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

Honeywell International (NASDAQ:HON) updated its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.050-2.200 for the period, compared to the consensus 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 equities analysts have recently issued reports on HON shares. Morgan Stanley cut 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 report on Tuesday, July 14th. Citigroup dropped their price target on Honeywell International from $269.40 to $260.00 and set a “buy” rating on the stock in a research note on Wednesday, July 1st. Barclays cut their price target on Honeywell International from $251.00 to $239.00 and set an “overweight” rating on the stock in a report on Wednesday, June 10th. Weiss Ratings downgraded Honeywell International from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, June 29th. Finally, Zacks Research lowered Honeywell International from a “hold” rating to a “strong sell” rating in a research 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 given a Sell rating to the stock. According to MarketBeat.com, Honeywell International currently has a consensus rating of “Hold” and an average target price of $257.79.

Honeywell International Price Performance

HON stock opened at $232.99 on Thursday. 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 business has a 50-day simple moving average of $224.98 and a two-hundred day simple moving average of $226.15. The company has a market capitalization of $73.82 billion, a P/E ratio of 16.50, a price-to-earnings-growth ratio of 5.18 and a beta of 0.90. Honeywell International has a 52-week low of $196.59 and a 52-week high of $261.24.

Honeywell International (NASDAQ:HON) last posted its earnings results on Thursday, July 23rd. The conglomerate reported $4.52 earnings per share for the quarter, beating analysts’ consensus estimates of $1.80 by $2.72. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The company had revenue of $9.72 billion for the quarter, compared to analyst estimates of $5.02 billion. 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. Research analysts expect that Honeywell International will post 8.2 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Friday, May 15th were paid a $1.19 dividend. This represents a $4.76 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Friday, May 15th. Honeywell International’s dividend payout ratio is 67.42%.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Honeywell reported second-quarter earnings and revenue well above Wall Street expectations, with EPS of $4.52 versus $1.80 expected and sales of $9.72 billion versus $5.02 billion estimated. The beat suggests solid underlying demand and strong execution in the quarter. Honeywell Q2 2026 Press Release
• Positive Sentiment: The company said orders rose 4% and backlog reached about $38 billion, signaling healthy demand visibility after the aerospace spin-off and supporting the view that the remaining business can generate steady results. Honeywell Technologies Reports Second Quarter Results
• Neutral Sentiment: Honeywell also described its first post-breakup earnings report as benefiting from resilient demand in industrial and building automation, which reinforces the quality of the core businesses but is mostly an update on the company’s new structure. Reuters article
• Negative Sentiment: Despite the strong quarter, Honeywell’s Q3 and Q4 2026 guidance came in below analyst expectations, including EPS guidance of $2.05-$2.20 for Q3 and $2.28-$2.43 for Q4, with Q3 revenue guidance also below consensus. That weaker outlook may be weighing on the stock. Reuters article

Institutional Trading of Honeywell International

Several hedge funds have recently made changes to their positions in HON. Brighton Jones LLC raised its position in shares of Honeywell International by 9.1% in the fourth quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock worth $4,302,000 after buying an additional 1,582 shares in the last quarter. Acadian Asset Management LLC increased its stake in Honeywell International by 145.7% in the 1st quarter. Acadian Asset Management LLC now owns 4,433 shares of the conglomerate’s stock worth $937,000 after acquiring an additional 2,629 shares during the last quarter. Schnieders Capital Management LLC. increased its stake in Honeywell International by 18.3% in the 2nd 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. Nebula Research & Development LLC raised its holdings in shares of Honeywell International by 3.1% in the 2nd quarter. Nebula Research & Development LLC now owns 5,901 shares of the conglomerate’s stock valued at $1,374,000 after acquiring an additional 176 shares in the last quarter. Finally, Main Street Financial Solutions LLC boosted its position in shares of Honeywell International by 4.4% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,488 shares of the conglomerate’s stock valued at $1,045,000 after acquiring an additional 188 shares during the last quarter. 75.91% of the stock is currently owned by institutional investors.

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.