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北京时间·🕒 发布 18:05:48时区推断·⟳ 抓取 18:10:58·⚡ 决策 07-23 21:15:24 +3h04m·95.9 天前
Honeywell Technologies上调利润率与EPS区间但销售指引低于一致预期
Honeywell Technologies将有机增长、分部利润率和调整后EPS区间上调至8.05至8.35美元。
📄 原文Seeking Alpha↗ 原文
Honeywell International beats top-line and bottom-line estimates; raises FY26 outlook
Table 4: Honeywell Technologies Full-Year 2026 Guidance1 | Previous Guidance | Current Guidance | Sales | $19.9B - $20.…
不做 Honeywell International（HON.US）
利润端上修与销售低于预期相互抵消，缺少清晰单边edge，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Honeywell Technologies将有机增长、分部利润率和调整后EPS区间上调至8.05至8.35美元。
- 销售指引下调至198亿至200亿美元，低于20.27亿美元一致预期，现金流指引维持约21亿美元经营现金流和20亿美元自由现金流。
主要风险
- 拆分后业务口径和集团预期可能影响解读，混合指引不适合追单边。
原文全文
展开原文 · 513 字
Table 4: Honeywell Technologies Full-Year 2026 Guidance1
| Previous Guidance | Current Guidance |
Sales | $19.9B - $20.2B | $19.8B - $20.0B vs. $20.27B consensus |
Organic Growth | 2% - 3% | 3% - 4% |
Segment Margin2 | 19.8% - 20.3% | 20.1% - 20.5% |
Expansion | Up 220 - 270 bps | Up 250 - 290 bps |
Adjusted Earnings Per Share2,3 | $7.90 - $8.30 | $8.05 - $8.35 vs. $8.23 consensus |
Adjusted Earnings Growth3 | 22% - 28% | 25% - 29% |
Operating Cash Flow | ~$2.1B | ~$2.1B |
Free Cash Flow4 | ~$2.0B | ~$2.0B |
| Previous Guidance | Current Guidance |
Sales | $19.9B - $20.2B | $19.8B - $20.0B vs. $20.27B consensus |
Organic Growth | 2% - 3% | 3% - 4% |
Segment Margin2 | 19.8% - 20.3% | 20.1% - 20.5% |
Expansion | Up 220 - 270 bps | Up 250 - 290 bps |
Adjusted Earnings Per Share2,3 | $7.90 - $8.30 | $8.05 - $8.35 vs. $8.23 consensus |
Adjusted Earnings Growth3 | 22% - 28% | 25% - 29% |
Operating Cash Flow | ~$2.1B | ~$2.1B |
Free Cash Flow4 | ~$2.0B | ~$2.0B |
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