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HONHoneywell International Inc.

IndustrialsIndustrial Conglomerates

Honeywell International Inc. (HON) is a diversified industrial conglomerate that designs, manufactures, and services a wide range of products and systems, including aerospace, building technologies, energy, and automation solutions. The company’s next catalyst is Oct 9, 2026 — Trump Administration Trade and Tariff Policy Evaluation, which will test how HON navigates potential regulatory shifts in global trade and tariff policies.

  • Revenue in 2026 was $38.59B, with a net margin of 25.6% and free cash flow of $4.99B in the trailing twelve months.
  • Debt-to-equity ratio stands at 2.51x, reflecting a balanced capital structure.
  • The company has a strong free cash flow generation, with a net income of $9.90B and diluted EPS of $17.83 as of 2026-06-30.

The Read

HON's stock historically surged about 11% on strong Q2 earnings beats and guidance upgrades, driven by broad order strength, margin expansion, and the transition to a pure-play automation business, with additional momentum from the divestiture of its Warehouse and Workflow Solutions business.
Oct 9, 2026 — Trump Administration Trade and Tariff Policy Evaluation
Chart by TradingView

The schedule

  • Fri9Oct

    Evaluation of potential supply chain and margin impacts from shifting US trade and tariff policies on global industrial operations.

  • Thu29Oct

    First normalized quarter post-divestiture, focusing on pure-play automation margins and organic growth.

  • Thu10Dec

    Deployment strategy for the cash windfall generated by the recent Warehouse and Workflow Solutions divestiture.

  • Tue9Feb

    Fourth-quarter results and initial full-year 2027 financial outlook.

  • Thu29Apr

    First quarter results testing the execution of the newly streamlined automation portfolio.

  • Thu29Jul

    Second quarter results offering clean year-over-year comparisons post-divestiture.

Past

  • Fri18Sep

    Market assessment of Honeywell's automation and infrastructure order book linked to data center build-outs.

  • Thu30Jul

    Actual outcome: Bull

    Honeywell delivered strong Q2 results that exceeded expectations and significantly raised its full-year guidance. The stock rallied toward the bull target as investors and analysts cheered the company's broad order strength, margin expansion, and successful transition into a pure-play automation business following its recent spin-offs.

    Honeywell delivered strong Q2 results that exceeded expectations and significantly raised its full-year guidance. The stock rallied toward the bull target as investors and analysts cheered the company's broad order strength, margin expansion, and successful transition into a pure-play automation business following its recent spin-offs.