Honeywell International (NASDAQ:HON) Issues Q3 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 2.050-2.200 for the period, compared to the consensus EPS estimate of 2.850. The company issued revenue guidance of $4.9 billion-$5.0 billion, compared to the consensus revenue estimate of $6.2 billion. Honeywell International also updated its Q4 2026 guidance to 2.280-2.430 EPS.

Honeywell International Stock Performance

HON stock opened at $243.15 on Friday. The stock has a market cap of $77.04 billion, a P/E ratio of 9.40, a P/E/G ratio of 5.55 and a beta of 0.90. Honeywell International has a 52 week low of $196.59 and a 52 week high of $261.24. The company has a debt-to-equity ratio of 1.39, a quick ratio of 1.10 and a current ratio of 1.21. The firm has a 50 day simple moving average of $226.15 and a 200 day simple moving average of $226.62.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings results on Thursday, July 23rd. The conglomerate reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.80 by $0.15. The company had revenue of $9.72 billion during the quarter, compared to the consensus estimate of $5.03 billion. Honeywell International had a return on equity of 34.00% and a net margin of 23.90%.The business’s quarterly revenue was up 3.4% on a year-over-year basis. During the same period last year, the business earned $1.77 EPS. Honeywell International has set its Q3 2026 guidance at 2.050-2.200 EPS and its Q4 2026 guidance at 2.280-2.430 EPS. Research analysts anticipate that Honeywell International will post 8.2 earnings per share for the current fiscal year.

Honeywell International Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 14th will be issued a dividend of $0.70 per share. The ex-dividend date is Friday, August 14th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.2%. Honeywell International’s payout ratio is 67.42%.

Analyst Ratings Changes

Several analysts have recently weighed in on HON shares. Rothschild & Co Redburn decreased their price objective on Honeywell International from $235.00 to $225.00 and set a “neutral” rating on the stock in a report on Thursday, May 21st. Jefferies Financial Group cut their price target on Honeywell International from $245.00 to $240.00 and set a “hold” rating on the stock in a report on Monday, April 27th. Royal Bank Of Canada raised their price objective on Honeywell International from $272.00 to $298.00 and gave the company an “outperform” rating in a research report on Friday. Wells Fargo & Company cut their price objective on shares of Honeywell International from $235.00 to $230.00 and set an “equal weight” rating for the company in a research report on Friday, April 24th. Finally, Barclays cut their target price on shares of Honeywell International from $251.00 to $239.00 and set an “overweight” rating on the stock in a research report on Wednesday, June 10th. Thirteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $259.54.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Honeywell beat Q2 expectations, reporting EPS of $1.95 and revenue of $9.72 billion, with organic sales up 4% and orders up 16%; management also highlighted stronger backlog and improving demand in automation and building systems. Honeywell Technologies Reports Second Quarter Results
• Positive Sentiment: Honeywell raised its full-year outlook and several analysts lifted price targets, including Citigroup to $279 and RBC to $298, signaling confidence in the company’s growth and margin outlook. Analyst price target updates
• Positive Sentiment: Management emphasized the next phase of Honeywell’s transformation toward a more focused automation company, which investors may view as a potential catalyst for higher margins and simpler execution. HON Q2 Earnings Call Highlights Automation Growth Push
• Neutral Sentiment: The board declared a quarterly dividend of CAD 0.70 per share, reinforcing Honeywell’s shareholder-return profile but not likely to move the stock on its own. Honeywell Technologies Announces Quarterly Dividend
• Neutral Sentiment: Short-interest data showed essentially no short interest, so this does not appear to be a meaningful trading factor for the stock right now.
• Negative Sentiment: Despite the upbeat quarter, Honeywell’s updated Q3 and Q4 EPS guidance came in below some Wall Street expectations, which may temper enthusiasm around the earnings beat. Honeywell earnings call and guidance details

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Brighton Jones LLC increased its position in Honeywell International by 9.1% during the 4th quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock valued at $4,302,000 after purchasing an additional 1,582 shares during the period. Schnieders Capital Management LLC. raised its holdings in Honeywell International by 18.3% during the second quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock valued at $1,844,000 after acquiring an additional 1,223 shares during the period. Laurel Oak Wealth Management LLC purchased a new position in Honeywell International during the 4th quarter valued at approximately $203,000. Ankerstar Wealth LLC purchased a new position in Honeywell International during the fourth quarter worth $181,000. Finally, DV Equities LLC purchased a new position in shares of Honeywell International during the fourth quarter worth approximately $173,000. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Honeywell International Company Profile

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.