Honeywell’s $500M Tariff Hit? No Problem—Stock Jumps as Split Plan Gains Steam!

Honeywell International Inc. delivered a strong start to fiscal 2025, reporting first-quarter results that exceeded Wall Street expectations and raised guidance despite a complex macroeconomic backdrop. The company posted adjusted earnings per share of $2.51 on revenue of $9.8 billion, surpassing analyst estimates of $2.21 EPS on $9.6 billion in revenue. This performance also marked a year-over-year improvement from $2.25 EPS on $9.1 billion in sales. Shares responded positively, climbing 5.4% to close at $211.49, reflecting investor confidence in Honeywell’s operational resilience and strategic direction. Management raised full-year EPS guidance to a range of $10.20 to $10.50, nudging the midpoint to $10.35, nearly matching the $10.38 consensus. The revised guidance accounts for the anticipated impact of $500 million in tariffs, mitigation strategies, and ongoing global demand uncertainty.