Honeywell Aerospace stock raises EPS outlook after strong Q3
Published on 11/03/2026 at 22:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSHoneywell Aerospace outlook improves
- Third-quarter sales and net income increased year over year as the aerospace supplier operated through mechanical-component constraints.
- Backlog and trailing twelve-month orders rose, supporting management's expectation for stronger output growth beyond 2026.
- The board declared the company's first quarterly dividend as an independent public company.
Honeywell Aerospace reported stronger third-quarter results on Wednesday, October 28, 2026, and raised parts of its 2026 outlook. The Honeywell Aerospace investor release said sales increased 2 percent year over year to 4.644 billion US dollars, while net income rose 13 percent to 737 million US dollars.
Guidance moves higher
Management lifted pro forma standalone adjusted earnings per share guidance to 7.85 to 8.00 US dollars from 7.60 to 7.90 US dollars previously. Second-half free cash flow guidance increased to 1.2 billion to 1.4 billion US dollars from 1.0 billion to 1.5 billion US dollars. The company kept its full-year organic sales growth outlook at 4 percent to 5 percent and narrowed adjusted EBIT guidance to 4.375 billion to 4.425 billion US dollars.
The quarter marked Honeywell Aerospace's first full reporting period as an independent public company. Adjusted EBIT reached 1.161 billion US dollars, up 1 percent year over year, including an approximately 50 million US dollar net benefit from tariff refunds and new costs associated with operating independently.
Backlog points to demand
Backlog rose 12 percent year over year to 19.3 billion US dollars, while orders over the past twelve months increased 9 percent. Commercial original equipment sales grew 7 percent on a reported basis, commercial aftermarket sales increased 2 percent, and Defense and Space sales rose 1 percent. The company said mechanical-component availability continued to limit some aftermarket growth.
Honeywell Aerospace stock traded at 140.60 euros on Lang & Schwarz at 10:53 p.m. CET on Tuesday, November 3, 2026. Investors can follow the real-time quote of Honeywell Aerospace stock on the company's share page.
Honeywell Aerospace stock at a glance
- Company: Honeywell Aerospace Inc.
- ISIN: US43849R1059
- Ticker: HONA
- Latest quote: 140.60 euros on November 3, 2026, at 10:53 p.m. CET on Lang & Schwarz
- Reporting period: Third quarter ended September 26, 2026
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More news and analyses on Honeywell Aerospace stock remain available as the company prepares to execute its supply-chain expansion and capacity plans.
