Honeywell Aerospace (NASDAQ:HONA) Releases FY 2026 Earnings Guidance

Honeywell Aerospace (NASDAQ:HONA) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 7.850-8.000 for the period, compared to the consensus estimate of 7.770.

Analysts Set New Price Targets

A number of brokerages have commented on HONA. Evercore set a $210.00 price target on shares of Honeywell Aerospace in a research note on Thursday, August 6th. Royal Bank Of Canada lowered their price objective on shares of Honeywell Aerospace from $250.00 to $210.00 and set an “outperform” rating on the stock in a research note on Thursday, October 15th. TD Cowen dropped their target price on shares of Honeywell Aerospace from $180.00 to $170.00 and set a “hold” rating on the stock in a report on Friday, October 9th. UBS Group cut their target price on shares of Honeywell Aerospace from $231.00 to $213.00 and set a “neutral” rating for the company in a research note on Thursday, August 6th. Finally, JPMorgan Chase & Co. reduced their price target on Honeywell Aerospace from $235.00 to $210.00 and set a “neutral” rating for the company in a report on Thursday. Four investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Honeywell Aerospace presently has an average rating of “Hold” and an average price target of $196.80.

Honeywell Aerospace Stock Down 3.7%

Shares of Honeywell Aerospace stock opened at $154.15 on Friday. The firm’s fifty day simple moving average is $159.99. Honeywell Aerospace has a 1 year low of $149.19 and a 1 year high of $297.50. The firm has a market cap of $48.87 billion and a P/E ratio of 82.43.

Honeywell Aerospace (NASDAQ:HONA) last released its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 EPS for the quarter, beating the consensus estimate of $1.90 by $0.31. The company had revenue of $4.64 billion during the quarter. As a group, sell-side analysts expect that Honeywell Aerospace will post 7.90 EPS for the current year.

Honeywell Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, December 4th. Investors of record on Friday, November 13th will be issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Friday, November 13th.

Honeywell Aerospace News Summary

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

• Positive Sentiment: Honeywell Aerospace reported third-quarter revenue of approximately $4.6 billion, a 2% year-over-year increase, and adjusted EPS of $2.21, exceeding the $1.90 consensus estimate. Backlog grew 12% to $19.3 billion, supporting longer-term demand. Honeywell Aerospace Q3 Earnings Beat Estimates
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $7.85-$8.00, above the $7.77 analyst consensus, and expects stronger production growth in 2027. HONA Q3 Earnings Call Highlights
• Positive Sentiment: The company announced its first quarterly dividend of $0.40 per share and plans a roughly $500 million manufacturing expansion in Tempe, Arizona, providing shareholder returns and potential capacity growth. Honeywell Aerospace Dividend and Tempe Expansion
• Neutral Sentiment: Several law firms are publicizing a securities class-action lawsuit involving investors who purchased HONA between June 29 and September 1, with a November 23 lead-plaintiff deadline. These notices largely repeat existing information and do not establish wrongdoing, but they add headline risk. HONA Class Action Notice
• Negative Sentiment: BMO Capital Markets downgraded HONA from “outperform” to “market perform” and cut its price target to $181 from $213. JPMorgan also reduced its target to $210 from $235 and maintained a neutral rating, reinforcing investor caution. BMO Capital Markets Recommendation
• Negative Sentiment: Adjusted EBIT rose only 1%, while mechanical supplier constraints continue to limit deliveries. Tariff refunds, deal timing and higher standalone costs—including interest and separation expenses—also made the quarterly profit quality appear less robust. With HONA trading at a high earnings multiple, investors appear to be demanding faster growth than the company currently forecasts. Why Honeywell Aerospace Stock Fell

Honeywell Aerospace Company Profile

Honeywell Aerospace develops and supplies aerospace technologies for commercial aviation, business and general aviation, defense, and space customers. Its portfolio includes aircraft engines and auxiliary power units, avionics, flight controls, navigation and communication systems, environmental and thermal-management equipment, wheels and brakes, and other propulsion and mechanical systems.

The company also provides aftermarket support, including maintenance, repair and overhaul services, replacement parts, upgrades, technical assistance, and digital solutions designed to improve aircraft performance and operational efficiency.