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

Honeywell International (NASDAQ:HON) issued an update on its fourth quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.280-2.430 for the period, compared to the consensus EPS 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.

Honeywell International Price Performance

NASDAQ HON opened at $243.15 on Friday. The stock has a market capitalization of $77.04 billion, a PE ratio of 9.40, a P/E/G ratio of 5.55 and a beta of 0.90. Honeywell International has a twelve month low of $196.59 and a twelve month high of $261.24. The stock has a 50-day simple moving average of $226.15 and a 200 day simple moving average of $226.62. The company has a debt-to-equity ratio of 1.39, a quick ratio of 1.10 and a current ratio of 1.21.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings results on Thursday, July 23rd. The conglomerate reported $1.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.80 by $0.15. The firm had revenue of $9.72 billion for the quarter, compared to analyst estimates of $5.03 billion. Honeywell International had a return on equity of 34.00% and a net margin of 23.90%.The company’s quarterly revenue was up 3.4% compared to the same quarter last year. During the same period in the previous 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. Research analysts anticipate that Honeywell International will post 8.2 EPS for the current year.

Honeywell International Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 14th will be given a $0.70 dividend. This represents a $2.80 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Friday, August 14th. Honeywell International’s dividend payout ratio is 67.42%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on HON shares. TD Cowen decreased their price target on Honeywell International from $240.00 to $230.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Wells Fargo & Company reduced their price objective on Honeywell International from $235.00 to $230.00 and set an “equal weight” rating on the stock in a research note on Friday, April 24th. BMO Capital Markets reissued an “outperform” rating on shares of Honeywell International in a report on Friday, June 5th. Sanford C. Bernstein began coverage on shares of Honeywell International in a research report on Wednesday, June 10th. They set a “market perform” rating and a $233.00 target price on the stock. Finally, Citigroup boosted their price objective on shares of Honeywell International from $260.00 to $279.00 and gave the stock a “buy” rating in a research report on Friday. Thirteen 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 company presently has a consensus rating of “Hold” and an average target price of $259.54.

More Honeywell International News

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

• Positive Sentiment: Honeywell beat Q2 expectations, reporting EPS of $1.95 and revenue of $9.72 billion, with organic sales up 4% and orders up 16%; management also highlighted stronger backlog and improving demand in automation and building systems. Honeywell Technologies Reports Second Quarter Results
• Positive Sentiment: Honeywell raised its full-year outlook and several analysts lifted price targets, including Citigroup to $279 and RBC to $298, signaling confidence in the company’s growth and margin outlook. Analyst price target updates
• Positive Sentiment: Management emphasized the next phase of Honeywell’s transformation toward a more focused automation company, which investors may view as a potential catalyst for higher margins and simpler execution. HON Q2 Earnings Call Highlights Automation Growth Push
• Neutral Sentiment: The board declared a quarterly dividend of CAD 0.70 per share, reinforcing Honeywell’s shareholder-return profile but not likely to move the stock on its own. Honeywell Technologies Announces Quarterly Dividend
• Neutral Sentiment: Short-interest data showed essentially no short interest, so this does not appear to be a meaningful trading factor for the stock right now.
• Negative Sentiment: Despite the upbeat quarter, Honeywell’s updated Q3 and Q4 EPS guidance came in below some Wall Street expectations, which may temper enthusiasm around the earnings beat. Honeywell earnings call and guidance details

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in HON. Beacon Financial Advisory LLC boosted its stake in Honeywell International by 3.2% in the 4th quarter. Beacon Financial Advisory LLC now owns 1,753 shares of the conglomerate’s stock worth $342,000 after purchasing an additional 54 shares during the period. WPWealth LLP grew its stake in Honeywell International by 2.3% in the fourth quarter. WPWealth LLP now owns 2,444 shares of the conglomerate’s stock valued at $477,000 after purchasing an additional 56 shares in the last quarter. Blue Chip Partners LLC increased its holdings in Honeywell International by 4.6% during the second quarter. Blue Chip Partners LLC now owns 1,384 shares of the conglomerate’s stock worth $322,000 after buying an additional 61 shares during the last quarter. CYBER HORNET ETFs LLC raised its holdings in shares of Honeywell International by 4.0% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,757 shares of the conglomerate’s stock valued at $370,000 after purchasing an additional 68 shares during the period. Finally, Invenio Wealth Partners LLC lifted its position in shares of Honeywell International by 3.8% in the third quarter. Invenio Wealth Partners LLC now owns 1,917 shares of the conglomerate’s stock valued at $404,000 after buying an additional 70 shares during the last quarter. Institutional investors and hedge funds own 75.91% of the company’s stock.

Honeywell International Company Profile

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.