Honeywell Aerospace (NASDAQ:HONA) Releases FY 2026 Earnings Guidance

Honeywell Aerospace (NASDAQ:HONA) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 7.850-8.000 for the period, compared to the consensus earnings per share estimate of 7.770.

Analyst Ratings Changes

A number of research firms recently issued reports on HONA. Susquehanna began coverage on shares of Honeywell Aerospace in a research report on Thursday, September 17th. They set a “positive” rating and a $190.00 target price for the company. Melius Research set a $190.00 price target on Honeywell Aerospace in a research report on Monday, September 14th. UBS Group reduced their price objective on Honeywell Aerospace from $231.00 to $213.00 and set a “neutral” rating for the company in a research note on Thursday, August 6th. TD Cowen decreased their price objective on Honeywell Aerospace from $180.00 to $170.00 and set a “hold” rating for the company in a report on Friday, October 9th. Finally, Zacks Research downgraded Honeywell Aerospace from a “hold” rating to a “strong sell” rating in a research note on Monday, September 14th. Four research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $196.80.

Honeywell Aerospace Stock Performance

NASDAQ:HONA opened at $154.15 on Friday. The company’s 50 day moving average price is $159.99. Honeywell Aerospace has a 1-year low of $149.19 and a 1-year high of $297.50. The stock has a market cap of $48.87 billion and a price-to-earnings ratio of 82.43.

Honeywell Aerospace (NASDAQ:HONA) last announced its quarterly earnings results on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.90 by $0.31. The firm had revenue of $4.64 billion for the quarter. As a group, equities research analysts forecast that Honeywell Aerospace will post 7.90 EPS for the current year.

Honeywell Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 4th. Shareholders of record on Friday, November 13th will be given a $0.40 dividend. The ex-dividend date is Friday, November 13th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%.

More Honeywell Aerospace News

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

• Positive Sentiment: Honeywell Aerospace reported third-quarter revenue of approximately $4.6 billion, a 2% year-over-year increase, and adjusted EPS of $2.21, exceeding the $1.90 consensus estimate. Backlog grew 12% to $19.3 billion, supporting longer-term demand. Honeywell Aerospace Q3 Earnings Beat Estimates
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $7.85-$8.00, above the $7.77 analyst consensus, and expects stronger production growth in 2027. HONA Q3 Earnings Call Highlights
• Positive Sentiment: The company announced its first quarterly dividend of $0.40 per share and plans a roughly $500 million manufacturing expansion in Tempe, Arizona, providing shareholder returns and potential capacity growth. Honeywell Aerospace Dividend and Tempe Expansion
• Neutral Sentiment: Several law firms are publicizing a securities class-action lawsuit involving investors who purchased HONA between June 29 and September 1, with a November 23 lead-plaintiff deadline. These notices largely repeat existing information and do not establish wrongdoing, but they add headline risk. HONA Class Action Notice
• Negative Sentiment: BMO Capital Markets downgraded HONA from “outperform” to “market perform” and cut its price target to $181 from $213. JPMorgan also reduced its target to $210 from $235 and maintained a neutral rating, reinforcing investor caution. BMO Capital Markets Recommendation
• Negative Sentiment: Adjusted EBIT rose only 1%, while mechanical supplier constraints continue to limit deliveries. Tariff refunds, deal timing and higher standalone costs—including interest and separation expenses—also made the quarterly profit quality appear less robust. With HONA trading at a high earnings multiple, investors appear to be demanding faster growth than the company currently forecasts. Why Honeywell Aerospace Stock Fell

About Honeywell Aerospace

Honeywell Aerospace develops and supplies aerospace technologies for commercial aviation, business and general aviation, defense, and space customers. Its portfolio includes aircraft engines and auxiliary power units, avionics, flight controls, navigation and communication systems, environmental and thermal-management equipment, wheels and brakes, and other propulsion and mechanical systems.

The company also provides aftermarket support, including maintenance, repair and overhaul services, replacement parts, upgrades, technical assistance, and digital solutions designed to improve aircraft performance and operational efficiency.