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

Honeywell International (NASDAQ:HON) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 10.350-10.650 for the period, compared to the consensus EPS estimate of 10.380. The company issued revenue guidance of $38.8 billion-$39.8 billion, compared to the consensus revenue estimate of $39.6 billion. Honeywell International also updated its Q1 2026 guidance to 2.250-2.350 EPS.

Honeywell International Stock Performance

NASDAQ HON opened at $227.52 on Friday. The company has a quick ratio of 1.04, a current ratio of 1.32 and a debt-to-equity ratio of 1.76. The business’s 50-day moving average price is $202.48 and its 200 day moving average price is $208.86. Honeywell International has a 52-week low of $169.21 and a 52-week high of $229.59. The firm has a market cap of $144.45 billion, a P/E ratio of 28.48, a P/E/G ratio of 2.66 and a beta of 0.95.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. The business had revenue of $10.07 billion for the quarter, compared to analysts’ expectations of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.40%. The business’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same period in the prior year, the company posted $2.47 EPS. On average, equities research analysts expect that Honeywell International will post 10.34 earnings per share for the current year.

Analyst Ratings Changes

Several brokerages have recently weighed in on HON. Royal Bank Of Canada upped their target price on shares of Honeywell International from $249.00 to $268.00 and gave the company an “outperform” rating in a research note on Friday. Evercore ISI lifted their price objective on shares of Honeywell International from $255.00 to $265.00 and gave the company an “outperform” rating in a research report on Friday. Wall Street Zen upgraded shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. Sanford C. Bernstein set a $255.00 target price on shares of Honeywell International in a report on Friday, January 16th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a research report on Friday. Eleven equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $242.19.

Key Honeywell International News

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

• Positive Sentiment: Q4 beat and strategic catalyst — Honeywell reported adjusted Q4 EPS $2.59 (vs. ~$2.54 est.) and roughly $10.1B in sales, with orders up sharply and backlog >$37B; management moved the aerospace spin-off timeline up to Q3 2026 — this drove the initial rally after results. PR Newswire: Q4 results & outlook
• Positive Sentiment: Broad analyst upgrades/price-target increases — Several major firms raised targets and kept constructive ratings (JPMorgan to $260/OW; Citi to $265/Buy; Barclays to $259/OW; RBC to $268/Outperform), signaling renewed analyst conviction after the quarter. Benzinga: analyst moves
• Positive Sentiment: Analyst commentary on margin upside and forecast lifts — Post?earnings writeups and notes (Seeking Alpha, Forbes) emphasize margin expansion, improved profitability and why the results support a buy thesis — reinforcing the bullish narrative. Benzinga: analysts raise forecasts
• Positive Sentiment: Options flow showed bullish positioning — Unusually large call buying (?11.7k calls) the session after results indicates speculative/hedged bullish interest, which can amplify intraday upside.
• Neutral Sentiment: Wells Fargo raised its target to $235 but kept an “equal weight” rating, a milder endorsement versus other banks and a reminder not all analysts are increasing conviction. TickerReport: Wells Fargo note
• Neutral Sentiment: FY 2026 guidance is roughly in line with street expectations (EPS range $10.35–$10.65, revenue $38.8B–$39.8B) — supportive but not a clear beat that would immediately re-rate consensus materially. PR Newswire: outlook
• Negative Sentiment: Q1 guide came in slightly light — Honeywell guided Q1 EPS $2.25–$2.35 (vs. ~2.39 consensus) and revenue $9.1B–$9.4B (vs. ~9.4B est.), which could cap near?term upside if investors focus on the quarter?ahead softness. PR Newswire: guidance details
• Negative Sentiment: One-time charge weighed on GAAP profit — A settlement with Flexjet reduced GAAP profits in the quarter; while adjusted results were strong, the charge is a reminder of event-driven downside risk. WSJ: Flexjet settlement

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in HON. Hancock Whitney Corp increased its stake in Honeywell International by 3.6% during the 3rd quarter. Hancock Whitney Corp now owns 26,529 shares of the conglomerate’s stock worth $5,584,000 after purchasing an additional 912 shares in the last quarter. Saratoga Research & Investment Management increased its holdings in shares of Honeywell International by 45.4% during the 3rd quarter. Saratoga Research & Investment Management now owns 84,226 shares of the conglomerate’s stock worth $17,730,000 after acquiring an additional 26,301 shares during the last quarter. Financial Engines Advisors L.L.C. grew its position in shares of Honeywell International by 2.2% in the third quarter. Financial Engines Advisors L.L.C. now owns 4,477 shares of the conglomerate’s stock valued at $942,000 after purchasing an additional 95 shares during the last quarter. OmniStar Financial Group Inc. bought a new position in Honeywell International during the 3rd quarter worth $1,352,000. Finally, Morningstar Investment Management LLC increased its holdings in shares of Honeywell International by 1,106.1% during the third quarter. Morningstar Investment Management LLC now owns 70,557 shares of the conglomerate’s stock worth $14,852,000 after purchasing an additional 64,707 shares during the period. 75.91% of the stock is currently owned by institutional investors and hedge funds.

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.