Which Dates Could Move Honeywell Stock Most? Trefis Team Tue, November 10, 2026 at 8:11 AM EST 4 min read HON -0.01% ^GSPC +2.35% RTX +0.34% GE -0.73% ETN -3.42% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
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Honeywell International (HON) stock returned 10.2% in the month to November 9, 2026, compared with a 3.3% loss for the S&P 500. On the October 22 call, management raised its 2026 guide and committed to cutting gross debt below $13 billion by the end of 2026. Below are the events most likely to move Honeywell stock over the next six months. The first test of that guide comes in January 2027.
Process Automation and Technology margin held back by project mix and the Catalyst Technologies deal
Elevated inflation against Honeywell's price increases
Honeywell's Fourth-Quarter Report In January
Honeywell is expected to report its fiscal Q4 2026 results in January 2027, and management has guided organic sales growth of 5% to 6% for that quarter. The January date comes from an earnings calendar, and Honeywell has not confirmed it. The business most exposed in that report is Process Automation and Technology, which sells refining catalysts and builds LNG and petrochemical projects. Management said on the call that it cannot control when project milestones are reached, meaning those sales arrive unevenly. Management expects the business's fourth-quarter margin to be around 21.5%, held back by a larger share of project work and by dilution from the Catalyst Technologies acquisition.
Honeywell has taken over $1 billion in process technology orders since the first quarter of 2026. Management also expects fourth-quarter orders to grow in the high single digits, leaving out the large LNG awards, though it did not tie that forecast to one business. That orders growth is the figure to watch in the January report.
The Guidance For 2027 Due In February
Management said on the October 22 call that it will give its 2027 guidance in February 2027, so for now you know only the direction it points. Management expects 2027 organic growth at or above the rate it has set for the long term. Honeywell ended the third quarter with a backlog of nearly $19 billion, up 7% excluding divestitures.
The evidence on the other side is in metering. Utilities are each testing Honeywell's new gas meter on their own, which management said could take 6 to 9 months. Management has allowed for low metering growth potentially into 2027. The organic growth guide for 2027, due in February 2027, is the measure to watch.
Inflation Into The First Half Of 2027
Inflation is already elevated, and management expects it to stay at these levels at least into the first half of 2027. Later on the call, management said it expects inflation to continue into year end and then start to ease in the first half. Honeywell has answered with price: management expects price increases to average about 4% for 2026.
So far price has stayed only narrowly ahead, running about 30 basis points above costs in the third quarter. Building Automation, which sells fire and security products, shows the better case: on management's measure, its margin widened 30 basis points to 27%, helped by volume as well as by price rises that more than offset inflation. The gap between price and cost is the figure to watch in the January 2027 report.
Can You Hold Honeywell Stock Through These Dates?
On a price-only basis, Honeywell's share price dropped 50.9% in the session ending June 29, 2026, the day Honeywell completed the spin-off of Honeywell Aerospace. That fall came with the separation, so it is not a guide to report-day swings. Over the full year to November 9, the stock's total return with dividends was 18.1%, against 13.7% for the S&P 500. Around its last four earnings calls, the stock moved between a 3.1% fall and a 5.0% rise.
Holding through January and February 2027 suits a position small enough that a report-day swing like those would not force you to sell.
Does This Mean You Should Act On HON?
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