Honeywell International (HON) Panoramica del titolo
Honeywell International Inc. opera nei settori dell'automazione industriale, dell'automazione degli edifici e delle soluzioni per l'energia e la sostenibilità negli Stati Uniti, in Europa e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 5/6 |
Premi
Analisi del rischio
HON Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$320.19
FV
27.8% sottovalutato sconto intrinseco16.65%
Revenue growth p.a.
6.2k
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Concorrenti di Honeywell International Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$231.18 |
| Massimo di 52 settimane | US$496.36 |
| Minimo di 52 settimane | US$219.33 |
| Beta | 0.93 |
| Variazione di 1 mese | -45.98% |
| Variazione a 3 mesi | -48.36% |
| Variazione di 1 anno | -51.71% |
| Variazione a 3 anni | -44.36% |
| Variazione a 5 anni | -48.63% |
| Variazione dall'IPO | 984.72% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Seeking Alpha • Jun 11
Honeywell's Separation Mirrors A Proven Value-Creation Playbook, With Caveats
Summary Honeywell International will separate into Honeywell Technologies and Honeywell Aerospace on June 29, creating two focused standalone businesses. In this article, I'll uses the United Technologies spin-offs and merger with Raytheon as a case study, which confirms that large industrial breakups can indeed generate meaningful long-term shareholder value. I'll also discuss the pros and cons of buying HON stock before the record day for the separation, that is, before or on June 15. In the final part of the article, I'll explain why I'm not buying HON ahead of the spin-off of HONA, despite the undoubtably attractive elements of the investment thesis. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Nuova narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Rendimenti per gli azionisti
| HON | US Industrials | US Mercato | |
|---|---|---|---|
| 7D | 1.5% | -0.4% | 0.8% |
| 1Y | -51.7% | -32.0% | 20.2% |
Ritorno vs Industria: HON ha avuto una performance inferiore rispetto al US Industrials che ha registrato un rendimento -32 % nell'ultimo anno.
Rendimento vs Mercato: HON ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.2 % nell'ultimo anno.
Volatilità dei prezzi
| HON volatility | |
|---|---|
| HON Average Weekly Movement | 15.2% |
| Industrials Industry Average Movement | 14.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di HON è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale di HON è aumentata da 8% a 15% nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1885 | 101,000 | Vimal Kapur | www.honeywell.com |
Honeywell International Inc. opera nei settori dell’automazione industriale, dell’automazione degli edifici e delle soluzioni per l’energia e la sostenibilità negli Stati Uniti, in Europa e a livello internazionale. Il segmento dell’automazione industriale fornisce prodotti e servizi per il controllo e la strumentazione dell’automazione; prodotti per l’energia intelligente; tecnologie di rilevamento, inclusi sensori progettati su misura e servizi correlati; tecnologie di rilevamento dei gas e dispositivi di protezione individuale; apparecchiature per l’automazione della progettazione di sistemi, nonché software e strumenti di analisi per le operazioni di produzione, distribuzione e evasione degli ordini. Il segmento "Automazione degli edifici" fornisce applicazioni software per il controllo e l’ottimizzazione degli edifici; sensori, interruttori, sistemi di controllo e strumenti per la gestione energetica; controllo degli accessi; videosorveglianza; prodotti antincendio; e servizi di installazione, manutenzione e aggiornamento dei sistemi.
Honeywell International Inc. Riepilogo dei fondamenti
| HON statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$72.83b |
| Utili (TTM) | US$3.97b |
| Ricavi(TTM) | US$37.66b |
18.5x
Rapporto P/E1.9x
Rapporto P/SHON è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| HON Conto economico (TTM) | |
|---|---|
| Ricavi | US$37.66b |
| Costo del fatturato | US$23.75b |
| Profitto lordo | US$13.91b |
| Altre spese | US$9.94b |
| Utili | US$3.97b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 23, 2026
| Utile per azione (EPS) | 12.52 |
| Margine lordo | 36.93% |
| Margine di profitto netto | 10.54% |
| Rapporto debito/patrimonio netto | 250.1% |
Come si è comportato HON nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.1%
Rendimento attuale del dividendo74%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/06 21:15 |
| Prezzo dell'azione a fine giornata | 2026/07/06 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Honeywell International Inc. è coperta da 36 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| Julian Mitchell | Barclays |