Financial Performance
5Y price score: (4)
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 141.3%
%
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195.8
52-week range
260.2
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
6.1 %
Dividend Yield TTM
2.1 %
Market cap $
$ 67,004
Price / Earnings TTM
8.2
Price / Book TTM
3.6
PEG TTM
(0.5)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
7.7 %
6.9 %
141.3 %
Free cash flow per share growth
1.1 %
12.5 %
51.2 %
Earnings per share growth
263.5 %
9.5 %
21.9 %
Founded: 1,906
Employees: 102,000
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q2 (Jul 23, 2026)
1) Strategic Transformation and Leadership Vision
- Honeywell Technologies has successfully transitioned to a pure-play automation company following the spin-off of Honeywell Aerospace on June 29, 2026.
- The leadership team, led by CEO Vimal Kapur, emphasized a strategy focused on growing and monetizing the installed base through outcome-based services and software innovations.
- The company is optimistic about its long-term targets and has laid a roadmap for the next three-plus years, aiming for double-digit annual adjusted EPS growth and over 90% free cash flow conversion.
2) Financial Performance and Segment Results
- Honeywell Technologies reported 4% organic sales growth in Q2 2026, driven by strong performance in Building Automation and better-than-expected results in Process Automation and Industrial Automation.
- Orders increased by 16% organically, with a notable 24% growth in Process Automation and Technology (PA&T).
- Segment margins expanded by 100 basis points, with Building Automation achieving a margin of 27.1% and Industrial Automation at 17.2%.
- Adjusted EPS rose to $1.95, a 10% increase year-over-year, and free cash flow reached approximately $0.5 billion.
3) Challenges and Headwinds
- The company faced significant cost inflation and unfavorable mix impacts, particularly in the PA&T segment, which saw a 180 basis point margin contraction.
- Collection issues were noted in the Middle East, although they are not expected to materially impact overall revenue.
- The divestitures of Productivity Solutions and Services and Warehouse and Workflow Solutions are anticipated to reduce 2026 revenue expectations by approximately $400 million.
4) Operational Plans and Guidance
- Honeywell raised its full-year organic sales growth outlook to 3%-4% and expects the second half to grow 4%-6%.
- The company anticipates a sharp growth inflection in PA&T driven by backlog conversion and increased catalyst shipments.
- Segment margin expansion is projected to be 250-290 basis points for the year, with adjusted EPS guidance raised to $8.20 at the midpoint, reflecting a 27% increase from the prior year.
- The acquisition of Johnson Matthey's Catalyst Technologies is expected to enhance Honeywell's portfolio and drive future growth.
5) Investor Outlook and Future Opportunities
- The leadership expressed confidence in the company's ability to navigate geopolitical uncertainties and capitalize on macro tailwinds in energy and automation sectors.
- There is potential for further M&A activity, although focus remains on debt reduction in 2026, with larger deals anticipated in 2027 and beyond.
- The company is optimistic about sustaining growth in high-demand verticals such as data centers, LNG, and renewable fuels, which are expected to drive future revenue.
Bottom line: Honeywell Technologies is positioned for robust growth following its strategic transformation into a pure-play automation company. With strong Q2 results, raised guidance, and a focus on high-growth verticals, the company is set to capitalize on market opportunities while navigating current challenges effectively.
Annual Reports, Presentations And IR Contacts
Go to the websiteHoneywell International Inc. — Financial Overview, Stock Price, Market Cap
Honeywell International Inc. is a company. Founded in 1906. As of October 19, 2026, the company's market capitalization is $67004285400 with a current stock price of $211.41.