Honeywell International (NASDAQ:HON) Issues Q4 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) updated its fourth quarter 2026 earnings guidance on Friday. The company provided EPS guidance of 2.420-2.470 for the period, compared to the consensus estimate of 2.410. The company issued revenue guidance of $5.0 billion-$5.1 billion, compared to the consensus revenue estimate of $5.2 billion. Honeywell International also updated its FY 2026 guidance to 8.400-8.450 EPS.

Wall Street Analysts Forecast Growth

HON has been the subject of a number of recent research reports. Wolfe Research raised Honeywell International to a “hold” rating in a research report on Monday, June 29th. Daiwa Securities Group upgraded shares of Honeywell International from a “neutral” rating to an “outperform” rating and set a $255.00 price objective on the stock in a report on Tuesday, June 30th. Melius Research lowered shares of Honeywell International from a “buy” rating to a “hold” rating and set a $190.00 price objective on the stock. in a research report on Monday, September 14th. JPMorgan Chase & Co. reduced their target price on shares of Honeywell International from $255.00 to $240.00 and set an “overweight” rating for the company in a report on Friday, October 9th. Finally, Royal Bank Of Canada reduced their target price on shares of Honeywell International from $293.00 to $270.00 and set an “outperform” rating for the company in a report on Wednesday, October 14th. Thirteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $249.60.

Honeywell International Stock Down 2.1%

Shares of NASDAQ:HON traded down $4.56 during midday trading on Friday, reaching $213.75. The company had a trading volume of 339,173 shares, compared to its average volume of 3,850,407. Honeywell International has a 1-year low of $196.59 and a 1-year high of $261.24. The stock has a market cap of $67.74 billion, a PE ratio of 8.26, a P/E/G ratio of 1.60 and a beta of 0.86. The company has a quick ratio of 0.93, a current ratio of 1.21 and a debt-to-equity ratio of 1.39. The business’s 50 day moving average price is $212.07 and its 200 day moving average price is $221.91.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings results on Thursday, October 22nd. The conglomerate reported $2.27 EPS for the quarter, beating the consensus estimate of $2.17 by $0.10. The firm had revenue of $4.99 billion during the quarter, compared to analysts’ expectations of $5.01 billion. Honeywell International had a return on equity of 34.00% and a net margin of 23.90%. The business’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.82 earnings per share. Research analysts forecast that Honeywell International will post 8.27 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 13th will be issued a $0.70 dividend. This represents a $2.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, November 13th. Honeywell International’s dividend payout ratio is presently 27.60%.

Insider Activity at Honeywell International

In related news, CEO Kenneth West sold 316 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $245.47, for a total value of $77,568.52. Following the completion of the transaction, the chief executive officer directly owned 2,004 shares of the company’s stock, valued at approximately $491,921.88. This trade represents a 13.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.15% of the company’s stock.

Key Honeywell International News

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

• Positive Sentiment: Q3 earnings beat and outlook increase: Honeywell reported adjusted earnings of $2.27 per share, above the $2.17 consensus estimate. Although revenue of approximately $5.0 billion was slightly below expectations, management raised its 2026 projections for sales, earnings and cash flow. HON Q3 Earnings Beat on Automation Strength, Outlook Raised
• Positive Sentiment: Automation and data-center demand support growth: Organic sales growth reportedly reached 7%, driven by automation demand, energy projects and data-center activity. These trends reinforce the investment case for Honeywell’s more focused industrial platform and helped fuel optimism on the earnings call. Honeywell Q3 2026 Earnings Call Transcript
• Positive Sentiment: AI expansion adds a longer-term growth opportunity: Honeywell discussed its Forge Cognition AI platform, “physical AI” applications and partnerships with Nvidia, Dell and Google. The company is also expanding AI-based complaint processing for life-sciences customers, potentially supporting software and services growth. Honeywell Technologies expands AI complaint processing for life sciences
• Neutral Sentiment: Cybersecurity remains a key execution risk: CEO Vimal Kapur highlighted growing cyber vulnerabilities created by AI tools and risks to industrial infrastructure. Strong cybersecurity execution could protect Honeywell’s industrial-AI opportunity, but new threats may increase costs and operational risk. Cyber Vulnerability: Honeywell CEO Warns about growing AI security challenge
• Negative Sentiment: Revenue miss and analyst caution temper the results: Quarterly revenue of $4.99 billion slightly missed the $5.01 billion consensus, while EPS declined from the year-ago period. Mizuho also lowered its price target to $255, suggesting some valuation or execution caution despite the raised guidance. Mizuho cuts target for Honeywell stock

Honeywell International Company Profile

Honeywell International Inc is a diversified industrial technology company that develops products and systems for the aerospace, building automation, energy and industrial sectors. Its offerings include aircraft engines and avionics, industrial automation and control systems, building management technologies, fire and security products, personal protective equipment, and specialty materials and chemicals.

The company serves commercial aerospace, defense, airlines, building owners, manufacturers, energy producers and other industrial customers.