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 10.350-10.650 for the period, compared to the consensus EPS estimate of 10.380. The company issued revenue guidance of $38.8 billion-$39.8 billion, compared to the consensus revenue estimate of $39.6 billion. Honeywell International also updated its Q1 2026 guidance to 2.250-2.350 EPS.

Analyst Ratings Changes

Several brokerages recently commented on HON. DZ Bank reduced their price target on shares of Honeywell International from $248.00 to $237.00 in a research report on Tuesday, December 23rd. Jefferies Financial Group cut their target price on shares of Honeywell International from $230.00 to $220.00 in a research note on Monday, November 3rd. The Goldman Sachs Group decreased their target price on Honeywell International from $245.00 to $236.00 and set a “buy” rating for the company in a research report on Tuesday, December 16th. Vertical Research downgraded Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 price target on the stock. in a report on Monday, January 5th. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on Honeywell International from $265.00 to $264.00 and set a “buy” rating for the company in a research note on Monday, December 8th. Eleven analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $237.67.

Honeywell International Trading Up 4.9%

Shares of NASDAQ HON opened at $227.24 on Friday. The stock has a market cap of $144.27 billion, a price-to-earnings ratio of 23.95, a PEG ratio of 2.57 and a beta of 0.95. The business has a 50 day simple moving average of $201.73 and a 200 day simple moving average of $209.12. The company has a debt-to-equity ratio of 1.70, a quick ratio of 1.04 and a current ratio of 1.36. Honeywell International has a 52 week low of $169.21 and a 52 week high of $228.04.

Honeywell International (NASDAQ:HON) last released its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. The business had revenue of $10.07 billion for the quarter, compared to the consensus estimate of $9.60 billion. Honeywell International had a net margin of 15.07% and a return on equity of 38.11%. Honeywell International’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter last year, the firm earned $2.47 EPS. On average, research analysts predict that Honeywell International will post 10.34 earnings per share for the current fiscal year.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Q4 results beat consensus — adjusted EPS $2.59 and adjusted sales ~$10.1B, with orders up ~23% organically and backlog topping $37B; these beats support the stock given durable aerospace aftermarket demand and margin strength. PR Newswire: Q4 Results & 2026 Outlook
• Positive Sentiment: Management moved up the aerospace spin‑off to Q3 2026 and announced leadership for the separated businesses — the quicker timeline can unlock value and is a structural positive for the stock. WSJ: Spin-Off Sooner Than Expected
• Positive Sentiment: Street tone improved after the results — CNBC/Cramer highlighted Honeywell’s momentum and JPMorgan turned more constructive on 2026 outlook, supporting continued investor interest. CNBC: Cramer on Honeywell MSN: JPMorgan Turns More Constructive
• Positive Sentiment: Unusually large call buying was observed (11,704 calls), a short‑term bullish indicator signaling trader confidence after the print.
• Neutral Sentiment: Management issued FY 2026 EPS guidance of $10.35–$10.65 (street ~10.38 consensus) and revenue guidance of $38.8B–$39.8B (consensus ~$39.6B); the EPS range is essentially in line, but the revenue midpoint (~$39.3B) is slightly below consensus — a mixed read for full‑year expectations.
• Negative Sentiment: Q1 2026 guidance came in light: EPS $2.25–$2.35 vs. consensus $2.39 and revenue $9.1B–$9.4B vs. $9.4B consensus — this near‑term miss is the primary driver of downward pressure on the stock today as it raises short‑term growth concerns.
• Negative Sentiment: GAAP profit was hurt by charges related to a settlement with Flexjet, which reduced reported profit despite strong adjusted results; such one‑offs can temper sentiment until clarity on recurring earnings. Reuters: Revenue Rises; Settlement Impact
• Neutral Sentiment: Investors can review the Q4 earnings call transcript and presentation for more on margin drivers, orders, spin‑off cadence and capital allocation — useful for assessing whether the guidance gap is temporary. Seeking Alpha: Q4 Earnings Call Transcript

Hedge Funds Weigh In On Honeywell International

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. JPL Wealth Management LLC acquired a new stake in Honeywell International during the third quarter worth about $31,000. Strive Asset Management LLC bought a new stake in shares of Honeywell International in the 3rd quarter worth approximately $33,000. Triumph Capital Management bought a new stake in shares of Honeywell International in the 3rd quarter worth approximately $38,000. Wiser Advisor Group LLC acquired a new stake in shares of Honeywell International during the 3rd quarter worth approximately $59,000. Finally, Measured Wealth Private Client Group LLC bought a new stake in shares of Honeywell International during the third quarter valued at approximately $168,000. Institutional investors and hedge funds own 75.91% of the company’s stock.

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.