Honeywell tops Q4 earnings estimates as aerospace and building strength drive growth, despite a revenue miss and lower reported profits.
Although the revenue and EPS for Honeywell International (HON) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Honeywell International Inc. (HON) came out with quarterly earnings of $2.59 per share, beating the Zacks Consensus Estimate of $2.53 per share. This compares to earnings of $2.47 per share a year ago.
HON is set to report Q4 results on Jan. 29, with revenues seen up 0.7% and EPS up 2.8% as aerospace and building units offset energy weakness.
Beyond analysts' top-and-bottom-line estimates for Honeywell International (HON), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
Honeywell International (HON) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Honeywell International Inc. is accelerating plans to IPO its quantum computing unit Quantinuum, potentially at a $10B valuation, crystallizing value for HON's 54% stake. The IPO would unlock over $5B in value currently unrecognized, aiding HON's ongoing separation into focused entities and reducing the conglomerate discount. Quantinuum's spinoff will clean up HON's financials by removing a loss-making segment, supporting clearer reporting and strategic capital redeployment.
Honeywell said it plans a confidential filing with the SEC aimed at taking Quantinuum, its quantum-computing business, public.
HON's aerospace business is accelerating as strong aftermarket demand, OEM recovery, and defense spending drive double-digit growth.
Honeywell International Inc. (HON) closed the most recent trading day at $201.09, moving +2.66% from the previous trading session.
Honeywell offers durable earnings and margin stability, driven by Aerospace aftermarket and service-led automation, yet trades at a discounted industrial valuation. Portfolio simplification and spinoffs, including Solstice Advanced Materials and Automation/Aerospace separations, are expected to enhance earnings quality and margin predictability by FY27. Guidance for FY25 includes 6% organic revenue growth, adjusted EPS of $10.6–$10.7, and segment margins of 22.9–23.0%, with margin recovery anticipated post-portfolio reset.
Honeywell International Inc (NASDAQ:HON) stock is down 1.1% to trade at $196.92 at last glance, after the conglomerate noted it expects to incur a one-time charge of roughly $470 million in the fourth quarter to potentially settle a Flexjet lawsuit.