Honeywell International (HON)
Coverage summary
Aardvark Labs Capital Research has covered Honeywell International (HON) since July 25, 2025. The company is in the Industrials sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 26, 2026. The current rating is Outperform, unchanged since the Q2 2026 Earnings Recap of July 29, 2026. The rating has changed 3 times since coverage began.
Translations: 5 in Chinese.
Rating history
All HON reports
Recap: Q3 2026
Process Automation Inflected on Schedule and the Guide Rose Again, Yet the Stock Sits 10% Below Our Upgrade: Maintaining Outperform, Fair Value $239–260
Recap: Q2 2026
Orders Snap Back to +16%, the Guide Rises on Growth, Margin and EPS, and $7.3B of Quantinuum Sits Outside the Multiple: Upgrading to Outperform
Recap: Q1 2026
Beat the Bottom Line, Miss the Top: Two Temporary Headwinds Meet a Closed Discount as the Aero Spin Firms for June 29 — Downgrading to Hold to Bank the Win
Recap: Q4 2025
The First Post-Spin Print Delivers: Orders +23%, Aerospace Margin Extends to 26.5%, and the Aero Spin Accelerates to Q3 — Maintaining Outperform
Recap: Q3 2025
The Orders Inflect, Aerospace Margin Bottoms, and Solstice Spins in a Week — Upgrading to Outperform on a De-Rated Setup Meeting a Turning Fundamental
Recap: Q2 2025
A Beat-and-Raise That Sold Off 6%: Aerospace Margin Cracks, Ex-Bombardier Growth Thins, and the Real Story Is the Three-Way Split — Initiating at Hold