Honeywell International (NASDAQ:HON) Releases Q4 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) issued an update on its fourth quarter 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 2.420-2.470 for the period, compared to the consensus EPS estimate of 2.410. The company issued revenue guidance of $5.0 billion-$5.1 billion, compared to the consensus revenue estimate of $5.2 billion. Honeywell International also updated its FY 2026 guidance to 8.400-8.450 EPS.

Analyst Ratings Changes

HON has been the subject of several recent analyst reports. Morgan Stanley upped their price objective on shares of Honeywell International from $245.00 to $250.00 and gave the stock an “equal weight” rating in a research report on Monday, August 31st. Deutsche Bank Aktiengesellschaft raised their target price on shares of Honeywell International from $250.00 to $263.00 and gave the company a “buy” rating in a report on Tuesday, June 30th. Zacks Research upgraded shares of Honeywell International from a “strong sell” rating to a “hold” rating in a research report on Friday, September 4th. Wolfe Research raised shares of Honeywell International to a “hold” rating in a report on Monday, June 29th. Finally, Mizuho reduced their price target on shares of Honeywell International from $265.00 to $255.00 and set an “outperform” rating on the stock in a research report on Thursday, October 15th. Thirteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $249.60.

Honeywell International Price Performance

NASDAQ HON traded down $4.56 during trading on Friday, hitting $213.75. 339,173 shares of the company’s stock were exchanged, compared to its average volume of 3,850,407. The company has a market cap of $67.74 billion, a PE ratio of 8.26, a P/E/G ratio of 1.60 and a beta of 0.86. The company has a current ratio of 1.21, a quick ratio of 0.93 and a debt-to-equity ratio of 1.39. Honeywell International has a fifty-two week low of $196.59 and a fifty-two week high of $261.24. The stock’s 50 day moving average price is $212.07 and its two-hundred day moving average price is $221.91.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings results on Thursday, October 22nd. The conglomerate reported $2.27 earnings per share for the quarter, beating analysts’ consensus estimates of $2.17 by $0.10. The company had revenue of $4.99 billion for the quarter, compared to the consensus estimate of $5.01 billion. Honeywell International had a net margin of 23.90% and a return on equity of 34.00%. The firm’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same period last year, the company posted $2.82 EPS. Research analysts expect that Honeywell International will post 8.27 EPS for the current year.

Honeywell International Dividend Announcement

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

Insiders Place Their Bets

In other Honeywell International news, CEO Kenneth West sold 316 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $245.47, for a total transaction of $77,568.52. Following the sale, the chief executive officer owned 2,004 shares of the company’s stock, valued at approximately $491,921.88. The trade was a 13.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.15% of the stock is owned by corporate insiders.

Honeywell International News Roundup

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

• Positive Sentiment: Q3 earnings beat and outlook increase: Honeywell reported adjusted earnings of $2.27 per share, above the $2.17 consensus estimate. Although revenue of approximately $5.0 billion was slightly below expectations, management raised its 2026 projections for sales, earnings and cash flow. HON Q3 Earnings Beat on Automation Strength, Outlook Raised
• Positive Sentiment: Automation and data-center demand support growth: Organic sales growth reportedly reached 7%, driven by automation demand, energy projects and data-center activity. These trends reinforce the investment case for Honeywell’s more focused industrial platform and helped fuel optimism on the earnings call. Honeywell Q3 2026 Earnings Call Transcript
• Positive Sentiment: AI expansion adds a longer-term growth opportunity: Honeywell discussed its Forge Cognition AI platform, “physical AI” applications and partnerships with Nvidia, Dell and Google. The company is also expanding AI-based complaint processing for life-sciences customers, potentially supporting software and services growth. Honeywell Technologies expands AI complaint processing for life sciences
• Neutral Sentiment: Cybersecurity remains a key execution risk: CEO Vimal Kapur highlighted growing cyber vulnerabilities created by AI tools and risks to industrial infrastructure. Strong cybersecurity execution could protect Honeywell’s industrial-AI opportunity, but new threats may increase costs and operational risk. Cyber Vulnerability: Honeywell CEO Warns about growing AI security challenge
• Negative Sentiment: Revenue miss and analyst caution temper the results: Quarterly revenue of $4.99 billion slightly missed the $5.01 billion consensus, while EPS declined from the year-ago period. Mizuho also lowered its price target to $255, suggesting some valuation or execution caution despite the raised guidance. Mizuho cuts target for Honeywell stock

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.