# Honeywell shares jump 4.6% after mixed Q4 earnings beat revenue

**Published:** 2026-07-23T19:06:11.162Z  
**Topic:** On Chain Analysis  
**Sentiment:** neutral  
**Publisher:** TrendWatcher — https://www.trendwatcher.in/article/78e8a639-1790-4bc3-aac5-669731ad3580

Honeywell stock rose 4.6% to $226.75 as Q4 profit topped forecasts while revenue missed, prompting analyst upgrades and a new LNG deal.

Honeywell (NASDAQ:HON) surged 4.6% in afternoon trading to $226.75 after reporting a profit beat but a revenue miss for Q4 2025, a move that lifted the stock close to its 52‑week high of $240.40 and sparked analyst upgrades despite mixed guidance for 2026【3】.  

| At a glance | |
|---|---|
| Price | $226.75 |
| 24h % Move | +4.6% |
| Catalyst | Q4 earnings profit beat, revenue miss, JPMorgan upgrade |
| Key Level | Near 52‑week high of $240.40 |

## Earnings results and market reaction  
Honeywell posted adjusted earnings of $2.59 per share, 2.1% above Wall Street expectations, while revenue of $9.76 billion fell short of the $9.91 billion consensus despite a 6.4% year‑over‑year increase【3】. The profit surprise outweighed the revenue shortfall, prompting the stock’s sharp rise. Investors also noted the company’s 11% organic revenue growth, which helped offset concerns about a slight decline in operating margins.  

## Analyst upgrades and strategic developments  
Following the earnings release, JPMorgan upgraded Honeywell to Overweight from Neutral and raised its price target to $255 from $218, citing a perceived valuation gap and a “disconnect” between the share price and the value of Honeywell’s assets, especially its aerospace business【2】. A day earlier, Honeywell announced a partnership with Technip Energies to supply integrated LNG pretreatment and liquefaction solutions for a new export facility in Louisiana, a deal that could bolster future revenue streams as global energy demand rises【1】.  

## What to watch  
- **$240.40** – 52‑week high that could act as resistance if buying pressure continues.  
- **Upcoming earnings guidance** – Honeywell’s 2026 full‑year revenue midpoint of $39.3 billion sits slightly below analyst forecasts, making future guidance a key driver of price action.  
- **JPMorgan target** – The new $255 price target may influence institutional sentiment and support further upside.  

The move underscores how a profit beat can temporarily outweigh a revenue miss, especially when coupled with analyst optimism and a strategic LNG contract. The next price test will be whether the stock can break above its recent high or retreat as investors digest the mixed 2026 outlook.

## Sources
1. Finviz — [Honeywell (HON) Target Trimmed as Mizuho Warns of Uneven...](https://finviz.com/news/271495/honeywell-hon-target-trimmed-as-mizuho-warns-of-uneven-industry-backdrop)
2. Insidermonkey — [JPMorgan Turns More Constructive on Honeywell (HON) in 2026...](https://www.insidermonkey.com/blog/jpmorgan-turns-more-constructive-on-honeywell-hon-in-2026-outlook-1684478/)
3. Tradingview — [Why Honeywell (HON) Stock Is Up Today — TradingView News](https://www.tradingview.com/news/stockstory:797d8ca55094b:0-why-honeywell-hon-stock-is-up-today/)
4. Gurufocus — [Honeywell (HON) Earnings Call Highlights Key Developments](https://www.gurufocus.com/news/8563013/honeywell-hon-earnings-call-highlights-key-developments)

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Cite as: TrendWatcher, "Honeywell shares jump 4.6% after mixed Q4 earnings beat revenue", https://www.trendwatcher.in/article/78e8a639-1790-4bc3-aac5-669731ad3580