| HON |
Report |
Q2 adj. EPS (automation, split-adj., cont. ops) |
BEAT |
pred ~$1.95 vs. cons ~$1.85 |
MEDIUM |
| HON |
Report |
Q2 organic sales growth |
IN-LINE |
pred ~+3% vs. cons ~+3% |
MEDIUM |
| HON |
Report |
Q2 segment margin |
IN-LINE |
pred ~22.4% vs. cons ~22.3% |
MEDIUM |
| HON |
Guide |
FY26 standalone adj. EPS guide |
UNCHANGED |
guide ~$7.90-8.30 (mid $8.10) vs. cons ~$8.10 (FY2026) |
MEDIUM |
| HON |
Guide |
2H26 adj. EPS guide |
UNCHANGED |
guide ~$4.40-4.70 (mid $4.55) vs. cons ~$4.55 (2H2026) |
MEDIUM |
| HON |
Guide |
Building Automation organic growth / orders |
BETTER |
guide ~+7-8% vs. cons ~+6% (Q2/2H2026) |
MEDIUM |
| HON |
Guide |
Process Automation & Tech 2H inflection (backlog conversion) |
UNKNOWN |
guide ~+HSD (~+7%) vs. cons skeptical ~+4% (2H2026) |
LOW |
| HON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| HON |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Debut standalone quarter likely delivers a modest EPS beat on Building Automation strength plus buyback, driving a small day-1 pop. But the July 8 'raise' was purely the 1-for-2 reverse-split adjustment (exactly 2x old ranges), so there is no true operational upgrade to lift out-period estimates. FY/2H guide is only reaffirmed, and the whole 2H story rests on a PA&T hockey-stick against a re-escalating Middle East/oil backdrop, so investors discount the ramp. With the stock already up ~6% into the print (220→233), positioning is stretched and the risk skews to sell-the-news; out-period math (implicit soft Q2, no estimate raise) pulls gains back over the week. |
LOW |