New York, Jan 12, 2026, 15:00 EST — Regular session
- Honeywell shares held steady following the launch of new software tools aimed at retail and warehouse operations.
- Citi cut its price target on Honeywell but stuck with a buy rating.
- Traders are eyeing the Jan. 29 results and 2026 outlook for clues on demand and margins.
Shares of Honeywell International Inc (HON.O) ticked up roughly 0.1% to $207.5 in Monday afternoon trading, as investors digested the company’s latest product launches targeting retailers and warehouse operators.
The timing is crucial as Honeywell prepares to release its fourth-quarter results and 2026 outlook on Jan. 29. Investors will be watching to see if its automation efforts are translating into more consistent growth and improved margins. 1
The industrial conglomerate kicks off 2026 with a revamped reporting structure, spotlighting Aerospace Technologies, Building Automation, Industrial Automation, and Process Automation and Technology as core segments. 2
On Monday, Honeywell unveiled “Honeywell Performance+ for Guided Work,” a new connected-workforce tool that combines voice-directed picking with analytics to convert shop-floor actions into live dashboards. “In today’s supply chain, the lack of real-time data can hinder effective operations,” David Barker, president of Honeywell Productivity Solutions and Services, said. 3
Just a day earlier, Honeywell unveiled a “Smart Shopping Platform” developed with Google Cloud and 66degrees. It taps into Google’s Gemini and Vertex AI tools—systems designed for building and operating AI models—to help shoppers locate products and suggest alternatives when shelves run dry. Google Cloud’s Jose Gomes described the platform as leveraging Google Cloud’s AI to transform Honeywell devices into smart assistants for both customers and store staff. Honeywell plans to roll out the product starting February 2026. 4
Citigroup cut its Honeywell price target to $262 from $267 on Monday but kept its buy rating, MarketScreener reported via MT Newswires. For context, a price target reflects where brokers see a stock heading over the next year.
Analysts are forecasting Honeywell’s quarterly earnings to hit $2.57 per share for the report due Jan. 29, up from $2.47 a year ago, according to Barchart. They also project full-year earnings at $9.75 per share, climbing to $10.60 in 2026. 5
Investors are watching to see if these retail and warehouse tools can boost recurring software and services revenue, rather than just hardware sales. Honeywell has been pushing more data-driven products throughout its lineup, and this move looks like another effort to link its devices with ongoing subscriptions and workflow solutions.
Competition is fierce. The handheld devices, scanners, and warehouse software market is packed, with players like Zebra Technologies expanding aggressively into overlapping customers and applications. Retailers often hesitate to replace systems that already function on lean staffing.
The downside is clear: retailers and logistics firms cut IT budgets, or pilot programs never expand beyond a handful of locations. Even when the technology wins approval, deployment can stall due to integration challenges, staff training, and inconsistent execution across stores.
Traders are now focused on the Jan. 29 earnings release and 2026 outlook call, seeking clues on orders, pricing, and costs. They’ll also be listening closely to see if Honeywell highlights any early customer traction for its retail platform before its February launch.
