Honeywell International Inc (HON) FY2025Q3 Earning Prediction

10/23 04:00:00

Pre-Market

Honeywell International Inc (HON) is set to release its FY2025Q3 earnings performance on 10/23 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 10.16B and an earnings per share (EPS) of 2.56 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

10.16B

10.41B

+2.46%

EPSBEAT

2.56

2.82

+10.16%

Slide

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AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: Oct 23, 2025

The earnings forecast predicts a Beat, driven by strategic spin-offs, liability management, and growth initiatives.

Beat

Last 0 quarters:

4 beats1 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

25%

+4-6%

Revenue growth >2% above consensus + EPS >$2.60.

Beat

40%

+2-4%

Revenue meets raised post-spin expectations + EPS $2.57–$2.60.

Neutral

20%

Flat

Spin-off costs offset organic growth; EPS in line.

Miss

10%

-3-5%

Aerospace destocking delays + margin contraction.

Strong Miss

-7-9%

Solstice transition costs exceed estimates + FCF deterioration.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

Spin-off reduces reported revenue, but remaining segments (Aerospace, Automation) benefit from strong order backlog (+LS Electric partnership). Fact data suggests upside vs. modest consensus (-0.11% revision).

EPS

Beat

$1.59B Resideo payment offsets R&D/tariff costs, while lower tax rates and inorganic gains drive EPS above flat consensus (+0.06% revision).

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Prediction Logic & Rational

Logic & Justification

Fact Data Highlights Impacting Core Metrics:

Strategic Spin-Offs & Liability Management:

Completion of Solstice Advanced Materials spin-off ($2B balance sheet adjustment) and divestment of asbestos liabilities ($ 1.68B) reduce operational complexity and financial drag.
$ 1.59B one-time payment from Resideo eliminates future obligations, directly boosting free cash flow and EPS.

Growth Initiatives:

Partnerships with LS Electric (data centers) and Redwire (quantum-secured communications) enhance revenue potential in high-growth sectors (Automation, Aerospace).
Quantinuum’s $10B valuation (up 100% since 2024) signals long-term optionality but minimal near-term EPS impact.

Cost & Cash Flow Improvements:

Dividend increase (+ 5.3%) reflects confidence in liquidity post-spin-offs and liability sales.
Reduced tariff pressures (per Morgan Stanley) and capital project spending discipline support margin stability.

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Options Play: Buy November $210 calls (benefit from post-earnings rally if Beat/Strong Beat materializes).
Pairs Trade: Long HON vs. short SPX (HON has underperformed S&P 500 by ~13% since last earnings; catch-up potential).
Dividend Capture: Hold through November 14 record date for increased $1.19 quarterly dividend.

Key Risk: Solstice spin-off execution risks could overshadow near-term beats. Monitor guidance updates on FY2026 margin targets.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

HON Transcript

Honeywell International Inc. (HON) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript

Neutral12-3

Honeywell International Inc. (HON) Presents at Baird 55th Annual Global Industrial Conference Transcript

Neutral11-11

Honeywell International Inc. (HON) Q3 2025 Earnings Call Transcript

Positive10-23

The earnings call summary and Q&A indicate strong financial metrics, optimistic guidance, and strategic initiatives such as acquisitions and spin-offs. Despite some segment-specific challenges, overall growth prospects are robust, with positive analyst sentiment and strong order growth. The raised guidance and strategic moves suggest a positive stock price movement, likely in the 2% to 8% range.

Honeywell International Inc. (HON) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript

Neutral9-10

HON Slides

Honeywell Q2 2025 slides: Raises guidance as portfolio transformation advances

2025-07-24

Honeywell Q3 2025 slides: Exceeds expectations, raises guidance amid transformation

2025-10-23

HON Report

HONEYWELL INTERNATIONAL INC 10-Q

10-Q

2024-10-24

HONEYWELL INTERNATIONAL INC 10-Q

10-Q

2024-07-25

Frequently Asked Questions

What is the Honeywell International Inc FY2025Q3 Earnings Release Date and Time?

Honeywell International Inc (HON) is scheduled to release its FY2025Q3 earnings report onOct 23, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Honeywell International Inc FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 10.16B in revenue and an EPS of 2.56 for Honeywell International Inc's FY2025Q3.

What Does Intellectia's AI Predict for Honeywell International Inc FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forHoneywell International Inc's FY2025Q3 earnings, with a prediction date of Oct 23, 2025. Honeywell International Inc The earnings forecast predicts a Beat, driven by strategic spin-offs, liability management, and growth initiatives.

How Can I Use This Earnings Prediction to Trade HON Stock?

Leverage Intellectia's AI forecast to position trades ahead of theOct 23, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Honeywell International Inc FY2025Q3?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!