Honeywell Aerospace (NASDAQ:HONA) Releases FY 2026 Earnings Guidance

Honeywell Aerospace (NASDAQ:HONA) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 7.850-8.000 for the period, compared to the consensus estimate of 7.770.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the company. Zacks Research cut Honeywell Aerospace from a “hold” rating to a “strong sell” rating in a research note on Monday, September 14th. BNP Paribas Exane reduced their price objective on shares of Honeywell Aerospace from $210.00 to $160.00 and set a “neutral” rating on the stock in a report on Tuesday, October 6th. UBS Group cut their price target on Honeywell Aerospace from $231.00 to $213.00 and set a “neutral” rating on the stock in a research note on Thursday, August 6th. BMO Capital Markets lowered Honeywell Aerospace from an “outperform” rating to a “market perform” rating and cut their target price for the stock from $213.00 to $181.00 in a research report on Friday. Finally, Wall Street Zen raised shares of Honeywell Aerospace to a “hold” rating in a research report on Sunday, July 12th. Four research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $196.80.

Honeywell Aerospace Price Performance

Honeywell Aerospace stock opened at $157.77 on Friday. Honeywell Aerospace has a fifty-two week low of $149.19 and a fifty-two week high of $297.50. The firm has a market capitalization of $50.01 billion and a price-to-earnings ratio of 84.45. The firm has a fifty day moving average price of $160.23.

Honeywell Aerospace (NASDAQ:HONA) last posted its quarterly earnings results on Wednesday, October 28th. The company reported $2.21 earnings per share for the quarter, topping analysts’ consensus estimates of $1.90 by $0.31. The company had revenue of $4.64 billion for the quarter. On average, equities research analysts anticipate that Honeywell Aerospace will post 7.77 earnings per share for the current fiscal year.

Honeywell Aerospace Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, December 4th. Shareholders of record on Friday, November 13th will be given a $0.40 dividend. The ex-dividend date is Friday, November 13th. This represents a $1.60 annualized dividend and a yield of 1.0%.

More Honeywell Aerospace News

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

• Positive Sentiment: Honeywell Aerospace reported third-quarter adjusted EPS of $2.21, ahead of the $1.90 consensus estimate, on $4.64 billion in revenue. The company also raised its fiscal 2026 adjusted EPS outlook to $7.85-$8.00, above the $7.77 analyst consensus. HONA Q3 Earnings Call Highlights Supply Chain Recovery and 2027 Growth
• Positive Sentiment: The aerospace supplier declared its first quarterly dividend of $0.40 per share, or $1.60 annualized, providing an approximately 1% yield and signaling confidence in long-term cash generation. Honeywell Aerospace declares first quarterly cash dividend
• Positive Sentiment: Honeywell Aerospace plans to invest $500 million in a new Tempe, Arizona manufacturing facility, expected to create about 600 jobs and expand capacity for commercial and defense programs. Honeywell Aerospace to build new manufacturing facility
• Neutral Sentiment: Backlog increased 12% to $19.3 billion, but management indicated that supplier constraints are limiting near-term deliveries and that more substantial output growth may come in 2027. Why Honeywell Aerospace Stock Fell Today
• Negative Sentiment: BMO Capital Markets downgraded HONA from “outperform” to “market perform” and cut its price target to $181 from $213. JPMorgan also reduced its target to $210 from $235 while maintaining a neutral rating; Evercore lowered its target to $195 from $210. Honeywell Aerospace analyst downgrade
• Negative Sentiment: Investors appear concerned that adjusted EBIT rose only 1%, while tariff refunds, earlier deal closings and new standalone-company costs supported results. Higher interest expense and separation costs also weigh on the earnings outlook, making HONA’s elevated valuation harder to justify.
• Negative Sentiment: Several law firms are publicizing a securities class action tied to alleged disclosures about supplier constraints and a Justice Department cybersecurity investigation. The lead-plaintiff deadline is November 23, 2026, adding a potential overhang, although the allegations have not been proven. Honeywell Aerospace securities class action deadline

Honeywell Aerospace Company Profile

Honeywell Aerospace develops and supplies aerospace technologies for commercial aviation, business and general aviation, defense, and space customers. Its portfolio includes aircraft engines and auxiliary power units, avionics, flight controls, navigation and communication systems, environmental and thermal-management equipment, wheels and brakes, and other propulsion and mechanical systems.

The company also provides aftermarket support, including maintenance, repair and overhaul services, replacement parts, upgrades, technical assistance, and digital solutions designed to improve aircraft performance and operational efficiency.