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

Honeywell International (NASDAQ:HON) updated its FY 2026 earnings guidance on Saturday. The company provided EPS guidance of 8.050-8.350 for the period, compared to the consensus EPS estimate of 10.780. The company issued revenue guidance of $19.8 billion-$20.0 billion, compared to the consensus revenue estimate of $24.1 billion.

Honeywell International Price Performance

Shares of NASDAQ:HON opened at $243.05 on Friday. Honeywell International has a one year low of $196.59 and a one year high of $261.24. The company has a debt-to-equity ratio of 1.39, a current ratio of 1.21 and a quick ratio of 0.93. The company has a market cap of $77.03 billion, a price-to-earnings ratio of 9.40, a PEG ratio of 5.44 and a beta of 0.90. The firm has a 50 day simple moving average of $228.46 and a 200 day simple moving average of $228.02.

Honeywell International (NASDAQ:HON) last posted its 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 firm had revenue of $9.72 billion for the quarter, compared to analysts’ expectations of $5.03 billion. Honeywell International had a net margin of 23.90% and a return on equity of 34.00%. The company’s revenue was up 3.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.77 earnings per share. 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 predict that Honeywell International will post 8.25 earnings per share for the current fiscal year.

Honeywell International Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 14th will be issued a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Friday, August 14th. Honeywell International’s dividend payout ratio is presently 36.80%.

Wall Street Analyst Weigh In

HON has been the subject of several research reports. JPMorgan Chase & Co. dropped their target price on Honeywell International from $260.00 to $250.00 and set an “overweight” rating for the company in a research report on Tuesday, July 7th. Weiss Ratings cut Honeywell International from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, June 29th. Deutsche Bank Aktiengesellschaft upped their price objective on Honeywell International from $250.00 to $263.00 and gave the company a “buy” rating in a research note on Tuesday, June 30th. Rothschild & Co Redburn dropped their price objective on shares of Honeywell International from $235.00 to $225.00 and set a “neutral” rating for the company in a report on Thursday, May 21st. Finally, Zacks Research downgraded shares of Honeywell International from a “hold” rating to a “strong sell” rating in a research report on Thursday, July 9th. Thirteen analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $254.25.

Insider Activity at Honeywell International

In other Honeywell International news, CEO Kenneth J. West sold 17,032 shares of the company’s stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $243.77, for a total value of $4,151,890.64. Following the sale, the chief executive officer owned 2,132 shares in the company, valued at approximately $519,717.64. The trade was a 88.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.15% of the company’s stock.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Honeywell reported second-quarter revenue of approximately $9.72 billion and earnings of $1.95 per share, exceeding the $1.80 analyst consensus. Broad-based order growth and improved visibility into second-half demand support confidence in the company’s post-separation automation strategy. Honeywell Q2 2026 earnings and dividend
• Positive Sentiment: J.P. Morgan issued a Buy rating for HON, while Bank of America upgraded the stock to Neutral and raised its price target to $265, citing stronger execution, order growth and better 2026 guidance. The analyst actions reinforce the improved outlook, although the consensus rating remains Hold. J.P. Morgan Buy rating
• Positive Sentiment: Honeywell declared a quarterly dividend of $0.70 per share, payable September 4, providing continued shareholder income and signaling confidence in cash generation. Honeywell dividend announcement
• Neutral Sentiment: Honeywell Technologies plans to present at Deutsche Bank’s Industrials Conference on August 11. The event could provide additional details on demand, guidance and the standalone automation business, but no new financial information was announced. Honeywell investor conference announcement
• Negative Sentiment: CEO Kenneth West sold 17,032 shares worth about $4.15 million, reducing his direct holdings by nearly 89%. The sale may weigh on sentiment, although it could reflect personal financial planning rather than a view on HON’s operating prospects. Honeywell CEO insider sale filing

Institutional Trading of Honeywell International

Institutional investors have recently added to or reduced their stakes in the stock. Caitlin John LLC raised its holdings in Honeywell International by 138.9% during the 4th quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock worth $25,000 after purchasing an additional 75 shares during the last quarter. University of Texas Texas AM Investment Management Co. acquired a new position in shares of Honeywell International in the 4th quarter worth approximately $28,000. JPL Wealth Management LLC bought a new stake in shares of Honeywell International in the 3rd quarter valued at $31,000. Strive Asset Management LLC bought a new stake in shares of Honeywell International in the 3rd quarter valued at $33,000. Finally, Birchwood Financial Partners Inc. acquired a new stake in shares of Honeywell International during the fourth quarter worth $37,000. 75.91% of the stock is currently owned by institutional investors.

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.