Honeywell International (NASDAQ:HON) Updates FY 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 10.350-10.650 for the period, compared to the consensus earnings per share 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.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Royal Bank Of Canada reissued an “outperform” rating and issued a $275.00 target price (up from $268.00) on shares of Honeywell International in a research report on Thursday. BMO Capital Markets restated an “outperform” rating on shares of Honeywell International in a research note on Friday, June 5th. Deutsche Bank Aktiengesellschaft dropped their price target on shares of Honeywell International from $255.00 to $250.00 and set a “buy” rating for the company in a research note on Thursday, May 14th. Morgan Stanley boosted their price target on shares of Honeywell International from $235.00 to $245.00 and gave the stock an “equal weight” rating in a research note on Thursday, March 12th. Finally, Jefferies Financial Group dropped their price target on shares of Honeywell International from $245.00 to $240.00 and set a “hold” rating for the company in a research note on Monday, April 27th. Thirteen research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $246.92.

Honeywell International Stock Performance

NASDAQ:HON opened at $220.31 on Friday. The company has a fifty day simple moving average of $222.65 and a two-hundred day simple moving average of $219.53. The company has a market cap of $139.60 billion, a price-to-earnings ratio of 31.21, a price-to-earnings-growth ratio of 3.15 and a beta of 0.85. The company has a quick ratio of 1.10, a current ratio of 1.39 and a debt-to-equity ratio of 1.98. Honeywell International has a 52 week low of $186.76 and a 52 week high of $248.18.

Shares of Honeywell International are scheduled to reverse split 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 issued its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 EPS 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 the consensus estimate of $9.30 billion. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The company’s revenue was up 2.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.21 earnings per share. 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. As a group, equities analysts anticipate that Honeywell International will post 10.54 earnings per share for the current fiscal year.

Honeywell International Dividend Announcement

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

Honeywell International News Summary

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

Hedge Funds Weigh In On Honeywell International

Institutional investors and hedge funds have recently modified their holdings of the company. Compound Planning Inc. boosted its stake in Honeywell International by 3.8% in the fourth quarter. Compound Planning Inc. now owns 7,041 shares of the conglomerate’s stock valued at $1,374,000 after acquiring an additional 256 shares in the last quarter. First Growth Capital LLC acquired a new position in Honeywell International in the fourth quarter valued at $239,000. Axxcess Wealth Management LLC boosted its stake in Honeywell International by 14.9% in the fourth quarter. Axxcess Wealth Management LLC now owns 33,003 shares of the conglomerate’s stock valued at $6,439,000 after acquiring an additional 4,269 shares in the last quarter. Birchwood Financial Partners Inc. acquired a new position in Honeywell International in the fourth quarter valued at $37,000. Finally, Ameriflex Group Inc. boosted its stake in Honeywell International by 14.1% in the fourth quarter. Ameriflex Group Inc. now owns 3,533 shares of the conglomerate’s stock valued at $689,000 after acquiring an additional 437 shares in the last quarter. Institutional investors and hedge funds own 75.91% of the company’s stock.

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.