| HON |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$1.81 vs. cons $1.77 |
MEDIUM |
| HON |
Report |
Q2 segment sales |
IN-LINE |
pred ~$5.03B vs. cons $5.03B |
MEDIUM |
| HON |
Report |
Q2 segment margin |
IN-LINE |
pred ~18.1% vs. cons 18.0% |
LOW |
| HON |
Guide |
Second-half organic sales growth |
UNCHANGED |
guide ~4.0% vs. cons 4.0% (2H 2026) |
HIGH |
| HON |
Guide |
Second-half segment margin |
UNCHANGED |
guide ~21.25% vs. cons 21.25% (2H 2026) |
HIGH |
| HON |
Guide |
Adjusted EPS |
LOWER |
guide ~$8.10 vs. cons $8.15 (FY 2026) |
MEDIUM |
| HON |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.2% |
— |
MEDIUM |
| HON |
Return |
5-day cumulative residual |
-3.1% (FOLLOW-THROUGH) |
A modest Q2 EPS beat is unlikely to offset back-end-loading concerns: FY 2026 adjusted EPS guide midpoint of ~$8.10 vs. consensus $8.15 and 2H segment margin guide of ~21.25% vs. consensus 21.25% leave little estimate upside. With the shares entering the print at a premium valuation, unchanged guidance should prompt small downward revisions and negative follow-through. |
MEDIUM |