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 EPS guidance of 10.350-10.650 for the period, compared to the consensus EPS estimate of 10.530. The company issued revenue guidance of $38.8 billion-$39.8 billion, compared to the consensus revenue estimate of $39.4 billion.

Honeywell International Stock Performance

NASDAQ:HON opened at $220.31 on Friday. The company has a debt-to-equity ratio of 1.98, a quick ratio of 1.10 and a current ratio of 1.39. The stock has a market capitalization of $139.60 billion, a P/E ratio of 31.21, a PEG ratio of 3.13 and a beta of 0.85. The company has a 50 day moving average price of $222.65 and a 200 day moving average price of $219.53. Honeywell International has a fifty-two week low of $186.76 and a fifty-two week high of $248.18.

Honeywell International’s stock is set to reverse split before the market opens on Monday, June 29th. The 1-2 reverse split was announced on Friday, June 5th. The number of shares owned by shareholders will be adjusted after the closing bell on Friday, June 26th.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, topping analysts’ consensus estimates of $2.32 by $0.13. The firm had revenue of $9.14 billion during the quarter, compared to analysts’ expectations of $9.30 billion. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The firm’s quarterly revenue was up 2.4% on a year-over-year basis. During the same quarter last year, the company posted $2.21 EPS. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. Equities research analysts forecast that Honeywell International will post 10.54 EPS for the current year.

Honeywell International Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Friday, May 15th were given a dividend of $1.19 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $4.76 dividend on an annualized basis and a dividend yield of 2.2%. Honeywell International’s dividend payout ratio (DPR) is presently 67.42%.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on HON shares. Wolfe Research reiterated an “outperform” rating and set a $275.00 target price on shares of Honeywell International in a report on Friday, May 29th. TD Cowen reduced their target price on shares of Honeywell International from $240.00 to $230.00 and set a “buy” rating on the stock in a report on Friday, April 24th. Sanford C. Bernstein started coverage on shares of Honeywell International in a report on Wednesday. They set a “market perform” rating and a $233.00 target price on the stock. Weiss Ratings lowered shares of Honeywell International from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 13th. Finally, Morgan Stanley increased their target price on shares of Honeywell International from $235.00 to $245.00 and gave the stock an “equal weight” rating in a report on Thursday, March 12th. Thirteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Honeywell International has an average rating of “Moderate Buy” and an average price target of $246.92.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Honeywell said it sees significant acquisition opportunities in fragmented industrial automation markets and is targeting deals worth $2 billion to $4 billion, signaling a more active M&A strategy that could accelerate growth. Honeywell targets $2 bln-$4 bln deals, eyes industrial automation M&A
• Positive Sentiment: Royal Bank of Canada reaffirmed its outperform rating and raised its price target to $275 from $268, reinforcing bullish sentiment around Honeywell’s valuation and breakup story. Benzinga analyst update
• Positive Sentiment: Honeywell’s Investor Day and new three-year financial framework are drawing attention as the company prepares for the June 29 spin-off of Honeywell Aerospace, with investors viewing the separation as a potential value-unlocking event. HONEYWELL TECHNOLOGIES HOSTS 2026 INVESTOR DAY; PROVIDES NEW THREE-YEAR FINANCIAL FRAMEWORK
• Neutral Sentiment: Honeywell updated FY 2026 guidance to EPS of $10.35-$10.65 and revenue of $38.8 billion-$39.8 billion, which is broadly in line with expectations and suggests steady, but not dramatic, near-term performance.
• Neutral Sentiment: Several articles focus on the company’s breakup strategy and investor presentations, reinforcing the idea that shareholders are waiting for more details on how much value the split into aerospace and automation businesses could unlock. Honeywell Stock Jumps as Breakup Nears
• Negative Sentiment: Honeywell’s guidance is not a clear beat versus consensus, and the company recently reported a bigger-than-market pullback, which may remind investors that the stock can still be volatile despite the strategic optimism. Honeywell International Inc. (HON) Registers a Bigger Fall Than the Market: Important Facts to Note

Institutional Investors Weigh In On Honeywell International

A number of hedge funds and other institutional investors have recently modified their holdings of HON. Cibc World Markets Corp acquired a new stake in shares of Honeywell International in the 4th quarter valued at $219,787,000. Marshall Wace LLP raised its holdings in shares of Honeywell International by 130.0% in the 3rd quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock valued at $388,379,000 after purchasing an additional 1,042,972 shares in the last quarter. Two Sigma Investments LP raised its holdings in shares of Honeywell International by 424.3% in the 3rd quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock valued at $242,865,000 after purchasing an additional 933,694 shares in the last quarter. Pinebridge Investments LLC acquired a new stake in shares of Honeywell International in the 4th quarter valued at $173,123,000. Finally, Morgan Stanley raised its holdings in shares of Honeywell International by 4.7% in the 4th quarter. Morgan Stanley now owns 19,425,421 shares of the conglomerate’s stock valued at $3,789,706,000 after purchasing an additional 879,309 shares in the last quarter. 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.