Honeywell International (HON) beat expectations in Q2 FY2026 on revenue of $5.2B versus the $5.0B estimate (-6.1% YoY) and EPS of $1.95. The next Honeywell International (HON) earnings date is Oct 22, 2026. Below is the full Honeywell International earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Honeywell International (HON) Earnings Analysis — key stats
Next earnings date
Oct 22, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
7 of last 8 (quarters above estimate)
Avg next-day move
±5.2% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±12.5% (options-derived · into Oct 22, 2026)
Institutional ownership
110.9% (13F as of 2026-06-30)
Top 10 holders
35.6% (of shares outstanding)
Insider activity
8 buys / 4 sells (recent Form 4 filings)
Revenue
$5.2B (vs $5.0B est · +3.2% surprise · -6.1% YoY)
EPS
$1.95 (vs $1.80 est · +8.3% surprise · +262.0% YoY)
Share price
$214.77 (-0.5%)
Market cap
$68.1B
Honeywell International (HON) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$5.2B vs $5.0B est
$1.95 vs $1.80 est
+8.3%
+4.4%
Beat
Q2 FY2026
$9.1B vs $9.3B est
$2.57 vs $1.83 est
+40.4%
-3.1%
Mixed
Q1 FY2026
$9.8B vs $10.0B est
$5.18 vs $5.08 est
+2.0%
+5.0%
Mixed
Q4 FY2025
$10.4B vs $10.2B est
$5.64 vs $4.88 est
+15.6%
+4.6%
Beat
Q3 FY2025
$10.4B vs $10.1B est
$5.50 vs $5.32 est
+3.4%
-6.3%
Beat
Q2 FY2025
$9.8B vs $9.6B est
$5.02 vs $4.42 est
+13.6%
+4.9%
Beat
Q1 FY2025
$10.1B vs $9.8B est
$4.94 vs $4.64 est
+6.5%
-7.6%
Beat
Q4 FY2024
$9.7B vs $9.9B est
$5.16 vs $5.00 est
+3.2%
-5.6%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.2%
22.8M
$5.1B
+100.0%
Vanguard Capital Management LLC
6.5%
20.7M
$4.6B
+100.0%
Newport Trust CO
4.1%
12.9M
$2.9B
+100.0%
Invesco Ltd.
3.5%
11.2M
$2.5B
+100.0%
Morgan Stanley
3.0%
9.6M
$2.2B
+100.0%
Geode Capital Management, LLC
2.6%
8.2M
$1.8B
+100.0%
Vanguard Portfolio Management LLC
2.5%
7.9M
$1.8B
+100.0%
Goldman Sachs Group INC
2.3%
7.3M
$1.6B
+100.0%
Franklin Resources INC
2.1%
6.5M
$1.5B
+100.0%
Wellington Management Group Llp
1.8%
5.8M
$1.3B
+100.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Reilly Jennifer J
officer: SVP and CHRO
2026-08-03
Buy
3K
—
Hammoud Billal
officer: Pres/CEO Building Automation
2026-08-03
Buy
14K
—
Mailloux Robert D.
officer: Vice President & Controller
2026-08-03
Buy
5K
—
LAU PETER JAMES
officer: Pres/CEO Industrial Automation
2026-08-03
Buy
14K
—
Masso James
officer: Pres/CEO, Process Automation
2026-08-03
Buy
4K
—
Reilly Jennifer J
officer: SVP and CHRO
2026-08-01
Sell
747
—
Reilly Jennifer J
officer: SVP and CHRO
2026-08-01
Buy
747
—
Reilly Jennifer J
officer: SVP and CHRO
2026-08-01
Sell
325
$78653
What you'll find
Next Honeywell International (HON) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Honeywell International reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Honeywell International (HON)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Honeywell International's next earnings date?
Honeywell International's (HON) next scheduled earnings date is Oct 22, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Honeywell International (HON) beat or miss earnings?
In Q2 FY2026, Honeywell International (HON) posted beat results — revenue of $5.2B versus the $5.0B estimate (+3.2% surprise) and EPS of $1.95 versus $1.80 expected (+8.3% surprise). Magnisto decodes every Honeywell International (HON) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Honeywell International beat earnings estimates?
Over its last 8 reported quarters, Honeywell International (HON) beat Wall Street EPS estimates 7 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Honeywell International (HON) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Honeywell International stock move after earnings?
Over its last 8 quarterly reports, Honeywell International (HON) moved an average of ±5.2% the day after earnings — ranging from -7.6% (Q1 FY2025) to +5.0% (Q1 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 22, 2026, options-implied volatility is pricing in a move of roughly ±12.5% (derived). Magnisto tracks the realized post-earnings move for every Honeywell International (HON) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Honeywell International?
Institutions hold about 110.9% of Honeywell International's (HON) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.2%), Vanguard Capital Management LLC (6.5%), Newport Trust CO (4.1%). Magnisto lists Honeywell International's (HON) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Honeywell International (HON)?
In the most recent Form 4 filings Magnisto tracks, Honeywell International (HON) insiders recorded 8 purchases and 4 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Honeywell International (HON) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Honeywell International (HON), anchored to the current $214.77 share price, so you can weigh the bull, base and bear cases for Honeywell International side by side.
Is Honeywell International (HON) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Honeywell International fits your own thesis and risk profile. This is research, not investment advice.