Honeywell International (NASDAQ:HON) Releases Q1 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) updated its first quarter 2026 earnings guidance on Friday. The company provided EPS guidance of 2.250-2.350 for the period, compared to the consensus EPS estimate of 2.390. The company issued revenue guidance of $9.1 billion-$9.4 billion, compared to the consensus revenue estimate of $9.4 billion. Honeywell International also updated its FY 2026 guidance to 10.350-10.650 EPS.

Honeywell International Stock Up 4.9%

Shares of NASDAQ HON opened at $227.24 on Friday. The company has a market capitalization of $144.27 billion, a price-to-earnings ratio of 23.95, a price-to-earnings-growth ratio of 2.57 and a beta of 0.95. The company has a debt-to-equity ratio of 1.70, a current ratio of 1.36 and a quick ratio of 1.04. The business has a 50-day moving average of $201.73 and a two-hundred day moving average of $209.12. Honeywell International has a 1 year low of $169.21 and a 1 year high of $228.04.

Honeywell International (NASDAQ:HON) last released its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. The business had revenue of $10.07 billion for 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%.The business’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.47 EPS. On average, analysts forecast that Honeywell International will post 10.34 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

HON has been the subject of several recent analyst reports. Barclays reduced their price objective on shares of Honeywell International from $269.00 to $250.00 and set an “overweight” rating for the company in a research report on Wednesday, December 24th. HSBC reduced their price target on shares of Honeywell International from $290.00 to $266.00 and set a “buy” rating for the company in a research report on Tuesday, November 11th. Argus upped their price objective on shares of Honeywell International from $225.00 to $250.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Rothschild & Co Redburn dropped their price objective on Honeywell International from $240.00 to $222.00 and set a “neutral” rating on the stock in a report on Monday, October 27th. Finally, TD Cowen reduced their target price on Honeywell International from $250.00 to $240.00 and set a “buy” rating for the company in a report on Monday, November 10th. Eleven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $237.67.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Q4 results beat consensus — adjusted EPS $2.59 and adjusted sales ~$10.1B, with orders up ~23% organically and backlog topping $37B; these beats support the stock given durable aerospace aftermarket demand and margin strength. PR Newswire: Q4 Results & 2026 Outlook
• Positive Sentiment: Management moved up the aerospace spin‑off to Q3 2026 and announced leadership for the separated businesses — the quicker timeline can unlock value and is a structural positive for the stock. WSJ: Spin-Off Sooner Than Expected
• Positive Sentiment: Street tone improved after the results — CNBC/Cramer highlighted Honeywell’s momentum and JPMorgan turned more constructive on 2026 outlook, supporting continued investor interest. CNBC: Cramer on Honeywell MSN: JPMorgan Turns More Constructive
• Positive Sentiment: Unusually large call buying was observed (11,704 calls), a short‑term bullish indicator signaling trader confidence after the print.
• Neutral Sentiment: Management issued FY 2026 EPS guidance of $10.35–$10.65 (street ~10.38 consensus) and revenue guidance of $38.8B–$39.8B (consensus ~$39.6B); the EPS range is essentially in line, but the revenue midpoint (~$39.3B) is slightly below consensus — a mixed read for full‑year expectations.
• Negative Sentiment: Q1 2026 guidance came in light: EPS $2.25–$2.35 vs. consensus $2.39 and revenue $9.1B–$9.4B vs. $9.4B consensus — this near‑term miss is the primary driver of downward pressure on the stock today as it raises short‑term growth concerns.
• Negative Sentiment: GAAP profit was hurt by charges related to a settlement with Flexjet, which reduced reported profit despite strong adjusted results; such one‑offs can temper sentiment until clarity on recurring earnings. Reuters: Revenue Rises; Settlement Impact
• Neutral Sentiment: Investors can review the Q4 earnings call transcript and presentation for more on margin drivers, orders, spin‑off cadence and capital allocation — useful for assessing whether the guidance gap is temporary. Seeking Alpha: Q4 Earnings Call Transcript

Hedge Funds Weigh In On Honeywell International

Institutional investors have recently added to or reduced their stakes in the stock. Unisphere Establishment lifted its position in Honeywell International by 5.4% during the 3rd quarter. Unisphere Establishment now owns 4,215,000 shares of the conglomerate’s stock worth $887,258,000 after acquiring an additional 215,000 shares during the period. Boston Partners raised its stake in shares of Honeywell International by 21.6% during the third quarter. Boston Partners now owns 3,535,270 shares of the conglomerate’s stock worth $744,054,000 after purchasing an additional 626,960 shares during the last quarter. Marshall Wace LLP lifted its holdings in shares of Honeywell International by 130.0% during the third quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock worth $388,379,000 after purchasing an additional 1,042,972 shares during the period. Raymond James Financial Inc. grew its position in Honeywell International by 1.6% in the 3rd quarter. Raymond James Financial Inc. now owns 1,395,551 shares of the conglomerate’s stock valued at $293,763,000 after buying an additional 21,902 shares during the last quarter. Finally, Two Sigma Investments LP grew its position in Honeywell International by 424.3% in the 3rd quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock valued at $242,865,000 after buying an additional 933,694 shares during the last quarter. Institutional investors and hedge funds own 75.91% of the company’s stock.

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.