Honeywell International (HON) Aperçu de l'action
Honeywell International Inc. exerce ses activités dans les domaines de l'automatisation industrielle, de l'automatisation des bâtiments et des solutions énergétiques et de développement durable aux États-Unis, en Europe et à l'échelle internationale. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 0/6 |
| Performances passées | 0/6 |
| Santé financière | 2/6 |
| Dividendes | 6/6 |
Récompenses
Analyse des risques
HON Community Fair Values
Create NarrativeSee what 255 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$320.19
FV
28.2% sous-évalué décote intrinsèque16.65%
Revenue growth p.a.
6.2k
users have viewed this narrative19users have liked this narrative
0users have commented on this narrative
56users have followed this narrative
Honeywell International Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$229.86 |
| Plus haut sur 52 semaines | US$496.36 |
| Plus bas sur 52 semaines | US$218.10 |
| Bêta | 0.93 |
| Variation sur 1 mois | -49.81% |
| Variation sur 3 mois | -47.75% |
| Variation sur 1 an | -51.42% |
| Variation sur 3 ans | -45.19% |
| Variation sur 5 ans | -50.11% |
| Évolution depuis l'introduction en bourse | 978.52% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 13
HON: Post Spin Automation Focus And AI Push Will Drive Repricing
Analysts have reset their fair value estimate for Honeywell International to $272 from $599.59, reflecting updated models after the Honeywell Aerospace spin, mixed shifts in revenue growth assumptions, a slightly higher discount rate, and modestly higher future P/E expectations across recent research updates. Analyst Commentary Street research on Honeywell International has been active around the Honeywell Aerospace spin, with firms recalibrating price targets, ratings, and models to reflect the new structure.Seeking Alpha • Jul 13
Honeywell Q2 Preview: Not Going To Lose The Discount That Easily
Summary Honeywell Technologies faces a messy Q2 due to recent Aerospace and Quantinuum spinoffs, creating uncertainty in near-term results. HON is now a focused automation and industrial technology company, but segment performance and margin improvement targets remain challenging post-spinoff. Management aims for 21% segment margins in 2026, targeting 24% long-term, but execution risks and spin-off costs cloud the outlook. I remain on the sidelines, awaiting clearer financials and strategic clarity before considering HON investable in its streamlined form. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • Jul 13
HON: Post Spin Automation Focus And AI Push Will Drive Repricing
Analysts have reset their fair value estimate for Honeywell International to $272 from $599.59, reflecting updated models after the Honeywell Aerospace spin, mixed shifts in revenue growth assumptions, a slightly higher discount rate, and modestly higher future P/E expectations across recent research updates. Analyst Commentary Street research on Honeywell International has been active around the Honeywell Aerospace spin, with firms recalibrating price targets, ratings, and models to reflect the new structure.Seeking Alpha • Jul 13
Honeywell Q2 Preview: Not Going To Lose The Discount That Easily
Summary Honeywell Technologies faces a messy Q2 due to recent Aerospace and Quantinuum spinoffs, creating uncertainty in near-term results. HON is now a focused automation and industrial technology company, but segment performance and margin improvement targets remain challenging post-spinoff. Management aims for 21% segment margins in 2026, targeting 24% long-term, but execution risks and spin-off costs cloud the outlook. I remain on the sidelines, awaiting clearer financials and strategic clarity before considering HON investable in its streamlined form. Read the full article on Seeking AlphaMise à jour du récit • Jun 29
HON: Automation Refocus After Aerospace Spin Will Drive Future Repricing Potential
Honeywell International's updated analyst price framework shows a fair value estimate shifting from $296.00 to about $599.59, as analysts factor in revised assumptions for discount rate, revenue growth, profit margins, and future P/E following recent mixed price target moves and views on the aerospace spinoff and automation focus. Analyst Commentary Recent research on Honeywell International highlights a mix of caution and optimism as the company reshapes itself around automation and completes the Honeywell Aerospace spinoff.Article d’analyse • Jun 21
Honeywell (HON) Stock Could Be 28.5% Undervalued After Aerospace Spin Off Approval
The recent Board approval of Honeywell International (HON) Aerospace spin off, along with related director changes and reaffirmed 2026 guidance, has focused attention on how the separation could reshape the stock’s risk reward profile. See our latest analysis for Honeywell International. Honeywell International’s share price has climbed 3.95% over the past week and 16.91% year to date, while the 1 year total shareholder return of 11.98% and 3 year total shareholder return of 29.57% point to...
Mise à jour du récit • Jun 15
HON: Aerospace Spin And Automation Cohesion Risks May Pressure Future Returns
Honeywell International's analyst price target has been nudged lower by a few dollars, with analysts pointing to updated models that reflect a softer near term cash flow outlook, while still accounting for the planned aerospace separation and the ongoing margin and automation themes highlighted in recent research. Analyst Commentary Recent research on Honeywell International points to a more mixed backdrop, with some firms trimming price targets and flagging execution and growth questions around the portfolio reshaping, while others highlight upside tied to the aerospace separation and automation focus.
Mise à jour du récit • Jun 01
HON: Aerospace Spin Timeline And Portfolio Simplification Will Shape Balanced 2026 Outlook
Analysts have trimmed Honeywell International's fair value estimate by $0.60 to $247.30 per share as they factor in updated assumptions on discount rate, revenue growth, profit margins, and future P/E, following a mix of recent price target increases and reductions tied to upcoming spinoffs and capital market events. Analyst Commentary Recent research on Honeywell shows a split view, with some analysts focused on upcoming spinoffs and capital market events as potential value drivers and others concentrating on execution risks and valuation discipline.
Mise à jour du récit • May 21
Honeywell's Quantum Exposure Could Synchronize with Policy Shifts
Recent shifts in U.S. industrial policy and public-private investment toward quantum computing further reinforce Honeywell’s strategic positioning beyond traditional industrial automation. Through its majority ownership stake in Quantinuum, Honeywell retains exposure to a technology increasingly viewed through a national competitiveness and infrastructure lens rather than purely speculative R&D.Mise à jour du récit • May 17
HON: Aerospace Spin And Portfolio Moves Will Shape Balanced Risk Reward
Analysts modestly lifted the implied fair value for Honeywell International by about $1 to roughly $201, citing refreshed price targets that balance recent target cuts with higher estimates tied to the planned aerospace spin and updated sum of the parts work. Analyst Commentary Recent research on Honeywell highlights a mixed backdrop, with some firms lifting price targets and others trimming them or expressing more muted expectations.Nouveau récit • May 08
Honeywell - The Demand-Side of the AI Infrastructure
Honeywell Automation (RemainCo) - The Demand-Side of the AI Infrastructure Trade Nobody Is Talking About Ticker: HON (pre-separation) → HON Automation (post June 29, 2026) Current Price: ~$217 Separation Date: June 29, 2026 Rating: BUY - Initiation The One-Line Thesis Everyone is buying the power generators and the semiconductors. Nobody has priced what happens when $19 billion of building, industrial, and energy technology backlog gets re-rated as a pure-play AI infrastructure and energy transition play.Mise à jour du récit • Apr 30
HON: Aerospace Spin And Portfolio Moves Will Shape 2026 Upside Potential
Honeywell International's analyst fair value estimate has shifted modestly higher to $247.90 from $244.40, as analysts balance updated expectations for slightly different revenue growth, profit margin profile, discount rate, and future P/E assumptions against a mix of recent price target increases and reductions across the Street. Analyst Commentary Recent research on Honeywell International shows a mix of higher and lower price targets as analysts update models around the planned Honeywell Aerospace spin, segment reclassification, and recent portfolio transactions.Mise à jour du récit • Apr 15
HON: Aerospace Spin Execution And Stand Up Costs Will Restrain Further Upside
The analyst price target for Honeywell International has edged up by about $2 to reflect Street research that updates sum-of-the-parts valuations, incorporates revised earnings estimates around the Aerospace spin off, and factors in slightly higher revenue growth expectations alongside a small adjustment to profit margin and P/E assumptions. Analyst Commentary Street research on Honeywell International has been active around the planned Honeywell Aerospace spin off, with firms adjusting targets as they refresh earnings models, update sum of the parts work, and roll estimates forward.Mise à jour du récit • Apr 01
HON: Aerospace Spin Execution And Resegmentation Will Support Future Repricing Potential
Analysts have nudged Honeywell International's consensus price targets higher into a $245 to $293 range, citing updated earnings forecasts, refreshed sum of the parts valuations, and new detail around the planned Honeywell Aerospace spin in Q3. Analyst Commentary Recent Street research on Honeywell International clusters around higher valuation ranges and a more constructive view on execution, especially with the Honeywell Aerospace spinout planned for Q3.Mise à jour du récit • Mar 18
HON: Aerospace Spin And Resegmentation Will Support Future Repricing Potential
Honeywell International's updated analyst price targets, which now run as high as about $293, reflect modest tweaks to earnings and segment estimates, along with growing interest in the planned aerospace spin and sum of the parts valuations. Analyst Commentary Analyst sentiment around Honeywell has recently leaned constructive, with several bullish analysts adjusting price targets higher and highlighting the upcoming aerospace spin, updated segment disclosures, and cash generation as key supports for valuation.Mise à jour du récit • Mar 04
HON: Aerospace Spinoff And Resegmentation Will Support Future Upside Potential
We are increasing our Honeywell International fair value estimate from $271 to $296 per share. This reflects analysts' higher price targets and updated views on revenue growth potential, profit margins, and the value that could be realized from the planned aerospace spinoff.Mise à jour du récit • Feb 18
HON: Execution On 2026 Plan And AI Retail Push Will Shape Balanced Outlook
The analyst price target for Honeywell International has shifted from $236.01 to $244.40, with analysts pointing to updated assumptions on revenue growth, profit margins, and a slightly lower discount rate, alongside recent Street research that reflects both target increases and adjustments across key firms. Analyst Commentary Recent Street research on Honeywell International has been active, with several firms adjusting price targets and one major upgrade from JPMorgan.Mise à jour du récit • Feb 03
HON: Execution Risk And 2026 Guidance Tone May Cap Further Upside
The analyst price target for Honeywell International has been raised by $3 to $198, with analysts generally citing updated assumptions for discount rates, P/E expectations, and margin and growth inputs in their valuation work. Analyst Commentary Recent research updates on Honeywell International show a mix of optimism and caution, with several firms adjusting price targets and at least one high profile upgrade from JPMorgan.Mise à jour du récit • Jan 19
HON: Breakup Phase And Portfolio Moves Will Shape Balanced Risk Reward Outlook
Analysts have trimmed their fair value estimate for Honeywell International by about $3, to roughly $236. This reflects slightly softer assumed revenue growth and a modestly lower future P/E multiple, partly offset by a small improvement in projected profit margins and recent research pointing to potential value from portfolio changes and segment momentum.Mise à jour du récit • Jan 05
HON: Post Spin Outlook Balances Breakup Catalyst Phase With Execution Risk
Narrative Update Overview The analyst price target for Honeywell International has been revised from US$203 to US$195 as analysts reset assumptions around growth, profitability and future P/E following Q3 updates, recent target trims and the planned Solstice Advanced Materials spin. Analyst Commentary Recent research on Honeywell has centered on the upcoming Solstice Advanced Materials spin and how that affects growth assumptions, execution risk and the valuation framework.Mise à jour du récit • Dec 21
HON: Breakup Catalyst Phase And Solstice Spin Will Drive Future Upside Potential
Analysts have reduced their fair value estimate for Honeywell International to $271 from $290, citing updated models that reflect slower revenue growth assumptions, a higher discount rate, and the impact of the Solstice spin, while still recognizing resilient margins and supportive sum of the parts valuations across core segments. Analyst Commentary Bullish analysts continue to frame Honeywell as a high quality compounder entering a catalyst rich period, even as some price targets are trimmed to account for the Solstice separation and macro uncertainty.Mise à jour du récit • Dec 06
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.Mise à jour du récit • Nov 22
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.Mise à jour du récit • Nov 07
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.Mise à jour du récit • Oct 24
Separation Will Refocus Operations and Unlock Pathways for Long-Term Upside
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.Article d’analyse • Oct 18
Honeywell International (NASDAQ:HON) Is Increasing Its Dividend To $1.19
The board of Honeywell International Inc. ( NASDAQ:HON ) has announced that it will be increasing its dividend by 5.3...Article d’analyse • Oct 02
Honeywell International's (NASDAQ:HON) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Honeywell International Inc. ( NASDAQ:HON ) has announced that it will be increasing its dividend by 5.3...Article d’analyse • Sep 06
A Look At The Fair Value Of Honeywell International Inc. (NASDAQ:HON)
Key Insights The projected fair value for Honeywell International is US$203 based on 2 Stage Free Cash Flow to Equity...Rendement pour les actionnaires
| HON | US Industrials | US Marché | |
|---|---|---|---|
| 7D | 3.2% | 6.2% | -0.7% |
| 1Y | -51.4% | -29.8% | 17.3% |
Rendement vs Industrie: HON a sous-performé le secteur US Industrials qui a rapporté -29.8 % au cours de l'année écoulée.
Rendement vs marché: HON a sous-performé le marché US qui a rapporté 17.3 % au cours de l'année écoulée.
Volatilité des prix
| HON volatility | |
|---|---|
| HON Average Weekly Movement | 15.2% |
| Industrials Industry Average Movement | 14.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: Le cours de l'action de HON a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de HON est passée de 8% à 15% au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1885 | 101,000 | Vimal Kapur | www.honeywell.com |
Honeywell International Inc. exerce ses activités dans les domaines de l'automatisation industrielle, de l'automatisation des bâtiments et des solutions énergétiques et de développement durable aux États-Unis, en Europe et à l'international. Le segment « Automatisation industrielle » propose des produits et services de contrôle d’automatisation et d’instrumentation ; des produits d’énergie intelligente ; des technologies de détection, notamment des capteurs sur mesure et des services associés ; des technologies de détection de gaz et des équipements de protection individuelle ; ainsi que des équipements d’automatisation de la conception de systèmes, sans oublier des logiciels et des outils d’analyse destinés aux opérations de fabrication, de distribution et de logistique. Le segment « Automatisation des bâtiments » propose des applications logicielles pour le contrôle et l’optimisation des bâtiments ; des capteurs, des commutateurs, des systèmes de contrôle et des instruments pour la gestion de l’énergie ; des systèmes de contrôle d’accès ; la vidéosurveillance ; des produits de protection contre les incendies ; ainsi que des services d’installation, de maintenance et de mise à niveau des systèmes.
Honeywell International Inc. Résumé des fondamentaux
| HON statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$71.66b |
| Bénéfices(TTM) | US$3.97b |
| Recettes(TTM) | US$37.66b |
18.4x
Ratio P/E1.9x
Ratio P/SLe site HON est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| HON compte de résultat (TTM) | |
|---|---|
| Recettes | US$37.66b |
| Coût des recettes | US$23.75b |
| Marge brute | US$13.91b |
| Autres dépenses | US$9.94b |
| Les revenus | US$3.97b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 23, 2026
| Résultat par action (EPS) | 12.52 |
| Marge brute | 36.93% |
| Marge bénéficiaire nette | 10.54% |
| Ratio dettes/capitaux propres | 250.1% |
Quelles ont été les performances à long terme de HON?
Voir les performances historiques et les comparaisonsDividendes
4.1%
Rendement actuel des dividendes74%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/21 20:29 |
| Cours de l'action en fin de journée | 2026/07/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Honeywell International Inc. est couverte par 35 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| Varun Govindaraj | Bernstein |