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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Nigel Coe | Wolfe Research | 12 | 8% |
| Chris Snyder | Morgan Stanley | 12 | 8% |
| Sheila Kahyaoglu | Jefferies | 12 | 17% |
| Julian Mitchell | Barclays | 12 | 8% |
| Deane Dray | RBC Capital Markets | 10 | 0% |
| Steve Tusa | JPMorgan | 10 | 20% |
| Andy Kaplowitz | Citigroup | 10 | 0% |
| Scott Davis | Melius Research | 10 | 10% |
| Joe Ritchie | Goldman Sachs | 9 | 11% |
| Amit Mehrotra | UBS | 8 | 13% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 1 | 12 | 8% |
| Jefferies | 1 | 12 | 17% |
| Barclays | 1 | 12 | 8% |
| Wolfe Research | 1 |
| 12 |
| 8% |
| JPMorgan | 1 | 10 | 20% |
| Citigroup | 1 | 10 | 0% |
| Melius Research | 1 | 10 | 10% |
| RBC Capital Markets | 1 | 10 | 0% |
Honeywell delivered Q1 organic sales growth of 2% with adjusted EPS of $2.45, up 11% year-over-year, as margin expansion of 90 basis points to over 23% compensated for below-trend revenue growth caused by temporary aerospace supply chain constraints and Middle East conflict disruptions. Building Automation delivered its eighth straight quarter of strong growth, and process technology orders surged on LNG and refining wins. Management maintained full-year organic growth guidance of 3-6% and confirmed the Aerospace spinoff remained on track for June 29 completion.
Demand | Margin | Capital Allocation | Supply Chain | Competitive Dynamics | Pricing | Revenue Growth | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 7 | 2 | 1 | 1 | ||
| 2025Q1 | 10 | 3 | 3 | 3 | 1 | 4 | 1 | |
| 2025Q2 | 8 | 4 | 5 | 2 | 2 | 2 | 1 | 3 |
| 2025Q3 | 9 | 8 | 6 | 2 | 2 | 1 | 1 | 1 |
| 2025Q4 | 6 | 5 | 3 | 4 | 2 | 3 | 5 | |
| 2026Q1 | 9 | 4 | 1 | 6 | 1 | 2 | 6 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 10 | 8 | 9 | 6 | 9 |
| Margin | 3 | 3 | 4 | 8 | 5 | 4 |
| Capital Allocation | 7 | 3 | 5 | 6 | 3 | 1 |
| Supply Chain | 3 | 2 | 2 | 6 | ||
| Competitive Dynamics | 2 | 1 | 2 | 2 | 4 | 1 |
| Pricing | 1 | 4 | 2 | 1 | 2 | 2 |
| Revenue Growth | 1 | 1 | 1 | 3 | 6 | |
| Innovation & R&D | 1 | 3 | 1 | 5 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HON Honeywell International Inc. | 5 | -6.9% | |
| MMM 3M Company | 6 | +1.3% |