HONEYWELL INTERNATIONAL INC
HON · Aircraft Engines & Engine Parts · 633.7M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $3.5B (gross $3.7B, SBC $197M)
Reference price $242.70 · est. market cap ~$153.8B — last insider sale, 2026-03-02 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A87Dominant diversified industrial-technology franchise with top-decile operating margins and prodigious cash generation.
Strengths
- Operating margin 21.7% (89th pct), ROE 34% (85th pct), ROA 6.4% (82nd pct) — wide-moat profitability
- $5.4B free cash flow (98th pct) and $12.9B cash (99th pct); 8% sales growth to $37.4B led by double-digit Aerospace
- Durable installed-base/aftermarket moat across aerospace and automation; value-unlocking separation underway
Risks
- Leverage elevated (debt/equity 2.1, 91st pct) and aerospace cyclicality plus tariff/supply-chain exposure
- Low reported gross margin (8th pct) reflects mix/classification, not operating weakness
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
36.9%
Operating margin
21.7%
Net margin
12.6%
Return on equity
34.0%
Return on assets
6.4%
ROIC
14.9%
Revenue growth (QoQ)
33.3%
Net-income growth
-17.1%
Debt / equity
2.1×
Net debt / EBITDA
1.7×
Current ratio
1.3×
Free cash flow
$5.4B
EBITDA
$9.5B
Tangible book value
-$13.9B
Cash & investments
$12.9B
Stock comp / revenue
0.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Kapur Vimal | Tax withheld | 868 | $234.99 |
| 2026-06-01 | Kapur Vimal | Option exercise | 2.0K | — |
| 2026-04-24 | Hammoud Billal | Option exercise | 471 | — |
| 2026-04-24 | Hammoud Billal | Tax withheld | 213 | $212.26 |
| 2026-04-15 | Watson Robin | Option exercise | 625 | $230.93 |
| 2026-04-15 | Watson Robin | Tax withheld | 188 | $230.93 |
| 2026-04-15 | BURKE KEVIN | Option exercise | 625 | $230.93 |
| 2026-04-15 | LAMACH MICHAEL W | Option exercise | 625 | $230.93 |
| 2026-04-15 | AYER WILLIAM S | Option exercise | 625 | $230.93 |
| 2026-04-15 | ARNOLD CRAIG | Option exercise | 359 | $230.93 |
| 2026-04-15 | Williamson Stephen | Option exercise | 625 | $230.93 |
| 2026-04-15 | NOOYI INDRA K | Option exercise | 256 | $230.93 |
| 2026-04-15 | Steinberg Marc | Option exercise | 605 | $230.93 |
| 2026-04-15 | Flint Deborah | Option exercise | 625 | $230.93 |
| 2026-04-15 | DAVIS D SCOTT | Option exercise | 625 | $230.93 |
| 2026-04-15 | ANGOVE DUNCAN | Option exercise | 625 | $230.93 |
| 2026-04-15 | Lieblein Grace | Option exercise | 625 | $230.93 |
| 2026-03-02 | Currier James E | Sell | 2.2K | $243.65 |
| 2026-03-02 | West Kenneth J | Sell | 873 | $242.70 |
| 2026-02-23 | Stepniak Michal | Option exercise | 1.5K | — |
| 2026-02-23 | Stepniak Michal | Tax withheld | 426 | $244.19 |
| 2026-02-23 | West Kenneth J | Option exercise | 965 | — |
| 2026-02-23 | West Kenneth J | Tax withheld | 467 | $244.19 |
| 2026-02-23 | Currier James E | Option exercise | 834 | — |
| 2026-02-23 | Currier James E | Tax withheld | 350 | $244.19 |
| 2026-02-23 | Hammoud Billal | Option exercise | 1.0K | — |
| 2026-02-23 | Hammoud Billal | Tax withheld | 471 | $244.19 |
| 2026-02-23 | Lu Su Ping | Option exercise | 1.1K | — |
| 2026-02-23 | Lu Su Ping | Tax withheld | 336 | $244.19 |
| 2026-02-23 | Lieblein Grace | Option exercise | 3.2K | $117.58 |
| 2026-02-23 | Lieblein Grace | Sell | 2.2K | $243.73 |
| 2026-02-23 | Lieblein Grace | Option exercise | 2.4K | $135.78 |
| 2026-02-23 | Lieblein Grace | Sell | 1.8K | $243.73 |
| 2026-02-23 | Lieblein Grace | Option exercise | 2.2K | $163.47 |
| 2026-02-23 | Lieblein Grace | Sell | 1.8K | $243.73 |
| 2026-02-19 | DAVIS D SCOTT | Option exercise | 3.2K | $117.58 |
| 2026-02-19 | DAVIS D SCOTT | Sell | 2.4K | $240.00 |
| 2026-02-16 | Hammoud Billal | Tax withheld | 315 | $241.09 |
| 2026-02-16 | West Kenneth J | Option exercise | 698 | — |
| 2026-02-16 | West Kenneth J | Tax withheld | 348 | $241.09 |
| 2026-02-16 | Currier James E | Option exercise | 1.6K | — |
| 2026-02-16 | Currier James E | Tax withheld | 656 | $214.09 |
| 2026-02-16 | Hammoud Billal | Option exercise | 698 | — |
| 2026-02-16 | Mattimore Karen | Option exercise | 955 | — |
| 2026-02-16 | Mattimore Karen | Tax withheld | 417 | $241.09 |
| 2026-02-16 | Kapur Vimal | Option exercise | 6.0K | — |
| 2026-02-16 | Kapur Vimal | Tax withheld | 2.6K | $241.09 |
| 2026-02-14 | Kapur Vimal | Tax withheld | 302 | $241.09 |
| 2026-02-14 | Kapur Vimal | Option exercise | 689 | — |
| 2026-02-12 | Currier James E | Tax withheld | 1.3K | $242.41 |
| 2026-02-12 | Hammoud Billal | Grant | 802 | — |
| 2026-02-12 | Hammoud Billal | Tax withheld | 389 | $242.41 |
| 2026-02-12 | Mattimore Karen | Grant | 1.5K | — |
| 2026-02-12 | Mattimore Karen | Tax withheld | 675 | $242.41 |
| 2026-02-12 | Kapur Vimal | Tax withheld | 2.1K | $242.41 |
| 2026-02-12 | Kapur Vimal | Grant | 3.4K | — |
| 2026-02-12 | Kapur Vimal | Tax withheld | 1.5K | $242.41 |
| 2026-02-12 | Kapur Vimal | Grant | 4.8K | — |
| 2026-02-12 | Currier James E | Grant | 3.2K | — |
| 2026-02-11 | Mattimore Karen | Option exercise | 529 | — |
| 2026-02-11 | Mattimore Karen | Tax withheld | 232 | $242.08 |
| 2026-02-11 | Kapur Vimal | Option exercise | 1.1K | — |
| 2026-02-11 | Kapur Vimal | Tax withheld | 494 | $242.08 |
| 2026-02-10 | Kapur Vimal | Option exercise | 2.7K | — |
| 2026-02-10 | Mailloux Robert D. | Option exercise | 1.5K | — |
| 2026-02-10 | Mailloux Robert D. | Tax withheld | 456 | $242.02 |
| 2026-02-10 | Kapur Vimal | Tax withheld | 1.2K | $242.02 |
| 2026-02-10 | Mattimore Karen | Option exercise | 878 | — |
| 2026-02-10 | Mattimore Karen | Tax withheld | 274 | $242.02 |
| 2026-02-06 | Mailloux Robert D. | Sell | 5.3K | $239.00 |
| 2026-02-06 | Mailloux Robert D. | Option exercise | 5.3K | $171.50 |
| 2026-01-30 | Mailloux Robert D. | Option exercise | 9.3K | $164.84 |
| 2026-01-30 | Mailloux Robert D. | Sell | 9.3K | $229.00 |
| 2026-01-30 | Mailloux Robert D. | Option exercise | 1.3K | $171.50 |
| 2026-01-30 | Mailloux Robert D. | Sell | 1.3K | $229.00 |
| 2025-12-16 | Mailloux Robert D. | Tax withheld | 1.3K | $197.73 |
| 2025-12-16 | Mailloux Robert D. | Option exercise | 2.9K | — |
| 2025-10-30 | HONEYWELL INTERNATIONAL INC | Other | 158.7M | — |
| 2025-10-28 | West Kenneth J | Option exercise | 2.3K | — |
| 2025-10-28 | West Kenneth J | Tax withheld | 1.1K | $214.33 |
| 2025-10-02 | West Kenneth J | Option exercise | 950 | — |
| 2025-10-02 | West Kenneth J | Tax withheld | 443 | $211.55 |
| 2025-09-23 | West Kenneth J | Other | 3 | $209.63 |
| 2025-09-18 | West Kenneth J | Other | 3 | $212.41 |
| 2025-08-27 | BOLDEA LUCIAN | Option exercise | 6.7K | $197.68 |
| 2025-08-27 | BOLDEA LUCIAN | Option exercise | 18K | $171.73 |
| 2025-08-27 | BOLDEA LUCIAN | Sell | 18K | $221.60 |
| 2025-08-27 | BOLDEA LUCIAN | Option exercise | 12K | $199.60 |
| 2025-08-27 | BOLDEA LUCIAN | Sell | 12K | $221.60 |
| 2025-08-27 | BOLDEA LUCIAN | Sell | 6.7K | $221.60 |
| 2025-08-27 | BOLDEA LUCIAN | Sell | 6.0K | $221.44 |
| 2025-08-01 | Stepniak Michal | Option exercise | 745 | — |
| 2025-08-01 | West Kenneth J | Option exercise | 813 | $154.22 |
| 2025-08-01 | West Kenneth J | Sell | 813 | $218.10 |
| 2025-08-01 | West Kenneth J | Option exercise | 1.9K | $180.92 |
| 2025-08-01 | West Kenneth J | Sell | 1.9K | $218.10 |
| 2025-08-01 | West Kenneth J | Sell | 689 | $218.10 |
| 2025-08-01 | Currier James E | Option exercise | 1.4K | — |
| 2025-08-01 | Currier James E | Tax withheld | 576 | $219.40 |
| 2025-08-01 | Lu Su Ping | Option exercise | 710 | — |
| 2025-08-01 | Lu Su Ping | Tax withheld | 310 | $219.40 |
| 2025-08-01 | Stepniak Michal | Tax withheld | 326 | $219.40 |
| 2025-07-29 | Stepniak Michal | Option exercise | 616 | — |
| 2025-07-29 | Stepniak Michal | Tax withheld | 269 | $223.62 |
| 2025-07-29 | West Kenneth J | Option exercise | 635 | — |
| 2025-07-29 | West Kenneth J | Tax withheld | 297 | $223.62 |
| 2025-07-28 | Hammoud Billal | Option exercise | 627 | — |
| 2025-07-28 | Hammoud Billal | Tax withheld | 247 | $226.24 |
| 2025-07-25 | West Kenneth J | Option exercise | 552 | — |
| 2025-07-25 | West Kenneth J | Tax withheld | 258 | $224.45 |
| 2025-07-25 | Currier James E | Option exercise | 662 | — |
| 2025-07-25 | Currier James E | Tax withheld | 267 | $224.45 |
| 2025-06-01 | Kapur Vimal | Option exercise | 1.9K | — |
| 2025-06-01 | Kapur Vimal | Tax withheld | 810 | $225.39 |
| 2025-04-24 | Hammoud Billal | Option exercise | 436 | — |
| 2025-04-24 | Hammoud Billal | Tax withheld | 197 | $198.82 |
| 2025-04-15 | Williamson Stephen | Option exercise | 83 | $200.38 |
| 2025-04-15 | LAMACH MICHAEL W | Option exercise | 650 | $200.38 |
| 2025-04-15 | AYER WILLIAM S | Option exercise | 650 | $200.38 |
| 2025-04-15 | Flint Deborah | Option exercise | 650 | $200.38 |
| 2025-04-15 | ANGOVE DUNCAN | Option exercise | 650 | $200.38 |
| 2025-04-15 | Lee Rose | Option exercise | 650 | $200.38 |
| 2025-04-15 | Watson Robin | Option exercise | 650 | $200.38 |
| 2025-04-15 | Watson Robin | Tax withheld | 196 | $200.38 |
| 2025-04-15 | BURKE KEVIN | Option exercise | 650 | $200.38 |
| 2025-04-15 | Lieblein Grace | Option exercise | 650 | $200.38 |
| 2025-04-15 | DAVIS D SCOTT | Option exercise | 650 | $200.38 |
| 2025-02-26 | Kapur Vimal | Option exercise | 648 | — |
| 2025-02-26 | Kapur Vimal | Tax withheld | 287 | $211.23 |
| 2025-02-26 | Madden Anne T | Option exercise | 1.3K | — |
| 2025-02-26 | Madden Anne T | Tax withheld | 566 | $211.23 |
| 2025-02-18 | Washington Robin L | Option exercise | 3.2K | $97.92 |
| 2025-02-18 | Washington Robin L | Tax withheld | 2.1K | $206.02 |
| 2025-02-13 | Madden Anne T | Tax withheld | 3.8K | $205.97 |
| 2025-02-13 | Lewis Gregory P | Grant | 8.7K | — |
| 2025-02-13 | Lewis Gregory P | Tax withheld | 3.8K | $205.97 |
| 2025-02-13 | Kapur Vimal | Grant | 6.6K | — |
| 2025-02-13 | Kapur Vimal | Tax withheld | 2.9K | $205.97 |
| 2025-02-13 | Kapur Vimal | Grant | 3.1K | — |
| 2025-02-13 | Kapur Vimal | Tax withheld | 1.4K | $205.97 |
| 2025-02-13 | BOLDEA LUCIAN | Grant | 4.4K | — |
| 2025-02-13 | BOLDEA LUCIAN | Tax withheld | 1.8K | $205.97 |
| 2025-02-13 | Mattimore Karen | Grant | 3.2K | — |
| 2025-02-13 | Mattimore Karen | Tax withheld | 1.4K | $205.97 |
| 2025-02-13 | Madden Anne T | Grant | 8.7K | — |
| 2025-02-12 | Madden Anne T | Option exercise | 1.2K | — |
| 2025-02-12 | Madden Anne T | Tax withheld | 530 | $205.27 |
| 2025-02-12 | Kapur Vimal | Option exercise | 679 | — |
| 2025-02-12 | Kapur Vimal | Tax withheld | 299 | $205.27 |
| 2025-02-12 | Mattimore Karen | Option exercise | 428 | — |
| 2025-02-12 | Mattimore Karen | Tax withheld | 187 | $205.27 |
| 2025-02-12 | Lewis Gregory P | Option exercise | 1.2K | — |
| 2025-02-12 | Lewis Gregory P | Tax withheld | 530 | $205.27 |
| 2025-02-11 | Currier James E | Option exercise | 748 | — |
| 2025-02-11 | Currier James E | Tax withheld | 314 | $207.56 |
| 2025-02-11 | Currier James E | Option exercise | 934 | — |
| 2025-02-11 | Currier James E | Tax withheld | 404 | $207.56 |
| 2025-02-11 | Hammoud Billal | Option exercise | 926 | — |
| 2025-02-11 | Hammoud Billal | Tax withheld | 390 | $207.56 |
| 2025-02-11 | West Kenneth J | Option exercise | 748 | — |
| 2025-02-11 | West Kenneth J | Tax withheld | 349 | $207.56 |
| 2025-02-11 | West Kenneth J | Option exercise | 934 | — |
| 2025-02-11 | West Kenneth J | Tax withheld | 460 | $207.56 |
| 2025-02-11 | Mailloux Robert D. | Option exercise | 1.5K | — |
| 2025-02-11 | Mailloux Robert D. | Tax withheld | 680 | $207.56 |
| 2025-02-10 | Madden Anne T | Option exercise | 2.1K | — |
| 2025-02-10 | Madden Anne T | Tax withheld | 954 | $207.12 |
| 2025-02-10 | Kapur Vimal | Option exercise | 2.5K | — |
| 2025-02-10 | Kapur Vimal | Tax withheld | 1.1K | $207.12 |
| 2025-02-10 | Mattimore Karen | Option exercise | 813 | — |
| 2025-02-10 | Mattimore Karen | Tax withheld | 380 | $207.12 |
| 2025-02-10 | BOLDEA LUCIAN | Option exercise | 1.6K | — |
| 2025-02-10 | BOLDEA LUCIAN | Tax withheld | 665 | $207.12 |
| 2025-02-10 | Lewis Gregory P | Option exercise | 2.4K | — |
| 2025-02-10 | Lewis Gregory P | Tax withheld | 1.0K | $207.12 |
| 2025-02-10 | Madden Anne T | Option exercise | 29K | $98.70 |
| 2025-02-10 | Madden Anne T | Sell | 29K | $207.89 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
Suppliers (2)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-15 | Exec/director changeReg FDOther | filing ↗ |
| 2026-06-05 | Reg FDOtherExhibits | filing ↗ |
| 2026-06-02 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-05-27 | Shareholder vote | filing ↗ |
| 2026-04-23 | OtherExhibits | filing ↗ |
| 2026-04-23 | ResultsExhibits | filing ↗ |
| 2026-03-23 | OtherExhibits | filing ↗ |
| 2026-03-16 | 1.02OtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-15 | 2026-06-15 | 0000773840-26-000080 ↗ |
| 8-K | 2026-06-05 | 2026-06-05 | 0000773840-26-000072 ↗ |
| 8-K | 2026-06-02 | 2026-06-01 | 0000773840-26-000068 ↗ |
| 8-K | 2026-05-27 | 2026-05-22 | 0001193125-26-242011 ↗ |
| 10-Q | 2026-04-23 | 2026-03-31 | 0000773840-26-000057 ↗ |
| 8-K | 2026-04-23 | 2026-04-23 | 0000773840-26-000055 ↗ |
| 8-K | 2026-04-23 | 2026-04-23 | 0000773840-26-000058 ↗ |
| 8-K | 2026-03-23 | 2026-03-20 | 0001193125-26-118101 ↗ |
| 8-K | 2026-03-16 | 2026-03-10 | 0001193125-26-108366 ↗ |
| 8-K | 2026-03-06 | 2026-03-06 | 0001193125-26-095179 ↗ |
| 8-K | 2026-03-03 | 2026-03-03 | 0000773840-26-000017 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0000773840-26-000015 ↗ |