HON Honeywell International Inc

$HON Honeywell reports Q3 Thursday before the open, its second print as a pure-play automation company after the June Aerospace spin. Zacks consensus is 2.17 dollars EPS on 5.01 billion dollars in revenue. That revenue bar sits a bit below Q2, when the three remaining segments summed to about 5.18 billion dollars. Management said on the Q2 call they expect a sharp inflection in Process Automation in Q3, on backlog conversion and stronger catalyst shipments. That segment's orders grew nearly 25% in Q2, with book-to-bill above 1.2. Consensus EPS also sits near the top of the company's own 2.05 to 2.20 dollar Q3 guide.

$HON | Snapshot 📊⚡ • Business: Honeywell International Inc. is a leading global multi-industry technology and manufacturing company serving aerospace, building technologies, industrial automation, and energy solutions. • Financial Health & Pipeline: Backlog strength driven by commercial aviation demand, building automation software integration, and defense tech expansion. • Bias & Conviction: Neutral-Bullish Channel Hold | High Conviction (Holding channel support backed by heavy $48.1M dark pool accumulation). 🎯 Key Levels: 🐂 Bull Trigger: $218.00 / $220.00 🚀 Targets: $225.00 / $227.00 / $230.00 🛡 Support: $213.80 / $210.00 ⚠️ Risk: $208.00 / $200.00 🔥 Volume & Flow / Dark Pool: • 🐋 $48.1M total dark pool prints[cite: 32] with major prints at $213.80 ($33.3M)[cite: 32] and $210.13 ($14.8M)[cite: 32].#HON #stocks #finance #darkpool #hovdid

$HON | HONEYWELL INTERNATIONAL INC. Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $2.27 vs. $2.17 est. ✅ ◆ Revenue: $4.99B vs. $5.01B est. ❌ ◆ Net Income: $664M (-63.6% YoY) ◆ Operating Income: $740M (+79.2% YoY) ◆ Segment Profit: $1,062M (+22.6% YoY) ◆ Free Cash Flow: $688M (+15.0% YoY) Segment Performance: ◆ Building Automation: $2,020M (+7.6% YoY) ◆ Process Automation & Tech: $1,859M (+175.0% YoY) ◆ Industrial Automation: $1,115M (-23.1% YoY) Key Metrics: ◆ Backlog grew 7% YoY to nearly $19B, excluding WWS and PSS divestitures completed in Q3 2026. ◆ Q3 2026 capital expenditures were $77M, down from $150M in Q3 2025, a 48.7% decline YoY. ◆ Industrial Automation reported sales fell 23% YoY; organic growth was +4% after 27-point divestiture impact. Forward Guidance: ◆ FY 2026 sales: $20.0B-$20.1B (raised from $19.8B-$20.0B). ◆ FY 2026 organic growth: 4%-5% (raised from 3%-4%); Q4 2026 organic growth: 5%-6%. ◆ FY 2026 segment margin: ~20.5%, expansion of ~290 bps (at upper end of prior guidance range). ◆ FY 2026 adjusted EPS: $8.40-$8.45, up 30%-31% (raised from $8.05-$8.35).

$HON Q3 adjusted EPS came in at 2.27 dollars, up 34% YoY and ahead of the 2.17 dollars consensus, on sales of 4.994 billion dollars, up 7% organically. Segment margin expanded 370 basis points to 21.3%. Process Automation, the segment management flagged for a Q3 inflection, grew 8% organically with project sales up 14%. Full year EPS guidance raised to 8.40 to 8.45 dollars, from 8.05 to 8.35. Backlog up 7% to nearly 19 billion dollars.

$HON Honeywell lifts 2026 adjusted EPS guide to $8.40-$8.45 from $8.05-$8.35. 🏢 Honeywell Technologies: automation for buildings, industry and process plants 🚀 Midpoint rises $0.23; organic growth guide now 4%-5% vs 3%-4% after Q3 adjusted EPS of $2.27, up 34% 🏢 At $214.73 (close 16:00 ET, Oct 21, 2026), market value ~$68.06B, ~25.5x the new EPS midpoint ⚠️ The raise leans on 5%-6% Q4 organic growth, and Process Automation margin fell 210bps in Q3 📅 Next: Investor call at 8:30 a.m. Eastern Daylight Time, October 22, 2026 Source: SEC 8-K, Oct 22, 2026

$HON released its third-quarter 2026 earnings via a press release attached as Exhibit 99.

$HON Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.27 up 33.53% YoY • Reported revenue of $4.99B down -52.02% YoY • Honeywell Technologies raised full-year 2026 sales guidance to $20B-$20.1B and organic growth to 4%-5%; adjusted EPS is $8.40-$8.45, segment margin approximately 20.5%, and free cash flow $2.1B.

$HON | Honeywell Q3 Earnings: - Sales: $4.99B, +1.3% Y/Y - Adjusted EPS: $2.27 - Industrial Automation Revenue: $1.12B - Building Automation Revenue: $2.02B, +7.6% Y/Y - Organic Sales: +7% - Sees FY Organic Sales: +4% To +5% (prev +3% To +4%) - Sees FY Free Cash Flow: About $2.1B (prev About $2B) - Sees FY Adjusted EPS: $8.40 To $8.45