Honeywell International (NASDAQ:HON) Reaches New 12-Month High Following Earnings Beat

Honeywell International Inc. (NASDAQ:HON) shares hit a new 52-week high during mid-day trading on Friday following a better than expected earnings announcement. The stock traded as high as $229.00 and last traded at $228.4790, with a volume of 329790 shares changing hands. The stock had previously closed at $227.24.

The conglomerate reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. The company had revenue of $10.07 billion during the quarter, compared to the consensus estimate of $9.60 billion. Honeywell International had a return on equity of 38.11% and a net margin of 15.07%.Honeywell International’s revenue was up 6.4% on a year-over-year basis. During the same period last year, the business posted $2.47 earnings per share.

More Honeywell International News

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

• Positive Sentiment: Q4 beat on both EPS and sales, with adjusted EPS of $2.59 above estimates and adjusted sales ~ $10.1B; orders rose sharply (organically up ~23%) and backlog tops $37B — evidence of durable demand driving revenue and margins. PR Newswire Q4 Release
• Positive Sentiment: Analyst and media commentary emphasize that margin expansion — not just top‑line growth — is the market’s focus; several writeups argue profitability improvement and efficiency gains will continue to support valuation. Seeking Alpha: Margin Expansion
• Positive Sentiment: Honeywell moved up its aerospace spin‑off timeline to Q3 2026 and announced a leadership plan for the separation — a catalyst that could unlock shareholder value and attract multiple re‑rating. Reuters: Spin-Off Timeline
• Positive Sentiment: Market positioning looks bullish: unusually large call buying and increased analyst optimism (JPMorgan and others turning more constructive) reinforce positive investor sentiment.
• Neutral Sentiment: Full‑year 2026 guidance was issued at adjusted EPS $10.35–$10.65 and revenue $38.8B–$39.8B — roughly in line with consensus but presented as a range, leaving room for investor interpretation on upside. PR Newswire: 2026 Guidance
• Negative Sentiment: First‑quarter 2026 guidance came in light of expectations (EPS $2.25–$2.35 vs. consensus ~2.39; revenue guide bottoming near estimates) — a near‑term caution that could temper expectations for Q1. PR Newswire: Q1 Guidance
• Negative Sentiment: GAAP profit was reduced by charges related to a settlement with Flexjet, which hurt reported EPS — a reminder that one‑time items can depress headline results even as adjusted metrics look strong. WSJ: Flexjet Charges

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on HON. Morgan Stanley reduced their price objective on Honeywell International from $245.00 to $235.00 and set an “equal weight” rating for the company in a report on Tuesday, October 28th. Deutsche Bank Aktiengesellschaft dropped their price objective on shares of Honeywell International from $265.00 to $264.00 and set a “buy” rating on the stock in a report on Monday, December 8th. Bank of America reiterated an “underperform” rating and issued a $205.00 target price (down previously from $265.00) on shares of Honeywell International in a research note on Tuesday, November 18th. Mizuho dropped their price target on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating on the stock in a research note on Monday, January 5th. Finally, Wall Street Zen raised shares of Honeywell International to a “hold” rating in a report on Saturday, January 3rd. Eleven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $238.57.

Hedge Funds Weigh In On Honeywell International

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Chung Wu Investment Group LLC bought a new position in shares of Honeywell International during the 2nd quarter valued at $26,000. Holos Integrated Wealth LLC bought a new stake in shares of Honeywell International during the fourth quarter valued at approximately $25,000. Ares Financial Consulting LLC purchased a new stake in Honeywell International in the fourth quarter worth about $26,000. RMG Wealth Management LLC bought a new position in shares of Honeywell International in the second quarter worth approximately $33,000. Finally, Howard Hughes Medical Institute bought a new position in Honeywell International during the second quarter valued at approximately $33,000. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Honeywell International Price Performance

The firm has a fifty day moving average price of $201.73 and a two-hundred day moving average price of $209.12. The stock has a market capitalization of $145.30 billion, a P/E ratio of 24.08, a PEG ratio of 2.57 and a beta of 0.95. The company has a debt-to-equity ratio of 1.70, a quick ratio of 1.04 and a current ratio of 1.36.

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.