Honeywell Expects $310M Charge in Q4 Due to Flexjet Settlement Talks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 22 2025
0mins
Should l Buy HON?
Source: CNBC
- Charge Expectation: Honeywell disclosed in a regulatory filing that it anticipates a one-time charge of $310 million in Q4, which will reduce GAAP sales by the same amount and operating income by $370 million, negatively impacting the company's short-term financial performance.
- Market Reaction: Following this announcement, Honeywell's stock fell by 2%, indicating investor concerns regarding the company's future profitability, which may affect its market confidence in the industrial sector.
- Competitive Dynamics: In the cryptocurrency market, as Bitcoin prices rebound to around $90,000, related stocks like Strategy and Mara Holdings rose by 2%, demonstrating ongoing investor interest in crypto assets, which could shift investment flows away from traditional industrial stocks.
- Industry Trends: Despite Honeywell facing short-term challenges, other tech stocks like Nvidia and Marvell Technology rose due to market expectations and analyst upgrades, reflecting investor optimism in the tech sector and potentially leading to a reallocation of funds.
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Analyst Views on HON
Wall Street analysts forecast HON stock price to fall
15 Analyst Rating
8 Buy
6 Hold
1 Sell
Moderate Buy
Current: 239.830
Low
195.00
Averages
235.07
High
262.00
Current: 239.830
Low
195.00
Averages
235.07
High
262.00
About HON
Honeywell International Inc. is an integrated operating company serving a range of industries and geographies around the world, with a portfolio that is underpinned by its Honeywell Accelerator operating system and Honeywell Forge platform. The Company provides actionable solutions for aerospace, building automation, industrial automation, process automation, and process technology. The Company supplies products, software, and services for aircrafts that it sells to original equipment manufacturers (OEM) and other customers in a variety of end markets. The Company’s portfolio of solutions and services is used in buildings worldwide for fire prevention, controls, access and security. Its offerings serve as the fundamental building blocks of industrial automation. Its sensor technologies and value-added smart edge devices offer connectivity across a variety of sensing and measurement applications. The Company offers a comprehensive portfolio of end-to-end process automation solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Company Background: Honeywell operates as an integrated company providing solutions across various industries globally, supported by its Honeywell Accelerator and Honeywell Forge platforms, showcasing its strengths in technological innovation and market competitiveness.
- Forward-Looking Statements: The company notes that future performance may be influenced by macroeconomic and geopolitical risks, emphasizing the importance of maintaining robust operations in an uncertain environment.
See More
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