Honeywell Aerospace Inc. (HONA) Stock Price & Analysis
Honeywell Aerospace Inc. (HONA) is trading at USD 165.96, up 1.80% today, as of October 23, 2026 at 16:41 UTC (US market open; quotes may be delayed), according to Nexqual market data.
HONA last closed at USD 163.02; today's session has ranged USD 155.54–166.4 on volume of 1,226,249 shares. Market capitalization is $52.60B, with a 52-week range of USD 149.19–297.5 (NMS). Source: Nexqual, retrieved October 23, 2026 at 16:42 UTC.
Also available as compact Markdown for AI agents: nexqual.com/HONA.md
Key facts (HONA)
- 2 of 80 tracked superinvestors hold HONA (13F, Q2 2026): 2 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: Hold (mean 2.53 on a 1–5 scale) (17 analysts), mean target USD 199.2 (range 160–256).
- Total return with dividends: 1Y -17.0% vs S&P 500 +14.6%; 5Y -38.0% vs S&P 500 +77.3%.
- Next earnings: 2026-10-28, EPS estimate USD 1.87, revenue estimate $4.58B.
Valuation (price ÷ last four quarters, through Jun 27, 2026) (HONA)
· Net debt $14.8B · EV $67.4B
Superinvestors (SEC 13F-HR, Q2 2026) (HONA)
2 of 80 tracked investors hold HONA. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mairs & Power | Mairs & Power Funds | 0.20% | $22.1M | New position |
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $886K | New position |
Analysts (HONA)
Consensus Hold (mean 2.53 on a 1–5 scale), 17 analysts; mean target USD 199.2 (low 160, high 256).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | RBC Capital | Target lowered | Outperform | $250 → $210 |
| 2026-10-09 | TD Cowen | Target lowered | Hold | $180 → $170 |
| 2026-10-07 | Goldman Sachs | Initiated | Neutral | $190 |
| 2026-09-17 | Susquehanna | Initiated | Positive | $190 |
| 2026-08-19 | Morgan Stanley | Upgrade | Equal-Weight → Overweight | $205 |
| 2026-08-10 | BMO Capital | Target lowered | Outperform | $276 → $209 |
| 2026-08-06 | UBS | Target lowered | Neutral | $231 → $213 |
| 2026-08-06 | BNP Paribas | Target lowered | Neutral | $245 → $210 |
| 2026-08-06 | RBC Capital | Target lowered | Outperform | $300 → $250 |
| 2026-08-06 | Evercore ISI Group | Target lowered | In-Line | $250 → $210 |
| 2026-07-20 | UBS | Initiated | Neutral | $231 |
| 2026-07-13 | Evercore ISI Group | Initiated | In-Line | $250 |
Total return (dividends reinvested) (HONA)
| 1Y (from 2026-06-15) | 5Y (from 2026-06-15) | |
|---|---|---|
| Total return | -17.0% | -38.0% |
| S&P 500 (SPY) | +14.6% | +77.3% |
| Per year | — | — |
| Volatility (annualized) | 82.8% | 54.9% |
| Max drawdown | -43.9% (Jun 2026→Sep 2026) | -42.3% (Jun 2026→Sep 2026) |
HONA revenue by business segment (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Electronic Solutions | $1.77B | 39.2% | +7.8% |
| Engines & Power Systems | $1.41B | 31.1% | +1.2% |
| Control Systems | $1.34B | 29.7% | +7.0% |
| Total revenue | $4.52B | 100% | — |
HONA revenue by product line (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Product sales | $2.61B | 57.7% | +7.7% |
| Commercial Aftermarket | $2.03B | 44.8% | +7.7% |
| Service sales | $1.91B | 42.3% | +2.5% |
| Defense and Space | $1.82B | 40.2% | +2.8% |
| Commercial Original Equipment | $679.0M | 15.0% | +6.1% |
| Total revenue | $4.52B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
HONA company outlook (results filed Aug 5, 2026)
- “SURF-A is a prime example of the retrofit, modification and upgrade (RMU) growth strategy. ◦ Civitanavi Systems' ARGO 4000 inertial measurement has become a preferred solution for European OEMs integrating guidance capability into missile programs, unmanned platforms, maritime vessels and land vehicles.”
- “($ in millions) 2Q 2026 2Q 2025 % Change Commercial Original Equipment $679 $640 6% Commercial Aftermarket $2,026 $1,881 8% Defense and Space $ 1,817 $1,768 3% 2026 outlook Based on second quarter results and current business trends, Honeywell Aerospace updated its prior full-year and second half guidance ranges.”
- “Previous guidance Current guidance Organic 1 growth 7% - 9% 4% - 5% Pro forma standalone adjusted EBIT 1,3 $4.65B - $4.75B $4.35B - $4.45B Year-over-year growth 1,3 7% - 10% Flat - 3% Pro forma standalone adjusted earnings per share 2,3 $7.60 - $7.90 Second half free cash flow 1 $1.0B - $1.5B $1.0B - $1.5B 1.”
- “($ in millions) 2Q 2026 2Q 2025 % Change % Organic Sales $1,342 $1,254 7% 7% Segment profit/segment adjusted EBIT 1 $389 $361 8% Conference call details Honeywell Aerospace will discuss its second quarter results and full-year 2026 guidance during an investor conference call starting at 5:00 pm EDT today.”
Quoted word-for-word from the SEC 8-K results press release.
HONA analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.87 | $2.29 | -18.5% | $4.58B | 14 |
| Next quarter (ends Dec 2026) | $2.20 | $2.49 | -11.9% | $4.94B | 13 |
| Current fiscal year (ends Jan 2027) | $6.65 | $8.34 | -20.3% | $18.37B | 8 |
| Next fiscal year (ends Dec 2027) | $8.92 | $9.97 | -10.6% | $19.81B | 14 |
Key Statistics (as of October 23, 2026 at 16:42 UTC)
| Price | USD 165.96 |
|---|---|
| Change | ▲ 1.80% (up) |
| Previous Close | USD 163.02 |
| Open | USD 160.37 |
| Day Range | USD 155.54 – 166.4 |
| 52-Week Range | USD 149.19 – 297.5 |
| Volume | 1,226,249 shares |
| Market Cap | $52.60B |
| Exchange | NMS |
Technical Analysis (HONA)
Nexqual's technical model rates HONA "BUY" based on 4 bullish and 1 bearish signals across 92 daily candles, as of October 23, 2026 at 16:42 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 59.18 (neutral) |
| vs SMA50 | Above (USD 159.99) |
| MACD | 0.5 (positive) |
Analyst Ratings (HONA)
Wall Street analysts rate HONA "Hold" based on 17 analysts, with a mean price target of USD 199.2 (range USD 160–256), per Nexqual as of October 23, 2026 at 16:42 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 17 |
| Mean Target | USD 199.2 |
| High Target | USD 256 |
| Low Target | USD 160 |
| Buy / Hold / Sell | 6 / 11 / 0 |
Earnings (HONA)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 1.87 |
| Revenue Estimate | $4.58B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.87 vs est 2.12 ▼ miss |
Source: Nexqual, October 23, 2026 at 16:42 UTC.
Financials & Fundamentals (HONA)
| Total Revenue | $17.92B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +5.40% |
| Gross Margin | +34.53% |
| Operating Margin | +14.68% |
| Profit Margin | +10.86% |
| Current Ratio | 1.53 |
| Total Cash | $1.06B |
| Total Debt | $16.15B |
Source: Nexqual, October 23, 2026 at 16:42 UTC.
Financial Health Score (HONA)
Nexqual rates Honeywell Aerospace Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 16:42 UTC.
| Growth | Solid — Revenue +5% YoY (latest Q) |
|---|---|
| Profitability | Solid — Gross margin 35%, operating 15% (last 12 months) |
| Balance Sheet | Mixed — $1.06B cash and investments vs $15.9B debt (Jun 2026, SEC) |
| Cash Flow | Solid — Operating cash flow $3.03B (TTM) |
| Efficiency | Mixed — No data |
Ownership (HONA)
| Insider Ownership | +0.08% |
|---|---|
| Institutional Ownership | +79.10% |
| Shares Outstanding | 316.95M |
| Float | 316.56M |
Source: Nexqual, October 23, 2026 at 16:42 UTC.
Leadership (HONA)
Honeywell Aerospace Inc. is led by James E. Currier, President, CEO & Director, per Nexqual as of October 23, 2026 at 16:42 UTC.
| President, CEO & Director | James E. Currier |
|---|---|
| CFO & Senior VP | Joshua A. Jepsen |
| Senior VP & CTO | Todd Giles |
| Vice President of Investor Relations | Sean Christopher Meakim C.F.A. |
| Senior Vice President of Enterprise Transformation | Timothy O. Mahoney |
Major Backers & Investors (HONA)
Notable institutional backers of Honeywell Aerospace Inc. include Invesco, Morgan Stanley, Wellington Management, according to Nexqual as of October 23, 2026 at 16:42 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Invesco | 4.07% |
| Morgan Stanley | 2.93% |
| Wellington Management | 2.43% |
| Goldman Sachs | 2.33% |
| Franklin Resources, Inc. | 2.05% |
| Fidelity | 1.3% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 8.91% |
| BlackRock | 7.5% |
| State Street | 4.2% |
| Geode Capital | 2.59% |
Source: Nexqual, October 23, 2026 at 16:42 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LHX | L3Harris Technologies, Inc. | USD 252.62 | ▼ 0.63% |
| TDG | Transdigm Group Incorporated | USD 1,100.57 | ▼ 3.61% |
| HEI | Heico Corporation | USD 299.41 | ▼ 0.2% |
| HWM | Howmet Aerospace Inc. | USD 186.97 | ▼ 3.27% |
| NOC | Northrop Grumman Corporation | USD 551.32 | ▼ 0.19% |
| ESLT | Elbit Systems Ltd. | USD 734.92 | ▼ 1.12% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 16:42 UTC. This page is informational and not investment advice.
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