Honeywell International (NASDAQ:HON) Issues Q1 2026 Earnings Guidance

by · The Cerbat Gem

Honeywell International (NASDAQ:HON – Get Free Report) issued an update on its first quarter 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 2.250-2.350 for the period, compared to the consensus estimate of 2.390. The company issued revenue guidance of $9.1 billion-$9.4 billion, compared to the consensus revenue estimate of $9.4 billion. Honeywell International also updated its FY 2026 guidance to 10.350-10.650 EPS.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of Honeywell International in a research report on Monday, December 29th. Rothschild & Co Redburn cut their target price on Honeywell International from $240.00 to $222.00 and set a “neutral” rating for the company in a research note on Monday, October 27th. Mizuho reduced their price target on Honeywell International from $250.00 to $240.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. TD Cowen dropped their price objective on shares of Honeywell International from $250.00 to $240.00 and set a “buy” rating for the company in a report on Monday, November 10th. Finally, Barclays cut their price objective on shares of Honeywell International from $269.00 to $250.00 and set an “overweight” rating for the company in a research report on Wednesday, December 24th. Eleven research 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’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $237.67.

Check Out Our Latest Analysis on HON

Honeywell International Stock Performance

Shares of HON stock opened at $227.24 on Friday. Honeywell International has a one year low of $169.21 and a one year high of $228.04. The company has a debt-to-equity ratio of 1.70, a quick ratio of 1.04 and a current ratio of 1.36. The firm’s 50 day moving average price is $201.73 and its 200-day moving average price is $209.12. The firm has a market cap of $144.27 billion, a P/E ratio of 23.95, a P/E/G ratio of 2.57 and a beta of 0.95.

Honeywell International (NASDAQ:HON – Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. The company had revenue of $10.07 billion for the quarter, compared to analysts’ expectations of $9.60 billion. Honeywell International had a return on equity of 38.11% and a net margin of 15.07%.The firm’s revenue was up 6.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.47 earnings per share. As a group, equities research analysts predict that Honeywell International will post 10.34 EPS for the current year.

Trending Headlines about Honeywell International

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

  • Positive Sentiment: Q4 results beat consensus — adjusted EPS $2.59 and adjusted sales ~$10.1B, with orders up ~23% organically and backlog topping $37B; these beats support the stock given durable aerospace aftermarket demand and margin strength. PR Newswire: Q4 Results & 2026 Outlook
  • Positive Sentiment: Management moved up the aerospace spin‑off to Q3 2026 and announced leadership for the separated businesses — the quicker timeline can unlock value and is a structural positive for the stock. WSJ: Spin-Off Sooner Than Expected
  • Positive Sentiment: Street tone improved after the results — CNBC/Cramer highlighted Honeywell’s momentum and JPMorgan turned more constructive on 2026 outlook, supporting continued investor interest. CNBC: Cramer on Honeywell MSN: JPMorgan Turns More Constructive
  • Positive Sentiment: Unusually large call buying was observed (11,704 calls), a short‑term bullish indicator signaling trader confidence after the print.
  • Neutral Sentiment: Management issued FY 2026 EPS guidance of $10.35–$10.65 (street ~10.38 consensus) and revenue guidance of $38.8B–$39.8B (consensus ~$39.6B); the EPS range is essentially in line, but the revenue midpoint (~$39.3B) is slightly below consensus — a mixed read for full‑year expectations.
  • Negative Sentiment: Q1 2026 guidance came in light: EPS $2.25–$2.35 vs. consensus $2.39 and revenue $9.1B–$9.4B vs. $9.4B consensus — this near‑term miss is the primary driver of downward pressure on the stock today as it raises short‑term growth concerns.
  • Negative Sentiment: GAAP profit was hurt by charges related to a settlement with Flexjet, which reduced reported profit despite strong adjusted results; such one‑offs can temper sentiment until clarity on recurring earnings. Reuters: Revenue Rises; Settlement Impact
  • Neutral Sentiment: Investors can review the Q4 earnings call transcript and presentation for more on margin drivers, orders, spin‑off cadence and capital allocation — useful for assessing whether the guidance gap is temporary. Seeking Alpha: Q4 Earnings Call Transcript

Institutional Trading of Honeywell International

Several hedge funds have recently modified their holdings of HON. Brighton Jones LLC boosted its stake in shares of Honeywell International by 9.1% in the 4th quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock valued at $4,302,000 after buying an additional 1,582 shares during the period. Acadian Asset Management LLC increased its stake in shares of Honeywell International by 145.7% during the first quarter. Acadian Asset Management LLC now owns 4,433 shares of the conglomerate’s stock worth $937,000 after buying an additional 2,629 shares during the period. Schnieders Capital Management LLC. raised its holdings in Honeywell International by 18.3% in the second quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock valued at $1,844,000 after acquiring an additional 1,223 shares in the last quarter. Nebula Research & Development LLC lifted its stake in Honeywell International by 3.1% in the second quarter. Nebula Research & Development LLC now owns 5,901 shares of the conglomerate’s stock worth $1,374,000 after acquiring an additional 176 shares during the last quarter. Finally, Main Street Financial Solutions LLC lifted its stake in Honeywell International by 4.4% in the second quarter. Main Street Financial Solutions LLC now owns 4,488 shares of the conglomerate’s stock worth $1,045,000 after acquiring an additional 188 shares during the last quarter. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Honeywell International Company Profile

(Get Free Report)

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.

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