Honeywell International Inc. (HON) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

BULLISH

Honeywell’s latest earnings outlook, released 12.9 hours ago, projects a 66.9 % year‑over‑year decline in EPS to $1.82 and a 22 % drop in revenue to $8.06 billion, signaling a steep contraction in profitability. This forecast follows the company’s recent reverse stock split, disclosed 19 hours ago, which reduces the share count but leaves the underlying sales trajectory unchanged, so the EPS decline reflects the new share structure rather than a fundamental shift. Analysts remain bullish, with BMO Capital maintaining a Buy rating and a $253 price target 23.1 hours ago, citing Honeywell’s diversified aerospace, industrial, and safety & productivity portfolio as a source of resilience. Citi, however, trimmed its target to $260 but kept a Buy, noting that the recent spinoff has sharpened the company’s automation focus and is expected to deliver steadier, more predictable sales growth. The combination of a bearish earnings forecast and a bullish analyst stance creates uncertainty that could weigh on short‑term sentiment as investors digest the new guidance. Over the next 1–10 trading days, the market will likely react to the upcoming July 23 earnings release, which will confirm whether the projected declines materialize or if the spinoff’s benefits offset the contraction. Traders should watch for any revisions to the 2026 guidance that may accompany the earnings report, as well as any commentary on how the reverse split and spinoff are influencing cash flow and capital allocation. Additionally, monitoring supply‑chain updates and sector‑specific demand for aerospace and industrial automation will help gauge whether Honeywell’s diversified exposure can cushion the earnings dip. Finally, liquidity conditions post‑reverse split could affect intraday volatility, so keeping an eye on trading volume and bid‑ask spreads will be prudent.

HON|Company Info

Sector

Industrials

Industry

Conglomerates

Exchange

NMS

Country

United States

Website

honeywell.com

Symbol

HON

Description

Honeywell International is a diversified technology and manufacturing leader, operating across four primary business segments. The company's core value lies in providing essential technologies and services for aerospace, industrial automation, building automation, and energy and sustainability solutions. In aerospace, Honeywell delivers critical components and services, including avionics, engines, and aftermarket support. The industrial automation segment focuses on control systems, sensing technologies, and safety equipment for various industries. Honeywell's building automation segment offers solutions for building control, security, and energy management, while its energy and sustainability segment provides advanced technologies and services for refining, carbon management, and other sustainable solutions. Founded in 1885, the company is headquartered in Charlotte, North Carolina, and serves a global customer base.

HON|Earnings Snapshot

Earnings Summary

Honeywell International (HON), now rebranded as Honeywell Technologies after spinning off Honeywell Aerospace, operates as a diversified technology and manufacturing conglomerate with core businesses in aerospace, industrial automation, building automation, and energy and sustainability solutions. In the industrials sector, the company’s broad portfolio positions it among leading players in high‑growth automation and control markets. Over the past two fiscal quarters, revenue fell from $10.088 billion in Q4 2024 to $9.822 billion in Q1 2025, a 2.5% decline, but rebounded to $10.352 billion in Q2 2025 and $10.408 billion in Q3 2025 before dropping again to $9.758 billion in Q4 2025 and $9.143 billion in Q1 2026, reflecting a volatile revenue mix. EPS, however, has consistently beaten estimates—$2.47 versus $2.34617 in Q4 2024, $2.51 versus $2.20882 in Q1 2025, $2.75 versus $2.65888 in Q2 2025, $2.82 versus $2.5667 in Q3 2025, $2.59 versus $2.5652 in Q4 2025, and $2.45 versus $2.3453 in Q1 2026—demonstrating resilient profitability amid revenue swings. Historically, the company has maintained a streak of EPS beats across seven consecutive quarters, while revenue has trended downward in the most recent quarters, indicating that margin expansion is offsetting sales pressure. Recent news reports highlight a 66.9% year‑over‑year decline in EPS guidance to $1.82 and a 22% revenue drop to $8.06 billion for 2026, a forecast that follows a reverse stock split and a major restructuring that spun off aerospace assets; analysts remain bullish, citing the company’s diversified exposure and a potential upside from the automation focus. Investors should watch for the Q2 2026 earnings release, any revisions to the 2026 guidance, and the impact of the reverse split and aerospace spin‑off on cash flow and capital allocation, as well as supply‑chain updates and aerospace demand trends that could influence the company’s operating performance.

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EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$1.82	-	-
Q1'26	$2.35	$2.45	+4.5%
Q4'25	$2.57	$2.59	+1.0%
Q3'25	$2.57	$2.82	+9.9%
Q2'25	$2.66	$2.75	+3.4%
Q1'25	$2.21	$2.51	+13.6%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$9.6B	-	-
Q1'26	$9.4B	$9.1B	-2.7%
Q4'25	$10.0B	$9.8B	-2.0%
Q3'25	-	$10.4B	-
Q2'25	-	$10.4B	-
Q1'25	-	$9.8B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

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Market Data

HON Stock Snapshot

HON is currently trading at $226.00, giving Honeywell International Inc. a market cap of 70.79B and a P/E ratio of 15.7. Today's range spans $222.11–$228.78, with shares opening at $224.52 and moving down $0.41 (0.2%) from the prior close. DailyIQ's technical score sits at 59/100 (HOLD) with a news sentiment reading of 65/100.

Over the past year HON has traded between $218.10 and $496.36 - the current price is +3.6% off the 52-week low and -54.5% from the high. 33 analysts cover the stock with a Buy consensus and a mean 12-month target of $243.70 (range $164.00–$272.00), implying upside of +7.8%.

It's a pause for HON: technical score 59/100 (HOLD), sentiment bullish (65/100), price $226.00 (near 52-week lows). (P/E: 15.7) At 70.79B in Industrials market cap, pauses like this often occur when the stock has run ahead of near-term fundamental catalysts and is waiting for earnings or macro data to validate the prior move. Annual range: $218.10–$496.36. The consolidation is the story for now.

The 52-week range of $218.10–$496.36 for HON provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $226.00 (near 52-week lows), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 59/100 and bullish news backdrop (65/100) don't break the tie yet, but they narrow the probability distribution toward the upside.

News Sentiment Analysis

Sentiment gathered from recent headlines

65/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

J.P. Morgan has launched coverage of Honeywell Aerospace, assigning a neutral rating and a December 2027 target of $255. The brokerage highlights the company’s robust commercial aviation and defense footprint, but warns that continued supply‑chain investment will likely cap near‑term upside and keep operating margins flat through 2026. JPM projects 7% annual revenue growth to 2030, largely driven by defense and space programs such as THAAD, SM‑3 and Tomahawk. These missile‑related contracts are seen as potential upside catalysts, while margin expansion will be constrained by capital expenditures.

What did this article say?

Goldman Sachs has lowered its price target for Honeywell International (HON) from $276 to $257, reflecting a more cautious view of the company’s near‑term prospects. The downgrade follows concerns about slowing industrial demand and competitive pressure in the aerospace and defense sectors. The revised target suggests a potential upside of roughly 7% from the current market price, but also signals that analysts expect slower revenue growth. Investors should monitor upcoming earnings releases and any updates on Honeywell’s cost‑control initiatives.

What did this article say?

No summary available yet for this article.

What did this article say?

Honeywell International Inc. (HON) closed at $223.42, up 1.39% and outperforming the S&P 500. The company’s earnings outlook for the upcoming July 23 report is bearish, with an estimated EPS of $1.82, a 66.9% decline YoY, and revenue projected at $8.06 billion, down 22.2% YoY. The market reaction reflects optimism about the short‑term price move but concern over the weaker earnings trajectory.

What did this article say?

Honeywell Technologies has revised its 2026 guidance following a 1-for-2 reverse stock split. The company adjusted its revenue and earnings forecasts to reflect the new share structure. The revision signals management’s outlook on future growth and profitability. Investors should monitor the updated guidance for implications on valuation. Watch for the upcoming earnings release and any further guidance changes.

What did this article say?

BMO Capital reiterated a Buy rating on Honeywell (HON) with a $253 price target, implying a 10% upside. Citi lowered its target to $260 but kept a Buy, citing the recent spinoff that sharpened HON’s automation focus. The spinoff is expected to deliver steadier, more predictable sales growth. Analysts view the focused business model as a catalyst for future upside.

What did this article say?

Honeywell International’s shares edged higher premarket after the company lifted its 2026 EPS guidance to $7.90-$8.30, following a 1-for-2 reverse stock split. The upgrade reflects confidence in future earnings growth and may support the stock’s valuation. The move could attract investors seeking upside potential. Traders should watch the upcoming earnings call for detailed guidance and commentary on growth drivers. Also monitor market reaction to the guidance update.

What did this article say?

Following a 1-for-2 reverse stock split, Honeywell (HON) raised its FY 2026 adjusted EPS guidance to $7.90–$8.30, while keeping its $19.9–$20.2 B sales forecast and 2–3 % organic growth outlook unchanged. Segment margin guidance stayed at 19.8–20.3 %, and the company highlighted its focus on Building, Industrial and Process Automation after spinning off Honeywell Aerospace. The guidance update signals confidence in automation demand and supports the stock’s recent rally. Traders should monitor the Q3 earnings for automation revenue performance and any regulatory updates affecting the sector.

What did this article say?

Honeywell Technologies increased its second‑half and full‑year 2026 profit guidance following a one‑for‑two reverse stock split. The company now projects adjusted EPS of $4.40‑$4.70 for the second half and $7.90‑$8.30 for the year, up from $2.20‑$2.35 and $3.95‑$4.15 respectively. Sales and margin targets remain unchanged, indicating confidence in operating performance post‑split. Traders should monitor the upcoming earnings release for confirmation of the revised guidance and any commentary on margin drivers.

What did this article say?

Honeywell (HON) revised its 2026 financial guidance to account for the recent 1‑for‑2 reverse stock split. The update reflects changes in projected revenue, operating income, and cash flow metrics, aligning them with the new share structure. The company emphasized that the split is intended to enhance liquidity and attract institutional investors, while maintaining its long‑term growth trajectory.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

No summary available yet for this article.

What did this article say?

HON·Honeywell International Inc.

EPS

Revenue

HON Stock Snapshot

News Sentiment Analysis

Recent News Coverage

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News Sentiment Analysis

Recent News Coverage

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