Honeywell International (HON) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 23, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

2.44

Last Year’s EPS

2.59

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 14 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 23, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a cautiously optimistic tone: clear operating strength evidenced by order growth, backlog expansion, margin improvement and EPS beat, together with material portfolio progress (Aerospace spin and divestitures). However, near-term headwinds from the Middle East conflict, temporary Aerospace supply‑chain constraints and weaker PA&T revenue in Q1 created cash-flow and timing pressures that temper immediate upside. Management reaffirmed full-year targets and highlighted confidence in a second-half rebound supported by backlog and project wins.

Company Guidance

Honeywell guided Q2 organic sales growth of 2%–4% with segment margin expected at 22.2%–22.5% and adjusted EPS about $2.40 at the midpoint (normalized-tax EPS roughly $2.55), noting a ~$0.16 headwind from a higher Q2 tax rate (~21% vs 16% a year ago); management reiterated full‑year organic growth of 3%–6% and full‑year segment margin of 22.7%–23.1% (with Aerospace called out for high single‑digit organic sales growth and PA&T roughly flat for the year). They said operational margin expansion of roughly 50–90 bps is expected for the year (with ~30 bps drag from Quantinuum), pricing above 3% (trending toward ~4%), and that backlog and orders (orders +7% organic, total backlog >$38B; Aerospace backlog ≈$19B, up ~20% y/y, book‑to‑bill >1.1; PA&T backlog +22%) support a stronger second half; Q2 dynamics include about $0.06 of higher segment profit, $0.04–$0.07 of below‑the‑line pension benefit, and modest EPS impacts of roughly $0.01 each from share count reduction and FX, while free cash flow guidance was unchanged.

Orders Growth and Strong Backlog

Total orders grew 7% organically in Q1; book-to-bill was above 1.1; total backlog exceeded $38 billion (Honeywell reported backlog growth of ~15% year-over-year). Aerospace backlog was roughly $19 billion, up ~20% year-over-year.

Revenue and Segment Organic Growth

Overall organic sales grew 2% in Q1. Building Automation organic sales were up 8%; Aerospace organic sales up 3%; Industrial Automation organic sales up 1%.

Margin Expansion and Profitability

Segment margin expanded ~90 basis points to ~23.3% in Q1. Aerospace margin improved to 26.5% (+20 bps). Industrial Automation expanded ~260 bps and Process Automation & Technology expanded ~200 bps, driven by pricing, productivity and stranded-cost removal.

Earnings Per Share and Below-the-Line Benefits

Adjusted EPS was $2.45 in Q1, up 11% year-over-year, helped by higher segment profit, lower share count and higher pension income.

Portfolio Transformation Progress

Announced expected Aerospace spinoff completion on June 29; raised $20 billion of aerospace spin financing with strong investment-grade rating actions (Moody's A3, Fitch A-, S&P BBB+). Announced sales of Productivity Solutions & Services and Warehouse & Workflow Solutions; acquisition amended for Johnson Matthey Catalyst Technologies.

Order Momentum in Process and Major Project Wins

Secured over $2 billion of project wins over the past three quarters including LNG, refining, petrochemical and SAF projects (e.g., Dangote agreements and LNG project awards). Process Technology orders increased double-digit and PA&T backlog rose ~22%.

Capital Return and Investment

Returned $1.8 billion to shareholders in Q1 (roughly $1.0 billion share repurchases and $0.8 billion dividends) while investing ~$220 million in CapEx and continuing elevated supply-chain investment (>$1 billion invested in Aerospace supply chain capacity/resiliency over last 3 years).

Pricing and Productivity

Pricing discipline continued with pricing above 3% and management noting pricing trending toward the upper end (~4%), combined with productivity actions and accelerated stranded cost takeout supporting margin expansion.

Honeywell International (HON) Earnings, Revenues Date & History

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HON Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2026	2026 (Q2)	2.44 / -	2.591	―	―	―
Apr 23, 2026	2026 (Q1)	2.32 / 2.45	2.365	3.59% (+0.08)
Jan 29, 2026	2025 (Q4)	2.54 / 2.59	2.327	11.30% (+0.26)
Oct 23, 2025	2025 (Q3)	2.44 / 2.66	2.431	9.30% (+0.23)
Jul 24, 2025	2025 (Q2)	2.50 / 2.59	2.346	10.44% (+0.25)
Apr 29, 2025	2025 (Q1)	2.08 / 2.37	2.12	11.56% (+0.25)
Feb 06, 2025	2024 (Q4)	2.19 / 2.33	2.45	-5.02% (-0.12)
Oct 24, 2024	2024 (Q3)	2.36 / 2.43	2.139	13.65% (+0.29)
Jul 25, 2024	2024 (Q2)	2.28 / 2.35	2.101	11.66% (+0.25)
Apr 25, 2024	2024 (Q1)	2.05 / 2.12	1.95	8.72% (+0.17)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HON Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 23, 2026	$219.97	$214.34	-2.56%
Jan 29, 2026	$215.57	$226.12	+4.89%
Oct 23, 2025	$192.54	$205.65	+6.81%
Jul 24, 2025	$221.83	$208.12	-6.18%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.