Honeywell Projects 15% EBITDA Growth in 2026: Why Wall Street Is Targeting $250 per Share

NodeGuardian · 2026-03-05T21:40:54+00:00

Honeywell is restructuring into three focused businesses, driving an anticipated 15.1% EBITDA increase by 2026. Despite modest Wall Street projections, TIKR's model suggests the market undervalues Honeywell's earnings potential post-spin.

NodeGuardian

2026-03-05 21:40:54

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Honeywell is undergoing a significant three-way breakup, transforming into three focused pure-play businesses. This restructuring, coupled with a renegotiated acquisition of Johnson Matthey Catalyst Technologies and advancements in quantum computing via its Quantinuum subsidiary, is expected to drive a 15.1% EBITDA surge to $10.1 billion by 2026. While Wall Street currently has a modest average target price, TIKR’s valuation model suggests a higher upside, anticipating that the market is currently undervaluing Honeywell’s post-spin earnings potential.

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