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HON earnings

HONEYWELL INTERNATIONAL INC — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report October 22, 2026 consensus EPS 2.16
§ Recent prints / EPS vs consensus
Reported EPS Consensus Surprise
Jul 23, 2026 1.95 1.80 +8.3%
Apr 23, 2026 2.57 1.83 +40.4%
Feb 05, 2026 5.18 5.08 +2.0%
Jan 29, 2026 5.18 5.08 +2.0%
§ Research / every print, covered
HON Q2 FY2026 earnings: EPS beat by 8.3%, revenue beat by 3.4%
Equipment Desk · RegardingSemi Engine · Jul 23, 2026

HONEYWELL INTERNATIONAL INC reported Q2 FY2026. EPS came in at $1.95 against a $1.80 consensus, beat by 8.3%. Revenue was $5.2B versus $5.0B expected, beat by 3.4%. Gross margin was 37.6%, down 110 bps from last quarter.

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Honeywell International Inc Misses Revenue but Beats EPS: A Tale of Margins and Backlog
Equipment Desk · RegardingSemi Engine · Apr 23, 2026

Honeywell International Inc HONEYWELL INTERNATIONAL INC reported mixed Q1 FY2026 results, missing revenue expectations but beating EPS estimates. The company's revenue of $9.14 billion fell short of the $9.30 billion consensus estimate, marking a -1.7% surprise. However, adjusted EPS of $2.58 exceeded the $2.43 estimate, delivering a +6.2% surprise. This print underscores a complex quarter marked by strong margin performance and significant backlog growth, despite near-term headwinds.

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Honeywell’s beat is less cyclical recovery than backlog monetization, and the margin giveback is the mispriced tell
Equipment Desk · RegardingSemi Engine · Oct 23, 2025

HONEYWELL INTERNATIONAL INC cleared the Street on Q3 FY2025 EPS and revenue, but the investable point is that orders and backlog are outrunning the income statement while reported gross margin absorbed acquisition, tariff, and mix pressure. The market may be too focused on the $10.41 billion revenue print and too dismissive of the $11.9 billion organic orders signal, which makes Q4 execution, not demand, the real debate.

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§ Latest call — key points
  1. Sees 2026 adjusted earnings per share $8.20.

the fully annotated calls →

§ Earnings calls on file / full text, model-annotated
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