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

Honeywell International (NASDAQ:HON) issued an update on 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 EPS 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.

Honeywell International Price Performance

Honeywell International stock opened at $221.15 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.93 and a current ratio of 0.96. Honeywell International has a 52 week low of $196.59 and a 52 week high of $261.24. The stock has a market capitalization of $70.09 billion, a P/E ratio of 9.95, a price-to-earnings-growth ratio of 1.61 and a beta of 0.86. The stock has a fifty day moving average of $211.82 and a 200-day moving average of $221.91.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings data on Thursday, October 22nd. The conglomerate reported $2.27 earnings per share for the quarter, topping the consensus estimate of $2.17 by $0.10. The business had revenue of $4.99 billion during the quarter, compared to the consensus estimate of $5.01 billion. Honeywell International had a return on equity of 25.62% and a net margin of 24.36%. Honeywell International’s revenue for the quarter was up 1.3% on a year-over-year basis. During the same period in the prior year, the company earned $2.82 EPS. On average, sell-side analysts expect that Honeywell International will post 8.46 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Shareholders of record on Friday, November 13th will be paid a dividend of $0.70 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $2.80 annualized dividend and a yield of 1.3%. Honeywell International’s payout ratio is presently 32.12%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on HON shares. Melius Research cut shares of Honeywell International from a “buy” rating to a “hold” rating and set a $190.00 target price for the company. in a report on Monday, September 14th. Jefferies Financial Group initiated coverage on shares of Honeywell International in a research note on Monday, August 17th. They issued a “hold” rating and a $255.00 price target on the stock. JPMorgan Chase & Co. lifted their price target on shares of Honeywell International from $240.00 to $241.00 and gave the company an “overweight” rating in a report on Friday. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Honeywell International from $250.00 to $263.00 and gave the stock a “buy” rating in a research report on Tuesday, June 30th. Finally, Zacks Research upgraded shares of Honeywell International from a “strong sell” rating to a “hold” rating in a research report on Friday, September 4th. Thirteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $249.96.

Insiders Place Their Bets

In related news, CEO Kenneth West sold 316 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $245.47, for a total transaction of $77,568.52. Following the sale, the chief executive officer owned 2,004 shares in the company, valued at $491,921.88. The trade was a 13.62% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.15% of the stock is owned by corporate insiders.

Key Honeywell International News

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

• Positive Sentiment: Honeywell reported third-quarter adjusted EPS of $2.27, ahead of the $2.17 analyst consensus. Organic sales growth reached 7%, supported by stronger automation orders, energy projects and data-center demand. HON Q3 Earnings Beat on Automation Strength, Outlook Raised
• Positive Sentiment: Honeywell raised its 2026 EPS outlook to $8.40-$8.45, above the $8.29 consensus, while also increasing its expectations for organic sales and cash flow. Fourth-quarter EPS guidance of $2.42-$2.47 is modestly above estimates. HON Q3 Earnings Call Highlights Higher Outlook and Energy Demand
• Positive Sentiment: Citigroup raised its price target to $271 and initiated a “buy” rating, while JPMorgan increased its target to $241 and maintained an “overweight” rating. The revisions indicate analysts see additional upside from margin improvement and segment growth.
• Positive Sentiment: Honeywell launched Forge Cognition, an AI and simulation platform developed with NVIDIA and Dell Technologies to improve industrial reliability, energy efficiency and facility operations. The company is also targeting fire-prevention and security products at battery installations and data centers. Honeywell Unveils Forge Cognition
• Neutral Sentiment: Third-quarter revenue of $4.99 billion was slightly below the $5.01 billion consensus, and full-year revenue guidance of $20.0-$20.1 billion trails the $20.2 billion estimate.
• Neutral Sentiment: RBC trimmed its price target to $269 but kept an “outperform” rating, while Morgan Stanley maintained a “hold” view, signaling that valuation and execution remain potential constraints.

About Honeywell International

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.