Honeywell International (NASDAQ:HON) Issues Q4 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) updated its fourth quarter 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 2.420-2.470 for the period, compared to the consensus EPS estimate of 2.410. The company issued revenue guidance of $5.0 billion-$5.1 billion, compared to the consensus revenue estimate of $5.2 billion. Honeywell International also updated its FY 2026 guidance to 8.400-8.450 EPS.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on HON shares. Wolfe Research upgraded shares of Honeywell International to a “hold” rating in a report on Monday, June 29th. JPMorgan Chase & Co. lifted their target price on Honeywell International from $240.00 to $241.00 and gave the stock an “overweight” rating in a research report on Friday. Royal Bank Of Canada reduced their price objective on Honeywell International from $270.00 to $269.00 and set an “outperform” rating for the company in a research report on Friday. Bank of America upgraded Honeywell International from an “underperform” rating to a “neutral” rating and boosted their price objective for the company from $205.00 to $265.00 in a research report on Tuesday, July 28th. Finally, Rothschild & Co Redburn reduced their target price on Honeywell International from $237.00 to $234.00 and set a “neutral” rating for the company in a research report on Friday, September 25th. Thirteen analysts have rated the stock with a Buy rating, twelve 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 $250.52.

Honeywell International Price Performance

Shares of HON stock traded up $1.29 during trading hours on Friday, hitting $219.60. The company had a trading volume of 965,715 shares, compared to its average volume of 3,854,005. Honeywell International has a 12 month low of $196.59 and a 12 month high of $261.24. The company has a debt-to-equity ratio of 1.39, a quick ratio of 0.93 and a current ratio of 1.21. The firm’s fifty day moving average is $212.07 and its 200 day moving average is $221.91. The firm has a market capitalization of $69.60 billion, a price-to-earnings ratio of 8.50, a PEG ratio of 1.60 and a beta of 0.86.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, October 22nd. The conglomerate reported $2.27 EPS for the quarter, beating the consensus estimate of $2.17 by $0.10. Honeywell International had a return on equity of 34.00% and a net margin of 23.90%. The business had revenue of $4.99 billion for the quarter, compared to analyst estimates of $5.01 billion. During the same quarter in the previous year, the firm earned $2.82 EPS. Honeywell International’s quarterly revenue was up 1.3% on a year-over-year basis. On average, sell-side analysts predict that Honeywell International will post 8.27 EPS for the current fiscal year.

Honeywell International Dividend Announcement

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

Insider Buying and Selling

In other Honeywell International news, CEO Kenneth West sold 17,032 shares of the business’s stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $243.77, for a total value of $4,151,890.64. Following the transaction, the chief executive officer directly owned 2,132 shares in the company, valued at $519,717.64. The trade was a 88.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.15% of the stock is currently owned by company insiders.

Honeywell International News Summary

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

• Positive Sentiment: Third-quarter earnings beat expectations. Honeywell reported adjusted EPS of $2.27, above the $2.17 consensus estimate. Automation demand helped drive 7% organic sales growth, while energy projects and data-center demand supported results. Honeywell Q3 Earnings Beat on Automation Strength, Outlook Raised
• Positive Sentiment: Full-year EPS guidance was raised. Honeywell now expects fiscal 2026 EPS of $8.40-$8.45, above the $8.29 analyst consensus. The company also increased its outlook for full-year organic sales and cash flow, signaling continued operating momentum.
• Positive Sentiment: New industrial AI platform expands Honeywell’s software opportunity. The company launched Forge Cognition with NVIDIA and Dell Technologies to apply AI and physics-based simulation to facility reliability, energy consumption and plant performance. Honeywell Unveils Forge Cognition
• Neutral Sentiment: Analyst views are mixed. Royal Bank of Canada maintained an “outperform” rating and a $269 price target, while Morgan Stanley assigned a “hold” rating. RBC’s target was trimmed slightly from $270. Royal Bank of Canada Honeywell rating
• Negative Sentiment: Revenue guidance fell short of expectations. Fourth-quarter revenue guidance of $5.0-$5.1 billion and full-year revenue guidance of $20.0-$20.1 billion are below consensus estimates of $5.2 billion and $20.2 billion, respectively. Third-quarter revenue also narrowly missed estimates at $4.99 billion, and EPS declined from the prior-year period.

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.