Honeywell Aerospace's results for Q3 2026 (quarter ended Sep 26, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-28. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $4,644 million (+2.5% vs a year earlier) |
| Diluted EPS (GAAP) | $2.29 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $2.21 |
| Full-year guidance | Raised |
Guidance
Honeywell Aerospace raised 2026 pro forma adjusted EPS to $7.85–8.00 and second-half free cash flow to $1.2–1.4 billion; kept 4–5% organic growth.
Why this label: Raised pro forma adjusted EPS ($7.85-8.00 from $7.60-7.90); organic sales growth maintained; adjusted EBIT narrowed with midpoint unchanged; nothing core lowered.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| organic sales growth | FY2026 | 4%–5% | 4%–5% |
| pro forma standalone adjusted EBIT | FY2026 | $4.375–4.425 billion | $4.35–4.45 billion |
| pro forma standalone adjusted EPS | FY2026 | $7.85–8.00 | $7.60–7.90 |
| free cash flow | 2H 2026 | $1.2–1.4 billion | $1.0–1.4 billion |
From the release
Revenue: "Net sales · 4,644 · 4,533"
Earnings per share: "Earnings per share 2,3 · $2.29 · Adjusted earnings per share 1,2,3 · $2.21"
organic sales growth: "Organic 1,4 growth · 4% - 5% · 4% - 5%"
pro forma standalone adjusted EBIT: "Pro forma standalone adjusted EBIT 1,4 · $4.35B - $4.45B · $4.375B - $4.425B"
pro forma standalone adjusted EPS: "Pro forma standalone adjusted earnings per share 1,3,4 · $7.60 - $7.90 · $7.85 - $8.00"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Declared inaugural $0.40 dividend; raised 2026 pro forma adjusted EPS guide to $7.85–$8.00
Source
Honeywell Aerospace earnings release (SEC filing), accession 0002089271-26-000031, filed 2026-10-28.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.