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

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

Honeywell Aerospace Stock Performance

HONA stock traded down $5.48 during midday trading on Friday, hitting $154.56. 1,534,619 shares of the company’s stock were exchanged, compared to its average volume of 3,541,045. Honeywell Aerospace has a one year low of $149.19 and a one year high of $297.50. The stock’s fifty day moving average is $160.23. The company has a market cap of $48.99 billion and a P/E ratio of 82.71.

Honeywell Aerospace (NASDAQ:HONA) last issued its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.90 by $0.31. The company had revenue of $4.64 billion for the quarter. On average, analysts predict that Honeywell Aerospace will post 7.77 earnings per share for the current fiscal year.

Honeywell Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Investors of record on Friday, November 13th will be issued a dividend of $0.40 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Jefferies Financial Group set a $175.00 price target on Honeywell Aerospace and gave the stock a “hold” rating in a report on Sunday, August 9th. The Goldman Sachs Group assumed coverage on Honeywell Aerospace in a research note on Wednesday, October 7th. They set a “neutral” rating and a $190.00 target price for the company. Evercore set a $210.00 price objective on shares of Honeywell Aerospace in a research note on Thursday, August 6th. BNP Paribas Exane lowered their price target on shares of Honeywell Aerospace from $210.00 to $160.00 and set a “neutral” rating for the company in a report on Tuesday, October 6th. Finally, Weiss Ratings assumed coverage on Honeywell Aerospace in a research note on Friday, September 11th. They issued a “sell (d)” rating for the company. Four investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $196.80.

Trending Headlines about Honeywell Aerospace

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

• Positive Sentiment: Honeywell Aerospace reported third-quarter EPS of $2.21, exceeding the $1.90 consensus estimate, while revenue reached $4.64 billion. The company also raised its fiscal 2026 adjusted EPS outlook to $7.85-$8.00, above the $7.77 consensus estimate. Honeywell Aerospace Q3 Earnings Beat Estimates, Sales Increase Y/Y
• Positive Sentiment: Management declared the company’s first quarterly dividend of $0.40 per share, or $1.60 annualized, adding a new source of shareholder returns. Honeywell Aerospace declares first quarterly cash dividend
• Positive Sentiment: The company plans to invest $500 million in a new 300,000-square-foot Tempe, Arizona manufacturing facility, expected to create approximately 600 jobs and expand capacity for commercial aviation and defense programs. Honeywell Aerospace to build new manufacturing facility in Arizona
• Neutral Sentiment: Backlog increased 12% to $19.3 billion, and management expects stronger output growth in 2027. However, the company said mechanical supplier constraints continue to limit deliveries, keeping investors focused on the timing of the recovery.
• Negative Sentiment: Adjusted EBIT rose only 1% year over year, while tariff refunds, deal timing and higher standalone costs supported the quarter. Investors appear concerned that underlying growth is not yet strong enough to justify HONA’s elevated valuation.
• Negative Sentiment: BMO Capital Markets downgraded HONA to “market perform” and cut its price target to $181 from $213. JPMorgan also lowered its target to $210 from $235 and assigned a “neutral” rating. BMO Capital Markets recommendations
• Negative Sentiment: Several law firms are promoting a securities class action covering investors who purchased shares from June 29 through September 1, alleging that Honeywell Aerospace failed to disclose supplier constraints and a pending Justice Department cybersecurity investigation. The lead-plaintiff deadline is November 23, 2026. HONA class action notice

Honeywell Aerospace Company Profile

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.