Honeywell Raises 2025 Earnings Forecast Amid Aerospace Surge

As of November 13, 2025, Honeywell International Inc. (HON), a global technology and manufacturing leader, has a market cap of $124.5 billion. The company, headquartered in Charlotte, North Carolina, operates across aerospace, industrial automation, building automation, and energy and sustainability sectors.

Over the past 52 weeks, Honeywell's shares have underperformed the broader S&P 500 Index, falling 12.8% compared to the index's 14% gain. However, the company's recent performance has been more promising. On October 23, 2025, Honeywell's shares climbed 6.8% after the company raised its 2025 adjusted EPS forecast to $10.60 - $10.70, despite a $0.21 hit from the planned Solstice materials unit separation.

Honeywell's Q3 2025 results also exceeded expectations, with adjusted EPS of $2.82 and revenue of $10.41 billion, driven by a 15% increase in aerospace sales to $4.51 billion. Investor optimism further rose as management projected stronger 2025 pricing and stabilization in tariffs and inflation pressures.

Looking ahead, analysts expect Honeywell's adjusted EPS to grow 7.6% year-over-year to $10.64 in the fiscal year ending in December 2025. The company's earnings surprise history is also promising, as it has topped the consensus estimates in the last four quarters.