Honeywell International (NASDAQ:HON) Updates FY 2025 Earnings Guidance

Honeywell International (NASDAQ:HON) issued an update on its FY 2025 earnings guidance on Monday morning. The company provided EPS guidance of 9.700-9.800 for the period, compared to the consensus EPS estimate of 10.630. The company issued revenue guidance of $37.5 billion-$37.7 billion, compared to the consensus revenue estimate of $40.8 billion. Honeywell International also updated its Q4 2025 guidance to 2.480-2.580 EPS.

Honeywell International Trading Down 0.2%

Honeywell International stock opened at $195.50 on Wednesday. The stock has a 50-day simple moving average of $198.06 and a 200 day simple moving average of $212.85. The stock has a market capitalization of $124.12 billion, a P/E ratio of 20.60, a PEG ratio of 2.85 and a beta of 0.96. 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 data on Monday, December 11th. The conglomerate reported $2.25 earnings per share (EPS) for the quarter. Honeywell International had a return on equity of 38.11% and a net margin of 15.07%.The firm had revenue of $8.95 billion for the quarter. Honeywell International has set its Q4 2023 guidance at 2.530-2.630 EPS and its FY 2023 guidance at 9.100-9.200 EPS. Analysts expect that Honeywell International will post 10.34 earnings per share for the current year.

Honeywell International Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, December 5th. Shareholders of record on Friday, November 14th were issued a dividend of $1.19 per share. The ex-dividend date of this dividend was Friday, November 14th. This represents a $4.76 annualized dividend and a yield of 2.4%. This is a positive change from Honeywell International’s previous quarterly dividend of $1.13. Honeywell International’s payout ratio is 50.16%.

Wall Street Analyst Weigh In

Several research firms have commented on HON. BNP Paribas Exane initiated coverage on shares of Honeywell International in a report on Wednesday, December 3rd. They issued a “neutral” rating and a $195.00 price objective on the stock. Robert W. Baird lowered their target price on Honeywell International from $250.00 to $220.00 and set a “neutral” rating on the stock in a research note on Monday, October 13th. Royal Bank Of Canada upgraded shares of Honeywell International from a “sector perform” rating to an “outperform” rating and lifted their price objective for the stock from $235.00 to $253.00 in a research note on Monday, October 27th. Argus decreased their price target on Honeywell International from $250.00 to $225.00 in a research report on Friday, November 14th. Finally, Bank of America restated an “underperform” rating and issued a $205.00 target price (down from $265.00) on shares of Honeywell International in a research report on Tuesday, November 18th. Nine investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Honeywell International has an average rating of “Hold” and a consensus target price of $236.58.

Honeywell International News Roundup

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

• Positive Sentiment: DZ Bank trimmed its price target to $237 from $248 but the new target still implies substantial upside vs. current levels, signaling some analyst confidence in Honeywell’s longer‑term valuation. DZ Bank adjusts price target on Honeywell International to $237 from $248
• Positive Sentiment: Honeywell released supplemental financials and detailed a planned segment realignment (effective Q1 2026), which should improve transparency around pro‑forma results after the advanced materials and Solstice moves. This helps investors model post‑spin performance. HONEYWELL PROVIDES SUPPLEMENTAL FINANCIAL INFORMATION FOR PLANNED SEGMENT REALIGNMENT
• Neutral Sentiment: Several commentary pieces argue the litigation charge is a one‑off and that the underlying business remains solid, which could limit longer‑term downside if management successfully resolves the Flexjet matter. Honeywell stock is down on a litigation charge. Why it shouldn’t be.
• Neutral Sentiment: Analyst/market commentary (Seeking Alpha) recommends waiting for clearer aerospace separation outcomes before making large moves—useful for investors focused on capital allocation and the timing of value realization from divestitures. Honeywell: I’ll Wait For Aerospace To Split Off
• Negative Sentiment: Honeywell warned it expects a roughly $470M one‑time charge in Q4 tied to a potential Flexjet settlement — an immediate hit to quarterly results and a clear near‑term catalyst for selling pressure. Honeywell expects $470 million charge from Flexjet settlement
• Negative Sentiment: Management trimmed guidance: Q4 EPS guidance came in slightly below consensus and FY 2025 EPS and revenue guidance were materially reduced versus Street estimates, reflecting the Solstice spin‑off and portfolio reshaping — this is weighing on near‑term earnings expectations. Honeywell scales back sales guidance after Solstice spin-off

Institutional Investors Weigh In On Honeywell International

Several hedge funds have recently modified their holdings of HON. Brighton Jones LLC raised its holdings in Honeywell International by 9.1% in the 4th quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock valued at $4,302,000 after buying an additional 1,582 shares during the last quarter. Acadian Asset Management LLC grew its stake in shares of Honeywell International by 145.7% in the first quarter. Acadian Asset Management LLC now owns 4,433 shares of the conglomerate’s stock worth $937,000 after purchasing an additional 2,629 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings in Honeywell International by 18.3% in the second quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock valued at $1,844,000 after purchasing an additional 1,223 shares during the period. Nebula Research & Development LLC lifted its holdings in Honeywell International by 3.1% during the 2nd quarter. Nebula Research & Development LLC now owns 5,901 shares of the conglomerate’s stock worth $1,374,000 after buying an additional 176 shares during the period. Finally, Main Street Financial Solutions LLC grew its position in shares of Honeywell International by 4.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,488 shares of the conglomerate’s stock valued at $1,045,000 after buying an additional 188 shares during the last quarter. 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.