| HON |
Report |
Adjusted EPS |
BEAT |
pred ~$1.86 vs. cons $1.82 |
MEDIUM |
| HON |
Report |
Organic sales growth |
IN-LINE |
pred ~3.0% vs. cons 2.5% |
MEDIUM |
| HON |
Report |
Segment margin |
IN-LINE |
pred ~19.2% vs. cons 19.1% |
MEDIUM |
| HON |
Guide |
FY2026 adjusted EPS |
UNCHANGED |
guide ~$8.10 vs. cons $8.10 (FY2026) |
HIGH |
| HON |
Guide |
FY2026 organic sales growth |
UNCHANGED |
guide ~2.5% vs. cons 2.5% (FY2026) |
HIGH |
| HON |
Guide |
FY2026 segment-margin expansion |
UNCHANGED |
guide ~245 bps vs. cons 245 bps (FY2026) |
HIGH |
| HON |
Guide |
FY2026 free cash flow |
UNCHANGED |
guide ~$2.00B vs. cons $2.00B (FY2026) |
MEDIUM |
| HON |
Guide |
2H2026 organic sales growth |
UNCHANGED |
guide ~4.0% vs. cons 4.0% (2H2026) |
MEDIUM |
| HON |
Guide |
2H2026 adjusted EPS |
UNCHANGED |
guide ~$4.55 vs. cons $4.55 (2H2026) |
MEDIUM |
| HON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| HON |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A modest ~$0.04 EPS beat and stable ~3.0% organic growth should initially reward execution, but unchanged FY EPS (~$8.10) and 2H EPS (~$4.55) leave out-period estimates broadly intact; the cash and PA&T conversion burden remains concentrated in 2H. |
MEDIUM |