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HOHON

Honeywell International Inc.

$HON·$66B·Conglomerates·Industrials
$211.41+0.4%YTD+5.9%1Y+5.3%
Price updated 7h ago·X counts updated 5d ago
HOHON
$HONHoneywell International Inc.
$211.41+0.43%126 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HON on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

126X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HON's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-11

Honeywell is bullish on X — prime contractor on possible $750M US sale of 60 AGT-1500 tank engines to Saudi Arabia for M1 Abrams, first-ever quantum magnetic navigation flight completed. Some rotating out of position and taking dividend as final; HONA spinoff dynamics create both readings.

Read what X is saying about $HON

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HON — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Honeywell is coiling into its 3-way split — Aerospace is the segment the market actually wants.

Honeywell International is the industrial conglomerate in the middle of a 3-way split (Aerospace, Automation, Advanced Materials). The stock is coiling into Oct 22 earnings with the sum-of-the-parts valuation and the Aerospace spin dominating the setup.

  • The segments are splitting unevenly: Q1 2026 revenue of $9.1B at -6.9% YoY — the Q1 decline reflects the restructuring noise, with the three-piece split expected to unlock multiple expansion for Aerospace specifically.
  • Earnings beats have been strong: last four prints at +8%, +40%, +2%, +16% — the margin story is landing, with operating leverage improving as the split prepares (consensus 2026 EPS ~$9.70 against $214 stock).
  • The $300M Dangote Refinery project win plus the US-Saudi $750M AGT-1500 tank-engine prospective sale and the first-ever quantum-magnetic-navigation flight are specific operational catalysts — not transformational on their own, but confirming the Aerospace-led story.

Oct 22 Q3 earnings with 2026 guide clean plus the split-timing update firming re-rates it; a split-timing delay or an Aerospace-segment weakness and the stock stays rangebound ahead of the split.

Agrees with X sentimentX correctly flags the US-Saudi $750M AGT-1500 tank-engine prime-contract possibility and the first-ever quantum-magnetic-navigation flight — specific operational wins. The HONA spinoff dynamic framing is honest, with some holders rotating out and taking dividend as final payout before the split.

What to watch: Oct 22 Q3 earnings — Aerospace segment organic growth, Automation margin, 2026 EPS guide tracking $9.70, and any update on the three-way split timing. A split-timing delay or an Aerospace weakness stalls the stock; a clean beat with split confirmed re-rates it.

On the calendar: 2026-10-22 — Q3 2026 earnings

Read the AI verdict on $HON

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Diversified industrial and tech company making avionics, building automation, process controls, and specialty materials.

Industry overviewAI analysisGenerated by AI from underlying data

Where Conglomerates sits in its cycle right now — and what that implies for $HON.

Conglomerates · Industrials

Conglomerate discount is narrowing as activist pressure drives portfolio simplification (GE three-way split, Honeywell separation) and capital allocation clarity improves. Remaining diversified industrials benefit from cross-cycle revenue smoothing, but the structural trend toward focused pure-plays continues to limit re-rating potential for complex holding structures.

What this means for $HON

Partial — Diversified industrial and tech company making avionics, building automation, process controls, and specialty materials.

Industry benchmark

6-name peer basket
+36.1%YTD
+2.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
33.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
23.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$1.95$1.83+6.6%
Q1 2026Apr 23, 2026$2.57$1.83+40.4%
Q4 2025Jan 29, 2026$5.18$5.08+2.0%
Q3 2025Oct 23, 2025$5.64$4.88+15.6%
Next earningsThu, Oct 22·consensus EPS $2.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.1B-6.9%38.7%9.7%$1.29$-873.0M
Q4 FY25$6.9B-32.0%36.1%10.4%$0.46$1.1B
Q3 FY25$10.4B+7.0%34.1%16.9%$2.87$2.9B
Q2 FY25$10.4B+8.1%38.9%20.4%$2.46$1.0B

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$20.1B$19.9B – $20.5B$8.31$8.25 – $8.3617
FY27$20.5B$19.7B – $21.4B$9.85$9.39 – $10.2517
FY28$21.6B$20.9B – $22.3B$11.13$8.42 – $13.1518
FY29$23.0B$22.4B – $23.8B$12.35$11.95 – $12.8910
FY30$24.0B$23.4B – $24.8B$12.76$12.34 – $13.319

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.9%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 297.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.895-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 3Kenneth J WestCEO316 sh$78KSellJul 27Kenneth J WestCEO1.6K sh$396K
+ 57 other (26 awards · 16 exempts · 15 inkinds) in window

See when $HON insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 23
8-KOfficer or director changeAug 198-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
3New insider — initial holdingsJul 63
AI summary

Jennifer J. Reilly, SVP and CHRO of Honeywell International Inc. (HON), filed a Form 3 as of July 1, 2026 disclosing direct ownership of 5 shares, 159.304 shares in a 401k, stock options on 30,716 shares at exercise prices of $188.85–$246.30, and RSUs covering 8,957 shares vesting 2026–2029. Routine administrative Form 3 for a newly-reporting senior executive.

8-KAcquisition completedJun 298-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 2.02: Earnings release · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
AI summary

Honeywell International filed a major 8-K covering the spin-off of its Aerospace Technologies business and concurrent Euro-denominated debt issuances: 3.375% Notes due 2030, a 0.75% term loan due 2032, 3.75% Notes due 2032, 4.125% Notes due 2034, and 3.75% Notes due 2036. This is a transformative corporate separation event for one of the largest U.S. industrials, combined with a significant multi-tranche Euro debt capital raise.

8-KOfficer or director changeJun 158-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Honeywell International Inc. (HON) filed an 8-K on June 15, 2026 covering officer/director changes (Item 5.02), a Reg FD disclosure (Item 7.01), and other events (Item 8.01). Body unavailable — excerpt cuts off before the specific personnel change details and Reg FD substance are disclosed.

3New insider — initial holdingsJun 113
AI summary

Honeywell International Inc. filed a Form 3 as a 10%+ owner of Honeywell Aerospace Inc. (ticker HONA) as of June 11, 2026, reporting its initial beneficial ownership of HONA securities following the aerospace unit's separation into a standalone public company. No specific share count is detailed in the available excerpt beyond confirming the 10% owner / Director relationship. This is a routine post-spin initial-ownership filing by the parent entity, establishing the regulatory ownership record for the newly public Honeywell Aerospace subsidiary.

8-KPress release / Reg FDJun 58-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

HON (HON) disclosed its addition to Nasdaq Stock Market LLC 3 under 8-K Item 8.01 (other events). Index inclusions are significant because they trigger automatic buying from passive index funds and ETFs that track the benchmark, often resulting in increased share price and trading volume. Index providers typically announce additions in advance of the effective rebalancing date, giving institutions time to adjust their holdings. The event increases HON's institutional ownership base and enhances its market visibility and liquidity profile.

3New insider — initial holdingsJun 43
AI summary

Honeywell International Inc filed a Form 3 with the SEC, disclosing initial beneficial ownership of HON securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HON.

+ 18 other (3 13Gs · 3 10-Qs · 2 earnings 8-Ks · 2 11-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Corning vs. Honeywell International: Which Stock Is a Better Buy in 2026?fool.com·2d agoEarnings Preview: Honeywell International Inc. (HON) Q3 Earnings Expected to Declinezacks.com·2d agoHoneywell Q3 Preview: The Future Looks A Lot More Appealing, But I'm Not Ready Yetseekingalpha.com·2d agoHoneywell Stock Rises 2% as Nvidia and Dell Team Up on New AI Platformgurufocus.com·3d agoHoneywell Technologies Launches Forge Cognition with NVIDIA and Dell Technologies, Advancing Physical AI Across Buildings and Industrial Operationsbusinesswire.com·3d ago

In themes

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Voices on X · last 7 days

No standout posts about $HON on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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