Honeywell International (HON) Stock Overview
Engages in the aerospace technologies, industrial automation, building automation, and energy and sustainable solutions businesses in the United States, Europe, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 5/6 |
HON Community Fair Values
Create NarrativeSee what 180 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Capital Goods opportunity
CE
Fair Value from
CA$5.257.0% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
Key Points: Sparc AI (CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.
Read full narrativeHoneywell International Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$216.07 |
| 52 Week High | US$248.18 |
| 52 Week Low | US$186.76 |
| Beta | 0.81 |
| 1 Month Change | -3.47% |
| 3 Month Change | -9.36% |
| 1 Year Change | 0.71% |
| 3 Year Change | 11.39% |
| 5 Year Change | -3.40% |
| Change since IPO | 1,927.64% |
Recent News & Updates
Recent updates
Narrative Update • Apr 30
HON: Aerospace Spin And Portfolio Moves Will Shape 2026 Upside Potential
Honeywell International's analyst fair value estimate has shifted modestly higher to $247.90 from $244.40, as analysts balance updated expectations for slightly different revenue growth, profit margin profile, discount rate, and future P/E assumptions against a mix of recent price target increases and reductions across the Street. Analyst Commentary Recent research on Honeywell International shows a mix of higher and lower price targets as analysts update models around the planned Honeywell Aerospace spin, segment reclassification, and recent portfolio transactions.Seeking Alpha • Apr 20
Honeywell Q1 Preview: Portfolio Transformation In Focus, Shares Fairly Valued
Summary Honeywell will be releasing its Q1 results this Thursday. Ahead of that release, HON shares are down slightly since my last update in February. It was just announced that Brady Corporation will be acquiring Honeywell’s solutions and services business. I believe the acquisition fits Honeywell’s broader strategy of transforming and simplifying its portfolio. I view HON stock as fairly valued ahead of the Q1 print. Read the full article on Seeking Alpha
Narrative Update • Apr 15
HON: Aerospace Spin Execution And Stand Up Costs Will Restrain Further Upside
The analyst price target for Honeywell International has edged up by about $2 to reflect Street research that updates sum-of-the-parts valuations, incorporates revised earnings estimates around the Aerospace spin off, and factors in slightly higher revenue growth expectations alongside a small adjustment to profit margin and P/E assumptions. Analyst Commentary Street research on Honeywell International has been active around the planned Honeywell Aerospace spin off, with firms adjusting targets as they refresh earnings models, update sum of the parts work, and roll estimates forward.
New Narrative • Apr 06
Honeywell International Inc. (HON): The "Industrial Software" Architect of the AI Era
Honeywell International (HON) , the diversified industrial technology leader, closed the April 2, 2026, session at $231.15 USD on the Nasdaq. As of today, April 6, 2026, the company is in the midst of a massive portfolio realignment, having recently announced the spin-off of its Advanced Materials business to focus on three high-growth megatrends: automation, the future of aviation, and the energy transition.
Narrative Update • Apr 01
HON: Aerospace Spin Execution And Resegmentation Will Support Future Repricing Potential
Analysts have nudged Honeywell International's consensus price targets higher into a $245 to $293 range, citing updated earnings forecasts, refreshed sum of the parts valuations, and new detail around the planned Honeywell Aerospace spin in Q3. Analyst Commentary Recent Street research on Honeywell International clusters around higher valuation ranges and a more constructive view on execution, especially with the Honeywell Aerospace spinout planned for Q3.Narrative Update • Mar 18
HON: Aerospace Spin And Resegmentation Will Support Future Repricing Potential
Honeywell International's updated analyst price targets, which now run as high as about $293, reflect modest tweaks to earnings and segment estimates, along with growing interest in the planned aerospace spin and sum of the parts valuations. Analyst Commentary Analyst sentiment around Honeywell has recently leaned constructive, with several bullish analysts adjusting price targets higher and highlighting the upcoming aerospace spin, updated segment disclosures, and cash generation as key supports for valuation.Narrative Update • Mar 04
HON: Aerospace Spinoff And Resegmentation Will Support Future Upside Potential
We are increasing our Honeywell International fair value estimate from $271 to $296 per share. This reflects analysts' higher price targets and updated views on revenue growth potential, profit margins, and the value that could be realized from the planned aerospace spinoff.Narrative Update • Feb 18
HON: Execution On 2026 Plan And AI Retail Push Will Shape Balanced Outlook
The analyst price target for Honeywell International has shifted from $236.01 to $244.40, with analysts pointing to updated assumptions on revenue growth, profit margins, and a slightly lower discount rate, alongside recent Street research that reflects both target increases and adjustments across key firms. Analyst Commentary Recent Street research on Honeywell International has been active, with several firms adjusting price targets and one major upgrade from JPMorgan.Narrative Update • Feb 03
HON: Execution Risk And 2026 Guidance Tone May Cap Further Upside
The analyst price target for Honeywell International has been raised by $3 to $198, with analysts generally citing updated assumptions for discount rates, P/E expectations, and margin and growth inputs in their valuation work. Analyst Commentary Recent research updates on Honeywell International show a mix of optimism and caution, with several firms adjusting price targets and at least one high profile upgrade from JPMorgan.Narrative Update • Jan 19
HON: Breakup Phase And Portfolio Moves Will Shape Balanced Risk Reward Outlook
Analysts have trimmed their fair value estimate for Honeywell International by about $3, to roughly $236. This reflects slightly softer assumed revenue growth and a modestly lower future P/E multiple, partly offset by a small improvement in projected profit margins and recent research pointing to potential value from portfolio changes and segment momentum.Narrative Update • Jan 05
HON: Post Spin Outlook Balances Breakup Catalyst Phase With Execution Risk
Narrative Update Overview The analyst price target for Honeywell International has been revised from US$203 to US$195 as analysts reset assumptions around growth, profitability and future P/E following Q3 updates, recent target trims and the planned Solstice Advanced Materials spin. Analyst Commentary Recent research on Honeywell has centered on the upcoming Solstice Advanced Materials spin and how that affects growth assumptions, execution risk and the valuation framework.Narrative Update • Dec 21
HON: Breakup Catalyst Phase And Solstice Spin Will Drive Future Upside Potential
Analysts have reduced their fair value estimate for Honeywell International to $271 from $290, citing updated models that reflect slower revenue growth assumptions, a higher discount rate, and the impact of the Solstice spin, while still recognizing resilient margins and supportive sum of the parts valuations across core segments. Analyst Commentary Bullish analysts continue to frame Honeywell as a high quality compounder entering a catalyst rich period, even as some price targets are trimmed to account for the Solstice separation and macro uncertainty.Narrative Update • Dec 06
HON: Breakup Phase Will Unlock Upside As Quantinuum Monetization Nears
Analysts have trimmed their average price target on Honeywell International by about $2, to roughly $239. This reflects modestly higher revenue growth assumptions but slightly lower fair value and profit margin expectations following recent model updates around the Solstice spin and Q3 results.Narrative Update • Nov 22
HON: Breakup Phase Will Unlock Upside As Quantinuum Monetization Approaches
Honeywell International's fair value estimate was reduced by analysts from $245.60 to $241.67 per share. This change reflects updates to financial models and sum-of-the-parts analysis following Q3 results and the recent Solstice spin-off.Narrative Update • Nov 07
HON: Multiple Upcoming Breakup Events Will Unlock Value in Core Business
Honeywell International's analyst fair value target was revised down from $248.54 to $245.60. Analysts cite factors including slower expected revenue growth and profit margins after the Solstice spin-off, as well as updated sum-of-the-parts evaluations.Narrative Update • Oct 24
Separation Will Refocus Operations and Unlock Pathways for Long-Term Upside
Analysts have slightly lowered their fair value estimate for Honeywell International by approximately $4.43 to $248.54. They cite impacts from the Solstice Advanced Materials spin-off and updated sum-of-the-parts analysis.Analysis Article • Oct 18
Honeywell International (NASDAQ:HON) Is Increasing Its Dividend To $1.19
The board of Honeywell International Inc. ( NASDAQ:HON ) has announced that it will be increasing its dividend by 5.3...Analysis Article • Oct 02
Honeywell International's (NASDAQ:HON) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Honeywell International Inc. ( NASDAQ:HON ) has announced that it will be increasing its dividend by 5.3...Analysis Article • Sep 06
A Look At The Fair Value Of Honeywell International Inc. (NASDAQ:HON)
Key Insights The projected fair value for Honeywell International is US$203 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Jun 17
When Should You Buy Honeywell International Inc. (NASDAQ:HON)?
Let's talk about the popular Honeywell International Inc. ( NASDAQ:HON ). The company's shares led the NASDAQGS gainers...Seeking Alpha • Apr 21
Honeywell Before Q1: Stability Is There, But Not Enough To Buy
Summary Honeywell International Inc. is a strong, well-managed company, but current macro conditions and high valuation make it an unattractive buy right now. Tariff concerns and weak short-cycle demand pose risks, though Honeywell is better positioned than peers to weather the storm. Q1 guidance is flat, with negative analyst revisions and high valuation compared to peers, suggesting limited near-term upside. Despite strong segments like Aerospace, HON stock has underperformed, making it a solid Hold rather than a buy before earnings. Read the full article on Seeking AlphaNew Narrative • Apr 08
Separation And Bombardier Deal Will Unlock New Markets
Separation into distinct companies aims to enhance strategic focus and financial flexibility, potentially unlocking significant value and improving growth potential.Seeking Alpha • Mar 12
Honeywell: Puzzling And Continued M&A Ahead Of The Break-Up
Summary Honeywell's shares have been stagnant around $200 since 2021, with the company undergoing acquisitions and preparing for a major break-up into three segments next year. The diversified industrial conglomerate has a $38 billion revenue, with aerospace and industrial automation as its largest segments, but has shown flattish sales over the past decade. Recent acquisitions and divestments aim to boost growth, but the upcoming split into Automation, Aerospace, and Advanced Materials adds near term complexity. Trading at 20 times forward earnings, Honeywell's shares are not cheap, and significant effort is needed to create real shareholder value post-separation. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Honeywell: The Wait Is Over, It Is Time To Buy
Summary Honeywell's planned business split simplifies valuation, potentially unlocking significant shareholder value, similar to GE's successful restructuring. HON's core segments, aerospace and automation, are both expected to experience strong growth. The Company's forward P/E ratio of 20.48x is below its historical range of 22–30x, suggesting potential undervaluation. The recent decline in the stock price following the latest earnings reports appears to be an overreaction, presenting a strong buying opportunity. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Reckoning With Reality: Honeywell's 2024 Earnings And Strategic Missteps
Summary Industrial conglomerate Honeywell International yesterday reported in principle solid results for the fourth quarter and full year 2024. At the same time, management announced that it expects to move forward with the separation of the conglomerate into three independent companies. In this update, I outline the reasons for the weakened sentiment around HON shares, which I attribute more to the earnings report and less to the separation announcement. In addition to the Q4 and full-year 2024 earnings analysis, I also provide a valuation update and explain why I do not plan to add HON stock to my portfolio. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
Honeywell International: The Likely Breakup Will Keep Me On The Sidelines--For Now
Summary Honeywell International is a diversified industrial conglomerate with four main segments: Aerospace, Industrial Automation, Building Automation, and Energy and Sustainability Solutions. The company boasts a market cap over $140B and has delivered a 1,000% total return over the last 20 years. The financial metrics have improved in recent years, but the dividend growth has slowed. HON appears set to break apart sometime soon into two parts, Aerospace and Defense & Automation. Read the full article on Seeking AlphaShareholder Returns
| HON | US Industrials | US Market | |
|---|---|---|---|
| 7D | 0.8% | 1.3% | 3.2% |
| 1Y | 0.7% | 1.0% | 31.0% |
Return vs Industry: HON matched the US Industrials industry which returned 1% over the past year.
Return vs Market: HON underperformed the US Market which returned 31% over the past year.
Price Volatility
| HON volatility | |
|---|---|
| HON Average Weekly Movement | 3.2% |
| Industrials Industry Average Movement | 3.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: HON has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: HON's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1885 | 101,000 | Vimal Kapur | www.honeywell.com |
Honeywell International Inc. engages in the aerospace technologies, industrial automation, building automation, and energy and sustainable solutions businesses in the United States, Europe, and internationally. The company’s Aerospace Technologies segment offers auxiliary power units, propulsion engines, integrated avionics, connectivity services, electric power systems, management and technical services, environmental control and electric power systems, engine controls, flight safety, communications, navigation hardware, data and software applications, radar and surveillance systems, aircraft lighting, advanced systems and instruments, satellite and space components, and aircraft wheels and brakes; thermal systems; and spare parts; repair, overhaul, and maintenance services. Its Industrial Automation segment provides automation control and instrumentation products and services; smart energy products; sensing technologies with custom-engineered sensors and services; gas detection technologies and personal protective equipment; and system design automation equipment, as well as software and analytics for manufacturing, distribution, and fulfillment operations.
Honeywell International Inc. Fundamentals Summary
| HON fundamental statistics | |
|---|---|
| Market cap | US$137.41b |
| Earnings (TTM) | US$3.97b |
| Revenue (TTM) | US$37.66b |
34.5x
P/E Ratio3.6x
P/S RatioIs HON overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| HON income statement (TTM) | |
|---|---|
| Revenue | US$37.66b |
| Cost of Revenue | US$23.75b |
| Gross Profit | US$13.91b |
| Other Expenses | US$9.94b |
| Earnings | US$3.97b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 6.26 |
| Gross Margin | 36.93% |
| Net Profit Margin | 10.54% |
| Debt/Equity Ratio | 250.1% |
How did HON perform over the long term?
See historical performance and comparisonDividends
2.2%
Current Dividend Yield74%
Payout RatioDoes HON pay a reliable dividends?
See HON dividend history and benchmarks| Honeywell International dividend dates | |
|---|---|
| Ex Dividend Date | May 15 2026 |
| Dividend Pay Date | Jun 05 2026 |
| Days until Ex dividend | 7 days |
| Days until Dividend pay date | 28 days |
Does HON pay a reliable dividends?
See HON dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 09:45 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Honeywell International Inc. is covered by 37 analysts. 24 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| Julian Mitchell | Barclays |