Honeywell International Inc. (HON) Stock Price & Analysis
Honeywell International Inc. (HON) closed at USD 218.31 on Thursday, October 22, 2026, up 1.67% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 214.73; the Oct 22, 2026 session ranged USD 205.2–218.55 on volume of 5,284,349 shares. Market capitalization is $69.19B, with a 52-week range of USD 195.87–260.28 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:34 UTC.
Also available as compact Markdown for AI agents: nexqual.com/HON.md
Key facts (HON)
- Last four reported quarters (through Sep 30, 2026): revenue $33.6B, net income $7.05B (21.0% margin), free cash flow $967M (SEC filings).
- Valuation: P/E 9.8x (avg 24.8x at the last 3 fiscal year-ends), EV/EBITDA 6.3x, net debt $10.4B.
- 1 of 80 tracked superinvestors hold HON (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 2.38 on a 1–5 scale) (24 analysts), mean target USD 254.26 (range 186–303).
- Total return with dividends: 1Y +2.0% vs S&P 500 +14.9%; 5Y +12.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-22, EPS estimate USD 2.45, revenue estimate $5.15B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (HON)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $34.4B | $35.5B | $33.0B | $34.7B | $37.4B | $33.6B |
| Gross profit | $12.3B | $13.1B | $12.4B | $13.4B | $13.8B | — |
| Operating income | — | $8.02B | $7.56B | $7.67B | $8.13B | $11.0B |
| Net income | $5.54B | $4.97B | $5.66B | $5.71B | $4.73B | $7.05B |
| EPS (diluted) | $7.82 | $7.19 | $8.88 | $9.13 | $7.72 | — |
| Free cash flow | $5.14B | $4.51B | $4.60B | $5.23B | $5.42B | $967M |
| Gross margin | 35.9% | 37.0% | 37.5% | 38.5% | 36.9% | — |
| Operating margin | — | 22.6% | 22.9% | 22.1% | 21.7% | 32.7% |
| Net margin | 16.1% | 14.0% | 17.1% | 16.4% | 12.6% | 21.0% |
| Revenue growth | +5.4% | +3.1% | -6.9% | +5.2% | +7.8% | — |
| Cash + short-term investments | $11.5B | $10.1B | $8.10B | $10.3B | $12.7B | — |
| Total debt | $19.6B | $19.6B | $20.4B | $31.1B | $34.6B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Sep 30, 2026) (HON)
P/E 9.8x · P/S 2.1x · EV/EBITDA 6.3x · EV/Sales 2.4x · P/FCF 71.6x · P/B 3.1x · FCF yield 1.40% · Earnings yield 10.19% · Dividend yield (paid, TTM) 3.73% · Buyback yield (TTM) 1.59% · Net debt $10.4B · EV $79.6B
P/E at fiscal year-ends: Dec 2025 26.5x, Dec 2024 24.5x, Dec 2023 23.3x.
Superinvestors (SEC 13F-HR, Q2 2026) (HON)
1 of 80 tracked investors hold HON. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $898K | Reduced -50.0% |
Analysts (HON)
Consensus Buy (mean 2.38 on a 1–5 scale), 24 analysts; mean target USD 254.26 (low 186, high 303).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Mizuho | Target lowered | Outperform | $265 → $255 |
| 2026-10-14 | RBC Capital | Target lowered | Outperform | $293 → $270 |
| 2026-10-12 | Citigroup | Target lowered | Buy | $279 → $270 |
| 2026-10-09 | JP Morgan | Target lowered | Overweight | $255 → $240 |
| 2026-09-25 | Wells Fargo | Initiated | Equal-Weight | $231 |
| 2026-08-31 | Morgan Stanley | Target raised | Equal-Weight | $245 → $250 |
| 2026-08-18 | RBC Capital | Target lowered | Outperform | $298 → $293 |
| 2026-08-14 | JP Morgan | Target lowered | Overweight | $262 → $255 |
| 2026-07-28 | B of A Securities | Upgrade | Underperform → Neutral | $205 → $265 |
| 2026-07-27 | Mizuho | Target raised | Outperform | $240 → $265 |
| 2026-07-27 | BMO Capital | Target raised | Outperform | $253 → $276 |
| 2026-07-24 | Citigroup | Target raised | Buy | $260 → $279 |
Total return (dividends reinvested) (HON)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +2.0% | +12.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +2.0% | +2.4% |
| Volatility (annualized) | 26.1% | 22.9% |
| Max drawdown | -21.9% (Mar 2026→Sep 2026) | -24.6% (Nov 2021→Sep 2022) |
HON revenue by business segment (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Building Automation | $2.02B | 40.4% | +7.6% |
| Process Automation and Technology | $1.86B | 37.2% | +16.3% |
| Industrial Automation | $1.11B | 22.3% | -23.1% |
| Total revenue | $4.99B | 100% | — |
HON revenue by product line (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Product | $3.63B | 72.6% | +1.5% |
| Service | $1.37B | 27.4% | +0.7% |
| Products | $1.11B | 22.3% | +10.3% |
| Aftermarket | $1.06B | 21.3% | +16.6% |
| Solutions | $907.0M | 18.2% | +4.4% |
| Products | $833.0M | 16.7% | -15.3% |
| Projects | $797.0M | 16.0% | +16.0% |
| Solutions | $282.0M | 5.6% | -39.6% |
| Total revenue | $4.99B | 100% | — |
HON revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| U.S. Plans | $21.78B | 58.2% | +11.5% |
| Europe | $8.11B | 21.7% | +1.9% |
| Other International | $7.55B | 20.2% | +4.5% |
| Total revenue | $37.44B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
HON suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | RESIDEO TECHNOLOGIES, INC. (REZI) | “Net cash provided by operating activities from continuing operations increased by $963 million, driven by the receipt of the Resideo indemnification and reimbursement agreement termination payment of $1,590 million and $771 million increase in other operating activities, primarily due to a favorable impact of customer advances and deferred revenue, partially offset by the asbestos liabilities divestiture payment o…” |
| Partner | Solstice Advanced Materials Inc. (SOLS) | “We have continuing involvement with Solstice primarily through a transition services agreement, through which Honeywell and Solstice continue to provide certain services to each other for a period of time following the separation, a tax matters agreement, an employee matters agreement, an intellectual property cross-license agreement, a trademark licensing agreement, and Accelerator license agreement.” |
Quoted from the company's 10-K filed Feb 17, 2026.
Companies that name HON in their SEC reports
| Relationship to HON | Company | Filing | Sentence |
|---|---|---|---|
| partner | POWERBANK Corp (PBK) | 20-F Sep 28, 2026 | “Services Agreement with Honeywell International Inc. (NASDAQ: HON) ("Honeywell") to provide operations and maintenance” |
| customer | SCANSOURCE, INC. (SCSC) | 10-K Aug 20, 2026 | “We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.” |
| partner | LG Display Co., Ltd. (LPL) | 20-F Apr 28, 2026 | “We have a license agreement with each of Columbia University, Penn State University, Honeywell International, Honeywell Intellectual Properties, Plasma Physics Corporation and Fergason Patent Properties.” |
| customer | ClearSign Technologies Corp (CLIR) | 10-K Mar 31, 2026 | “Worldwide, suppliers of burners and air pollution control equipment include but are not limited to companies such as Callidus, Eclipse and Maxon (all three are subsidiaries of Honeywell), John Zink Hamworthy Combustion (a subsidiary of Koch Industries and including Coen), General Electric, Haldor Topsøe, Hitachi, Linde, Zeeco, Fives Group, Cleaver Brooks, Power Flame (a subsidiary of Aztec Inc.), among others.” |
| related | CLOUDASTRUCTURE, INC. (CSAI) | 10-K Mar 31, 2026 | “Marketing, Operations, and General Management positions at large corporations like Honeywell, and various start up organizations.” |
| customer | AIRO Group Holdings, Inc. (AIRO) | 10-K Mar 31, 2026 | “We also serve as an avionics supplier for OEMs, including Robinson Helicopters, Pilatus, Honeywell, and Joby Aviation.” |
| customer | EMBRAER S.A. (EMBJ) | 20-F Mar 30, 2026 | “The main risk-sharing partners for the Praetor 500 and Praetor 600 jets are Honeywell, the engines supplier, and Collins Aerospace, the avionics systems supplier.” |
| customer | QUICKLOGIC Corp (QUIK) | 10-K Mar 27, 2026 | “We depend upon GlobalFoundries, TSMC, SkyWater Technologies, Honeywell Aerospace, Amkor Technology, Inc., Integra Specialty Products, and Golden Altos Corp. to manufacture our new hardware products.” |
| partner | Vertical Aerospace Ltd. (EVTL) | 20-F Mar 24, 2026 | “The aircraft has been designed and built in collaboration with our global aerospace partners, including Honeywell and Syensqo, and features our next generation propellers and proprietary battery technology, designed and manufactured at our Vertical Energy Centre.” |
| partner | ENI SPA (E) | 20-F Mar 23, 2026 | “It mainly produces HVO Diesel using the Ecofining™ process developed by Eni in collaboration with Honeywell UOP.” |
| competitor | VEEVA SYSTEMS INC (VEEV) | 10-K Mar 20, 2026 | “In this segment of our business, we compete with solutions such as those offered by OpenText, Microsoft, Honeywell, EtQ Management Consultants, LLC, Oracle, and Box, and custom-built software developed by third-party vendors or in-house by our potential customers.” |
| partner | TEN Holdings, Inc. (XHLD) | 10-K Mar 18, 2026 | “He also serves as an Audit Partner at Mikasa & Co. and as a Statutory Auditor of Quantinuum K.K., a Honeywell group” |
| partner | TAT TECHNOLOGIES LTD (TATT) | 20-F Mar 18, 2026 | “entered into a ten-year agreement with Honeywell for commercial application.” |
| competitor | ACME UNITED CORP (ACU) | 10-K Mar 11, 2026 | “The major competitors in the first aid and safety category are Honeywell and Cintas.” |
| customer | Cadre Holdings, Inc. (CDRE) | 10-K Mar 10, 2026 | “The raw materials and components that we use to manufacture our products, include SpectraShield®, a patented product of Honeywell, Inc.;” |
HON analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $2.45 | $2.40 | +2.2% | $5.15B | 11 |
| Next quarter (ends Mar 2027) | $2.13 | $2.15 | -1.2% | $4.73B | 11 |
| Current fiscal year (ends Dec 2026) | $8.44 | $8.25 | +2.3% | $20.15B | 14 |
| Next fiscal year (ends Dec 2027) | $9.84 | $9.93 | -1.0% | $20.54B | 24 |
HON options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 31.5% | ±3.7% |
| Nov 6, 2026 | 14 | 30.1% | ±4.9% |
| Nov 13, 2026 | 21 | 30.1% | ±6.1% |
| Nov 20, 2026 | 28 | 29.2% | ±6.6% |
| Nov 27, 2026 | 35 | 28.6% | ±7.2% |
| Dec 4, 2026 | 42 | 28.2% | ±7.8% |
| Dec 18, 2026 | 56 | 26.7% | ±8.5% |
| Jan 15, 2027 | 84 | 27.7% | ±10.7% |
30-day implied volatility 28.3% vs 16.2% realized over the last 30 trading days. Put/call ratio (volume) 1.07. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:34 UTC)
| Price | USD 218.31 |
|---|---|
| Change | ▲ 1.67% (up) |
| Previous Close | USD 214.73 |
| Open | USD 213.5 |
| Day Range | USD 205.2 – 218.55 |
| 52-Week Range | USD 195.87 – 260.28 |
| Volume | 5,284,349 shares |
| Market Cap | $69.19B |
| Exchange | NMS |
Technical Analysis (HON)
Nexqual's technical model rates HON "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 10:34 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 64.94 (neutral) |
| vs SMA50 | Above (USD 212.56) |
| MACD | 0.34 (positive) |
Analyst Ratings (HON)
Wall Street analysts rate HON "Buy" based on 24 analysts, with a mean price target of USD 254.26 (range USD 186–303), per Nexqual as of October 23, 2026 at 10:34 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 24 |
| Mean Target | USD 254.26 |
| High Target | USD 303 |
| Low Target | USD 186 |
| Buy / Hold / Sell | 14 / 9 / 1 |
Earnings (HON)
| Next Earnings Date | 2026-10-22 |
|---|---|
| EPS Estimate | USD 2.45 |
| Revenue Estimate | $5.15B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 2.27 vs est 2.16 ▲ beat |
| 2026-06-30 | USD 1.95 vs est 1.82 ▲ beat |
| 2026-03-31 | USD 4.9 vs est 4.64 ▲ beat |
| 2025-12-31 | USD 5.18 vs est 5.07 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:34 UTC.
Financials & Fundamentals (HON)
| Total Revenue | $37.74B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -52.00% |
| Gross Margin | +37.21% |
| Operating Margin | +14.82% |
| Profit Margin | +18.68% |
| ROE | +44.39% |
| Debt / Equity | 0.73 |
| Current Ratio | 0.96 |
| Total Cash | $6.19B |
| Total Debt | $16.59B |
| Free Cash Flow (last four quarters to Sep 2026, SEC 10-Q / 10-K) | $967.00M (2.9% of revenue) |
Source: Nexqual, October 23, 2026 at 10:34 UTC.
Financial Health Score (HON)
Nexqual rates Honeywell International Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:34 UTC.
| Growth | Weak — Revenue -3% YoY (annual), declining |
|---|---|
| Profitability | Solid — Gross margin 37%, operating 15% (last 12 months) |
| Balance Sheet | Mixed — $6.19B cash and investments vs $16.6B debt (Sep 2026, SEC) |
| Cash Flow | Mixed — FCF $967M (last 4 quarters to Sep 2026, SEC), slim 2.9% margin |
| Efficiency | Strong — ROE 44%, ROA 7.0% |
Ownership (HON)
| Insider Ownership | +0.08% |
|---|---|
| Institutional Ownership | +84.77% |
| Shares Outstanding | 316.94M |
| Float | 298.21M |
| Short % of Float | +2.48% |
Source: Nexqual, October 23, 2026 at 10:34 UTC.
Leadership (HON)
Honeywell International Inc. is led by Vimal M. Kapur, Chairman & CEO, per Nexqual as of October 23, 2026 at 10:34 UTC.
| Chairman & CEO | Vimal M. Kapur |
|---|---|
| Senior VP & CFO | Michal Stepniak |
| President & CEO of Process Technology | Billal M. Hammoud |
| President & CEO of Honeywell Process Automation | Jim Masso |
| Vice President of Investments | Harsh Bansal |
Major Backers & Investors (HON)
Notable institutional backers of Honeywell International Inc. include Newport Trust Company, LLC, Invesco, Morgan Stanley, according to Nexqual as of October 23, 2026 at 10:34 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Newport Trust Company, LLC | 4.06% |
| Invesco | 3.55% |
| Morgan Stanley | 3.04% |
| Goldman Sachs | 2.3% |
| Franklin Resources, Inc. | 2.05% |
| Fidelity | 1.3% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 9.01% |
| BlackRock | 7.19% |
| State Street | 5.91% |
| Geode Capital | 2.59% |
Source: Nexqual, October 23, 2026 at 10:34 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MMM | 3M Company | USD 175.56 | ▲ 0.47% |
| VMI | Valmont Industries, Inc. | USD 435.87 | ▼ 2.81% |
| NOC | Northrop Grumman Corporation | USD 552.35 | ▲ 2.42% |
| CP | Canadian Pacific Kansas City Li | USD 90.62 | ▲ 2.86% |
| ITW | Illinois Tool Works Inc. | USD 279.24 | ▲ 0.88% |
| VRT | Vertiv Holdings, LLC | USD 195.59 | ▼ 7.81% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:34 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt