HON Earnings

HON reported its earnings on 2026-01-29, showcasing a revenue of 9.76B against an estimate of 10.16B, resulting in a -3.96% surprise. The EPS was 2.59, surpassing the expected 2.53 by 2.37%. The stock experienced a 4.89% price change on the earnings day and a 6.59% change over the next five days, reflecting market reactions to the results.

Following HON's earnings announcement on 2026-01-29, the stock price moved by 4.89% on the day of the release. Over the subsequent five days, it saw a 6.59% change. Historically, HON's stock price tends to shift by an average of 1.5% in the 10 days leading up to earnings and 0.21% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate HON's annual revenue to reach 9.34B, while the EPS is projected at 2.40. These estimates reflect recent revisions, with revenue estimates revised downward by -8.59% and EPS estimates revised downward by -5.86% over the past three months, indicating analyst expectation in the company's performance.

The correlation between HON's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -8.59%, while EPS estimates moved revised downward by -5.86%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, HON's stock price typically moves by 1.5% in the 10 days before its earnings and 0.21% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.40 and revenue of 9.34B.

Honeywell's earnings call reveals strong financial performance and optimistic guidance. The company raised its 2025 EPS guidance for the third time, increased organic sales growth guidance, and anticipates margin expansion in 2026. Despite some uncertainties in the Q&A, such as unclear margin improvement specifics and R&D impacts, the overall sentiment remains positive. Notable factors include a strategic realignment, Quantinuum's monetization plans, and a focus on recurring revenue through Forge. These elements, coupled with strong growth projections in Aerospace and Building Automation, suggest a positive stock price movement in the short term.