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

Honeywell International (NASDAQ:HON) updated its second quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.350-2.450 for the period, compared to the consensus EPS 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.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. Mizuho lowered their price target on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. BMO Capital Markets assumed coverage on shares of Honeywell International in a report on Friday, March 27th. They issued an “outperform” rating and a $273.00 price target on the stock. Vertical Research lowered shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 price target on the stock. in a report on Monday, January 5th. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a report on Wednesday, March 4th. Finally, Argus boosted their price target on shares of Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Thirteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $251.83.

Honeywell International Price Performance

Shares of NASDAQ:HON traded down $6.35 on Thursday, hitting $213.62. The stock had a trading volume of 2,910,580 shares, compared to its average volume of 4,177,515. Honeywell International has a twelve month low of $185.13 and a twelve month high of $248.18. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. The firm’s 50 day moving average price is $233.86 and its 200-day moving average price is $215.37. The company has a market capitalization of $135.36 billion, a price-to-earnings ratio of 26.88, a price-to-earnings-growth ratio of 3.23 and a beta of 0.93.

Honeywell International (NASDAQ:HON) last issued its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, beating the consensus estimate of $2.33 by $0.12. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The company had revenue of $9.14 billion for the quarter, compared to the consensus estimate of $9.30 billion. During the same quarter in the previous year, the company earned $2.21 EPS. The firm’s revenue for the quarter was up 2.4% compared to the same quarter last year. 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. On average, equities research analysts predict that Honeywell International will post 10.5 earnings per share for the current year.

Honeywell International Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were paid a $1.19 dividend. This represents a $4.76 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Friday, February 27th. Honeywell International’s payout ratio is currently 59.57%.

Insider Buying and Selling at Honeywell International

In other news, Director D Scott Davis sold 2,367 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total value of $568,080.00. Following the sale, the director owned 31,081 shares in the company, valued at approximately $7,459,440. The trade was a 7.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Robert D. Mailloux sold 5,274 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the completion of the sale, the vice president owned 4,803 shares in the company, valued at $1,147,917. This represents a 52.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 18,190 shares of company stock worth $4,244,287 in the last 90 days. 0.15% of the stock is owned by corporate insiders.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Q1 EPS beat consensus — adjusted EPS $2.45 topped estimates and showed year‑over‑year improvement, which supports earnings quality despite revenue weakness. HON Tops Q1 Earnings
• Positive Sentiment: Honeywell agreed to sell its Warehouse & Workflow Solutions (WWS) business to American Industrial Partners for an all‑cash deal, which should raise cash, simplify the portfolio ahead of the Aerospace spin‑off, and narrow focus on higher‑margin franchises. WWS Sale to AIP
• Positive Sentiment: Quantinuum (Honeywell‑majority quantum unit) has confidentially filed for a U.S. IPO, a potential near‑to‑medium‑term catalyst that could unlock value independent of the industrial business. Quantinuum IPO Filing
• Neutral Sentiment: FY‑2026 guidance was reaffirmed in an EPS range (10.35–10.65) roughly in line with expectations at the midpoint, but revenue guidance sits below some analysts’ models — keeps the full‑year story mixed. Q1 Results & Guidance
• Negative Sentiment: Management cut Q2 guidance below Street forecasts and explicitly cited the Middle East conflict disrupting supply chains and industrial demand — the weaker near‑term outlook is the main reason shares moved lower. Q2 Outlook Hit by Middle East
• Negative Sentiment: Revenue missed consensus (Q1 sales $9.14B vs. ~$9.30B expected) and management flagged lower operating cash‑flow expectations, shifting investor focus from the EPS beat to top‑line and cash concerns. Revenue Miss & Cash Flow
• Negative Sentiment: Ongoing restructuring and the upcoming Aerospace spin‑off introduce near‑term execution risk and transitional profit impact (WSJ coverage highlighted profit pressure amid restructuring). Restructuring Pressure

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in HON. Brighton Jones LLC lifted its position in Honeywell International by 9.1% during the 4th quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock worth $4,302,000 after buying an additional 1,582 shares in the last quarter. Acadian Asset Management LLC lifted its position in Honeywell International by 145.7% during the 1st quarter. Acadian Asset Management LLC now owns 4,433 shares of the conglomerate’s stock valued at $937,000 after purchasing an additional 2,629 shares during the period. Schnieders Capital Management LLC. lifted its position in Honeywell International by 18.3% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock valued at $1,844,000 after purchasing an additional 1,223 shares during the period. Nebula Research & Development LLC lifted its position in Honeywell International by 3.1% during the 2nd quarter. Nebula Research & Development LLC now owns 5,901 shares of the conglomerate’s stock valued at $1,374,000 after purchasing an additional 176 shares during the period. Finally, Main Street Financial Solutions LLC lifted its position in Honeywell International by 4.4% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,488 shares of the conglomerate’s stock valued at $1,045,000 after purchasing an additional 188 shares during the period. 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.