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

Honeywell International (NASDAQ:HON) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 10.350-10.650 for the period, compared to the consensus estimate of 10.520. The company issued revenue guidance of $38.8 billion-$39.8 billion, compared to the consensus revenue estimate of $39.5 billion. Honeywell International also updated its Q2 2026 guidance to 2.350-2.450 EPS.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Daiwa Securities Group boosted their target price on shares of Honeywell International from $230.00 to $240.00 in a research report on Tuesday, February 3rd. Vertical Research lowered shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price on the stock. in a research report on Monday, January 5th. Mizuho decreased their target price on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. Jefferies Financial Group boosted their target price on shares of Honeywell International from $240.00 to $245.00 and gave the stock a “hold” rating in a research report on Wednesday, March 4th. Finally, Rothschild & Co Redburn boosted their target price on shares of Honeywell International from $222.00 to $235.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Thirteen research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $251.83.

Honeywell International Price Performance

Honeywell International stock opened at $214.34 on Friday. Honeywell International has a 52 week low of $185.13 and a 52 week high of $248.18. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81. The firm’s 50-day simple moving average is $233.35 and its 200 day simple moving average is $215.37. The firm has a market capitalization of $135.82 billion, a PE ratio of 26.83, a P/E/G ratio of 3.19 and a beta of 0.93.

Honeywell International (NASDAQ:HON) last released its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, topping the consensus estimate of $2.32 by $0.13. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The business had revenue of $9.14 billion for the quarter, compared to analyst estimates of $9.30 billion. During the same period in the previous year, the firm earned $2.21 EPS. The business’s revenue for the quarter was up 2.4% compared to the same quarter last year. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. On average, equities research analysts predict that Honeywell International will post 10.5 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were given a $1.19 dividend. The ex-dividend date was Friday, February 27th. This represents a $4.76 annualized dividend and a dividend yield of 2.2%. Honeywell International’s payout ratio is currently 59.57%.

Insider Activity

In related news, Director D Scott Davis sold 2,367 shares of the business’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $240.00, for a total value of $568,080.00. Following the completion of the transaction, the director owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. The trade was a 7.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Robert D. Mailloux sold 10,549 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the completion of the transaction, the vice president directly owned 4,803 shares of the company’s stock, valued at $1,099,887. The trade was a 68.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 18,190 shares of company stock valued at $4,244,287 in the last three months. 0.15% of the stock is currently owned by corporate insiders.

Honeywell International News Roundup

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

• Positive Sentiment: Quantinuum (Honeywell’s majority‑owned quantum unit) has confidentially filed an S‑1 for a U.S. IPO — a potential value‑unlock that could monetize Honeywell’s stake and support shareholder returns. Honeywell’s Quantinuum confidentially files for US IPO (Reuters)
• Positive Sentiment: Honeywell signed a definitive deal to sell its Warehouse & Workflow Solutions (WWS) business to American Industrial Partners — accelerating portfolio simplification and raising cash to fund the Aerospace spin‑off and restructuring. American Industrial Partners to Acquire Honeywell’s Warehouse and Workflow Solutions Business (PR Newswire)
• Positive Sentiment: Orders rose ~7% with a roughly $38B backlog, indicating durable demand in several end markets even as Honeywell executes a broad restructuring and divestiture plan. Honeywell Reports First Quarter Results (PR Newswire)
• Neutral Sentiment: Adjusted Q1 EPS beat (reported $2.45 vs. ~ $2.32 consensus) but reported revenue of $9.14B missed estimates — a mixed print that highlights margin resilience but top‑line softness. HON’s Q1 Earnings Top Estimates (Zacks)
• Neutral Sentiment: Management reiterated FY 2026 EPS range (10.35–10.65) but recast segment reporting and set the Aerospace spin‑off date (June 29, 2026), events that add near‑term complexity but could boost long‑term clarity. Honeywell Realigns Segments (TipRanks)
• Negative Sentiment: Q2 guidance came in below Street expectations — EPS guidance (2.35–2.45) and revenue guidance missed consensus — and management cited Middle East geopolitical disruptions to supply chains and industrial activity. That weaker near‑term outlook pressured sentiment. Honeywell stock falls as Middle East conflict hits Q2 outlook (Invezz)
• Negative Sentiment: Investors focused on the revenue miss and a reduction in expected operating cash flow — concerns amplified by restructuring charges and the short‑term earnings volatility tied to divestitures — prompting selling pressure. Honeywell declines after revenue miss, cash flow cut clouds profit beat (Seeking Alpha)

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Cibc World Markets Corp acquired a new position in shares of Honeywell International during the 4th quarter valued at about $219,787,000. Marshall Wace LLP increased its stake in shares of Honeywell International by 130.0% during the 3rd quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock valued at $388,379,000 after acquiring an additional 1,042,972 shares during the last quarter. Two Sigma Investments LP increased its stake in shares of Honeywell International by 424.3% during the 3rd quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock valued at $242,865,000 after acquiring an additional 933,694 shares during the last quarter. Pinebridge Investments LLC acquired a new position in shares of Honeywell International during the 4th quarter valued at about $173,123,000. Finally, Morgan Stanley increased its stake in shares of Honeywell International by 4.7% during the 4th quarter. Morgan Stanley now owns 19,425,421 shares of the conglomerate’s stock valued at $3,789,706,000 after acquiring an additional 879,309 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.