Inferra AI / Company / HONA
Honeywell Aerospace
HONA · Industrials
Last earnings Oct 28, 2026
Key results
Electronic Solutions revenuequarter
4%
Honeywell Aerospace 3Q26 Results - 3 Segment results Electronic Solutions sales grew 4% year over year on a reported basis and 5% organically , led by strength in Commercial Original Equipment and Defense and Space.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
EPSquarter
$ 2.29
Earnings per share of common stock - diluted $ 2.29 $
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Earnings per share of common stock - diluted 1 $ 2.29 Amortization of acquisition-related intangibles 2 0.06 Transaction costs 3 0.04 Pension income 4 (0.18)
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Adjusted earnings per share of common stock - diluted $ 2.21 1.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Research and developmentquarter
$216 million
Research and development expenses 216 186 586 520
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Selling, general, and administrativequarter
$471 million
Selling, general and administrative expenses 471 441 1,757 1,189
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Net incomequarter
$737 million
Net income 737 654 1,635 2,292
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
AI analysis
Q3 2026 · reported Oct 28, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Electronic Solutions revenue | 4% | 8% | — |
| EPS | $ 2.29 | $ 0.78 | — |
| Research and development | $216 million | $183 million | — |
| Selling, general, and administrative | $471 million | $722 million | — |
| Net income | $737 million | $256 million | — |
Guidance · company-stated
Direction: Raised
“2 billion, up 1% despite incremental standalone costs Raises full-year pro forma standalone adjusted earnings per share 1 and second half free cash flow 1 guidance Board declares inaugural quarterly dividend payment of $0.”
“The company also raised its full-year 2026 pro forma standalone adjusted earnings per share 1 and second half 2026 free cash flow 1 guidance ranges, maintained its full-year organic 1 sales outlook, and narrowed its full-year pro forma standalone adjusted EBIT 1 guidance range.”
Classified from the release's primary full-year outlook statement.
Capital allocation
us Honeywell Aerospace reports third quarter results updates 2026 outlook Sales of $4.6 billion, reported and organic 1 sales up 2% year over year Net income of $0.7 billion adjusted EBIT 1 of $1.2 billion, up 1% despite incremental standalone costs Raises full-year pro forma standalone adjusted earnings per share 1 and second half free cash flow 1 guidance Board declares inaugural quarterly dividend payment of $0.40 per share on the company s common stock PHOENIX, October 28, 2026 -- Honeywell Aerospace (Nasdaq HONA) today announced results for the third quarter and declared its first quarterly dividend.
Event summary
Honeywell Aerospace Q3 2026 — Honeywell Aerospace 3Q26 Results - 3 Segment results Electronic Solutions sales grew 4% year over year on a reported basis and 5% organically , led by strength in Commercial Original Equipment and Def…
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
EPS: “2 billion, up 1% despite incremental standalone costs Raises full-year pro forma standalone adjusted earnings per share 1 and second half free cash flow 1 guidance Board declares inaugural quarterly dividend payment of $0.”
EPS — Raised (“Raises”)
“2 billion, up 1% despite incremental standalone costs Raises full-year pro forma standalone adjusted earnings per share 1 and second half free cash flow 1 guidance Board declares inaugural quarterly dividend payment of $0.”
Revenue — Raised (“raised”)
“The company also raised its full-year 2026 pro forma standalone adjusted earnings per share 1 and second half 2026 free cash flow 1 guidance ranges, maintained its full-year organic 1 sales outlook, and narrowed its full-year pro forma standalone adjusted EBIT 1 guidance range.”
Classified from the release's primary full-year outlook statement.
Capital allocation
us Honeywell Aerospace reports third quarter results updates 2026 outlook Sales of $4.6 billion, reported and organic 1 sales up 2% year over year Net income of $0.7 billion adjusted EBIT 1 of $1.2 billion, up 1% despite incremental standalone costs Raises full-year pro forma standalone adjusted earnings per share 1 and second half free cash flow 1 guidance Board declares inaugural quarterly dividend payment of $0.40 per share on the company s common stock PHOENIX, October 28, 2026 -- Honeywell Aerospace (Nasdaq HONA) today announced results for the third quarter and declared its first quarterly dividend.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Initial dividend declaration Honeywell Aerospace s Board of Directors has approved a quarterly cash dividend of $0.40 per share of its common stock.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
The dividend is payable on December 4, 2026, to shareholders of record as of the close of business on November 13, 2026.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Currier added, The Board s decision to declare a regular dividend underscores the visibility into our durable free cash flow growth in the years ahead.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Paying a competitive, growing dividend is a key component of our capital allocation strategy designed to deliver substantial shareholder value while maintaining financial flexibility and a strong investment-grade credit rating.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
We believe this measure is useful to investors and management as a measure of cash generated by operations that will be used to repay scheduled debt maturities and can be used to invest in future growth through new business development activities or acquisitions, pay dividends, repurchase stock, or repay debt obligations prior to their maturities.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Strategy & priorities
Paying a competitive, growing dividend is a key component of our capital allocation strategy designed to deliver substantial shareholder value while maintaining financial flexibility and a strong investment-grade credit rating.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Honeywell Aerospace secured over $2 billion in new awards to provide its advanced navigation and RF systems for several missiles and munitions programs, including some initial contracts on platforms prioritized by the Munitions Acceleration Council.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Honeywell Aerospace 3Q26 Results - 2 The company announced a 300,000 square foot expansion of its Tempe, Arizona manufacturing facility, expected to open in late 2028.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
In addition, no assurance can be given that any plan, initiative, projection, goal, commitment, expectation, or prospect set forth in this release can or will be achieved.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Actual costs that would have been incurred if the Company had been a standalone company would depend on multiple factors, including organizational structure and strategic decisions made in various areas, including information technology and infrastructure.
SEC original ↗Honeywell Aerospace — 10-Q Quarterly report10-QOct 28, 2026
Risks & headwinds
Adjusted EBIT 1 was up 1%, including both an approximately $50 million net benefit from International Emergency Economic Powers Act (IEEPA) tariff refunds and new costs necessary as an independent public company.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Segment adjusted EBIT increased by 11% year over year as tariff refunds and pricing more than offset unfavorable mix and higher costs.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Segment adjusted EBIT decreased 16% year over year as unfavorable mix and higher costs more than offset price and the impact of tariff refunds.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
, impact of comprehensive settlement related to Flexjet litigation).
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
We define adjusted EBIT as Net income excluding taxes, excluding interest, amortization-related intangibles, stock compensation expense, environmental expense, pension (income) expense, repositioning and other charges, transaction costs, expenses associated with the Honeywell trademark license, other items within Other (income) expense, net, and other items that are unusual or non-recurring in nature, including but not limited to impairment charges and litigation charges (e.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
, comprehensive settlement related to Flexjet litigation).
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
What changed vs prior quarter
Guidance direction — prior quarter: Reiterated; this quarter: Raised
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Electronic Solutions revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Honeywell Aerospace — Earnings release (8-K exhibit)EX-99Oct 28, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
8 documentsEarnings releases
5 documentsPresentations
0 documentsNo presentations for Honeywell Aerospace are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Honeywell Aerospace are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Honeywell Aerospace by name or ticker. A mention is counted once per document, from the document text the library holds.
“…Honeywell Aerospace spin-off is now expected to be completed in the third quarter on June 29. All of the acquisitions, divestitures, spin-offs and simplificatio”
“e cash flow 1 guidance range. “Our successful separation marks an important milestone for Honeywell Aerospace, … …and pro forma standalone adjusted EBIT 1 guidance and issues full-year pro forma standalone adjusted earnings per share 1 guidance • Com”
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