The reaffirmed full-year guidance and strong margin expansion suggest resilience despite Middle East conflict; monitor upcoming investor days in June for further clarity on the aerospace spin-off and portfolio strategy.
Price Chart
Executive Summary
Honeywell reported Q1 2026 adjusted EPS of $2.45, beating consensus by 5.6% on strong segment margin expansion and lower share count, while reaffirming full-year 2026 guidance of $10.35-$10.65 adjusted EPS despite geopolitical headwinds.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted EPS of $2.45 vs. consensus $2.32
- Sales of $9.14B, up 2% YoY organically
- Segment margin expanded 90 bps to 23.3%
- Reaffirmed 2026 adjusted EPS guidance of $10.35-$10.65
- Announced sale of Warehouse and Workflow Solutions business
Financial Impact
$2.45 adjusted EPS vs. $2.32 consensus, $9.14B sales vs. $9.28B consensus
Risk Factors
- Geopolitical conflict in Middle East impacting operations
- Higher separation-related costs affecting cash flow
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000773840-26-000055 |
| Document: hon-20260423.htm | 0000773840-26-000055 |
| Document: 0000773840-26-000055-index-headers.html | 0000773840-26-000055 |
| Document: 0000773840-26-000055-index.html | 0000773840-26-000055 |
| Document: 0000773840-26-000055.txt | 0000773840-26-000055 |
| 8-K Data (Synthetic) | 0000773840-26-000055 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | Court Ruling | $220.67 $211.79 | ▼ −4.02% | ▼ −4.25% | $215.23 (−2.47%) |
Aug 19, 2026 6w ago | 8-K | $221.73 $206.49 | ▼ −6.87% | ▼ −4.92% | $215.23 (−2.93%) |
Jul 28, 2026 9w ago | GOVT-CONTRACT | $247.05 $215.68 | ▼ −12.70% | ▼ −16.08% | $215.23 (−12.88%) |
Jul 18, 2026 10w ago | Institutional Cluster | $226.18 $229.45 | ▼ −1.45% | ▲ +2.67% | $215.23 (+4.84%) |
Jul 10, 2026 12w ago | Court Ruling | $226.42 $245.86 | ▲ +8.58% | ▲ +6.16% | $215.23 (−4.94%) |
Jun 22, 2026 14w ago | Court Ruling | $228.11 $225.02 | ▼ −1.35% | ▼ −1.21% | $215.23 (−5.65%) |
Jun 15, 2026 15w ago | 8-K | $227.41 $222.25 | ▼ −2.27% | ▼ −1.52% | $215.23 (−5.36%) |
May 1, 2026 22w ago | Court Ruling | $212.25 $236.54 | ▲ +11.45% | ▲ +6.16% | $215.23 (+1.40%) |
Apr 24, 2026 22w ago | DEFA14A | $212.10 $231.72 | ▲ +9.25% | ▲ +4.30% | $215.23 (+1.47%) |
Apr 23, 2026 23w ago | 8-K | $214.40 $217.39 | ▲ +1.40% | ▼ −3.24% | $215.23 (+0.39%) |
US Market Status
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