Honeywell Aerospace stock: Q3 results lift 2026 outlook

Honeywell Aerospace raised its 2026 earnings and free cash flow outlook after reporting third-quarter results on Wednesday, October 28. In its quarterly release, the company said sales increased 2% year over year to 4.6 billion US dollars and adjusted EBIT reached 1.2 billion US dollars.

The revised 2026 pro forma standalone adjusted earnings-per-share outlook is 7.85 to 8.00 US dollars, compared with the previous range of 7.60 to 7.90 US dollars. Second-half free cash flow guidance moved to 1.2 billion to 1.4 billion US dollars from 1.0 billion to 1.5 billion US dollars. The full-year organic sales growth outlook stayed at 4% to 5%.

Backlog supports future demand

Honeywell Aerospace ended the quarter with a backlog of 19.3 billion US dollars, up 12% from a year earlier. Orders over the last 12 months increased 9%, led by the Defense and Space business, while management said mechanical supplier constraints were still limiting output growth.

Third-quarter net income rose to 737 million US dollars. Adjusted earnings per share came to 2.21 US dollars and free cash flow reached 500 million US dollars. Adjusted EBIT included an approximately 50 million US dollar net benefit from International Emergency Economic Powers Act tariff refunds, alongside additional costs associated with operating as an independent public company.

Dividend adds shareholder return

The board declared an inaugural quarterly cash dividend of 0.40 US dollars per share. It is payable on December 4, 2026, to shareholders of record at the close of business on November 13.

The real-time quote of Honeywell Aerospace stock showed 137.35 euros on Lang & Schwarz at 22:07 CET on Friday, November 6, 2026.

The S&P 500 provides the relevant broader market context for this US-listed aerospace company: current market reports.

For investors, the raised outlook improves the near-term earnings framework, while supply-chain execution remains a central factor for converting demand and backlog into revenue. Further company updates are collected in more news and analyses on Honeywell Aerospace stock.