HON · News · 20260916N

Guidance / Outlook

HONEYWELL INTERNATIONAL INC · 2026-09-16 · Importance 62 · Surprise 68 · No source text

Honeywell reported stronger-than-expected early-quarter momentum as it operates as a focused automation company following the completed spins of its aerospace and advanced materials operations. Management is targeting 4%-6% organic growth through higher-growth verticals, increased software and services revenue, and improved monetization of its installed base. Management said its $12-per-share earnings target for 2029 is a floor rather than a ceiling, while citing strong order growth and backlog across its automation businesses.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobable+2.5%Honeywell aims for 4%-6% organic growth.
net_incomepositiveprobable—Honeywell's management expressed confidence in achieving its $12 per share earnings target by 2029.