$HON 0.54 Developing

Notable posts

• @wallstengine bullish 79 eng

  HONEYWELL $HON Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.2B; +3% YoY 🔹 Adj. EPS: $1.95 (Est. $1.80) 🟢; +10% YoY 🔹 Segment Margin: 19.0%; +100 bps YoY 🔸 Orders: Up 16%, leading to ~$20 billion backlog Raises/narrowed FY26 Guide: 🔹 Organic Growth: 3% to 4%; raised from 2% to 3% 🟢 🔹 Sales: $19.8B-$20.0B; raised from $19.9B-$20.2B 🔹 Segment Margin: 20.1% to 20.5%; raised from 19.8% to 20.3% 🟢 🔹 Adj. EPS: $8.05-$8.35; raised from $7.90-$8.30 🔹 Adj. EPS Growth: 25% to 29%; raised from 22% to 28% Segment Sales: 🔹 Building Automation: $2.0B; +10% YoY 🔹 Process Automation and Technology: $1.7B; +4% YoY 🔹 Industrial Automation: $1.5B; -5% YoY Other Q2 Metrics: 🔹 Organic Sales Growth: 4% 🔹 Operating Margin: 12.8%; -50 bps YoY 🔹 Free Cash Flow: $456M; +300% YoY 🔹 Cash Flow from Operations: $563M; +201% YoY Comments: 🔸 “Honeywell Technologies delivered strong organic orders and sales growth, and 100 basis points of segment margin expansion, leading to double digit earnings growth in the second quarter and reinforcing our confidence in the long-term targets that we shared at our recent investor day.”

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• @wallstengine neutral 76 eng

  Defense contractors expected to meet with Trump and senior Pentagon officials Wednesday, per WSJ: Lockheed Martin $LMT RTX $RTX Boeing $BA L3Harris $LHX Northrop Grumman $NOC Honeywell $HON The meeting will focus on ramping U.S. munitions production after missile and interceptor stockpiles were depleted by the Iran war. The Pentagon has requested $52.9B in FY27 funding to expand production of 12 critical munitions, including Patriot, Standard Missile, THAAD and Tomahawk.

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• @wallstengine neutral 74 eng

  Today's Key Events (All EST) — 07/23/2026 08:30: US Initial Jobless Claims 08:30: Chicago National Activity Index 13:00: US 10-Year TIPS Auction Before Open 👇 06:00: Thermo Fisher $TMO 06:00: Honeywell $HON 06:00: Cleveland-Cliffs $CLF 06:00: PG&E $PCG 06:30: Lockheed Martin $LMT 06:30: Ameriprise $AMP 06:30: Lazard $LAZ 06:45: Quest Diagnostics $DGX 06:55: RTX $RTX 06:55: Tractor Supply $TSCO 06:55: Dover $DOV 06:55: Roper Technologies $ROP 07:00: American Airlines $AAL 07:00: Comcast $CMCSA 07:00: Nasdaq $NDAQ 07:00: Harley-Davidson $HOG 07:00: Pool $POOL 07:15: Mobileye $MBLY 07:30: Albertsons $ACI 07:30: IMAX $IMAX 07:35: T-Mobile $TMUS 07:45: Union Pacific $UNP 08:00: Freeport-McMoRan $FCX 08:00: Norfolk Southern $NSC 09:30: Infosys $INFY Before Open: Blackstone $BX Before Open: RELX $RELX After Hours 👇 16:00: Intel $INTC 16:05: Comfort Systems USA $FIX 16:05: Deckers Brands $DECK 16:05: Newmont $NEM 16:05: Boyd Gaming $BYD 16:05: RingCentral $RNG 16:05: Digital Realty $DLR 16:05: Robert Half $RHI 16:05: Hartford Financial $HIG 16:05: SS&C Technologies $SSNC 16:05: VeriSign $VRSN 16:10: Kinsale Capital $KNSL 16:15: Edwards Lifesciences $EW 16:15: Boston Beer $SAM 16:30: Sallie Mae $SLM 17:00: Ovintiv $OVV Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine neutral 51 eng

  Honeywell Technologies $HON revised 2026 adjusted EPS guidance to $7.90-$8.30 from $3.95-$4.15 after a 1-for-2 reverse stock split cut shares to 317M. Sales guidance stays at $19.9B-$20.2B and full-year free cash flow remains about $2B.

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• @ripster47 bullish 29 eng

  $HON 🚨 Earning Season is where you will make most money Plan your earning plays in premarket and follow the plan Honeywell paying for breakfast at @TENETTRADEGROUP https://t.co/KLotub0V6w

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• @ArkkDaily bearish 36 eng

  JIM CRAMER: OWN TOO MUCH TECH RIGHT NOW AND YOU COULD GET BURNED China AI competition fears have him turning his back on tech entirely: - The Dow shed 307 points, S&P fell 0.19%, Nasdaq dipped 0.05%, after a strong open, all on AI-China hand-wringing - He'd rather own comprehensible names not subject to rumors: Goldman Sachs $GS, Wells Fargo $WFC, FedEx $FDX, Honeywell $HON, Boeing $BA - If those dip too, he says buy more, they're not swinging on Chinese headlines Thanks to our partners at Polymarket for surfacing this.

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• @ArkkDaily neutral 15 eng

  Here are the current holdings in the ARK Space & Defense Innovation ETF $ARKX: SpaceX $SPCX 8.20% weighting L3Harris Technologies $LHX 6.60% Rocket Lab $RKLB 6.39% Deere $DE 6.07% Kratos Defense & Security $KTOS 5.84% Advanced Micro Devices $AMD 5.60% AeroVironment $AVAV 4.52% Teradyne $TER 4.27% Google $GOOG 3.95% Amazon $AMZN 3.94% Iridium Communications $IRDM 3.94% Archer Aviation $ACHR 2.90% NVIDIA $NVDA 2.89% Trimble $TRMB 2.81% Komatsu 2.72% Palantir Technologies $PLTR 2.71% Tesla $TSLA 2.70% Joby Aviation $JOBY 2.43% Intuitive Machines $LUNR 1.88% HEICO $HEI 1.84% Thales 1.77% Taiwan Semiconductor $TSM 1.64% Elbit Systems $ESLT 1.58% BWX Technologies $BWXT 1.56% DoorDash $DASH 1.55% Garmin $GRMN 1.49% Teledyne Technologies $TDY 1.31% JD Logistics 1.08% Synopsys $SNPS 1.02% X-Energy $XE 0.99% Airbus 0.89% Lockheed Martin $LMT 0.83% Honeywell Aerospace $HONA 0.54% Honeywell International $HON 0.53% Strata Critical Medical $SRTA 0.53% Google $GOOGL 0.27% Disclosure: Public is a WOLF Financial partner. This is for informational purposes only, not investment advice.

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• @faststocknewss neutral 6 eng

  HONEYWELL $HON RECOGNIZED GAIN OF $6,629 MLN DURING THREE & SIX MONTHS ENDED JUNE 30, DUE TO DECONSOLIDATION OF QUANTINUUM

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