| HONA |
Report |
Revenue (Q2 2026) |
MISS |
pred ~$4.53B vs. cons $4.609B (already disclosed in HON Jul 23 release) |
HIGH |
| HONA |
Report |
Adj. EPS (Q2 2026) |
MISS |
pred ~$2.00 vs. cons $2.111 (standalone cost structure higher than segment-only model) |
MEDIUM |
| HONA |
Report |
EBIT Margin - Operating (Q2 2026) |
IN-LINE |
pred ~24.8% vs. cons 24.8% ($40M charge already embedded in disclosed segment profit) |
HIGH |
| HONA |
Guide |
FY 2026 Revenue (FY 2026) |
LOWER |
guide ~$18.75B midpoint vs. cons $19.04B |
MEDIUM |
| HONA |
Guide |
FY 2026 Adj. EPS (FY 2026) — UNVERIFIED input |
LOWER |
guide ~$8.55 midpoint vs. cons $8.879 |
LOW |
| HONA |
Guide |
H2 2026 Organic Growth / Supply Chain Tone |
LOWER |
guide H2 organic 8%-12% vs. cons-implied ~14%+; cautious on defense timing |
MEDIUM |
| HONA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| HONA |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side cuts H2/FY estimates as below-consensus FY guide flows through models; no catalyst to reverse until supply chain data improves |
MEDIUM |