Honeywell International Inc. (HON)

Honeywell’s adjusted EPS topped expectations while revenue came in line, even as the top line fell sharply year over year in the third fiscal quarter of 2026, which it reported on October 22, 2026. Adjusted EPS was $2.27 versus a $2.17 estimate (+4.6%, topped), while revenue of $4.994 billion was in line with the $5.010 billion consensus (-0.3%) and declined 52.0% from $10.408 billion a year ago. Profitability in the quarter showed gross profit of about $2.0 billion with gross margin at roughly 40%, and operating income of roughly $740 million with operating margin near 15%. Net income was about $664 million, down 63.6% from $1.825 billion a year ago, and adjusted EPS declined 59.8% from $5.64. The company generated operating cash flow of roughly $306 million. For the next period, consensus calls for EPS of $2.41 on revenue of $5.161 billion.