HONEYWELL INTERNATIONAL INC — Form 8-K
Filed October 22, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Honeywell Technologies reported Q3 2026 sales of $5.0B (1% reported, 7% organic), with adjusted EPS of $2.27 (up 34% YoY) and segment margin of 21.3% (up 370 bps). The company raised full-year 2026 guidance: organic revenue growth to 4-5% (from 3-4%), adjusted EPS to $8.40-$8.45 (from $8.05-$8.35, +$0.23 midpoint), and free cash flow to ~$2.1B. Segment margin expected at ~20.5% (upper end of prior guidance). All three segments grew organically; backlog increased 7% YoY to ~$19B. This is the company's first full quarter as a standalone after spin from Honeywell Aerospace.
Why this rating
Strong Q3 execution and raised guidance are positive, but event is moderate relative to $145B market cap. $0.2-0.3B annual cash flow and EPS guidance raises, though material to operating performance, represent <0.2% of enterprise value. Spin completion itself is structural but already occurred; this is normal quarterly reporting with upside revision.
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