Honeywell International Inc. · HON · Next earnings

Honeywell International Inc. reports Thursday, Oct 22, 2026

HON reports before market open with consensus EPS at $2.16 and revenue at $5.00B. Last quarter: Honeywell Q2: Beat and Raise as Portfolio Reshaping Nears Completion

Reports Before market open32 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $2.16 Calendar consensus
Consensus revenue $5.00B Calendar consensus
Report date Oct 22, 2026 Thursday, date estimated
Session Before market open 32 days away

Where HON left off: FY2026 Q2

Full report

Honeywell Q2: Beat and Raise as Portfolio Reshaping Nears Completion

EPS surprise +8.3% Reported $1.95 vs $1.80
Revenue surprise +3.2% Reported $5.19B vs $5.03B
Stock move +5.7% Event window
Subsequent drift +0.3% Up to 20 sessions

FY2026 guidance was raised. Organic sales growth range narrowed to 3-4% from the prior 3-6%, reflecting approximately $400M in revenue removed by completed divestitures. Segment margin expansion guidance increased to 250-290 bps. Adjusted EPS midpoint was raised to $8.20. The prior quarter had maintained guidance at 3-6% organic growth without specific margin or EPS midpoint figures.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical instability in the Middle East causing collection and revenue volatility.
  • Inflationary pressures on labor and components with uncertain price-cost offset dynamics.
  • Catalyst volume volatility and margin sensitivity to product mix.
  • Integration risk associated with the Johnson Matthey Catalyst Technologies acquisition.
  • Potential slowdown in the global energy project pipeline.

Questions analysts left open

  • Middle East collection issues and force-majeure risk.
  • Sustainability of margin expansion and price-inflation dynamics.
  • Timeline and magnitude of synergies from the JM Catalyst acquisition.
  • Size and timing of future M&A activity and balance-sheet capacity.
  • Software ARR growth expectations and repositioning cost impacts.

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Recent HON quarters

All HON earnings
+5.7%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.