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

Honeywell International (NASDAQ:HON) updated its fourth quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.280-2.430 for the period, compared to the consensus earnings per share estimate of 5.790. The company issued revenue guidance of $5.0 billion-$5.1 billion. Honeywell International also updated its Q3 2026 guidance to 2.050-2.200 EPS.

Analysts Set New Price Targets

HON has been the topic of several research analyst reports. BMO Capital Markets restated an “outperform” rating on shares of Honeywell International in a research report on Friday, June 5th. Rothschild & Co Redburn cut their price target on Honeywell International from $235.00 to $225.00 and set a “neutral” rating for the company in a report on Thursday, May 21st. Jefferies Financial Group dropped their price target on shares of Honeywell International from $245.00 to $240.00 and set a “hold” rating for the company in a research report on Monday, April 27th. Morgan Stanley dropped their target price on shares of Honeywell International from $490.00 to $245.00 and set an “equal weight” rating for the company in a research report on Tuesday, July 14th. Finally, Zacks Research cut Honeywell International from a “hold” rating to a “strong sell” rating in a report on Thursday, July 9th. Thirteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $257.79.

Honeywell International Stock Up 7.3%

Shares of HON stock traded up $16.95 on Thursday, reaching $249.94. 1,061,911 shares of the company’s stock traded hands, compared to its average volume of 4,260,211. The business’s 50 day moving average price is $224.98 and its two-hundred day moving average price is $226.15. The company has a market capitalization of $79.19 billion, a P/E ratio of 17.67, a price-to-earnings-growth ratio of 5.18 and a beta of 0.90. 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 1.98, a quick ratio of 1.10 and a current ratio of 1.39.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, July 23rd. The conglomerate reported $1.95 EPS for the quarter, beating the consensus estimate of $1.80 by $0.15. The company had revenue of $9.72 billion for the quarter, compared to the consensus estimate of $5.02 billion. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The company’s revenue for the quarter was up 3.4% compared to the same quarter last year. During the same quarter last year, the company 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. On average, equities analysts forecast that Honeywell International will post 8.2 earnings per share for the current year.

Honeywell International Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Friday, May 15th were given a dividend of $1.19 per share. The ex-dividend date was Friday, May 15th. This represents a $4.76 annualized dividend and a dividend yield of 1.9%. Honeywell International’s payout ratio is currently 67.42%.

More Honeywell International News

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

• Positive Sentiment: Honeywell beat Q2 expectations, reporting adjusted EPS of $1.95 versus the $1.80 consensus and revenue of $9.72 billion, helped by resilient demand in industrial and building automation and 4% order growth. Honeywell International Inc. (HON) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company said its backlog is about $38 billion, suggesting healthy demand visibility even as it completes a major portfolio reshaping. Honeywell Technologies Reports Second Quarter Results
• Neutral Sentiment: Honeywell’s first post-breakup results showed higher profit and sales, but the market is still digesting the separation of Aerospace Technologies, which changes how investors should compare results versus prior periods. Reuters article on Honeywell Technologies profit rise
• Neutral Sentiment: Honeywell reaffirmed its full-year sales outlook, which may reassure investors about the core business, but it did not materially improve near-term uncertainty. Honeywell International (HON) Undervalued As It Reaffirms 2026 Guidance?
• Negative Sentiment: Q3 and Q4 EPS guidance came in below Wall Street’s expectations, and Q3 revenue guidance of $4.9 billion to $5.0 billion also missed estimates, which could pressure the stock despite the Q2 beat. Barron’s article on Honeywell Technologies and aerospace spinoff

Institutional Investors Weigh In On Honeywell International

Hedge funds have recently bought and sold shares of the company. Caitlin John LLC lifted its stake in shares of 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 buying an additional 75 shares during the last quarter. University of Texas Texas AM Investment Management Co. acquired a new stake in shares of Honeywell International in the fourth quarter valued at approximately $28,000. JPL Wealth Management LLC acquired a new stake in shares of Honeywell International during the 3rd quarter worth $31,000. Strive Asset Management LLC bought a new position in Honeywell International in the 3rd quarter valued at about $33,000. Finally, Triumph Capital Management bought a new stake in Honeywell International during the third quarter worth $38,000. 75.91% of the stock is currently owned by institutional investors and hedge funds.

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.