Earnings Releases·Oct 28, 2026, 4:07 PM ET

Honeywell Aerospace — Third Quarter 2026 Earnings Summary

Q3 2026 sales reached $4.644 billion (+2% YoY) with net income of $737 million (+13% YoY) and adjusted EBIT of $1.161 billion (+1% YoY), while backlog grew 12% to $19.324 billion.
Full-year 2026 adjusted EPS guidance was raised to $7.85–$8.00 and second-half free cash flow guidance increased to $1.2–$1.4 billion, though standalone adjusted EBIT guidance was narrowed to $4.375–$4.425 billion.
The Board declared an inaugural quarterly dividend of $0.40 per share and announced a 300,000 square foot expansion of the Tempe, Arizona manufacturing facility scheduled for late 2028.
Management anticipates higher sales and output growth in 2027 driven by robust demand, though current output remains constrained by supply chain limitations on mechanical components.