Honeywell International

Separation Will Refocus Operations and Unlock Pathways for Long-Term Upside

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Jul 24

Updated

06 Dec 25

Views

979

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-12.8%

7D

2.8%

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1Y

-12.8%

7D

2.8%

You can edit this narrative until Dec 7 11:05 PM. Then, changes will post as Updates.

Author's Valuation

US$239.416.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

Fair value Decreased 0.94%

HON: Breakup Phase Will Unlock Upside As Quantinuum Monetization Nears

Analysts have trimmed their average price target on Honeywell International by about $2, to roughly $239. This reflects modestly higher revenue growth assumptions but slightly lower fair value and profit margin expectations following recent model updates around the Solstice spin and Q3 results.

Shared on 22 Nov 25

Fair value Decreased 1.60%

HON: Breakup Phase Will Unlock Upside As Quantinuum Monetization Approaches

Honeywell International's fair value estimate was reduced by analysts from $245.60 to $241.67 per share. This change reflects updates to financial models and sum-of-the-parts analysis following Q3 results and the recent Solstice spin-off.

Shared on 07 Nov 25

Fair value Decreased 1.18%

HON: Multiple Upcoming Breakup Events Will Unlock Value in Core Business

Honeywell International's analyst fair value target was revised down from $248.54 to $245.60. Analysts cite factors including slower expected revenue growth and profit margins after the Solstice spin-off, as well as updated sum-of-the-parts evaluations.

Shared on 24 Oct 25

Fair value Decreased 1.75%

Analysts have slightly lowered their fair value estimate for Honeywell International by approximately $4.43 to $248.54. They cite impacts from the Solstice Advanced Materials spin-off and updated sum-of-the-parts analysis.

Shared on 07 May 25

Fair value Increased 7.39%

Shared on 30 Apr 25

Fair value Increased 0.0085%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 0.23%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 16 Apr 25

Fair value Decreased 2.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 1.60%

AnalystConsensusTarget has decreased revenue growth from 5.7% to 5.0%.

AnalystConsensusTarget Fair Value

US$239.4

16.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

1.50%

Industrials revenue growth rate

0.17%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.98%

Calculation

US$7.20b

Earnings '28

x

24.75x

PE Ratio '28

=

US$178.28b

Market Cap '28

US$178.28b

Market Cap '28

/

591.85m

No. shares '28

=

US$301.22

Share Price '28

US$301.22 Share Price '28

Discounted to 2025 @ 8.01% p.a.

=

US$239.05

Fair Value '25