Honeywell sees FY26 adjusted EPS $10.35-$10.65, consensus $10.42

Sees FY26 revenue $38.8B-$39.8B, consensus $39.61B. Sees FY26 free cash flow $5.3B-$5.6B. Kapur added, “During the quarter, we also made considerable progress on our portfolio optimization, with the spin off of Solstice Advanced Materials complete. Building on this momentum, we now expect the separation of our automation and aerospace businesses to be completed in the third quarter of 2026. In preparation, this quarter we established our go-forward segment structure for Honeywell (HON), built on complementary business models that will drive cross-portfolio synergies and accelerate profitable growth over the long term, and announced the leadership team for Honeywell Aerospace. These actions all marked critical steps in our simplification journey. With strong management teams and clear strategies in place for both automation and aerospace, we are confident in our ability to deliver on our 2026 commitments,” concluded Kapur.