| HON |
Report |
Adjusted EPS (Q2'26, standalone Honeywell Technologies) |
BEAT |
pred ~$1.85 vs. cons $1.80 |
MEDIUM |
| HON |
Report |
Revenue (Q2'26) |
IN-LINE |
pred ~$5.02B vs. cons $5.00B |
MEDIUM |
| HON |
Report |
Segment Profit Margin (Q2'26, company-wide automation segments) |
BEAT |
pred ~20.6% vs. cons 20.3% |
LOW |
| HON |
Guide |
H2 2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$4.55 (mid of $4.40-$4.70) vs. cons ~$4.50 (H2 2026) |
MEDIUM |
| HON |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$8.10 (mid of $7.90-$8.30) vs. cons ~$8.00 (FY2026) |
MEDIUM |
| HON |
Guide |
FY2026 Free Cash Flow conversion |
BETTER |
guide ~80% vs. cons ~75% (FY2026) |
LOW |
| HON |
Guide |
Process Automation & Technology organic growth inflection (H2'26 commentary) |
UNCHANGED |
guide ~high-single-digit H2 growth vs. cons ~mid-single-digit implied (H2 2026) |
LOW |
| HON |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
LOW |
| HON |
Return |
5-day cumulative residual |
-0.8% (STABILIZE) |
Guidance was already raised just two weeks before the print (July 8), so most upside is pre-baked into consensus, capping the reaction to any in-line/modest beat. The quarter is mechanically messy (spin accounting, reverse split, Quantinuum deconsolidation, pending WWS/PSS divestitures), which will keep sell-side model rebuilds active for days without a clear directional catalyst. Absent a clean confirmation or disappointment on the PA&T Middle East ramp (the single biggest swing factor), estimate revisions should be modest and two-sided, pulling any initial move back toward flat as analysts normalize for one-time items rather than extending a trend. |
LOW |