Honeywell International (NASDAQ:HON) Releases FY 2026 Earnings Guidance
by Doug Wharley · The Cerbat GemHoneywell International (NASDAQ:HON – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 10.350-10.650 for the period, compared to the consensus estimate of 10.520. The company issued revenue guidance of $38.8 billion-$39.8 billion, compared to the consensus revenue estimate of $39.5 billion.
Honeywell International Stock Performance
HON opened at $219.97 on Thursday. The company has a current ratio of 1.30, a quick ratio of 1.03 and a debt-to-equity ratio of 1.81. The company’s fifty day moving average price is $233.86 and its two-hundred day moving average price is $215.37. Honeywell International has a 1-year low of $185.13 and a 1-year high of $248.18. The company has a market cap of $139.38 billion, a price-to-earnings ratio of 27.53, a PEG ratio of 3.23 and a beta of 0.93.
Honeywell International (NASDAQ:HON – Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, topping the consensus estimate of $2.33 by $0.12. The firm had revenue of $9.14 billion for the quarter, compared to the consensus estimate of $9.30 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS. On average, analysts expect that Honeywell International will post 10.5 EPS for the current fiscal year.
Honeywell International Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were issued a $1.19 dividend. The ex-dividend date was Friday, February 27th. This represents a $4.76 annualized dividend and a dividend yield of 2.2%. Honeywell International’s dividend payout ratio is currently 59.57%.
Analysts Set New Price Targets
HON has been the subject of several analyst reports. Rothschild & Co Redburn increased their target price on shares of Honeywell International from $222.00 to $235.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Morgan Stanley increased their target price on shares of Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a report on Thursday, March 12th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a report on Wednesday, March 4th. Vertical Research downgraded shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price for the company. in a report on Monday, January 5th. Finally, Daiwa Securities Group increased their target price on shares of Honeywell International from $230.00 to $240.00 in a report on Tuesday, February 3rd. Thirteen research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $251.83.
Read Our Latest Analysis on Honeywell International
Insider Transactions at Honeywell International
In related news, VP Robert D. Mailloux sold 5,274 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the completion of the sale, the vice president owned 4,803 shares in the company, valued at approximately $1,147,917. This trade represents a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the sale, the director owned 31,081 shares of the company’s stock, valued at $7,459,440. This trade represents a 7.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 18,190 shares of company stock valued at $4,244,287 in the last 90 days. 0.15% of the stock is currently owned by corporate insiders.
Honeywell International News Roundup
Here are the key news stories impacting Honeywell International this week:
- Positive Sentiment: Quantinuum (majority‑owned by Honeywell) confidentially filed a draft S‑1 for a U.S. IPO, signaling Honeywell can unlock value from its quantum computing unit and potentially raise cash or create a high‑growth public asset. The move (traditional IPO vs. SPAC) also supports credibility for the business unit. Read More.
- Positive Sentiment: Honeywell won a technology deal with Nigeria’s Dangote to expand petrochemicals at the Dangote refinery — a meaningful commercial contract that adds revenue visibility in Chemicals/Process Solutions and underscores Honeywell’s global industrial positioning. Read More.
- Positive Sentiment: Bullish coverage and public endorsements (e.g., Jim Cramer highlighting Honeywell) can support sentiment and retail/institutional interest, helping momentum into earnings and the Quantinuum story. Read More.
- Neutral Sentiment: Analysis on spinoffs suggests newly public units often outperform parents over time, but benefits typically materialize after several months — relevant if Quantinuum is spun out, but timing and structure remain uncertain. Read More.
- Negative Sentiment: Q1 earnings previews show mixed analyst estimates and warn of lower first‑quarter sales as operations are disrupted by the Iran conflict; this creates near‑term revenue and margin risk that could pressure the stock around the earnings release. Read More.
- Negative Sentiment: Other previews (Seeking Alpha/MarketWatch/Yahoo) highlight mixed guidance and uneven segment outlooks — investors may focus on near‑term free cash flow and margin trends, which could temper enthusiasm from the Quantinuum announcement until results and management commentary arrive. Read More.
Institutional Trading of Honeywell International
Large investors have recently added to or reduced their stakes in the stock. Caitlin John LLC increased its holdings in Honeywell International by 138.9% during the fourth quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock worth $25,000 after buying an additional 75 shares during the last quarter. University of Texas Texas AM Investment Management Co. bought a new position in Honeywell International during the fourth quarter worth about $28,000. JPL Wealth Management LLC bought a new position in Honeywell International during the third quarter worth about $31,000. Strive Asset Management LLC bought a new position in Honeywell International during the third quarter worth about $33,000. Finally, Triumph Capital Management bought a new position in Honeywell International during the third quarter worth about $38,000. Hedge funds and other institutional investors 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.