Honeywell Analysts Raise Their Forecasts After Q4 Results - Honeywell Intl (NASDAQ:HON)

Core Insights - Honeywell International Inc. reported mixed fourth-quarter 2025 results, with adjusted earnings per share (EPS) of $2.59, exceeding analysts' estimates of $2.54, while revenue of $9.76 billion fell short of expectations of $9.85 billion [1] Financial Performance - For fiscal 2026, Honeywell anticipates adjusted EPS in the range of $10.35 to $10.65, slightly below analyst estimates of $10.38, and expects sales between $38.8 billion and $39.8 billion, compared to the street view of $39.62 billion [2] - In the first quarter of 2026, the company projects adjusted EPS of $2.25 to $2.35, compared to the consensus estimate of $2.34, and revenue expectations of $9.1 billion to $9.4 billion, versus consensus of $9.29 billion [2] Strategic Outlook - Honeywell's CEO, Vimal Kapur, highlighted a record backlog of over $37 billion as a strong position for 2026, with plans to complete the separation of its automation and aerospace businesses by the third quarter of 2026 [3] - The company has established a new segment structure aimed at driving cross-portfolio synergies and accelerating long-term profitable growth [3] Analyst Ratings and Price Targets - Following the earnings announcement, Wells Fargo analyst Joseph O'Dea maintained an Equal-Weight rating and raised the price target from $215 to $235 [5] - Barclays analyst Julian Mitchell kept an Overweight rating and increased the price target from $250 to $259 [5] - RBC Capital analyst Deane Dray maintained an Outperform rating and raised the price target from $249 to $268 [5]