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

Honeywell International (NASDAQ:HON) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 8.400-8.450 for the period, compared to the consensus estimate of 8.290. The company issued revenue guidance of $20.0 billion-$20.1 billion, compared to the consensus revenue estimate of $20.2 billion. Honeywell International also updated its Q4 2026 guidance to 2.420-2.470 EPS.

Honeywell International Price Performance

NASDAQ HON traded down $4.56 during trading on Friday, reaching $213.75. 339,173 shares of the company traded hands, compared to its average volume of 3,850,407. Honeywell International has a 1-year low of $196.59 and a 1-year high of $261.24. The company has a market cap of $67.74 billion, a price-to-earnings ratio of 8.26, a P/E/G ratio of 1.60 and a beta of 0.86. The stock’s 50 day moving average price is $212.07 and its two-hundred day moving average price is $221.91. The company has a debt-to-equity ratio of 1.39, a quick ratio of 0.93 and a current ratio of 1.21.

Honeywell International (NASDAQ:HON) last announced 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 firm had revenue of $4.99 billion for the quarter, compared to analysts’ expectations of $5.01 billion. Honeywell International had a return on equity of 34.00% and a net margin of 23.90%. The business’s revenue was up 1.3% compared to the same quarter last year. During the same period in the prior year, the business posted $2.82 earnings per share. As a group, analysts anticipate that Honeywell International will post 8.27 EPS for the current year.

Honeywell International Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on HON shares. Morgan Stanley lifted their price target on shares of Honeywell International from $245.00 to $250.00 and gave the company an “equal weight” rating in a report on Monday, August 31st. Citigroup dropped their price objective on shares of Honeywell International from $279.00 to $270.00 and set a “buy” rating for the company in a report on Monday, October 12th. BMO Capital Markets raised their price objective on shares of Honeywell International from $253.00 to $276.00 and gave the stock an “outperform” rating in a report on Monday, July 27th. Melius Research cut shares of Honeywell International from a “buy” rating to a “hold” rating and set a $190.00 target price for the company. in a research note on Monday, September 14th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on Honeywell International from $250.00 to $263.00 and gave the stock a “buy” rating in a report on Tuesday, June 30th. Thirteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $249.60.

Insiders Place Their Bets

In other Honeywell International news, CEO Kenneth West sold 17,032 shares of the company’s stock in a transaction on Monday, July 27th. The stock was sold at an average price of $243.77, for a total transaction of $4,151,890.64. Following the transaction, the chief executive officer owned 2,132 shares of the company’s stock, valued at approximately $519,717.64. This represents a 88.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.15% of the stock is owned by company insiders.

Key Headlines Impacting Honeywell International

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

Honeywell International Company Profile

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.