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

Honeywell International (NASDAQ:HON) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 8.400-8.450 for the period, compared to the consensus EPS 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.

Analyst Upgrades and Downgrades

HON has been the topic of several research reports. Jefferies Financial Group began coverage on shares of Honeywell International in a report on Monday, August 17th. They set a “hold” rating and a $255.00 price target on the stock. Royal Bank Of Canada reduced their price objective on shares of Honeywell International from $270.00 to $269.00 and set an “outperform” rating for the company in a research report on Friday. Wolfe Research upgraded shares of Honeywell International to a “hold” rating in a report on Monday, June 29th. Daiwa Securities Group upgraded Honeywell International from a “neutral” rating to an “outperform” rating and set a $255.00 price target on the stock in a report on Tuesday, June 30th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and set a $261.00 target price on shares of Honeywell International in a research report on Friday. Thirteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $249.96.

Honeywell International Stock Up 1.3%

NASDAQ:HON traded up $2.84 on Friday, hitting $221.15. The stock had a trading volume of 2,619,622 shares, compared to its average volume of 2,395,562. Honeywell International has a 1 year low of $196.59 and a 1 year high of $261.24. The firm’s fifty day simple moving average is $211.82 and its two-hundred day simple moving average is $221.91. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.93 and a current ratio of 0.96. The stock has a market cap of $70.09 billion, a P/E ratio of 9.95, a price-to-earnings-growth ratio of 1.59 and a beta of 0.86.

Honeywell International (NASDAQ:HON) last announced its earnings results on Thursday, October 22nd. The conglomerate reported $2.27 earnings per share for the quarter, topping analysts’ consensus estimates of $2.17 by $0.10. The firm had revenue of $4.99 billion for the quarter, compared to the consensus estimate of $5.01 billion. Honeywell International had a return on equity of 25.62% and a net margin of 24.36%. The company’s revenue was up 1.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.82 EPS. Analysts predict that Honeywell International will post 8.46 earnings per share for the current year.

Honeywell International Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 13th will be given a dividend of $0.70 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $2.80 annualized dividend and a dividend yield of 1.3%. Honeywell International’s dividend payout ratio (DPR) is currently 27.60%.

Insider Buying and Selling at Honeywell International

In related news, CEO Kenneth West sold 17,032 shares of the stock in a transaction dated Monday, July 27th. The shares were 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.15% of the company’s stock.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Honeywell reported third-quarter adjusted EPS of $2.27, ahead of the $2.17 analyst consensus. Organic sales growth reached 7%, supported by stronger automation orders, energy projects and data-center demand. HON Q3 Earnings Beat on Automation Strength, Outlook Raised
• Positive Sentiment: Honeywell raised its 2026 EPS outlook to $8.40-$8.45, above the $8.29 consensus, while also increasing its expectations for organic sales and cash flow. Fourth-quarter EPS guidance of $2.42-$2.47 is modestly above estimates. HON Q3 Earnings Call Highlights Higher Outlook and Energy Demand
• Positive Sentiment: Citigroup raised its price target to $271 and initiated a “buy” rating, while JPMorgan increased its target to $241 and maintained an “overweight” rating. The revisions indicate analysts see additional upside from margin improvement and segment growth.
• Positive Sentiment: Honeywell launched Forge Cognition, an AI and simulation platform developed with NVIDIA and Dell Technologies to improve industrial reliability, energy efficiency and facility operations. The company is also targeting fire-prevention and security products at battery installations and data centers. Honeywell Unveils Forge Cognition
• Neutral Sentiment: Third-quarter revenue of $4.99 billion was slightly below the $5.01 billion consensus, and full-year revenue guidance of $20.0-$20.1 billion trails the $20.2 billion estimate.
• Neutral Sentiment: RBC trimmed its price target to $269 but kept an “outperform” rating, while Morgan Stanley maintained a “hold” view, signaling that valuation and execution remain potential constraints.

About Honeywell International

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.