Honeywell International Inc (HON) Q3 2026 Earnings Call

Concluded Oct 22, 2026

Oct 22, 2026

Period: FY2026 Q3
Runtime: —
Sources: 3 artifacts

Revenue $4.99B +1.3% YoY

Diluted EPS $2.08 -63.6% YoY

Gross margin · derived Q4 40.4% -25.2 pp YoY

Net income $664.00M -63.6% YoY

Open full screen Slides 27 8-K 10-Q

Executive readout · one minute

What the filings say

8-K earnings release · filed Oct 22, 2026: Honeywell International Inc. reported third quarter 2026 sales of $5.0 billion, up 1% reported and 7% organic, adjusted EPS of $2.27, up 34%, and raised its full-year 2026 outlook for organic revenue, adjusted EPS and free cash flow.
10-Q report · filed Oct 22, 2026: Honeywell International Inc reported Q3 2026 net sales growth of 1 % and gross margin of 40.4%. Backlog increased 1% to $18.8 billion as of September 30, 2026, and the company completed its Aerospace Spin-Off.

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Forward guidance

16 guided metrics

Management's latest ranges and targets are included below.

Research coverage

3 live sources

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Research materials

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Presentation 27 pages 8-K earnings release Filed Oct 22, 2026 10-Q report Filed Oct 22, 2026 Company webcastOpen the original investor-relations page

Forward guidance

From the 8-K filed Oct 22, 2026.

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Building Automation$2.02B +7.6% YoY

Process Automation and Technology$1.86B +16.3% YoY

Industrial Automation$1.11B -23.1% YoY

Capital returned

Dividend / share: $0.70

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Metric	Period	Guided	Basis
Sales table Lowered Full-Year 2026	Full-Year 2026	$20B – $20.1B	—
Organic Growth table Raised Full-Year 2026	Full-Year 2026	4% – 5%	Non-GAAP
Segment Margin table Lowered Full-Year 2026	Full-Year 2026	20.5%	Non-GAAP
Adjusted Earnings Growth table Raised Full-Year 2026	Full-Year 2026	30% – 31%	Non-GAAP
Operating Cash Flow table Full-Year 2026	Full-Year 2026	$2.1B	—
Free Cash Flow table Lowered Full-Year 2026	Full-Year 2026	$2.1B	Non-GAAP
Earnings per share of common stock from continuing operations - table Raised Twelve Months Ended December 31, 2026(E)	Twelve Months Ended December 31, 2026(E)	$21.88 – $21.93	GAAP
Adjusted earnings per share of common stock from continuing oper table Lowered For the twelve months ended December 31, 2026	For the twelve months ended December 31, 2026	$8.40 – $8.45	Non-GAAP
Expected adjustment for acquisition-related intangibles amortiza For the twelve months ended December 31, 2026	For the twelve months ended December 31, 2026	$382M	—
Expected adjustment for acquisition-related costs For the twelve months ended December 31, 2026	For the twelve months ended December 31, 2026	$39M	—
Expected adjustment for debt restructuring costs excluding spin- For the twelve months ended December 31, 2026	For the twelve months ended December 31, 2026	$228M	—
Expected adjustment for ERP implementation costs For the twelve months ended December 31, 2026	For the twelve months ended December 31, 2026	$26M	—
Expected impairment charge of assets held for sale For the twelve months ended December 31, 2026	For the twelve months ended December 31, 2026	$236M	—
Expected gain on sale of personal protection equipment business For the twelve months ended December 31, 2026	For the twelve months ended December 31, 2026	$221M	—
Expected adjustment for the impact of the Russia-Ukraine conflic For the twelve months ended December 31, 2026	For the twelve months ended December 31, 2026	$6M	—
Expected net income adjustment for Quantinuum For the twelve months ended December 31, 2026	For the twelve months ended December 31, 2026	$107M	—