Honeywell's transformation into a pure-play automation company following the Aerospace separation has created significant earnings and cash flow volatility, with revenue declining 6.1% in 2026Q2 and operating cash flow covering only 22% of net income. However,...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue contracted 6.1% year-over-year to $9.7B in 2026Q2, yet gross margin held at 37.6% and operating margin of 17.9% reflects a mix shift toward automation, though EPS of $17.81 is inflated by one-time gains versus consensus of $2.15.
Honeywell is leveraging a digital-first, outcome-based approach to capitalize on next-generation megatrends, driving industrial innovation.
Vanguard Group holds 9% of HON, indicating strong institutional confidence in the company's long-term prospects.
HON's trailing P/E of 22.85 and forward P/E of 20.16 suggest reasonable valuation relative to earnings potential.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $1.95+8.3% vs $1.80 | $5.2B+3.2% vs $5.0B |
Q2 2026 Apr 23, 2026 | $2.57+40.4% vs $1.83 | $9.1B-1.7% vs $9.3B |
Q1 2026 Feb 5, 2026 | $5.18+2.0% vs $5.08 | $9.8B-2.0% vs $10.0B |
Q1 2026 Jan 29, 2026 | $5.18+2.0% vs $5.08 | $9.8B-2.0% vs $10.0B |
Investors interested in stocks from the Diversified Operations sector have probably already heard of Mitsui & Co. (MITSY) and Honeywell International Inc. (HON). But which of these two stocks offers value investors a better bang for their buck right now?
Honeywell International NASDAQ: HON Chairman and CEO Vimal Kapur said the company is seeing stronger-than-expected early-quarter momentum as it begins operating as a more focused automation business following the completed spins of its aerospace and advanced materials operations.
The latest trading day saw Honeywell International Inc. (HON) settling at $203.44, representing a +1.02% change from its previous close.
Honeywell International Inc. (HON) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
Benchmark HON against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Honeywell International Inc. (HON)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $211.85 | $67.14B | 14.39 | 7.85% | 12.63% | 27.33% | 4.37% | |
| $169.31 | $87.32B | 28.22 | 1.52% | 11.9% | 76.17% | — | |
| $319.22 | $331.21B | 39.12 | 18.48% | 17.7% | 48.44% | — | |
| $442.49 | $171.82B | 42.30 | 10.33% | 12.76% | 19.51% | — | |
| $154.25 | $86.4B | 38.18 | 3% | 13.83% | 12.68% | — | |
| $270.47 | $77.81B | 25.78 | 0.92% | 19.39% | 101.71% | — |
Honeywell International Inc. (HON) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Honeywell International Inc. (HON) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 19, 2026·SEC
Jul 23, 2026·SEC
Jun 29, 2026·SEC
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Honeywell International Inc. (HON) stock FAQ — growth, dividends, profitability & financials explained
Honeywell International Inc. (HON) reported $36.13B in revenue for fiscal year 2025. This represents a 159% increase from $13.97B in 1996.
Honeywell International Inc. (HON) grew revenue by 7.8% over the past year. This is steady growth.
Yes, Honeywell International Inc. (HON) is profitable, generating $8.21B in net income for fiscal year 2025 (12.6% net margin).
Yes, Honeywell International Inc. (HON) pays a dividend with a yield of 4.37%. This makes it attractive for income-focused investors.
Honeywell International Inc. (HON) has a return on equity (ROE) of 27.3%. This is excellent, indicating efficient use of shareholder capital.
Honeywell International Inc. (HON) generated $4.12B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
