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

Honeywell International (NASDAQ:HON) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 10.350-10.650 for the period, compared to the consensus earnings per share estimate of 10.520. The company issued revenue guidance of $38.8 billion-$39.8 billion, compared to the consensus revenue estimate of $39.5 billion. Honeywell International also updated its Q2 2026 guidance to 2.350-2.450 EPS.

Wall Street Analyst Weigh In

A number of analysts have commented on HON shares. BNP Paribas Exane lifted their target price on Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a report on Monday, February 2nd. Morgan Stanley lifted their price objective on Honeywell International from $235.00 to $245.00 and gave the stock an “equal weight” rating in a report on Thursday, March 12th. Barclays lowered their target price on shares of Honeywell International from $275.00 to $255.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 1st. The Goldman Sachs Group lifted their price target on shares of Honeywell International from $236.00 to $262.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. Finally, Mizuho decreased their price objective on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating for the company in a report on Monday, January 5th. Thirteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Honeywell International currently has an average rating of “Moderate Buy” and a consensus price target of $251.83.

Honeywell International Stock Performance

Shares of HON traded down $3.84 on Thursday, reaching $216.13. The company’s stock had a trading volume of 2,301,859 shares, compared to its average volume of 4,170,439. The stock’s 50 day simple moving average is $233.86 and its two-hundred day simple moving average is $215.37. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. The stock has a market capitalization of $136.95 billion, a P/E ratio of 27.03, a PEG ratio of 3.23 and a beta of 0.93. Honeywell International has a 12-month low of $185.13 and a 12-month high of $248.18.

Honeywell International (NASDAQ:HON) last released its quarterly earnings results 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 business 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%. The company’s quarterly revenue was up 2.4% on a year-over-year basis. During the same period last year, the firm earned $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. Research analysts forecast that Honeywell International will post 10.5 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were given a dividend of $1.19 per share. The ex-dividend date was Friday, February 27th. This represents a $4.76 annualized dividend and a yield of 2.2%. Honeywell International’s payout ratio is 59.57%.

Insider Transactions at Honeywell International

In other Honeywell International news, VP Robert D. Mailloux sold 10,549 shares of Honeywell International stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the transaction, the vice president owned 4,803 shares of the company’s stock, valued at $1,099,887. The trade was a 68.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the transaction, the director directly owned 31,081 shares of the company’s stock, valued at $7,459,440. This represents a 7.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 18,190 shares of company stock worth $4,244,287. Insiders own 0.15% of the company’s stock.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Q1 EPS beat consensus — adjusted EPS $2.45 topped estimates and showed year?over?year improvement, which supports earnings quality despite revenue weakness. HON Tops Q1 Earnings
• Positive Sentiment: Honeywell agreed to sell its Warehouse & Workflow Solutions (WWS) business to American Industrial Partners for an all?cash deal, which should raise cash, simplify the portfolio ahead of the Aerospace spin?off, and narrow focus on higher?margin franchises. WWS Sale to AIP
• Positive Sentiment: Quantinuum (Honeywell?majority quantum unit) has confidentially filed for a U.S. IPO, a potential near?to?medium?term catalyst that could unlock value independent of the industrial business. Quantinuum IPO Filing
• Neutral Sentiment: FY?2026 guidance was reaffirmed in an EPS range (10.35–10.65) roughly in line with expectations at the midpoint, but revenue guidance sits below some analysts’ models — keeps the full?year story mixed. Q1 Results & Guidance
• Negative Sentiment: Management cut Q2 guidance below Street forecasts and explicitly cited the Middle East conflict disrupting supply chains and industrial demand — the weaker near?term outlook is the main reason shares moved lower. Q2 Outlook Hit by Middle East
• Negative Sentiment: Revenue missed consensus (Q1 sales $9.14B vs. ~$9.30B expected) and management flagged lower operating cash?flow expectations, shifting investor focus from the EPS beat to top?line and cash concerns. Revenue Miss & Cash Flow
• Negative Sentiment: Ongoing restructuring and the upcoming Aerospace spin?off introduce near?term execution risk and transitional profit impact (WSJ coverage highlighted profit pressure amid restructuring). Restructuring Pressure

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of HON. Caitlin John LLC lifted its holdings in shares of Honeywell International by 138.9% in the 4th quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock worth $25,000 after acquiring 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 4th quarter valued at about $28,000. JPL Wealth Management LLC purchased a new stake in Honeywell International in the 3rd quarter worth about $31,000. Strive Asset Management LLC bought a new stake in Honeywell International in the third quarter worth about $33,000. Finally, Birchwood Financial Partners Inc. bought a new stake in Honeywell International in the fourth quarter worth about $37,000. 75.91% of the stock is owned by hedge funds and other institutional investors.

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.