Honeywell International (NASDAQ:HON) Releases Q1 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) issued an update on its first quarter 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 2.250-2.350 for the period, compared to the consensus earnings per share estimate of 2.390. The company issued revenue guidance of $9.1 billion-$9.4 billion, compared to the consensus revenue estimate of $9.4 billion. Honeywell International also updated its FY 2026 guidance to 10.350-10.650 EPS.

Analyst Ratings Changes

Several research firms have weighed in on HON. Jefferies Financial Group dropped their target price on shares of Honeywell International from $230.00 to $220.00 in a report on Monday, November 3rd. Wall Street Zen raised Honeywell International to a “hold” rating in a research note on Saturday, January 3rd. Wells Fargo & Company upped their price target on shares of Honeywell International from $215.00 to $235.00 and gave the stock an “equal weight” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Honeywell International from $259.00 to $273.00 and gave the company a “buy” rating in a research note on Friday. Finally, Mizuho reduced their price target on Honeywell International from $250.00 to $240.00 and set an “outperform” rating for the company in a report on Monday, January 5th. 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. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $242.19.

Honeywell International Stock Performance

Honeywell International stock opened at $227.52 on Friday. The company has a market cap of $144.45 billion, a P/E ratio of 28.48, a price-to-earnings-growth ratio of 2.66 and a beta of 0.95. The firm’s 50 day simple moving average is $202.48 and its 200-day simple moving average is $208.86. The company has a debt-to-equity ratio of 1.76, a current ratio of 1.32 and a quick ratio of 1.04. Honeywell International has a fifty-two week low of $169.21 and a fifty-two week high of $229.59.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.54 by $0.05. The business had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a return on equity of 40.40% and a net margin of 12.74%.The firm’s revenue was up 6.4% on a year-over-year basis. During the same period in the previous year, the company earned $2.47 EPS. As a group, equities research analysts predict that Honeywell International will post 10.34 EPS for the current year.

Honeywell International News Summary

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

• Positive Sentiment: Q4 beat and strategic catalyst — Honeywell reported adjusted Q4 EPS $2.59 (vs. ~$2.54 est.) and roughly $10.1B in sales, with orders up sharply and backlog >$37B; management moved the aerospace spin-off timeline up to Q3 2026 — this drove the initial rally after results. PR Newswire: Q4 results & outlook
• Positive Sentiment: Broad analyst upgrades/price-target increases — Several major firms raised targets and kept constructive ratings (JPMorgan to $260/OW; Citi to $265/Buy; Barclays to $259/OW; RBC to $268/Outperform), signaling renewed analyst conviction after the quarter. Benzinga: analyst moves
• Positive Sentiment: Analyst commentary on margin upside and forecast lifts — Post‑earnings writeups and notes (Seeking Alpha, Forbes) emphasize margin expansion, improved profitability and why the results support a buy thesis — reinforcing the bullish narrative. Benzinga: analysts raise forecasts
• Positive Sentiment: Options flow showed bullish positioning — Unusually large call buying (≈11.7k calls) the session after results indicates speculative/hedged bullish interest, which can amplify intraday upside.
• Neutral Sentiment: Wells Fargo raised its target to $235 but kept an “equal weight” rating, a milder endorsement versus other banks and a reminder not all analysts are increasing conviction. TickerReport: Wells Fargo note
• Neutral Sentiment: FY 2026 guidance is roughly in line with street expectations (EPS range $10.35–$10.65, revenue $38.8B–$39.8B) — supportive but not a clear beat that would immediately re-rate consensus materially. PR Newswire: outlook
• Negative Sentiment: Q1 guide came in slightly light — Honeywell guided Q1 EPS $2.25–$2.35 (vs. ~2.39 consensus) and revenue $9.1B–$9.4B (vs. ~9.4B est.), which could cap near‑term upside if investors focus on the quarter‑ahead softness. PR Newswire: guidance details
• Negative Sentiment: One-time charge weighed on GAAP profit — A settlement with Flexjet reduced GAAP profits in the quarter; while adjusted results were strong, the charge is a reminder of event-driven downside risk. WSJ: Flexjet settlement

Institutional Investors 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 bought a new stake in Honeywell International in the third quarter valued at about $31,000. Strive Asset Management LLC bought a new stake in Honeywell International in the third quarter valued at approximately $33,000. Triumph Capital Management acquired a new position in shares of Honeywell International in the third quarter valued at $38,000. Wiser Advisor Group LLC bought a new position in Honeywell International in the 3rd quarter valued at about $59,000. Finally, Measured Wealth Private Client Group LLC acquired a new stake in Honeywell International during the 3rd quarter worth 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.