Honeywell International (NASDAQ:HON) Issues Q3 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) updated its third quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.050-2.200 for the period, compared to the consensus EPS estimate of 2.850. The company issued revenue guidance of $4.9 billion-$5.0 billion, compared to the consensus revenue estimate of $6.2 billion. Honeywell International also updated its Q4 2026 guidance to 2.280-2.430 EPS.

Analysts Set New Price Targets

A number of research firms have recently weighed in on HON. Rothschild & Co Redburn cut their price objective on shares of Honeywell International from $235.00 to $225.00 and set a “neutral” rating on the stock in a research note on Thursday, May 21st. Zacks Research cut Honeywell International from a “hold” rating to a “strong sell” rating in a report on Thursday, July 9th. Weiss Ratings lowered Honeywell International from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, June 29th. Deutsche Bank Aktiengesellschaft boosted their price target on Honeywell International from $250.00 to $263.00 and gave the company a “buy” rating in a report on Tuesday, June 30th. Finally, Morgan Stanley dropped their price objective on shares of Honeywell International from $490.00 to $245.00 and set an “equal weight” rating on the stock in a research note on Tuesday, July 14th. Thirteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Honeywell International currently has an average rating of “Hold” and an average target price of $257.79.

Honeywell International Stock Performance

Shares of HON stock opened at $246.27 on Friday. The company has a current ratio of 1.39, a quick ratio of 1.10 and a debt-to-equity ratio of 1.98. Honeywell International has a 12-month low of $196.59 and a 12-month high of $261.24. The business’s 50 day moving average is $225.55 and its two-hundred day moving average is $226.50. The company has a market capitalization of $78.03 billion, a P/E ratio of 17.44, a P/E/G ratio of 5.25 and a beta of 0.90.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, July 23rd. The conglomerate reported $1.95 EPS for the quarter, beating analysts’ consensus estimates of $1.80 by $0.15. The business had revenue of $9.72 billion during the quarter, compared to analysts’ expectations of $5.02 billion. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The business’s revenue was up 3.4% compared to the same quarter last year. During the same period in the previous year, the business earned $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. Analysts expect that Honeywell International will post 8.2 EPS for the current fiscal year.

Honeywell International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Friday, May 15th were given a $1.19 dividend. 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 dividend payout ratio (DPR) is 67.42%.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Honeywell beat Q2 expectations with adjusted EPS of $1.95 versus $1.80 estimated, and revenue of $9.72 billion topped forecasts. Management also highlighted 4% organic sales growth, a 16% surge in orders, and a 9% year-over-year increase in backlog, signaling healthy demand. Honeywell Technologies Reports Second Quarter Results
• Positive Sentiment: The company raised its outlook, with executives citing stronger margins and continued momentum in automation and building technologies. Investors are seeing this as evidence that the post-breakup Honeywell can still grow and expand profitability. Honeywell Lifts Outlook on Strong Orders and Margins
• Neutral Sentiment: This was Honeywell’s first earnings report after separating its aerospace business, so some of the stock reaction reflects investors re-rating the remaining automation-focused company and reassessing the new segment mix. Honeywell Technologies profit rises in first post-breakup results
• Negative Sentiment: Despite the strong quarter, the stock may face some pressure because third-quarter and fourth-quarter EPS and revenue guidance were below consensus, which could temper enthusiasm about the pace of growth ahead. HON Q2 Earnings Beat on Automation Growth, Outlook Raised

Hedge Funds Weigh In On Honeywell International

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Brighton Jones LLC boosted its holdings in Honeywell International by 9.1% in the 4th quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock valued at $4,302,000 after purchasing an additional 1,582 shares during the last quarter. Schnieders Capital Management LLC. increased its stake in Honeywell International by 18.3% during the second quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock worth $1,844,000 after acquiring an additional 1,223 shares during the last quarter. Safe Harbor Fiduciary LLC purchased a new stake in Honeywell International in the fourth quarter valued at $55,000. Wilkerson Advisory Group LLC acquired a new position in shares of Honeywell International in the 4th quarter valued at $59,000. Finally, Alvarez & Marsal Private Wealth Partners LLC purchased a new position in shares of Honeywell International during the 4th quarter worth $81,000. 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.