Honeywell Aerospace (NASDAQ:HONA) Releases FY 2026 Earnings Guidance

Key Points

• Honeywell Aerospace raised its FY 2026 adjusted EPS guidance to $7.85–$8.00, above the $7.77 analyst consensus, after reporting quarterly EPS of $2.21 versus estimates of $1.90 on $4.64 billion in revenue.
• The company declared its first quarterly dividend of $0.40 per share, or $1.60 annualized, representing an approximate 1% yield.
• Despite a 12% increase in backlog to $19.3 billion, supplier constraints are limiting near-term deliveries, while analysts largely maintain a “Hold” view and have recently reduced price targets.

Honeywell Aerospace (NASDAQ:HONA - Get Free Report) updated its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 7.850-8.000 for the period, compared to the consensus EPS estimate of 7.770.

Honeywell Aerospace Stock Down 1.4%

NASDAQ HONA opened at $157.77 on Friday. The company has a market cap of $50.01 billion and a P/E ratio of 84.45. Honeywell Aerospace has a one year low of $149.19 and a one year high of $297.50. The firm's 50 day moving average price is $160.23.

Honeywell Aerospace (NASDAQ:HONA - Get Free Report) last posted its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.90 by $0.31. The company had revenue of $4.64 billion during the quarter. On average, equities analysts expect that Honeywell Aerospace will post 7.77 EPS for the current fiscal year.

Honeywell Aerospace Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 13th will be paid a dividend of $0.40 per share. The ex-dividend date is Friday, November 13th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on HONA shares. Melius Research set a $190.00 price objective on Honeywell Aerospace in a report on Monday, September 14th. The Goldman Sachs Group assumed coverage on shares of Honeywell Aerospace in a research note on Wednesday, October 7th. They set a "neutral" rating and a $190.00 price objective for the company. Susquehanna began coverage on Honeywell Aerospace in a report on Thursday, September 17th. They issued a "positive" rating and a $190.00 price objective on the stock. Wells Fargo & Company set a $195.00 price target on shares of Honeywell Aerospace in a report on Monday, August 10th. Finally, Wall Street Zen raised shares of Honeywell Aerospace to a "hold" rating in a report on Sunday, July 12th. Four research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus price target of $196.80.

Key Headlines Impacting Honeywell Aerospace

Here are the key news stories impacting Honeywell Aerospace this week:

• Positive Sentiment: Honeywell Aerospace reported third-quarter adjusted EPS of $2.21, ahead of the $1.90 consensus estimate, on $4.64 billion in revenue. The company also raised its fiscal 2026 adjusted EPS outlook to $7.85-$8.00, above the $7.77 analyst consensus. HONA Q3 Earnings Call Highlights Supply Chain Recovery and 2027 Growth
• Positive Sentiment: The aerospace supplier declared its first quarterly dividend of $0.40 per share, or $1.60 annualized, providing an approximately 1% yield and signaling confidence in long-term cash generation. Honeywell Aerospace declares first quarterly cash dividend
• Positive Sentiment: Honeywell Aerospace plans to invest $500 million in a new Tempe, Arizona manufacturing facility, expected to create about 600 jobs and expand capacity for commercial and defense programs. Honeywell Aerospace to build new manufacturing facility
• Neutral Sentiment: Backlog increased 12% to $19.3 billion, but management indicated that supplier constraints are limiting near-term deliveries and that more substantial output growth may come in 2027. Why Honeywell Aerospace Stock Fell Today
• Negative Sentiment: BMO Capital Markets downgraded HONA from “outperform” to “market perform” and cut its price target to $181 from $213. JPMorgan also reduced its target to $210 from $235 while maintaining a neutral rating; Evercore lowered its target to $195 from $210. Honeywell Aerospace analyst downgrade
• Negative Sentiment: Investors appear concerned that adjusted EBIT rose only 1%, while tariff refunds, earlier deal closings and new standalone-company costs supported results. Higher interest expense and separation costs also weigh on the earnings outlook, making HONA’s elevated valuation harder to justify.
• Negative Sentiment: Several law firms are publicizing a securities class action tied to alleged disclosures about supplier constraints and a Justice Department cybersecurity investigation. The lead-plaintiff deadline is November 23, 2026, adding a potential overhang, although the allegations have not been proven. Honeywell Aerospace securities class action deadline

About Honeywell Aerospace

Honeywell Aerospace develops and supplies aerospace technologies for commercial aviation, business and general aviation, defense, and space customers. Its portfolio includes aircraft engines and auxiliary power units, avionics, flight controls, navigation and communication systems, environmental and thermal-management equipment, wheels and brakes, and other propulsion and mechanical systems.

The company also provides aftermarket support, including maintenance, repair and overhaul services, replacement parts, upgrades, technical assistance, and digital solutions designed to improve aircraft performance and operational efficiency.

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