Honeywell Technologies Q3 FY2026: organic growth and raised guidance
Honeywell Technologies’ Q3 FY2026 is a Bullish quarter: sales were only up 1.0% reported, but organic growth was 7.0%, segment margin expanded to 21.3%, and management raised full-year adjusted EPS and free cash flow guidance. Read the print through organic growth and adjusted EPS, not the GAAP headline, because prior-year one-time gains and divestitures distort the reported comparisons.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was $2.08, while continuing-operations EPS was $2.40; the gap comes from a $0.32 loss from discontinued operations. The prior-year quarter included a one-time Resideo gain, so GAAP EPS fell 20.0% even as adjusted EPS rose 34.0% to $2.27. That adjusted figure is the better measure of operating momentum, but it excludes real items like $0.32 of acquisition amortization and $0.35 of Quantinuum equity losses.
Revenue was $4.99 billion, up 1.0% reported but 7.0% organic. The reported number is muted because divestitures cut 8 percentage points from growth, so organic is the cleaner read on the underlying business. All three segments grew organically, with Building Automation and Process Automation at 8.0% each and Industrial Automation at 4.0%.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-10-23
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