Honeywell International (NASDAQ:HON) Issues Q3 2026 Earnings Guidance

Posted by Francis Steltz on Jul 23rd, 2026

Honeywell International logo Honeywell International (NASDAQ:HON – Get Free Report) updated its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.050-2.200 for the period, compared to the consensus estimate of 2.850. The company issued revenue guidance of $4.9 billion-$5.0 billion, compared to the consensus revenue estimate of $6.2 billion. Honeywell International also updated its Q4 2026 guidance to 2.280-2.430 EPS.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. BMO Capital Markets reissued an “outperform” rating on shares of Honeywell International in a research note on Friday, June 5th. TD Cowen cut their price target on shares of Honeywell International from $240.00 to $230.00 and set a “buy” rating on the stock in a report on Friday, April 24th. JPMorgan Chase & Co. dropped their price objective on Honeywell International from $260.00 to $250.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 7th. Zacks Research cut shares of Honeywell International from a “hold” rating to a “strong sell” rating in a report on Thursday, July 9th. Finally, Jefferies Financial Group dropped their price objective on shares of Honeywell International from $245.00 to $240.00 and set a “hold” rating on the stock in a report on Monday, April 27th. Thirteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $257.79.

Get Our Latest Analysis on HON

Honeywell International Stock Up 7.3%

Shares of HON traded up $16.95 during trading hours on Thursday, hitting $249.94. The company had a trading volume of 1,061,911 shares, compared to its average volume of 4,260,211. The company has a current ratio of 1.39, a quick ratio of 1.10 and a debt-to-equity ratio of 1.98. Honeywell International has a one year low of $196.59 and a one year high of $261.24. The company’s fifty day moving average price is $224.98 and its two-hundred day moving average price is $226.15. The company has a market capitalization of $79.19 billion, a PE ratio of 17.67, a price-to-earnings-growth ratio of 5.18 and a beta of 0.90.

Honeywell International (NASDAQ:HON – Get Free Report) last posted its earnings results on Thursday, July 23rd. The conglomerate reported $1.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.80 by $0.15. The firm had revenue of $9.72 billion for the quarter, compared to analyst estimates of $5.02 billion. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.Honeywell International’s revenue was up 3.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.77 EPS. Honeywell International has set its Q3 2026 guidance at 2.050-2.200 EPS and its Q4 2026 guidance at 2.280-2.430 EPS. As a group, equities analysts forecast that Honeywell International will post 8.2 earnings per share for the current fiscal year.

Honeywell International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Friday, May 15th were paid a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Friday, May 15th. Honeywell International’s dividend payout ratio is 67.42%.

Honeywell International News Summary

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

Positive Sentiment: Honeywell beat Q2 expectations, reporting adjusted EPS of $1.95 versus the $1.80 consensus and revenue of $9.72 billion, helped by resilient demand in industrial and building automation and 4% order growth. Honeywell International Inc. (HON) Beats Q2 Earnings and Revenue Estimates
Positive Sentiment: The company said its backlog is about $38 billion, suggesting healthy demand visibility even as it completes a major portfolio reshaping. Honeywell Technologies Reports Second Quarter Results
Neutral Sentiment: Honeywell’s first post-breakup results showed higher profit and sales, but the market is still digesting the separation of Aerospace Technologies, which changes how investors should compare results versus prior periods. Reuters article on Honeywell Technologies profit rise
Neutral Sentiment: Honeywell reaffirmed its full-year sales outlook, which may reassure investors about the core business, but it did not materially improve near-term uncertainty. Honeywell International (HON) Undervalued As It Reaffirms 2026 Guidance?
Negative Sentiment: Q3 and Q4 EPS guidance came in below Wall Street’s expectations, and Q3 revenue guidance of $4.9 billion to $5.0 billion also missed estimates, which could pressure the stock despite the Q2 beat. Barron’s article on Honeywell Technologies and aerospace spinoff

Institutional Investors Weigh In On Honeywell International

Hedge funds and other institutional investors have recently made changes to their positions in the business. Caitlin John LLC grew its position in Honeywell International by 138.9% in the fourth quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock valued at $25,000 after acquiring an additional 75 shares in the last quarter. University of Texas Texas AM Investment Management Co. acquired a new stake in shares of Honeywell International during the 4th quarter valued at approximately $28,000. JPL Wealth Management LLC acquired a new stake in shares of Honeywell International during the third quarter worth $31,000. Strive Asset Management LLC bought a new position in Honeywell International in the third quarter worth about $33,000. Finally, Birchwood Financial Partners Inc. acquired a new position in shares of Honeywell International during the fourth quarter worth approximately $37,000. Hedge funds and other institutional investors own 75.91% of the company’s stock.

About Honeywell International

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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.