Honeywell International Inc

Honeywell International Inc

HON

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Market Cap$150.72B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Honeywell International IncHoneywell International Inc36.81.98%21%4.91.6

Earnings Call Q1 2026

April 23, 2026 - AI Summary

Strong First Quarter Performance: Honeywell reported a robust earnings performance with 11% adjusted earnings growth, driven by strong orders and sales, particularly within the Building and Industrial Automation segment. Total orders grew 7% organically, reflecting substantial demand in key market segments.
Aerospace Supply Chain Challenges: The Aerospace segment faced temporary supply chain constraints affecting sales, particularly in January and February. However, output improved significantly in March, contributing to confidence in a rebound. Despite these challenges, Aerospace is expected to maintain high single-digit organic sales growth for the year.
Outlook for Second Quarter 2026: For Q2, Honeywell anticipates organic sales growth in the range of 2% to 4%, with Aerospace expected to improve sequentially but Process Automation and Technology facing slight headwinds due to geopolitical events. This outlook takes into account a higher effective tax rate impacting adjusted EPS, projected at $2.40 at the midpoint.

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$263.17

Target Price by Analysts

17.9% upsideHoneywell International Target Price DetailsTarget Price
$183.37

Current Fair Value

17.9% downside

Overvalued by 17.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$150.72 Billion
Enterprise Value$172.38 Billion
Dividend Yield$4.70 (1.98%)
Earnings per Share$7.4
Beta0.81
Outstanding Shares634,700,000

Return

Return on Equity21.17%ROE
Return on Assets6.10%
Return on Invested Capital8.59%

Valuation & Multiples

P/E Ratio36.81P/E Ratio
PEG-84.94PEG
Price to Sales4.85Price to Sales
Price to Book Ratio6.77Price to Book Ratio
Enterprise Value to Revenue5.88
Enterprise Value to EBIT38.67
Enterprise Value to Net Income38
Total Debt to Enterprise0.2
Debt to Equity1.58Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 5, 2026
EPS Estimate
$2.33
Average shareholder expectation
Revenue Estimate
$9.29 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 23, 2026
EPS Estimate
$2.46
Average shareholder expectation
Revenue Estimate
$9.55 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3366 18.24%
Total Calls11,038,295 26.02%
Total Puts3,715,186 18.27%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %77.74% 8.34%
Total Invested$111.54B 15.76%
Investors Holding2,850 92.00%

ESG Score

No data

About Honeywell International Inc

113,000 employees
CEO: Darius Adamczyk

Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials ...

Relevant Senate Committees

Joint Committee on Taxation

As the key body providing technical analysis and revenue estimates for all tax legislation, this committee directly influences the corporate tax structures and overall tax burden faced by Honeywell.

Finance

This powerful committee controls taxation and trade. Changes in corporate tax policy directly impact Honeywell's profitability, while trade policy (e.g., tariffs) affects its global supply chain and international sales.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the specific funding for defense, research, and infrastructure projects, which directly impacts Honeywell's government contracts and order books.

Armed Services

Honeywell's Aerospace segment is a significant defense contractor. This committee directly oversees the Department of Defense and authorizes the annual NDAA, determining critical revenue streams and R&D funding for military technologies.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce and the FAA. FAA regulations are critical for Honeywell's aerospace products, while telecommunications and technology regulations can impact its connected building and industrial solutions.

Energy and Natural Resources

Honeywell's Performance Materials & Technologies segment provides critical solutions to the oil, gas, and refining industries. Energy policy and regulations on natural resources directly impact demand for these technologies.

Homeland Security and Governmental Affairs

As a major federal contractor (aerospace, building technologies for government), Honeywell is directly impacted by regulations on government procurement, efficiency, and oversight of agencies like DHS, which are significant customers.