Honeywell International (NASDAQ:HON) Updates Q2 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.350-2.450 for the period, compared to the consensus estimate of 2.560. The company issued revenue guidance of $9.4 billion-$9.6 billion, compared to the consensus revenue estimate of $9.7 billion. Honeywell International also updated its FY 2026 guidance to 10.350-10.650 EPS.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on HON. Vertical Research cut shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 price objective for the company. in a research note on Monday, January 5th. Evercore increased their target price on Honeywell International from $255.00 to $265.00 and gave the company an “outperform” rating in a report on Friday, January 30th. BNP Paribas Exane boosted their price target on Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a report on Monday, February 2nd. BMO Capital Markets started coverage on Honeywell International in a research report on Friday, March 27th. They issued an “outperform” rating and a $273.00 price objective on the stock. Finally, Daiwa Securities Group increased their price objective on Honeywell International from $230.00 to $240.00 in a research note on Tuesday, February 3rd. Thirteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $251.83.

Honeywell International Trading Down 0.3%

Shares of Honeywell International stock opened at $213.60 on Friday. Honeywell International has a fifty-two week low of $186.59 and a fifty-two week high of $248.18. The business’s fifty day moving average is $233.35 and its two-hundred day moving average is $215.37. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81. The firm has a market cap of $135.35 billion, a PE ratio of 26.73, a P/E/G ratio of 3.19 and a beta of 0.93.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, topping the consensus estimate of $2.32 by $0.13. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The company had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. During the same period in the prior year, the firm posted $2.21 earnings per share. The firm’s revenue was up 2.4% on a year-over-year basis. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. Analysts anticipate that Honeywell International will post 10.5 earnings per share for the current year.

Honeywell International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were issued a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, February 27th. Honeywell International’s dividend payout ratio is 59.57%.

Insider Buying and Selling

In related news, VP Robert D. Mailloux sold 10,549 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $229.00, for a total value of $2,415,721.00. Following the completion of the sale, the vice president owned 4,803 shares of the company’s stock, valued at $1,099,887. This represents a 68.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director D Scott Davis sold 2,367 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the transaction, the director owned 31,081 shares of the company’s stock, valued at $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 18,190 shares of company stock valued at $4,244,287. 0.15% of the stock is currently owned by insiders.

Key Honeywell International News

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

• Positive Sentiment: Adjusted Q1 EPS beat and underlying strength — Honeywell reported adjusted EPS of $2.45 (up ~11% y/y), orders rose ~7% and backlog sits near $38B, showing resilient demand in aerospace and building/automation despite headwinds. Honeywell Q1 2026 Earnings Call Highlights
• Positive Sentiment: Strategic asset sales and spin‑offs to sharpen the business — Honeywell signed a definitive sale of its Warehouse & Workflow Solutions (WWS) business to American Industrial Partners and reiterated the Aerospace spin‑off timing (late June), moves that could simplify the company and free capital. AIP to Acquire Honeywell WWS
• Neutral Sentiment: Quantinuum IPO filing could unlock value later — Honeywell’s majority‑owned quantum unit has confidentially filed for a U.S. IPO, a potential longer‑term catalyst but not an immediate earnings driver. Quantinuum Confidentially Files for IPO
• Neutral Sentiment: Reporting/segment changes — Honeywell realigned segment disclosures and automation reporting, which may improve transparency but adds short‑term comparability noise. Segment Realignment Announcement
• Negative Sentiment: Revenue miss, weaker Q2 outlook and cash‑flow downgrade — Q1 revenue of $9.14B missed estimates, the company gave Q2 EPS/revenue guidance below consensus and trimmed operating cash‑flow expectations, prompting investor concern about near‑term growth and liquidity. Revenue Miss and Cash‑Flow Cut
• Negative Sentiment: Geopolitical supply‑chain risk — Management flagged Middle East tensions as a near‑term headwind to Q2 activity and supply chains, increasing uncertainty for sales and timing of industrial projects. Middle East Conflict Hits Q2 Outlook

Institutional Trading of Honeywell International

Large investors have recently added to or reduced their stakes in the business. Beacon Financial Advisory LLC boosted its stake in Honeywell International by 3.2% in the 4th quarter. Beacon Financial Advisory LLC now owns 1,753 shares of the conglomerate’s stock worth $342,000 after purchasing an additional 54 shares during the period. WPWealth LLP increased its holdings in shares of Honeywell International by 2.3% during the 4th quarter. WPWealth LLP now owns 2,444 shares of the conglomerate’s stock valued at $477,000 after acquiring an additional 56 shares during the last quarter. Blue Chip Partners LLC boosted its holdings in Honeywell International by 4.6% during the second quarter. Blue Chip Partners LLC now owns 1,384 shares of the conglomerate’s stock valued at $322,000 after acquiring an additional 61 shares during the period. CYBER HORNET ETFs LLC lifted its holdings in shares of Honeywell International by 4.0% during the third quarter. CYBER HORNET ETFs LLC now owns 1,757 shares of the conglomerate’s stock worth $370,000 after buying an additional 68 shares during the last quarter. Finally, Invenio Wealth Partners LLC lifted its stake in shares of Honeywell International by 3.8% in the third quarter. Invenio Wealth Partners LLC now owns 1,917 shares of the conglomerate’s stock valued at $404,000 after buying an additional 70 shares during the period. 75.91% of the stock is currently owned by institutional investors.

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.