9.60 billion. During the same quarter in the previous year, the company posted $2.47 EPS. The company’s revenue was up 6.4% compared to the same quarter last year.

Here are the key takeaways from Honeywell International’s conference call:

• Honeywell beat expectations in 4Q25 with orders up 23%, backlog above $37 billion and adjusted EPS of $2.59, driven by strong aerospace and building automation performance.
• 2026 guidance targets sales of $38.8B–$39.8B (3%–6% organic growth), adjusted EPS $10.35–$10.65 (up 6%–9%), segment margins of 22.7%–23.1%, and free cash flow of $5.3B–$5.6B, implying continued top‑ and bottom‑line expansion.
• Portfolio moves continue: Solstice has spun off, Honeywell plans an aerospace spin in Q3 2026 and intends to sell Productivity Solutions & Services and Warehouse & Workflow businesses in H1 2026, with Investor Days for aerospace and automation in June.
• Quantinuum raised ~$840M at a $10B pre‑money valuation and launched the Helios quantum computer, but Honeywell expects ~30 basis points of margin headwind in 2026 from incremental Quantinuum investments (~$100M YoY) while retaining long‑term upside.
• Process Automation showed strong long‑cycle order strength (LNG/refining backlog set to convert in H2 2026), but ESS catalyst shipments remain weak short‑term, creating mixed near‑term revenue dynamics.

Honeywell International Stock Up 4.9%

Honeywell International stock traded up $10.66 during mid-day trading on Thursday, reaching $227.30. 4,633,787 shares of the company were exchanged, compared to its average volume of 4,931,704. The company has a debt-to-equity ratio of 1.70, a quick ratio of 1.04 and a current ratio of 1.36. The firm has a market cap of $144.31 billion, a P/E ratio of 23.95, a PEG ratio of 2.62 and a beta of 0.95. The business has a fifty day moving average of $200.95 and a 200 day moving average of $208.99. Honeywell International has a 12-month low of $169.21 and a 12-month high of $228.04.

Honeywell International News Summary

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

• Positive Sentiment: Q4 beat on both adjusted EPS and revenue; adjusted EPS came in at $2.59 and adjusted sales/ revenue ~ $10.1B, above Street estimates — shows underlying demand strength. Read More.
• Positive Sentiment: Orders and backlog surged (orders up ~23% organically, backlog >$37B), driven by aerospace aftermarket/service demand — supports revenue visibility and future service revenue. Read More.
• Positive Sentiment: Company raised/issued 2026 outlook: 2026 adjusted EPS guide of $10.35–$10.65 (up ~6–9%), signaling management confidence in growth and margins. Read More.
• Positive Sentiment: Aerospace spin‑off timeline moved up to Q3 2026 with leadership for the separated businesses announced — a catalyst that could unlock shareholder value and re-rate the stock. Read More.
• Positive Sentiment: Unusual options activity: a noticeable increase in call buying (≈11,700 calls, ~39% above average), suggesting some traders are positioning for further upside after the print.
• Neutral Sentiment: CEO Vimal Kapur discussed results and AI impacts on CNBC; management commentary may shape near‑term sentiment but was generally supportive of the results. Read More.
• Neutral Sentiment: Analysts and forecasters had adjusted expectations ahead of the release; some price targets and models may be revised following the results (mixed analyst actions). Read More.
• Negative Sentiment: GAAP profit was reduced by charges tied to a recent settlement with Flexjet, which lowered reported net income for the quarter — a one‑time drag that investors should note when comparing GAAP vs. adjusted results. Read More.

Institutional Investors Weigh In On Honeywell International

A number of institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its stake in shares of Honeywell International by 9.1% in the fourth quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock worth $4,302,000 after purchasing an additional 1,582 shares during the last quarter. Acadian Asset Management LLC raised its position in Honeywell International by 145.7% during the 1st quarter. Acadian Asset Management LLC now owns 4,433 shares of the conglomerate’s stock worth $937,000 after buying an additional 2,629 shares during the last quarter. Schnieders Capital Management LLC. lifted its stake in Honeywell International by 18.3% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock valued at $1,844,000 after acquiring an additional 1,223 shares during the period. Nebula Research & Development LLC increased its stake in shares of Honeywell International by 3.1% in the second quarter. Nebula Research & Development LLC now owns 5,901 shares of the conglomerate’s stock worth $1,374,000 after acquiring an additional 176 shares during the period. Finally, Main Street Financial Solutions LLC raised its holdings in shares of Honeywell International by 4.4% during the second quarter. Main Street Financial Solutions LLC now owns 4,488 shares of the conglomerate’s stock worth $1,045,000 after purchasing an additional 188 shares during the last quarter. Institutional investors own 75.91% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on HON shares. Evercore ISI initiated coverage on shares of Honeywell International in a research note on Monday, December 15th. They set an “outperform” rating and a $255.00 price objective for the company. Rothschild & Co Redburn dropped their price target on shares of Honeywell International from $240.00 to $222.00 and set a “neutral” rating for the company in a research note on Monday, October 27th. The Goldman Sachs Group reduced their price objective on shares of Honeywell International from $245.00 to $236.00 and set a “buy” rating on the stock in a research report on Tuesday, December 16th. Robert W. Baird dropped their target price on Honeywell International from $250.00 to $220.00 and set a “neutral” rating for the company in a research report on Monday, October 13th. Finally, Bank of America reaffirmed an “underperform” rating and set a $205.00 target price (down previously from $265.00) on shares of Honeywell International in a research note on Tuesday, November 18th. Eleven research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Honeywell International presently has a consensus rating of “Moderate Buy” and a consensus target price of $237.67.

About Honeywell International

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.