Honeywell International Inc. (NASDAQ:HON) on Thursday reported mixed fourth-quarter 2025 results and provided guidance on Thursday.
The company posted adjusted earnings of $2.59 per share, topping analysts' estimates of $2.54. Revenue for the quarter rose 6% year over year (Y/Y) to $9.76 billion, missing the expectations of $9.85 billion.
For fiscal 2026, Honeywell expects adjusted EPS of $10.35–$10.65 versus analyst estimates of $10.38, and sales of $38.8 billion-$39.8 billion compared to the street view of $39.62 billion. For the first quarter, the company projects adjusted EPS of $2.25–$2.35, compared to the street view of $2.34, and revenue of $9.1 billion-$9.4 billion, versus consensus of $9.29 billion.
Vimal Kapur, chairman and CEO of Honeywell, said, "We exited 2025 with a record backlog of over $37 billion which positions us well for 2026. Building on this momentum, we now expect the separation of our automation and aerospace businesses to be completed in the third quarter of 2026. In preparation, this quarter we established our go-forward segment structure for Honeywell, built on complementary business models that will drive cross-portfolio synergies and accelerate profitable growth over the long term, and announced the leadership team for Honeywell Aerospace."
Honeywell shares rose 0.1% to trade at $227.37 on Friday.
These analysts made changes to their price targets on Honeywell following earnings announcement.
- Wells Fargo analyst Joseph O’Dea maintained Honeywell with an Equal-Weight rating and raised the price target from $215 to $235.
- Barclays analyst Julian Mitchell maintained the stock with an Overweight rating and increased the price target from $250 to $259.
- RBC Capital analyst Deane Dray maintained Honeywell with an Outperform rating and raised the price target from $249 to $268.
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