| HON |
Report |
Net Sales (Q2 2026) |
IN-LINE |
pred ~$9.55B vs. cons. $9.581B |
MEDIUM |
| HON |
Report |
Adj. EPS - Diluted Operating (Q2 2026) |
BEAT |
pred ~$2.50 vs. cons. $2.459 |
MEDIUM |
| HON |
Report |
Segment Margin (Q2 2026) |
BEAT |
pred ~19.5% vs. cons. 18.98% |
MEDIUM |
| HON |
Guide |
FY 2026 Adj. EPS (FY 2026) |
BETTER |
guide ~$8.15-$8.20 midpoint vs. cons. ~$8.10 (HON-only) |
MEDIUM |
| HON |
Guide |
FY 2026 Net Sales (FY 2026) |
BETTER |
guide reaffirm $19.9B-$20.2B vs. cons. ~$19.58B (HON-only) |
MEDIUM |
| HON |
Guide |
FY 2026 Segment Margin (FY 2026) |
UNCHANGED |
guide reaffirm 19.8%-20.3% vs. cons. 20.01% |
MEDIUM |
| HON |
Guide |
H2 2026 Organic Growth / PA&T Ramp (H2 2026) |
BETTER |
qualitative reaffirm 3%-5% H2; PA&T acceleration commentary positive |
LOW |
| HON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| HON |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - estimate revisions upward on H2 PA&T ramp; neutral bar limits fade risk; new HON entity position adjustments add noise |
LOW |