Company Dossier · Industrials
Honeywell International
- S&P 500
- Nasdaq-100
- Dow 30
- Russell 1000
What Honeywell International is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $38.1 billion, up 11% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $4.01 billion, down 26% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $1.11 billion, up 39% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $3.80 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $4.04 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 23, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.85 of 1.Palanor Discourse
- Latest annual report (filed February 17, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $4.2 million on the open market.SEC Form 4
- 2,182 institutional managers reported a position at June 30, 2026 (−644 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 106 (134 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest EPA enforcement case, Oct 29, 2025 →
Company Posture
How Company Posture is measured →What Honeywell International is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Mixed
Expanding ↔ Retrenching
Expanding
- Capital spending93rd pct
- Debt raised7th pct
- Buybacks vs capex80th pct
- Hiring filings40th pct
- Deals and private raises95th pct
- Patent publications49th pct
Confident ↔ Hedging
Mixed
- Call sentiment75th pct
- Call confidence80th pct
- Guidance changes5th pct
- Risk factors added76th pct
- Insider open-market trades44th pct
- − Guidance changes
- + Call sentiment
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver88th pct
- Stress filings50th pct
Credit
How these are built →Honeywell International's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$34.0B
- Due within a year $7.8B
- Longer term $26.2B
- Default point $20.9B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jul 29, 2024 | $1.15B | 4.650% | 2027 (3y) | +45bp | 4.651% |
| Jul 29, 2024 | $1B | 4.700% | 2030 (6y) | +65bp | 4.718% |
| Jul 29, 2024 | $650M | 4.750% | 2032 (8y) | +70bp | 4.797% |
| Jul 29, 2024 | $700M | 5.000% | 2035 (11y) | +80bp | 4.972% |
| Feb 26, 2024 | $500M | 4.875% | 2029 (6y) | +55bp | 4.875% |
| Feb 26, 2024 | $1.75B | 5.250% | 2054 (30y) | +85bp | 5.265% |
| Feb 26, 2024 | $650M | 5.350% | 2064 (40y) | +95bp | 5.365% |
| Feb 26, 2024 | $750M | 5.000% | 2035 (11y) | +75bp | 5.045% |
| Feb 26, 2024 | €750M | 3.375% | 2030 (6y) | +111bp | 3.492% |
| Feb 26, 2024 | €750M | 3.750% | 2036 (12y) | +137bp | 3.841% |
| Feb 26, 2024 | $500M | 4.950% | 2031 (8y) | +65bp | 4.979% |
From the pricing term sheets Honeywell International filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Honeywell International, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralActivist Starboard targets Honeywell spin-off Solstice after failed megadeal
FT Companies · Oct 20, 2026
- NeutralHoneywell to accelerate engine deliveries to HAL for trainer aircraft
livemint.com · via Marketaux · Oct 8, 2026
- PositiveHoneywell (HON) Secures $300M Contract for Dangote Petroleum Refinery in Kenya
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralHoneywell (HON) Sees $647.7 Million in Net ETF Buying on Monday
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (BRADLEY ARANT BOULT CUMMINGS LLP)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (ARNOLD & PORTER KAYE SCHOLER LLP)third_quarter 2026
- Oct 20, 2026LobbyingLobbying report (FARRAGUT PARTNERS LLP)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (HONEYWELL INTERNATIONAL)third_quarter 2026 · $0.8 million
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026PatentPatent granted: TRANSFER SYSTEMS AND METHODSUS 12767458
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (QUANTINUUM LLC)third_quarter 2026 · $0.2 million
- Oct 19, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)second_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (PORTER GROUP, LLC)third_quarter 2026 · $0.0 million
- Sep 28, 2026Trademark
- Aug 19, 20268-KDirector or officer changeItem 5.02
- Jun 30, 2026Federal awardFederal award from Department of Defense$15.1 million
- Jun 29, 20268-KAcquisition or sale completedItem 2.01
- Jun 29, 20268-KDirector or officer changeItem 5.02
- Jun 29, 20268-KMaterial agreement signedItem 1.01
- Jun 29, 2026Federal awardFederal award from Department of Defense$34.1 million
- Jun 17, 2026Federal awardFederal award from Department of Defense$29.4 million
- Jun 15, 20268-KDirector or officer changeItem 5.02
- Jun 11, 2026Trademark
- Jun 2, 20268-KDirector or officer changeItem 5.02
- May 27, 20268-KShareholder vote resultsItem 5.07
- May 26, 2026Trademark
- May 26, 2026Trademark
- May 20, 2026Federal awardFederal award from Department of Defense$14.9 million
- Apr 22, 2026Federal awardFederal award from Department of Homeland Security$11.7 million
- Mar 16, 20268-KMaterial agreement terminatedItem 1.02
- Mar 6, 20268-KMaterial agreement signedItem 1.01
- Mar 6, 20268-KMaterial agreement terminatedItem 1.02
- Feb 18, 2026Trademark
- Feb 17, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Dec 10, 20258-KDirector or officer changeItem 5.02
- Nov 3, 20258-KDirector or officer changeItem 5.02
- Oct 29, 2025Risk event
- Oct 16, 20258-KDirector or officer changeItem 5.02
- Oct 9, 2025Risk event
- Aug 27, 2025Risk event
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Eaton Corp. ETN | $30.0B | $3.9B | Jun 30, 2026 |
| General Electric GE | $52.6B | $8.0B | Sep 30, 2026 |
| 3M MMM | $25.3B | $2.7B | Sep 30, 2026 |
| Emerson Electric EMR | $18.6B | $3.5B | Jun 30, 2026 |
| DuPont DD | $7.0B | — | Jun 30, 2026 |
| Carlisle Companies CSL | $5.1B | $0.9B | Jun 30, 2026 |
| GE Vernova GEV | $41.4B | $12.4B | Jun 30, 2026 |
| Cummins CMI | $33.7B | $3.4B | Jun 30, 2026 |