Honeywell Aerospace Q3 Earnings Beat Estimates, Sales Increase Y/Y

Honeywell Aerospace Inc. HONA reported third-quarter 2026 adjusted earnings of $2.21 per share, which beat the Zacks Consensus Estimate of $1.90 by 16.3%. HONA's Q3 Sales Discussion Revenues increased 2.4% year over year to $4.64 billion, surpassing the consensus estimate of $4.59 billion by 1.1%. Backlog grew 12% to $19.32 billion, supported by a 9% increase in trailing 12-month orders. Commercial Original Equipment sales increased 7% year over year to $690 million. Organic sales grew 8%, driven by higher commercial air transport production rates and increased demand for selectable aircraft equipment. Commercial Aftermarket sales rose 2% to $2.13 billion, supported by healthy underlying demand and aircraft returning to active service.