8-K ·Filed Apr 23, 2026

HON

HONEYWELL INTERNATIONAL INC
NEUTRAL
Impact 4/10
Horizonweeks Processed5mo ago SEC0000773840-26-000058
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

Monitor future filings for updated segment reporting under the new structure of Aerospace Technologies, Building Automation, Process Automation and Technology, and Industrial Automation, as this will affect how future performance is categorized.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
HON ▲ +4.96% at T+60d
NEUTRAL call ✓ call won +4.96% · α vs SPY +0.04% · entry $214.40 → $225.02
Entry anchored
Apr 23, 09:58 AM ET
via exchange tick
T+1d
-0.60%
call -0.60% · α -1.38%
$213.12
settled 5mo ago
T+5d
-1.91%
call -1.91% · α -3.39%
$210.30
settled 5mo ago
T+20d
+1.40%
call +1.40% · α -3.24%
$217.39
settled 4mo ago
T+60d
+4.96%
call +4.96% · α +0.04%
$225.02
settled 2mo ago

Price Chart

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Executive Summary

Honeywell filed an 8-K to recast historical segment information following a business realignment effective in Q1 2026. The company formed a new reportable segment, Process Automation and Technology, by combining UOP from Energy and Sustainability Solutions with the core process solutions from Industrial Automation. This reclassification had no impact on consolidated financials but changes segment reporting for comparability.

Key Facts

  • Honeywell realigned its business units to form a new reportable segment, Process Automation and Technology, effective Q1 2026
  • The realignment combined UOP from Energy and Sustainability Solutions with core process solutions from Industrial Automation
  • The Energy and Sustainability Solutions segment was eliminated as a reportable segment
  • The filing is a recast of historical segment information only, with no impact on consolidated financial position, results of operations, or cash flows
  • The Advanced Materials business was spun off as Solstice Advanced Materials on October 30, 2025

Financial Impact

No impact on consolidated financials

segment reportingsegment disclosures

Risk Factors

  • Potential confusion in comparing historical segment performance due to the reclassification
  • Investors may need to recalculate historical segment metrics for accurate comparisons

Market Snapshot

Exchange
Nasdaq
Sector
Aircraft Engines & Engine Parts
Analyst Consensus
63% bullish (35 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000773840-26-000058
Exhibit: exhibit23112312025aprconse.htm0000773840-26-000058
Document: hon-20260423_d2.htm0000773840-26-000058
Document: 0000773840-26-000058-index-headers.html0000773840-26-000058
Document: 0000773840-26-000058-index.html0000773840-26-000058
Document: 0000773840-26-000058.txt0000773840-26-000058
16 reports for HON
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +4.96%Apr 23, 2026
Filters
Rows
Reports for HON — sortable, filterable
TypeNow
Aug 26, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$220.67 $211.79▼ −4.02%▼ −4.25%$215.23 (−2.47%)
Aug 19, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$221.73 $206.49▼ −6.87%▼ −4.92%$215.23 (−2.93%)
Jul 28, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$247.05 $215.68▼ −12.70%▼ −16.08%$215.23 (−12.88%)
Jul 18, 2026
10w ago
Institutional Cluster
BEARISH ★ 5/10
$226.18 $229.45▼ −1.45%▲ +2.67%$215.23 (+4.84%)
Jul 10, 2026
12w ago
Court Ruling
NEUTRAL ★ 1/10
$226.42 $245.86▲ +8.58%▲ +6.16%$215.23 (−4.94%)
Jun 22, 2026
14w ago
Court Ruling
NEUTRAL ★ 2/10
$228.11 $225.02▼ −1.35%▼ −1.21%$215.23 (−5.65%)
Jun 15, 2026
15w ago
8-K
NEUTRAL ★ 5/10
$227.41 $222.25▼ −2.27%▼ −1.52%$215.23 (−5.36%)
May 1, 2026
22w ago
Court Ruling
NEUTRAL ★ 1/10
$212.25 $236.54▲ +11.45%▲ +6.16%$215.23 (+1.40%)
Apr 24, 2026
22w ago
DEFA14A
NEUTRAL ★ 4/10
$212.10 $231.72▲ +9.25%▲ +4.30%$215.23 (+1.47%)
Apr 23, 2026
23w ago
8-K
NEUTRAL ★ 4/10
$214.40 $217.39▲ +1.40%▼ −3.24%$215.23 (+0.39%)
Showing 10 of 16

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