Compass Verdict

Is Honeywell International (NASDAQ:HON) a buy in 2026?

Yes, on balance. The Compass leans toward accumulating Honeywell International at current levels.

The breakup is the trade: Aerospace spin in 2026 cracks open a sum-of-the-parts that the conglomerate wrapper has hidden for a decade.

Compass Score 63/100Favorable$215.70

Where HON is headed

Honeywell stops being Honeywell in 2026. The 8-K filed in March confirmed what Vimal Kapur teased for two years: Aerospace gets cut loose, Industrial Automation and Building Automation stay together as a pure-play automation house, and Advanced Materials goes its own way. By late 2027 you're not looking at a 140-year-old industrial conglomerate trading at 19x forward earnings. You're looking at three separately tradeable businesses, each with its own multiple, its own shareholder base, and its own capital allocation story.

Read the full Compass Direction on HON

The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $215.70).

See the full HON analysis

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Frequently asked questions

Is Honeywell International (NASDAQ:HON) a buy in 2026?

Yes, on balance. The Compass leans toward accumulating Honeywell International at current levels. The breakup is the trade: Aerospace spin in 2026 cracks open a sum-of-the-parts that the conglomerate wrapper has hidden for a decade.

What is HON's Compass Score?

Honeywell International scores 63/100 on Alexandria's Compass, placing it in the "Favorable" tier. Scores blend eight factors and update weekly.

What is the price target for HON?

Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the HON page.

Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.