Honeywell International 향후 성장
Future 기준 점검 0/6
Honeywell International 의 수익과 수익은 각각 연간 13.1% 및 24% 감소할 것으로 예상됩니다. EPS는 연간 24% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.6% 로 예상됩니다.
핵심 정보
-24.0%
이익 성장률
-24.04%
EPS 성장률
| Industrials 이익 성장 | 10.2% |
| 매출 성장률 | -13.1% |
| 향후 자기자본이익률 | 17.63% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 17 Aug 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Aug 10
HON: Post Aerospace Spin Automation Focus And Orders Will Shape Balanced 2026 Outlook
Honeywell International’s updated analyst price target moves higher to around $263, with analysts pointing to cleaner post spin results, stronger order trends across automation businesses, and greater confidence in the company’s focused portfolio and earnings potential as key supports for the new valuation framework. Analyst Commentary Recent Street research on Honeywell International highlights a clear split between bullish analysts who see improving execution in the post aerospace spin structure and more cautious voices focused on guidance resets and modeling noise.
내러티브 업데이트 • Jul 27
HON: Post Spin Automation And Order Visibility Will Drive Future Repricing
Honeywell International's analyst fair value estimate has been lifted from $272 to $298, with analysts pointing to cleaner post spin operations, accelerating organic growth across automation segments, and stronger order visibility as key drivers behind the higher targets seen across recent research updates. Analyst Commentary Street research around Honeywell International has shifted toward a more constructive stance following the aerospace spin, with many bullish analysts highlighting a cleaner automation focused profile, improving order visibility, and execution against post spin targets as key supports for higher valuation frameworks.Seeking Alpha • Jul 24
Honeywell Q2 Earnings: Positive Outlook Following Spin Off, Shares Fairly Valued
Summary Honeywell reported strong Q2 results that included raised forward guidance. The showing follows completion of its multi-year transformation to spin off significant individual business units. I have viewed the simplified portfolio as a catalyst for Honeywell’s greater growth units, including its Automation business. I view shares as fairly valued at current pricing. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 21,713 | 3,219 | 3,240 | 4,024 | 13 |
| 12/31/2027 | 20,567 | 2,911 | 2,834 | 3,616 | 20 |
| 12/31/2026 | 20,159 | 2,038 | 2,231 | 2,491 | 20 |
| 6/30/2026 | 38,057 | 8,266 | 4,010 | 5,118 | N/A |
| 3/31/2026 | 37,660 | 3,968 | 4,142 | 5,161 | N/A |
| 12/31/2025 | 37,442 | 4,425 | 5,422 | 6,408 | N/A |
| 9/30/2025 | 34,962 | 5,027 | 6,595 | 7,485 | N/A |
| 6/30/2025 | 34,282 | 4,615 | 5,399 | 6,194 | N/A |
| 3/31/2025 | 34,537 | 4,775 | 5,418 | 6,246 | N/A |
| 12/31/2024 | 34,717 | 4,960 | 5,226 | 6,097 | N/A |
| 9/30/2024 | 37,850 | 5,683 | 5,636 | 6,771 | N/A |
| 6/30/2024 | 37,334 | 5,784 | 5,478 | 6,583 | N/A |
| 3/31/2024 | 36,903 | 5,727 | 5,493 | 6,572 | N/A |
| 12/31/2023 | 33,009 | 4,915 | 4,599 | 5,340 | N/A |
| 9/30/2023 | 36,408 | 5,414 | 3,835 | 4,751 | N/A |
| 6/30/2023 | 36,147 | 5,452 | 4,174 | 5,025 | N/A |
| 3/31/2023 | 35,954 | 5,226 | 3,678 | 4,454 | N/A |
| 12/31/2022 | 35,466 | 4,966 | 4,508 | 5,274 | N/A |
| 9/30/2022 | 34,937 | 5,375 | 4,765 | 5,571 | N/A |
| 6/30/2022 | 34,459 | 5,080 | 3,777 | 4,607 | N/A |
| 3/31/2022 | 34,314 | 5,249 | 4,239 | 5,096 | N/A |
| 12/31/2021 | 34,392 | 5,542 | 5,143 | 6,038 | N/A |
| 9/30/2021 | 34,635 | 5,473 | 5,252 | 6,157 | N/A |
| 6/30/2021 | 33,959 | 4,974 | 5,099 | 6,045 | N/A |
| 3/31/2021 | 32,628 | 4,625 | 5,259 | 6,247 | N/A |
| 12/31/2020 | 32,637 | 4,779 | 5,302 | 6,208 | N/A |
| 9/30/2020 | 33,233 | 4,982 | 5,090 | 6,040 | N/A |
| 6/30/2020 | 34,522 | 5,848 | 5,611 | 6,504 | N/A |
| 3/31/2020 | 36,288 | 6,308 | N/A | 6,702 | N/A |
| 12/31/2019 | 36,709 | 6,143 | N/A | 6,897 | N/A |
| 9/30/2019 | 36,942 | 6,302 | N/A | 5,842 | N/A |
| 6/30/2019 | 38,618 | 7,016 | N/A | 6,249 | N/A |
| 3/31/2019 | 40,294 | 6,742 | N/A | 6,432 | N/A |
| 12/31/2018 | 41,802 | 6,765 | N/A | 6,434 | N/A |
| 9/30/2018 | 42,916 | 2,525 | N/A | 7,047 | N/A |
| 6/30/2018 | 42,275 | 1,533 | N/A | 6,576 | N/A |
| 3/31/2018 | 41,434 | 1,658 | N/A | 6,162 | N/A |
| 12/31/2017 | 40,534 | 1,545 | N/A | 5,966 | N/A |
| 9/30/2017 | 39,676 | 5,098 | N/A | 5,836 | N/A |
| 6/30/2017 | 39,359 | 4,992 | N/A | 5,983 | N/A |
| 3/31/2017 | 39,272 | 4,919 | N/A | 6,119 | N/A |
| 12/31/2016 | 39,302 | 4,812 | N/A | 5,498 | N/A |
| 9/30/2016 | 39,299 | 4,969 | N/A | 5,419 | N/A |
| 6/30/2016 | 39,106 | 4,993 | N/A | 5,592 | N/A |
| 3/31/2016 | 38,890 | 4,868 | N/A | 5,417 | N/A |
| 12/31/2015 | 38,581 | 4,768 | N/A | 5,519 | N/A |
| 9/30/2015 | 38,865 | 4,530 | N/A | 5,318 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: HON 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -24%).
수익 vs 시장: HON 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -24%).
고성장 수익: HON 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: HON 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -13.1%).
고성장 매출: HON 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -13.1%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: HON의 자본 수익률은 3년 후 17.6%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/17 03:35 |
| 종가 | 2026/08/17 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Honeywell International Inc.는 37명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| Varun Govindaraj | Bernstein |