US · Industrials · Aerospace & Defense
EPS came in at 2.21 against a street estimate of 1.90 — a beat of 16.3%.
Analysts rate Honeywell Aerospace Inc a hold (5 buy, 12 hold, 0 sell out of 17) with an average price target of $194.27.
MIXED Honeywell Aerospace beat quarterly revenue expectations and raised EPS and free-cash-flow outlooks, but supply constraints, mix pressure and tariff-refund timing temper near-term growth. Q3 FY26 Management prioritized domestic defense demand, deferring some international deliveries because supply remains constrained. Analysts pressed management on supplier visibility, the pace of 2027 growth, margin and mix pressure, defense prioritization, and investment needs. Management emphasized improving supplier transparency, layered capacity actions and continued near-term constraints. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.50% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 4.20% |
| Amvescap Plc. | 4.06% |
| Morgan Stanley - Brokerage Accounts | 2.93% |
| Geode Capital Management, LLC | 2.59% |
| Wellington Management Company LLP | 2.43% |
| Vanguard Portfolio Management, LLC | 2.38% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $4,644 million, up from $4,533 million in the prior-year quarter. • Third-quarter net income at | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 sales were $4.6 billion, up 2% reported and organically year over year. • Net income was $0.7 billion, or $2.2 | 2026-10-28 |
| Quarterly report · Q2 2026 HONEYWELL AEROSPACE INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q2 2026: $4,522 million (vs. $4,289 million Q2 2025); six-month sales: | 2026-08-05 |
| Results announced · Q3 2026 HONEYWELL AEROSPACE Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 sales: $4.5 billion, up 5% year-over-year (reported and organic basis) • Net | 2026-08-05 |
| Results announced · Q2 2026 HONEYWELL AEROSPACE INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • FY 2025 Total Net Sales: $17,404 million (vs. FY 2024: $15,445 million) — growth of 1 | 2026-06-29 |
| Charter / bylaws change · Q2 2026 HONEYWELL AEROSPACE INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Stock split executed on June 24, 2026: all outstanding common shares converted into 3 | 2026-06-25 |
| Board / officer change · Q2 2026 HONEYWELL AEROSPACE INC. (HONA) – FORM 8-K SUMMARY HEADLINE NUMBERS • Spin-off Distribution Date: June 29, 2026 at 12:01 a.m. EST • Distribution Rat | 2026-06-15 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.40 / share ex-date Nov 13, 2026 · pay Dec 4, 2026 | 2026-11-13 |
| Announcement | Date |
|---|---|
| Significant expansion of manufacturing facilities in Tempe, Arizona announced Honeywell Aerospace announced three items on October 28, 2026: third-quarter 2026 financial results were released, but the filing does not provide the actual revenue, profit, cash-flow, or o | 2026-10-28 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.