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Honeywell Aerospace to Release Q3 Earnings: What's in the Cards?
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Key Takeaways
Honeywell Aerospace's Q3 results may benefit from robust aviation, defense and space demand and rising orders.
Strong MRO demand and aftermarket revenues support growth, but supply constraints may pressure margins.
HONA faces tough year-over-year comparisons and production challenges despite a growing backlog.
Honeywell Aerospace Inc. (HONA - Free Report) is scheduled to release third-quarter 2026 results on Oct. 28, after market close. In the last reported quarter, it delivered a negative earnings surprise of 9.7%.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors Likely to Influence HONA’s Q3 Results
Honeywell Aerospace’s quarterly results are expected to benefit from increased orders year over year, supported by robust demand across commercial aviation, business aviation, defense and space.
The company is expected to have benefited from sustained demand for maintenance, repair and overhaul (MRO) services as airlines maintained high fleet utilization. Honeywell Aerospace’s extensive installed base of avionics, auxiliary power units, propulsion systems and other mission-critical equipment likely continued to support aftermarket demand, providing a relatively stable stream of recurring, high-margin revenues and reinforcing its long-term growth prospects.
Rising international defense budgets and strong domestic demand support growth opportunities in defense and space, while increasing orders provide a foundation for future revenues.
Investments in supplier capacity, dual sourcing, in-sourcing and manufacturing operations are intended to improve production and help convert the existing backlog into sales. Successful execution could support stronger revenues and profitability over time.
However, strong aftermarket performance in the prior-year period creates a challenging year-over-year comparison, potentially moderating Honeywell Aerospace’s reported aftermarket growth in the quarter.
Supply constraints might have continued to limit the availability of higher-margin commercial aftermarket and international defense products in the third quarter, potentially pressuring margins amid ongoing production ramp-ups.
HONA’s Q3 Expectations
The Zacks Consensus Estimate for earnings is pegged at $1.90 per share.
The Zacks Consensus Estimate for revenues is pinned at $4.59 billion.
What the Zacks Model Unveils
Our proven model does not predict an earnings beat for Honeywell Aerospace this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Earnings ESP: The company’s Earnings ESP is +1.32%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, the company has a Zacks Rank #5 (Strong Sell).
Investors may consider the following players from the same sector, as these have the right combination of elements to post an earnings beat this reporting cycle.
ATI INC (ATI - Free Report) is likely to come up with an earnings beat when it announces third-quarter results on Oct. 29, before market open. It has an Earnings ESP of +1.09% and a Zacks Rank #1 at present.
The consensus estimate for ATI’s third-quarter sales suggests an improvement of 17.4% from the year-ago quarter’s reported number. The company delivered an average earnings surprise of 12.7% for the trailing four quarters.
BWX Technologies (BWXT - Free Report) is expected to come up with an earnings beat when it reports third-quarter results on Nov. 2, after market close. It has an Earnings ESP of +0.22% and a Zacks Rank #3 at present.
The Zacks Consensus Estimate for third-quarter earnings is pinned at a $1.19 per share. The consensus estimate for third-quarter sales suggests an improvement of 14.6% from the year-ago quarter’s reported number.
Curtiss-Wright (CW - Free Report) is likely to come up with an earnings beat when it announces third-quarter results on Nov. 4, after market close. It has an Earnings ESP of +0.23% and a Zacks Rank #3 at present.
The consensus estimate for CW’s third-quarter sales suggests an improvement of 7.8% from the year-ago quarter’s reported numbers. The company delivered an average earnings surprise of 3.7% for the trailing four quarters.
View the Zacks #1 Rank List
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Honeywell Aerospace to Release Q3 Earnings: What's in the Cards?
Key Takeaways
Honeywell Aerospace Inc. (HONA - Free Report) is scheduled to release third-quarter 2026 results on Oct. 28, after market close. In the last reported quarter, it delivered a negative earnings surprise of 9.7%.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors Likely to Influence HONA’s Q3 Results
Honeywell Aerospace’s quarterly results are expected to benefit from increased orders year over year, supported by robust demand across commercial aviation, business aviation, defense and space.
The company is expected to have benefited from sustained demand for maintenance, repair and overhaul (MRO) services as airlines maintained high fleet utilization. Honeywell Aerospace’s extensive installed base of avionics, auxiliary power units, propulsion systems and other mission-critical equipment likely continued to support aftermarket demand, providing a relatively stable stream of recurring, high-margin revenues and reinforcing its long-term growth prospects.
Rising international defense budgets and strong domestic demand support growth opportunities in defense and space, while increasing orders provide a foundation for future revenues.
Investments in supplier capacity, dual sourcing, in-sourcing and manufacturing operations are intended to improve production and help convert the existing backlog into sales. Successful execution could support stronger revenues and profitability over time.
However, strong aftermarket performance in the prior-year period creates a challenging year-over-year comparison, potentially moderating Honeywell Aerospace’s reported aftermarket growth in the quarter.
Supply constraints might have continued to limit the availability of higher-margin commercial aftermarket and international defense products in the third quarter, potentially pressuring margins amid ongoing production ramp-ups.
HONA’s Q3 Expectations
The Zacks Consensus Estimate for earnings is pegged at $1.90 per share.
The Zacks Consensus Estimate for revenues is pinned at $4.59 billion.
What the Zacks Model Unveils
Our proven model does not predict an earnings beat for Honeywell Aerospace this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Honeywell Aerospace inc. Price and EPS Surprise
Honeywell Aerospace inc. price-eps-surprise | Honeywell Aerospace inc. Quote
Earnings ESP: The company’s Earnings ESP is +1.32%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, the company has a Zacks Rank #5 (Strong Sell).
You can see the complete list of today's Zacks #1 Rank stocks here.
Stocks to Consider
Investors may consider the following players from the same sector, as these have the right combination of elements to post an earnings beat this reporting cycle.
ATI INC (ATI - Free Report) is likely to come up with an earnings beat when it announces third-quarter results on Oct. 29, before market open. It has an Earnings ESP of +1.09% and a Zacks Rank #1 at present.
The consensus estimate for ATI’s third-quarter sales suggests an improvement of 17.4% from the year-ago quarter’s reported number. The company delivered an average earnings surprise of 12.7% for the trailing four quarters.
BWX Technologies (BWXT - Free Report) is expected to come up with an earnings beat when it reports third-quarter results on Nov. 2, after market close. It has an Earnings ESP of +0.22% and a Zacks Rank #3 at present.
The Zacks Consensus Estimate for third-quarter earnings is pinned at a $1.19 per share. The consensus estimate for third-quarter sales suggests an improvement of 14.6% from the year-ago quarter’s reported number.
Curtiss-Wright (CW - Free Report) is likely to come up with an earnings beat when it announces third-quarter results on Nov. 4, after market close. It has an Earnings ESP of +0.23% and a Zacks Rank #3 at present.
The consensus estimate for CW’s third-quarter sales suggests an improvement of 7.8% from the year-ago quarter’s reported numbers. The company delivered an average earnings surprise of 3.7% for the trailing four quarters.